Noé Fernandes

ad24sb@r.postjobfree.com linkedin.com/in/noalfe 210-***-****

Manager of Financial Reporting & Analysis Helping Companies Translate Their Business Goals to Reality

BRIEF ACCOMPLISHMENT& HIGHLIGHTS

Manager of financial planning & analysis with 2 years of remote experience in a variety of industries, including technology, retail & banking. Proven ability to compile and analyze data to provide accurate and timely insights that support decision-making. Excels at developing long term budget & forecast, as well as identifying areas for cost management and process improvement. Led the implementation of MS-Business Intelligence for ETS/HISET-Program with 90% improvement in reporting time and data accuracy. Prepared inventory analysis that found $3M of inventory stagnated for three years in the warehouse. Confident self-starter manager with an aptitude for learning new skills, strong team player, detail-oriented, and with strong problem-solving abilities in providing analytical support to operating managers resulting in sound decisions.

I have solid communication & strong organizational and project management skills. I am proficient in GAAP and IFRS.

COMPUTER EXPERTISE & DATA SCIENCE SKILLS

SAP, SaaS 9.3, Oracle, Hyperion, PeopleSoft, Tableau, Power BI, R, SQL, Python, SmartView, Essbase, Planful(Plan, Budget, Forecast, Scenario Analysis & Rolling Forecast), Anaplan, Adaptive Analytics, Power Query, PowerShell, Weka, Orange, Google Analytics, SAP, AWS (Cloud, EC2, Redshift, Athena, Big Query, Quick Sight), Crystal Reports, Planning Analytics -TM1, Prophix, Clarity, M Excel, PowerPoint, Access, VBA & OLAP-Cube. Programming, Statistics & Probability, Data Wrangling and Database Management, Machine Learning & Deep Learning, Data Visualization, Cloud Computing and Interpersonal Skills

PROFESSIONAL EXPERIENCE

Freelance (WellMed) – San Antonio, TX 07/2023-Present

Sr. Financial Data Analyst

Conducting analysis of financial data to identify trends, anomalies, and areas of improvements

Developing and maintaining forecasts and budget relating to margin, management fees

Ensuring reporting accuracy and compliance with internal and external policies and forecast accuracy

Building financial models to access and forecast the impact of intercompany management fees

Refreshing and tie-out monthly, quarterly and annual financial data models in Excel using power query

Performing variance analysis to understand deviations from plan and providing insights on corrective actions

Conducting cost analysis and cost trending to identify variations between budgeted and actual costs.

Performing entries and reconciliation during close, multiple GL and COA's & decentralized close activities in Planful

Presenting financial analysis findings, and recommendations from P&L, balance sheet & cash flow to senior leadership

Working cross functional & strong presentation skills. Identifying process improvements to enhance efficiency & accuracy

Collaborating with internal cross functional teams to ensure alignment with goals and objectives in Planful

Assisting with the roll-up and load of the annual budget enterprise-wide using the Planful and SmartView platforms

Lancer Corporation – San Antonio, TX 04/2022 – 12/2022

Manager of Financial Reporting & Analysis

Responsible for published financial statements with detail analysis that include consolidation and elimination

Provided financial advice and guidance for strategic planning as well as other long-range line of business level plans

Managed the Global preparation of annual budget and forecast for FY2023

Demonstrated intellectual curiosity, seeking to enhance or transforming current processes with programming technique

Built relations with different groups and influence them. And, comfortable presenting to senior leadership

Prepared the Lancer MBCR & MMR reports in preparation for monthly reviews and communicate financial results

Ensured plant month end journal entries and accounting responsibilities are completed timely

Tracked the total cost productivity for the plants & maintain fixed asset reporting & monthly CapEx management to plan

Maintained a comprehensive cost management program for the mining & metals project, including cost reduction plans.

Supported subsidiaries leadership with analysis of financial data and convert that data into actions

Analyzed and be able to explain the different variances including direct labor variance, OH variances, material usage

Coordinated & guiding the capital request process providing insight into the financial viability of proposed projects

Prepared the annual plant operating budget which includes development of cost standards, reviewing and adjusting rates

Understand drivers of variances, and provide insightful commentary & analysis for both current period and future period

Supported achievement of EBITDA targets, primarily through analysis of results and identification of cost control/profit

Led, mentored & developed financial analysts and giving them support for their success in the role

Provided direction to Plant Managers & personnel regarding consistent application of financial reporting policies.

