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RAUL SOTELO, MBA

Sugar Land, TX ● 832-***-**** ● adht33@r.postjobfree.com

PERSONAL SUMMARY

** ***** ** ********* ********** in leading and developing a successful finance team. Having the ability to handle complex assignments effectively. Able to build strong relationships both within and outside of a finance department as well as effectively communicating financial information to non-finance colleagues. AREAS OF EXPERTISE

Management Financial Accounting Business

Managing Annual Plans

Performance management

Predicting future trends

Mentoring and coaching

Financial analysis

Financial reporting

Financial forecasting

Data mining analysis

Management accounting

Month-End close

GAAP, FASB and IFRS

GL reconciliations

Business partner

Business reviews

Business case

Economics

PROFESSIONAL EXPERIENCE

Cubic ITS Sugar Land, TX

Public company specializes in providing a fully integrated, innovative suite of software, IoT devices and hardware solutions for the transportation industry, with $100+ million of annual revenue. Subsidiary of Cubic Corporation. SENIOR FINANCIAL ANALYST 03/2016 – Present

Leading the consolidation of Cubic ITS results and the process of planning, forecasting and reporting, in order to have a lean flow to support Executive business decisions. Partnered with senior management across all departments for the development of annual plan. Tracking risks and opportunities for the quarter and identifying actions to help mitigate risk or realizing opportunities.

Prepare detailed monthly analysis of actual results compared to plan, forecasts and the prior year. Elaborate presentations and maintain information on a quarterly basis for Executive Management. Collect, analyze and forecast accounting, financial and KPIs in order to develop financial plans and provide an accurate reporting of financial data.

Provide performance analysis of products, customers and regions to senior management team. Support sales team in pricing education. Elaborate gross margin analysis of products and customers. Prepare and control the company's backlog. Support the accounting team in cost analysis and inventory analysis. Work closely with Supply Chain and Operations to analyze actual manufacturing costs and prepare periodic reports comparing standard costs to actual production costs.

Respond to requests for analysis from senior management team, regional managers and other key internal customers.

Work on complex problems where analysis of situations or data requires an in-depth evaluation of multiple factors.

Support to functional project teams and participate in cross-functional initiatives. Provide mentoring and guidance to other staff members.

Accomplishments

Developed the S&OP process to create lean supply chain processes that minimize cost and maximize production capacity.

Elaborated a white space analysis to identify new sales opportunities within an existing customer.

Supported the CRM implementation that improved the forecast of revenue by product, customer and sales channel.

Assisted with a successfully SAP implementation by evaluating tasks performed prior to SAP and creating new processes post SAP. Responsible for the migration of databases (material master, customer data, and backlog data).

Created and maintained models used to support the planning, forecasting, reporting and analysis processes. Increased productivity by developing sophisticated Excel spreadsheet.

Supported the due diligence process for two acquisitions through data management, and internal and external project meetings.

COST ANALYST (Contractor) 11/2014 – 02/2016

Responsible for collect, analyze, and update data to determine labor cost, material cost and overheads. Worked closely with production team to identify key cost drivers. Performed monthly cost rolls. Developed monthly reports comparing standard costs to actual production costs. Maintain and analyze bill of material cost changes. Planning, study, and collect data to determine costs of business activity. Provided to Sales Department support to project gross margins for proposed products. Collect and review financial databases to communicate results to senior management. Respond to requests for analysis from senior management and other key internal customers Accomplishments

Implementation of the Standard Costing System to ensure the accuracy of pricing and costs.

Elaborated a cost model to estimate the unit cost for more than 1,000 manufactured items. 2 of 2

RAUL SOTELO, MBA

Sugar Land, TX ● 832-***-**** ● adht33@r.postjobfree.com Telefonica

Telefonica is one of the largest telecommunications companies in the world by number of customers, with operations in Peru that total over $3 billion of annual revenue.

FINANCIAL CONTROLLER 12/2010 – 09/2013

Operations and Forecasting Activities

Led the financial planning and analysis while improved the cost-control process and set best practices across the Residential segment in Peru. Worked with the Executive Management of the segment to create the Plan presentation and quarterly updates which were presented to the Board of Directors.

Prepared the Monthly Business Review executive summary presentation which was presented to the VP of Finance and business units with the variance bridges and background information that helps better explain the financial performance.

Worked closely with the business units to develop and implement strategies and new products. Represented the business units during cross-regional or cross- functional planning processes.

Supervised and coordinated the analysis of customer value proposition, business metrics, and technology differentiators.

