Finance/Analysis/Forecasting
Resume:
Lisa M. Alvarez 972-***-****
Prosper, Texas 75078
****.*********@*****.***
Summary of Qualifications
• Forecasting and Budgets
• Planning and Analysis
• Treasury and Investment
• Accountability
Experience
Nationstar Mortgage 2016 - Present
Senior Financial Analyst (April 2016 – Present)
Prepares annual budgets, monthly forecasting and monitoring key metrics relating to expense, headcount, capital and labor allocation for business units including Information Technology, Risk Management and Legal functional teams
Provide required metrics and analyses to management for reporting and measuring the business performance
Work with Information Technology team to coordinate and track monthly capital labor spend and work with accounting to ensure correct project labor allocation is booked each month
Work with Legal team on tracking the litigation and legal settlements using Serengeti Legal Tracker
Research and resolve Business Unit(s) inquiries for assigned functional areas
Responsible for month-end, quarter-end and year-end close for assigned functional areas
Prepare journal entries related to assigned functional responsibilities
Research and prepare variance analysis and explanations
Routine communication with leaders relating to financial close, issues and deliverables
Provide financial reporting on results from Workday, SQL, & Cognos TM1 systems
Thomson Reuters 2008 - 2016
Finance Manager (April 2008 – March 2016)
Coordinate annual planning, monthly forecasting and monitoring key metrics relating to sales, revenue recognition, expense, FTE’s, etc. for business units including Information Technology, User Support and Product Management functional teams
Provide required metrics and analyses to management for reporting and measuring the business performance
Work with Information Technology team to coordinate capital plan, track monthly capital labor spend and create capital projects
Track monthly sales quota and interact with account managers and director of sales in calculating monthly sales commissions and annual bonus compensation
Worked with account managers on renewal of Big 7 accounting firm’s contracts for software
Lead and direct Financial Analyst staff
Participate in the monthly/quarterly/annual close processes
Provide financial reporting on results from SAP, BEX, Oracle, Hyperion and Cognos systems
Nortel Networks, Inc. 1998 - 2008
Senior Financial Analyst, Global Services Finance (August 2006 – March 2008)
Provide FP&A support preparing reviews, analyzing results, budgets, and spending outlooks
Provide forecasting for inventory related activities (Excess& Obsolete, A to B write-downs, etc)
Assist and support in tracking the departmental and third party vendor repair spending
Partners with Operation leaders as a basis for managing spending requirements, cost reduction initiatives and reporting performance measures
Supports the Finance Control function to ensure proper financial accounting in all aspects of month-end and quarterly close activities
Lead and train other entry level analyst on the team
Broad knowledge of financial cost accounting/tracking systems (SAP, PE, BW, PSI, ECMS, Brio, Business Objects, CCR, Oracle GL, BAAN)
Interface with related LC finance primes on any issues as required
Senior Financial Analyst, Global Operations Finance (October 2003 – August 2006)
Provide FP&A support to project management and customer support teams preparing reviews, analyzing results, budgets, spending outlooks and absorption accounting process
Partners with VPs and Directors as a basis for managing spending requirements, cost reduction initiatives and reporting North America project management and customer service performance measures
Create and communicate hours/utilization analysis to management and highlight areas of discrepancies as well as providing detailed analysis of loaded labor rate variance analysis and recovery plans
Supports the Finance Control function to ensure proper financial accounting in all aspects of month-end and quarterly close activities
Broad knowledge of financial cost accounting/tracking systems (SAP/Clarify, PSI, ECMS, Brio, Business Objects, Oracle GL)
Interface with related LC finance primes on any issues as required
Financial Planning R&D Analyst (August 1998 – October 2003)
Provided financial planning and analysis for the R&D budget for several teams
Interact with each team and accurately plan their annual budgets, quarterly views, R&D expenses, headcount and capital requirements
Conduct various analyses comparing monthly and quarterly results to established targets set by Corporate
Communicate targets and provide information, analysis, and assistance to management to achieve financial and operating objectives
Provide the necessary support needed by each team to enable them to understand all aspects of their individual budgets
Prepare necessary accruals, journal entries, and any other requirements for month end and quarterly close Implemented and managed an accurate forecasting process for the North America operations teams
Education
Loyola University of New Orleans, LA
Bachelors of Business Administration in Finance
Skills
• Excel • Power Point
• Word • Access
• SAP • Cognos
• BW • Hyperion
• Oracle • Business Objects
• Salesforce • Workday
• Microsoft SQL • Cognos TM1
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