Financial Analyst Reporting

Sergio Arturo Clerici Lohr

Financial Management

********@*******.*** • 818-***-****

LinkedIn • Nvo. Leon, MX 64830

Detail-oriented and accomplished professional with extensive experience in financial reporting/planning and cost analysis. Proven track of leading preparation and analysis of financial statements, budgets, forecasts, and reports, as well as conducting strategic financial audits with a keen focus on accuracy. Demonstrated leadership talents with the ability to direct cross-functional teams and deliver mentoring support to improve overall performance. Proficient at implementing financial policies, maintaining transaction data, monitoring / streamlining financial processes, and defining organizational objectives. Skilled at conducting research to identify as well as mitigate financial issues. Excellent interpersonal and communication skills along with proven ability to develop and maintain long-term professional relationships. Areas of Expertise

Financial Operations

Risk Assessment & Mitigation

Revenue Optimization

Strategic Planning & Execution

Account Management

Financial Reporting

Team Building & Leadership

Relationship Management

Customer satisfaction & Retention

Business Planning & Implementation

Budgeting & Cost Reduction

Continuous Process Improvement

Professional Experience

Cuprum Metales Laminados, Monterrey, México 2015 – Present Sr. Financial Analyst

Execute various effective operations, including analyzing expenses and production reports, monitoring rate of operations, examining budget with the production manager, plant manager, and personnel required. Coordinate with team to supervise annual inventory as well as the annual budget. Control and minimize expenses by supervising the finance department. Identify cost on a quarterly basis by analyzing operating rate and hours.

● Monitored plant scrap by reviewing on a weekly and monthly basis for seamless operations.

● Identified expenditure by analyzing productivity and other indicators such as working hours, labor rate, and current/standard RO

● Owned control over various projects associated with CONACyT. Kimberly Clark, Monterrey, Mexico 2012 – 2015

Sr. Financial Analyst

Examined overall expenses allocated to plant as well as production report, and current / operations rate. Collaborated with the team leader of capital to manage and provide exceptional guidance with inventory count of fixed assets of plant. Uphold financial knowledge on the ground, while presenting results in terms of cost vs current standard. Coordinated with the team to execute activities assigned in and out of the plant as well as lead the annual inventory. Cooperated with the engineering department to identify cost and future price quotations to customers. Collaborated with the team to develop monthly reports to achieve corporate results.

● Estimated capital return (payback) and NPV (net present value) by analyzing capital projects of the plant when required.

● Minimized the cycle-story by considering internal and inventory control.

● Evaluated products profit by executing profitability analysis, including labor, manufacturing costs Indirect, and materials.

● Performed monthly sales forecast and annual budget to meet business goals.

● Delivered adequate support in conducting financial studies and analyses required for corporate. Additional Experience

Financial Analyst, Celestica de México, S.A. de C.V. Cost Analyst, CEMEX México

Educational Qualifications

Master of Business Administration (Ongoing)

UANL

Bachelor Degree in Business Finances

Universidad Kino

Seminar in Economy imparted by NAFIN.

Seminar in instruments of economic support to the small and medium companies imparted by NAFIN. Seminar of Budget & Planning imparted by ICPNL.

Diplomate in Financial Reporting Standards (NIF) vs. IFRS 2020 taught by IMCP. Technical Proficiencies

Microsoft Office, SAP, EPICOR, Magnitude, Dynamics, JDE, BPCS, and BEX

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