Provided mentoring and training to other staff member with financial principles, process improvements and analytical tools.

Led a team of 1 Financial Analyst, 1 Assistant controller and 2 Accountants. Controllership and Accounting Activities

Oversaw all aspects of financial control. Responsible for improving the cash flow and profitability of the segment.

Communicated and coordinated accounting policies, practices, and procedures. Worked closely with the Corporate Tax department to identify tax impacts related to the creation of new products, promotions and changes in the business model.

Managed CAPEX planning process and led cost reduction programs.

Organized periodic internal audits and supervised external audits. Accomplishments

Evaluated and tracked the execution of Business Cases that allowed increasing profitability and cash flow.

Elaborated a financial model of free cash flow that allowed prioritizing the CAPEX of projects in the segment.

Developed a profitability model of customer acquisition to calculate the marginal contribution of new customers by geography that allowed improving pricing and identifying cost overruns.

Ensured that the annual target level of accounts receivable and accounts payable was met. ASSISTANT CONTROLLER 12/2007 – 11/2010

Operations and Forecasting Activities

Worked closely with business units of the segment to elaborate their annual plan and quarterly updates.

Prepared detailed monthly analysis of actual results compared to plan, forecasts and the prior year.

Elaborated summary and detail reports for managers enabling rapid analysis and resolution of key issues.

Provided an analysis of P&L by product. Prepared monthly CAPEX reporting and tracked CAPEX projects against plan.

Worked closely with Sales, Supply Chain, Operations and Distribution channels to control the cost of inventory.

Coordinate with business units and provide support on ad-hoc analysis. Controllership and Accounting Activities

In charge of accounting activities including closing process, cost analysis, and general ledger reconciliation.

Supported to Financial Controller in assuring compliance the company’s financial policies and procedures.

Maintained fixed asset including additions and disposals, and preparing depreciation and reconciliations reports.

Analyzed inventory valuations, excess inventory and inactive inventory.

Maintained, improved, and implemented appropriate internal controls as needed in compliance with Sarbanes Oxley.

Assisted in annual audits and quarterly reviews by external audits. Provided audit support related to costs and revenues.

Elaborated cost-benefit analysis to identify on cost cutting opportunities and outsourcing.

Provided coaching and mentoring a team of accountants to ensure compliance with company’s financial procedures.

Led a team of 2 Accountants and 2 Office Clerks. Accomplishments

Elaborated profitability analysis by customer, product and geography to identify opportunities to improve pricing and performance of distribution channels.

Developed the S&OP process to match demand and supply at a volume level to maximizing profitability of the segment.

3 of 2

RAUL SOTELO, MBA

Sugar Land, TX ● 832-***-**** ● adht33@r.postjobfree.com Fondo MiVivienda

Fondo MiVivienda is the benchmark in the solution of housing needs and reducing the housing deficit generating wellbeing in Peru with annual revenue of $60+ million.

ANALYST OF PLANNING AND BUDGET 01/2007 - 11/2007

Coordinated with senior management team to elaborate the annual budget. Elaborated detailed analysis of financial performance against budget to determine emerging financial trends. Supported to various departments of the company to help them plan their budgets.

Performed monthly estimate and forecast of P&L.

Participated in special projects as required.

Prepared presentations for senior management team. Accomplishments:

Improved the forecasting and budgeting process by providing standardized templates to all departments. EDUCATION

Master in Business Administration (MBA) – CENTRUM Graduate Business School

Master in Finance – EADA Business School

Bachelor's degree in Economics – Pontificia Universidad Catolica del Peru SPECIALIZATIONS AND RELEVANT COURSES

Program of Training for Controlling Analysts – CENTRUM Graduate Business School

Formulation and Evaluation of Projects – CENTRUM Graduate Business School

Specialization in Banking and Finance – Banking Training Institute (IFB) SKILLS

High level to manage large-scale data mining and generate complex reports in spreadsheets.

Experience working with reporting tools: SQL, Access, Business Intelligent, Tableau, Salesforce and others.

Proficient in SAP, Oracle, JD Edwards, Syteline and ability to adapt to various accounting software programs.

Highly knowledgeable and expert in Excel (charts, pivot tables, vlookups and macro), PowerPoint, and Word.

Ability to build and manipulate reports and graphical analysis in a timely and accurate manner.

Excellent business acumen, analytical and modeling skills.

Supervisory skills.

Bilingual with Spanish.

REFERENCES

References are available upon request.

Contact this candidate