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Manager Financial Analyst

Chicago, IL
June 16, 2019

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Hector Rubalcava, CPA


Accomplished Senior Financial Manager leveraging CPA credentials with proficiency in strategical annual plans, rolling forecasts, month-end close and accounting leader across banking, healthcare, consumer goods & transportation industries.

Provide enriched reporting and innovative analytics to accelerate processes and influence executive-level decision making.

Vigorous business partner supporting commercial units with revenue optimization initiatives (ROIs, KPIs, Metrics, Trends).

Tactical finance liaison, exceptional relationship management capabilities and enriched managerial competence promoting organizational success. Substantial financial experience in corporate development (M&A, Divestitures, Due Diligence).

Rapidly adapt to new technologies and possess expertise with Microsoft Software, Hyperion Essbase, SAP BPC, IBM Cognos, Power BI; Fluent in Spanish with a strong culture intelligence in Latin America. Private Equity experience. CORE COMPETENCIES

Inspired Seasoned Finance Leader Vibrant Business Collaborator & Strategic Finance Liaison Proficient Understanding of Financial Statement Analysis & GAAP In-depth Experience in Financial Month-end Close, Budget, LRP & Forecast Financial & Reporting Business Consolidations Strong Cross-Functional & Change Management Knowledge Robust Multi- Task Aptitude Heavy Senior Management Interaction Spearhead Process Improvements & Reporting Enhancements KEY ACCOMPLISHMENTS

Govern and lead all the financial facets related to annual operating plans, LRPs, monthly forecasts and monthly financial close processes incorporating best-practice methods, a solid financial control environment and communicating compelling stories.

Structure strategic annual plans and rolling forecasts providing future-oriented analysis that promote critical examination of business opportunities for profit improvement while embracing the financial impact of tactical business decisions.

Normalize results and provide comprehensive analytics that capture seasonality and business cycle effects ensuring functional and project budgets are in alignment. Perform headcount and compensation assessments and propose solutions on gap shortage/surplus.

Direct the monthly financial close process and deliver post-close studies such as driver-based variance commentary, actionable and forward-looking insights, dashboards with financial metrics, KPIs and visualization snapshots.

Develop & standardize financial reconciliations adding uniformity; Redesign and implement financial packages imposing a consistent structure, accelerating process completion by 50% and enforcing adequate financial controls as well as S&OPs.

Prepared and governed monthly Financial Control Reconciliation Reports for Latin America countries containing key control and risk indicators required to ensure accountability and transparency; Presented results to US Senior Management and Local CFOs. Dynamic business partner with extensive senior management interaction and aficionado in establishing as well as reinforcing communication conduits across all level of an organization.

Actively engage with upper management presenting financial results to facilitate strategical decision-making, to communicate recommendations on margin improvements practices and to persuade stakeholders for buy-in on proposed ideas.

Deliver strategic corporate initiatives and global projects providing best-practice analytics to optimize financial performance as well as ensure alignment with defined business strategies. Prepare, analyze and present financial packages to the executive committee and the board of director for several business units embracing revenue enhancement and cost reduction programs.

Manage and develop a team of analysts supporting multiple finance and accounting activities deploying a unique managerial approach “L3 – Listen, Learn & Lead”. Supervised third-party consultants that were employed to augment the finance staff during the acquisition of Merisant, the divestiture of LaSalle Bank and the integration of ABN AMRO with RBS.

Liaise with accounting teams to provide oversight on financial issues ensuring transactions are properly recorded, to give earnings management input on estimates and accruals certifying activity is adequately captured and to offer overall financial intelligence.

Trusted and tactical partner to commercial and operating teams supplying more innovative analytics, user-friendly tools and actionable financial insight while improving visibility, challenging adverse spend patterns and enforcing spend disciplined.

Build solid communication channels and strengthen business relationships across multiple local and global departments becoming a reliable and influential finance leader; Deploy several global initiatives providing financial counselling and foresights. Hector Rubalcava, CPA

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Instrumental in streamlining processes, improving reporting and enhancing analytics to ultimately produce more meaningful financial reports while exploiting possibilities to close gaps on ongoing challenges.

Standardize deliverables imposing data transparency while enforcing a firm spend regulation. Disrupt the finance and accounting environments driving process acceleration and reporting automation resulting in higher capacity for value-added financial analysis.

Acquired a strategic mindset toward discovering opportunities, delivering continuous improvements and eliminating non-value- added functions. Construct trouble-free templates adding effective participation and coordination on corporate engagements.

Calculated, analyzed and reported trade spend return analysis (ROI) to boost promotional trade and marketing activity while detecting lucrative alternatives; Designed various standardized templates including ROI, product (SKU) rationalization and customer-product profitability analysis highlighting financial drivers for revenue upside and cost reduction opportunities.

Deployed reporting enhancements and margin studies to sales and marking teams triggering higher sales, influencing incremental orders and identifying cost savings (~$200K). Completed a precise price-volume-mix assessment addressing anomalies. Conducted numerous system and process implementations including a global reconciliation platform, a financial reporting system, a SOX review a global inter-company sharing practice where I managed teams and offered sound financial intelligence.


Participated in the IT development, deployment, training, policy implementation, analytics and reporting functionalities for a global Reconciliation Monitoring Tool (RMT) at ABN AMRO capturing more than 250K balance sheet accounts in 38 countries.

Oversaw the Medicaid reporting system implementation (via Cognos) at Baxter and ensured a smooth and transparent completion; Lead report creation and data validation integrity testing; Coordinated with IT to offer continual Cognos training seminars.

Directed the 2010 Sarbanes-Oxley Sect 404 (Internal Control Assessment) at Baxter; Led a team of three in successfully reviewing all practices and deploying remediation plan for faulty controls; Presented results to Internal Audit and Upper Management.

Established, monitored and streamlined a transfer pricing processes at BMO & ABN AMRO that effectively facilitated global communication channels as well as instituted an efficient and consistent cash settlement methodology.

Played a fundamental role at Baxter as a distinguished member of the Operational Effectiveness Committee representing Finance. EMPLOYMENT HISTORY

Finance Manager & Business Partner Amtrak (Railroad & Transportation) Oct 2018 – Present Manager, FP&A BMO Financial Group (Financial Services) Sep 2015 – Feb 2018 Manager, FP&A Merisant US, Inc. (Consumer Packaged Goods – Private Equity) Aug 2011 – Mar 2015 Supervisor, Finance Baxter International Inc. (Healthcare Corporation) Dec 2009 – Aug 2011 Senior Financial Analyst ABN AMRO Bank (Financial Services) Mar 2004 – Oct 2009 Financial Analyst Bank One Corporation (Financial Services) Jan 2002 – Mar 2004 IT Auditor Arthur Andersen LLP (Accounting & Consulting Firm) Oct 2000 – Nov 2001 EDUCATION CERTIFICATIONS SKILLS AWARDS

Loyola University Chicago The University of Illinois at Chicago Quinlan School of Business Bachelor of Science in Accounting; May 2000 Executive MBA; April 2021 Honors College, Magna Cum Laude, 97-99; GPA: 4.7 Certified Public Accountant (CPA), Illinois, License # 239006102 Certified Corporate FP&A Professional, Passed Part 1, Candidate Microsoft Office (Advanced Excel, Word & PowerPoint), Power BI, SAP (BPC, BW), Bloomberg, Hyperion Essbase, IBM Cognos; Fluent in Spanish

Recipient, 2010 Finance Leadership, Collaboration & Teamwork as well as Financial Results Awards at Baxter

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