Educational Testing Service – ETS – San Antonio, TX 02/2014 – 04/2022

Enterprise System Analyst Int

Led & support projects development by researched, tested and recommended business application solution

Gathered requirements, document detail business specifications for change requests, and upgrades

Translated business requirements into functional requirements and implementing existing production modules.

Developed, tested, supported the complex problem resolution to meet customer requirements for metrics dashboard

Managed the volume of data and then analyzing trends and producing a result to support ongoing business decisions

Performed analysis to determine profitability of existing marketing, product, and pricing strategies.

Participated in systems design and coding and served as a key liaison between the business team and SR&T teams.

Lead functional system testing related to updates, change requests, break-fix, & integration activities.

Managed HISET database, recommended the right BI tool and implementation strategy given the problem statement.

Built financial models and develop strategic assessments to evaluate new business initiatives

Analyzed markets & identify segments that can optimize P&L & provide recommendations on how that can be achieved

USAA – Banking, Investment & Insurance–San Antonio, TX 01/2010 – 01/2014

Sr. Financial & Business Analyst

Researched industry trend, analyzed marketing campaigns performance, & constructed complex financial models

Prepared products analysis on checking, savings, CD’s, money market, bonds, mutual funds, annuities & insurance

Performed regression analysis, process assessment, and economic indicator correlation with deepening elements.

Performed sales and profitability analysis, variance analysis, and trend analysis vs. plan

Developed financial modeling and prepared reports and analysis in NPV, ROI, IRR & DCF

Gathered and transformed business data into innovative BI solutions that effectively support the business

Provided analysis and research as well as solutions for revenue, operating wages, EBIT and EBITDA

Prepared and analyzed the KPI metrics report that enhanced management’s decisions and strategy

Complied with all federal and state laws and regulations, and all established bank policies and procedures (BSA/AML)

Conducted adhoc analytics to support revenue, margin optimization, determine optimal pricing on new products

Musician’s Friend - Retail & E-Commerce – Medford, OR 07/2008 – 10/2009

Financial & Business Analyst

Prepared $1.3 Million on daily sales to determine insightful progress against strategic plan, budget, and forecast

Participated and prepared 50% of the annual budget and forecast of $500 Million

Prepared profitability, cost of goods sold, inventory, returns, warranty, perfect orders analysis for month end closing

Evaluated operation performance on demand, gross sales, net sales, margin, fill rate, backorders, and inventories

Analyzed price performance to identify opportunities, improve profitability and optimize capital investment

Provided timely and accurate variance analysis, EBITDA bridge and KPI’s metrics for month end reporting

Established and enforced data architecture governance and architecture driven modernization efforts for PeopleSoft

Provided analysis in gross margin, profitability and financial forecasting and return on Investment (ROI)

Developed and maintained complex and detailed financial models for various financial structures

Intel Corporation – Software -Capital Finance Analyst – Portland, OR 01/2006 – 06/2006

Youth for Christ – Non-Profit Organization – Englewood, CO Accountant & Financial Analyst 01/2005 – 12/2005

GW Government – International Development – Director/Macro-economic Adviser 01/1995 – 12/2004

EDUCATION LANGUAGES

Syracuse University Syracuse, NY English, French, Portuguese & Spanish

Master’s in Applied Data Science

MBA/BA in Accounting and Finance, Camaguey University

Pursuing CPA Certification in Texas

PROFESSIONAL DEVELOPMENT

Data Base Administrator, SQL Querying, Project Management and Goals & Leadership Skills

PROFESSIONAL TRAINING AND DEVELOPMENT

AWS – Better Data Management, Programming & Reporting Princeton, NJ 2019

Microsoft-SQL Server 2014 Querying – New Horizons San Antonio, TX 2016

Project Management & Goals & Leadership - Towson University Baltimore, MD 2015

Oracle 11 Data Base Administrator Certification – SQLSoft Hillsboro, OR 2010

Financial Programming and Policies – International Monetary Fund Washington DC 2003

ADDITIONAL INFORMATION: I love hiking, playing basketball & soccer, traveling, camping, music, cuisine, art & fashion

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