Financial/Contract Analyst

MAURICIO POLANIA

Plantation, FL *****; 954-***-****; ****************@*****.***

https://www.linkedin.com/in/mauricio-polania-a9782183/

PROFESSIONAL

SUMMARY: Fully bilingual MBA, MS Economics finance professional with extensive expertise in financial planning (including reporting, analysis and modeling) and contract management, accustomed to fast paced, every changing environment with the ability to champion multiple tasks. Effective partner and hands-on manager with ability to build reciprocal/proactive relationships with all functional areas within an organization.

PROFESSIONAL

ACCOMPLISHMENTS:

Supported negotiation and management of syndicated agreements worth up to $5 Million dollars, including multi-year licenses with Microsoft, Amazon, Goggle, Coca-Cola, IPG/Universal McCann, WPP, Omnicom, NBC Universal, etc.

Supported migration of financial information database including all contract supporting sources from Experian to Simmons worth $30 million.

Implemented company zero tolerance policy as to client invoicing and data access errors, significantly reducing billing errors and increasing external client satisfaction by 10%.

Achieved yearly reduction of average collection period (DSO) to 34.5 days, a 10-day improvement YOY, by negotiating favorable billing terms and managing credit worthiness.

Implemented/tracked business unit database of non-standard contract clauses, including industry standards, compliance matters, liability levels, assignment and PR clauses, etc.

SKILLS: Salesforce.com, SAP, Oracle E-Business Suite & Business Intelligence Enterprise, Mas 200, Microsoft Dynamics AX, Crystal Reports, Siebel, advanced MS Word, Excel, Access and PowerPoint proficiency. Fully bilingual (Spanish).

PROFESSIONAL

EXPERIENCE: SIMMONS RESEARCH LLC (formerly owned by Experian), merged with GFK’S MRI-SIMMONS US LLC, Deerfield Beach, FL 2015-2020

Finance/Contracts Manager

Achieving 85% renewal conversion rate, directed contract function from sales lead, contract execution to license maintenance, supporting a nation-wide Sales force team of 20+ sales and client service reps, including:

Supported/streamlined implementation of sales, contract stage and milestone tracking via Salesforce.com on 500+ accounts.

Successfully automated Adobe Sign electronic signature system into the contract process.

Streamlined template generation, sales support and training for sales documents such as master agreements and their respective schedules, statement or works and change orders.

Produced quarterly analysis, forecasts and KPI analysis of contract and financial metrics.

Supported billing system, AR team, and collection process in resolving client issues.

Participated in the implementation of Microsoft Dynamics AX Revenue and Billing modules.

Collaborated in developing pricing strategy and product allocation analysis/tracking.

Successfully transitioned financial/contract database when business unit was bought by a private equity firm.

EXPERIAN PLC, Deerfield Beach, FL 2007 to 2015

Finance/Contract Specialist Lead – Experian Marketing Services Business Segment

Led the finance team as to managing and providing information and analysis as follows:

oImplemented database and milestone-tracking activities for Simmons/Hitwise units.

oCollaborated with organizational partners and provided financial guidance and reporting.

oProvided analysis and reporting for reselling agreements and joint venture contracts.

oTracked performance and managed third party providers as to milestone completion.

oParticipated in finance and contract process improvement and implemented best practices.

oPartnered with sales organization to refine sales pipelines and forecasting processes.

oSupported contract and legal negotiations.

SIMMONS MARKET RESEARCH BUREAU, INC., Boca Raton, FL 2003 – 2007

Director Contract Management

Developed a robust information system to manage and maintain syndicated data licenses and enhance dissemination of contractual information. Responsibilities included the following:

-Managed contract turnaround and service expectations to levels dictated by management.

-Supported sales, AR, client service, collections and other units linked to the contract process. Also, supported conflict resolutions with internal and external clients.

-Applied contractual templates and exhibits specifying the business transactions between Experian and external clients. Worked internally with finance, sales, operations, product, legal and compliance, to ensure contracts were accurate.

-Managed maintenance and updating of client electronic and physical records.

-Provided revenue recognition analysis and product allocations.

-Developed and implemented business plan for the Simmons College Program.

Senior Financial Analyst 1999 to 2003

Responsible for budget, forecast, sales commissions, financial analysis and reporting, including:

-Implemented and maintained information database tracking contract billing and accounts.

-Monitored and reported on sales prospecting progress and revenue contribution, rendering the activity by salesperson, company, product and industry segment.

-Prepared monthly and quarterly reports to senior management that included financial analysis of actuals, budget, prior year, scorecard measurements, sales and order analysis, performance measurement, gross margin analysis.

EDUCATION:

Master of Science, Economics; Finance Concentration; Murray State University, Murray, KY

MBA, Management Concentration; Murray State University, Murray, KY

Bachelor of Arts, Business Administration; University of Rosario, Bogota, Colombia

AWARDS:

The Marketing Forward Award, FY16 – H1 Experian Marketing Services (EMS)

MVP Award: Outstanding performance & leading contributions, 2014 (EMS)

Spirit and Innovation Award, Dec 2007 (Experian Research Services)

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