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Sales Financial Analyst

Miami, FL
July 30, 2020

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786-***-**** Skilled corporate finance and operations professional with global experience in: FP&A, budget & controlling, pricing & profitability, treasury/cash management, highly-effective business model strategies, project management, company & department integration, ERP system implementation, internal audit, SOX compliance, risk management, and insurance. CORE COMPETENCIES

Financial Planning & Analysis

Project Management

Business Strategy Modeling

Variance-Trend Analysis

Pricing & Margin Analysis

Budgeting & Controlling

Financial Reporting

Order to Cash Functions

Risk & Insurance

Bank & Internal Audits

ERP System Implementation

SOX Compliance


EVOLUTION LIGHTING, LLC – Pembroke Pines, FL February 2018 – April 2020

(Designer, Manufacturer, Marketer and Distributor of Lighting Products) Finance Manager

Oversee the financial performance of the company, including: general ledger, A/P, A/R, cash forecasting, bank reconciliations, financial reporting, annual budget and monthly forecast revisions

Profit margin analysis by products, categories, customers and regions

Prepare the daily cash availability report and weekly financial scorecard

Lead the annual budget process, monthly variance analysis of actual vs forecast and vs plan

Responsible for the pricing structure of the entire organization (for direct imports, domestic, exports, e-commerce, slow moving, close-outs and discontinued)

In charge of processing weekly payments to all vendors and Asian suppliers

Monthly preparation and analysis of financial statements, balance sheet reconciliation, financial workbook file and SOP package

Responsible for the Board quarterly financial package

Prepare monthly royalties accrual calculation, JE upload, and quarterly royalties due and payments

Monthly Sales, Returns and Allowances (SRA) accruals and expense reconciliations by customer account and category

Monthly commission accruals and payments to employees and outside reps

In charge of insurance renewal forms and renewal allocation for monthly prepaid insurance JE

Keeper of all lease, royalty and sales representation agreements

Prepare the daily bank borrowing base report, request necessary funding and monthly bank package

Coordinate audit reviews and timely tax return filings with external accountants

Lead and mentor financial staff

BELL & ROSS, INC – Miami Beach, FL May 2015 – February 2018

(Manufacturer and distributor of luxury Swiss watches. Multi-million dollar company with presence in over 75 countries) Manager of FP&A / Strategy / Business Development

Direct report to the president of the Americas and the CEO in Paris, France

Responsible for all financial operations of the firm including financial reporting, forecasting, cash flow management, payroll, compensation, profitability analysis of new projects and ventures as well as bank relationships

Managed the pricing and margins for the US, Exports and E-Boutique

Presentation of the results to the CEO and his executive committee as well as the business plan for the Americas region, also in charge of presenting the business plan to the CEO and his executive committee

Developed short, medium and long term strategies for all product lines of the company

Structure business development plans for individual accounts as well as National accounts in conjunction with the sales and marketing team. This led to 50% increase in year over year sales for National accounts.

Revamped the commission structure of the sales force from a flat commission to a scorecard system in order to push for organic growth and improve management over retail partners ANDRES A. LAZARDI, MBA

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Conducted market studies and research to identify markets to open new points of sale and to improve the company’s distribution network

Developed a custom dashboard with complex reports to have visibility over all areas of the business, including retail performance (sell-out) and B2B sales

Dealt with a major audit firm from the FL Department of Revenue, reduced exposure of the company by 98%

(from over $1M to less than $20K)

Implemented a series of cost saving initiatives, including employee leasing and re-negotiating all major contracts including company health insurance and retirement plans. Realized savings of over $200K in two years

Implemented new software solutions to improve performance of our After-Sales department and to track company metrics

TECNO IC, CORP - Miami, FL March 2012 – December 2014

(Export of Agricultural Equipment to LATAM)

Manager of FP&A / Operations

Responsible for the company’s annual operating plan & revisions to the plan, monthly closing and reporting

Assisted sales in analyzing promotional activities, and other key initiatives to increase revenue, and gain new distribution, as well as profitability, by controlling advertising spending, rebates and freight expenses

Led strategies with Sales department by providing a monthly analysis of actual sales against targets, with explanations of variances, expense projections versus budget, and translating account risk derived from the competitive landscape

Developed pricing a model and created price list for all SKU’s available for export to LATAM

Approved and processed all payments to suppliers, vendors, governmental and tax authorities

Processing of bi-weekly payroll and bonus payments to sales force

Credit granting, payment method approval, cash forecast and collections of payment from all customers

Reported on the business progress, opportunities and risks to the General Sales Manager and President

Negotiated revolving line of credit with lending bank and responsible for the bank audits

Helped General Sales Manager negotiate pricing and distribution approval with key vendors

Established all procedural manuals for the Finance department RUSSELL HOBBS - APPLIANCES DIVISION OF “SPECTRUM BRANDS” – Miramar, FL Jul 2003 – Dec 2011

(Black & Decker Home, Toastmaster, Russell Hobbs, George Foreman Grills, and Farberware) Manager of FP&A

Assisted divisional leaders in establishing each account's respective sales and financial plans, including budgets, forecasts, and the company's annual operating plan

Supported Sales department in developing pricing and program strategies which aligned with sales, marketing, and finance objectives for Black & Decker Home, George Foreman Grills, Farberware and Toastmaster branded products

Managed overall control of profitability and maximized yields to a portfolio of accounts by overseeing sales campaigns, rebate programs, promotional expenses, pricing policies, new distribution, deductions, claims and monthly account reconciliations

