Driving revenue growth through sound finance analysis and strategy expertise.
Strong FP&A Analyst with forecasting, analytical and strategy background, skilled at resolving complex problems and achieving results in an efficient and timely manner. Demonstrated success in combining business analysis, finance process improvement and project management skills to help Corporate Account Sales Teams drive sales growth and safeguard the profitability of the business. Creates and executes organizational change, manage multiple projects, organizing, prioritizing and communicating effectively. Excels at uncovering operational cost-savings through process optimization. Change leader who designs and implements business transformation processes and strategy initiatives that lead to quick adoption while minimizing resistance and driving incremental utilization. Extensive international experience across Latin America.
AREAS OF EXPERTISE
Business process outsourcing
Trade spend management
BAÑO EXPRESS & BAÑOMÓVIL DE OCCIDENTE Chicago, IL & Bogota, Colombia 2010 – Present
FP&A Analyst and Finance Analyst Corporate Sales
Managed transformation of FP&A function, from a process perspective at mid-sized international liquid waste management company servicing oil exploration and large civil engineering construction projects. Supported upfront deal making, ongoing account profit improvement projects and price adjustment for the Corporate Sales Team.
Prepared monthly variance analyzes between budgeted and actual data, annual financial budgets, interim forecast updates, and other ad hoc analyses.
Monitored the budget and spending status of assigned projects and reported on financial results to key stakeholders.
Provided financial analysis and business intelligence to support company’s strategy.
Prepared reconciliation, valuation and management of Business Process Outsourcing contracts.
Led finance transformation processes to reduce operating cycle and optimize cash flow by automating payroll, billing and accounts payable functions.
Worked directly with Corporate Accounts and Sales Managers to provide financial support in deal analysis and contract negotiation, proforma P&L's, profit management, pricing strategy and contract management.
Storck USA, L.P. Chicago, IL 2008 – 2009
Senior Promotions Manager
Provided expert financial and risk analysis to maximize new business opportunities. Performed cost/benefit and competitive analysis for new product launch. Supported sales teams with strategy analysis to achieve maximum sales.
Led, executed and managed sales related promotions for US$110M sales forecast.
Presented Monthly Trade Spending analysis to Sales Planning Manager and Vice President of Sales providing understanding on the drivers of over/under spend.
Conducted profitability analyses on customers, product lines, and geographical regions.
Participated actively in monthly consensus meeting on items such as volume, trade, advertising and promotional spending.
Integrated and reconciled data to synthesize promotions information into actionable sales plans and strategy.
Worked with Finance, Sales, and Demand Planning teams to correct discrepancies and align reported data creating a Slotting Reporting Tool to track expenses by region, brand and client.
NCH Marketing Services Deerfield, IL 2006 – 2007
Reported to VP of Global Strategy & Financial Planning, developing and maintaining planning models to support forecasts and general strategy. Supported business units with monthly financial statement reviews and performance analysis.
Codeveloped US$120M budget by working with department managers to assess priorities, optimize revenue and aligned expenses with growth objectives.
Led development of a new monthly FP&A production reporting.
Analyzed key drivers to create annual, quarterly, and monthly forecasts.
Identified and tracked monthly variances.
Morgan Stanley Chicago, IL 2002 – 2004
Registered Associate and Investment Analyst
Performed analytical and support functions including risk assessment and portfolio structuring for private investors with a total combined portfolio of US$350M.
Executed transactions in equities, fixed income and options through Morgan Stanley’s proprietary trading system.
Negotiated bid and ask prices with firm’s fixed income desk in New York.
Worked with external Money Managers and Custodians to ensure the timely and efficient processing of client requests and problem resolution.
Developed and delivered client presentations to assist Financial Consultants in acquiring and maintaining assets.
EDUCATION & TRAINING
M.Sc., Value Chain Management & Logistics Ecole de Management de Normandie Le Havre, FRANCE 2005
M.B.A, Finance & International Business University of Illinois at Chicago Chicago, IL 2004
FINRA Series 7 & 63 2000 – 2004
Languages: Spanish – Fluent French – Intermediate