Worked with Sales, Marketing & Supply Chain to achieve year-over-year net sales growth of 10% or more, and new distribution

Monitored and evaluated actual POS sales data against targets, and provided monthly in-depth analysis and explanations of variances or risks anticipated with the forecast

Played a key role in helping Sales Management and Marketing develop pivotal customer programs to increase sales, gain new distribution, and improve account profitability

Managed pricing, excess inventory, SKU rationalization, new price list & released daily price holds

Ensured proper set-up of account rebate programs, performed monthly account reconciliations, kept track of promotional spending, as well as resolution of customers’ deductions for pricing, advertising, freight & other allowances

Completed monthly & quarterly ad-hoc projects to support the organization on new business trends, competitive landscapes, and evaluated their financial impact on the company's revenues & bottom line

Was part of the implementation team of the Oracle ERP system; and participated in the acquisition of The George Foreman Grills brand

Participated in the integration process of Spectrum Brands and Russell Hobbs (Marketing, Sales, Finance and Credit departments), and in the transition from the Oracle ERP system to SAP ANDRES A. LAZARDI, MBA

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THE HERSHEY COMPANY - Weston, FL February 2002 – July 2003

(Candy Bars & Snacks: Hershey’s, Reese’s, Cookies & Cream, Almond Joy, Kit Kat, Jolly Rancher…) Senior Financial Analyst – International / Export Division

Partner with Sales & Marketing to develop pricing & promotional strategies in accordance with the International division’s objectives

Report on the business progress, opportunities and risks

Pricing & profitability analysis, and control of promotional spending and freight and other allowances

Collaborate with all levels of business partners to reduce $4M of operating expenses versus prior FY by bolstering business complexities attributed to the international markets, channels, customers and pricing strategies

Ensure forecast and accuracy and budget appropriately, understand variances and perform ad-hoc analysis

Responsible for consolidating and analyzing financial statements and models for the division’s planning, budgeting, forecasting and monthly close reporting

Coordination with foreign subsidiaries to provide monthly reports and analysis

Conduct pricing analysis/calculation and promo spending training to business managers

Monitor financial performance in foreign subsidiaries (Brazil, China, Japan, and Philippines) INTERVAL INTERNATIONAL - Miami, FL February 2001 – February 2002

(The Quality Vacation Exchange Network)

Senior Financial Analyst & Assistant to the Treasurer

Streamlined the LATAM region’s cash flow by tracking cash movements throughout each business unit’s banking system, validated transfer of funds, monitored lines of credit, country debt. Implemented procedural consistencies for the region

Validated intercompany loan payment transactions with Accounting through the banks portals, and was instrumental in achieving the LATAM region’s cash flow projections by creating transparency of cash flow and FX risk positions, and optimized methodologies to deliver a single, efficient interface between HQ Treasury and local business units

Compiled and provided monthly and quarterly regional economic analysis reports of LATAM for HQ’s

Responsible for delivering financial insight and trend analysis on all division’s P&L results

Assisted the Treasurer with the Credit/collections function of an A/R portfolio of $25M integrated by accounts from North, Central, South America, and the Caribbean islands

Helped to develop guidelines for financial, industry, market, and country analysis

Provided timely support to the Sales, Order Processing, Accounting and Resort Services departments

Assisted Treasury with the cash forecast and bank borrowing base reporting

Assisted the Treasurer in establishing the company’s Credit Policies & Procedures

Assessed company and country risks necessary to make credit decisions

Monitored collections and debt repayment compliance BOMBARDIER RECREATIONAL PRODUCTS - Sunrise, FL February 1995 – February 2001

(Bombardier Jet Skis, Johnson/Evinrude Outboard Motors,Chris Craft/Four Winns Boats) Financial Analyst – Latin American Exports

Helped to develop guidelines for financial, industry, market, and country analysis

Established database of country information, including economic regulations and legal environment

Provided timely support to the Sales, Order Processing, Traffic, Accounting and Service departments

Processed insurance claims from customers, for lost and damaged cargo

Assisted the Director of Finance in the preparation of the end of month financial reports

Assisted Treasury with the division’s cash forecast on a monthly basis

Credit/collections of an A/R portfolio of $20M integrated by LATAM accounts

Structured lines of credit guaranteed by Exim Bank and private underwriters, and standby Letters of Credit ANDRES A. LAZARDI, MBA

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Assessed company and country risks necessary to make credit decisions

Coordinated with banks and importers, sales financing through letters of credit, and bank avals

Monitored and applied payments from customers, and check orders in process. Issued debits/credits to customers, for different reasons: bank charges, interests, prompt payments, price discrepancies, etc.

Monitored collections, and debt repayment compliance

Permanent contact with customers, to assist them with all their different credit/billing/financing needs and issues EDUCATION

Master of Business Administration

Nova Southeastern University - Fort Lauderdale, FL, 2000 Graduate Specialization in International Finance

Florida International University - Miami, FL, 1998 BS – Major in Business Administration

Católica Andrés Bello University - Caracas, Venezuela, 1994 BS – Major in Economics

Santa María University - Caracas, Venezuela, 1992


Power user of: MS Office Suite, including Excel (Pivots, Arrays, V-Lookups, etc).

Proficient user of: Oracle, SAP, JD Edwards, Quickbooks, Apprise, Global & File Maker.

Languages: English, Spanish and basic knowledge of Portuguese.

State of Florida Licensed Insurance Agent (Property & Casualty Life & Health Surplus Lines).

State of Florida Licensed Real Estate Sales Agent.

Contact this candidate