Financial Analyst Project I

Jay Carvajal

**** ***** ****** *****, **********, Texas 75056

469-***-**** / *********@*****.*** / www.linkedin.com/in/jay-carvajal-FinanceMgr

Finance Director / Finance Manager FP&A

Accomplished analytical, creative, problem-solving, flexible, multilingual finance professional with two MBA’s in Corporate Finance & International Finance. Extensive experience elaborating complex financial models, budgeting and forecasting, financial reporting, variances and trend analysis, strategic planning, cost reduction strategies, KPI’s & metric development. Impeccable reputation in building relationships with a diverse group of professionals at all levels.

KEY STRENGTHS

Financial Planning Variance & Trend Analysis Financial Statements

Financial Reporting Financial Analysis Project Management

Excel Advanced User Data Mining/Report Generation Accounting Principles

Financial Modeling Key Performance Indicators Cash Flow / Analytics

Business Management Sales Operations Revenue Reporting

PROFESSIONAL EXPERIENCE

Finance Manager FP&A – Keurig Dr. Pepper July 2019 - Current

Responsible for DSD month end flash reporting requirements, and working with Commercial Field Finance, Supply Chain Finance and Controller/Accounting organizations to ensure P&/L is fairly stated and journal entries are made to correct any issues identified.

Member of the DSD transformation team that consistently have reduced OPEX10% year over year and closing from 5 working days days to 3 days.

Effectively managed $100M in DSD (Direct Store Delivery) in Corporate OPEX.

Communicate and conduct routine meetings with various Commercial Finance, Supply Chain Finance and Controller / Accounting organizations on PB and DSD FP&A related activities.

Coordinate all phases of the financial planning cycle including collection, consolidation, preparation, and maintenance of data, models, and schedules related to the planning cycle.

Coordinate the budgeting and monthly P&L forecast process and timeline.

Analyze and explain trends not consistent with plan, forecast, and prior year.

Manage key financial performance metrics and tracking.

Identify key risks and opportunities to the budgets and/or forecast on a monthly basis.

Ensure that all budgets and forecasts are accurately input and reconciled in the financial systems.

Coordinate activities and execute processes within the planning/forecasting systems.

Provide any ad-hoc reports and/or special projects as deemed appropriate by management

Finance Manager Sales and Marketing - Mitel July 2018 – July 2019

Manage the $9.5M quarterly budget and forecasting for Sales and Marketing across Canada and Latin America.

Identify process improvements using agile business methods to improve and simplify the following:

oReduce the accruals process from ten steps to three

oReceive actual vs. forecast data 3-4 days sooner with more granular detail

Partner with VPs and Director level personnel daily to analyze business trends and determine long term solutions.

Monthly close and results reporting with a focused review of performance vs. plan and prior periods.

Assist with preparation of Quarterly Business Review Presentations to the Executive leaders of these teams.

Evaluate and track spending compared to program effectiveness for Marketing.

Mitigate the risk of special pricing requests from Sales to assess margin impact and ensure compliance with company policy.

Work with external accountants in Latin America to validate statutory reporting and funding activities.

Finance Manager - Convergys Corporation Aug 2007 - Mar 2018 - Dallas, TX

Budgeting & Forecasting:

Lead role in all aspects of managing the budgeting function for the group. This includes ensuring alignment with various business unit groups across multiple Business Units to effect seamless execution of operational expense related activities; challenge assumptions, validate rationale, and identify risks and opportunities in the plan and forecasts. Integrate multiple views and perspectives into a consistent forecast narrative to clarify complex and involved situations.

Merger and Acquisitions:

Accomplishment: Member of the Convergys team that conducted the due diligence and Valuation Merger & Acquisition of Intervoice $335M on July 2008, and Stream $820M on Jan 06 2014.

Met with Target’s management group to obtain an understanding on the client’s company, the industry, trends and any issues regarding the company and/or the industry

Assisted in the development of due diligence reports & analysis related to the Target’s trial balance, balance sheet and income statement which were provided to the client and other various parties

Project Management - Agile:

Responsible for project coordination including planning and implementing content across all work flows while ensuring that security, risk and compliance requirements were met.

Delivered project needs on time and within the agreed acceptance criteria in a hybrid methodology environment as they attempted to transition to an Agile Methodology.

Financial Reporting/ Board Decks:

Accomplishment: Around $4 Million in annual Cost reductions due to redeployment of sales force analysis for this project I used best practice PMO Agile methodology.

Capture and track program metrics and perform analysis that lead to the creation of CIT Product P&L that helped to eliminate redundancies with cost savings up to $1.0M in annual basis.

Demonstrated high problem solving skills in order to present reports, analyze complex financial information to provide accurate and timely financial recommendations to management for decision making purposes, monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.

Proficient with the following software SAP BPC: R/3 & BW, TM1, Anaplan, Power BI, Oracle, Hyperion Planning/Essbase, Intellect, And PeopleSoft, Databases: MS SQL Server, Ms Access. Microsoft Office Suite; Ms Excel, (Expert Modeling, Advanced Macros & Customized Reports), Word, PowerPoint, Tableau.

Senior Manager – Finance – NCR (Former Radiant Systems) Sep 2006 - Aug 2007 - Dallas TX

Analyzed sales and operational forecasts of the global sales managers for monthly, quarterly and annual budgets.

Managerial presentation of results to Senior with detail variance explanation for revenues, expenses, benefits, headcount and other selected KPI’s.

Senior Financial Analyst – McAfee Feb 2005 - Sep 2006 - Plano TX

Streamline reporting redundancies by creating the Monthly Operational Report. This helped Senior Managers to concentrate in one single consolidation report and eliminated inconsistencies.

Lead a team of analysts to provide quality, accurate forecast and business vertical reporting eliminating redundancies with other reports previously offered.

Active member in the implementation of SAP and helped test upstream reporting to validate accuracy.

Senior Financial Analyst – Verizon- Telecom Nov 2000 - Feb 2005 - Irving TX

Developed and consolidated complex financial models for all of Verizon International Operations which won me a Recognition Award for Outstanding Contributions in 2002.

Present high-level results to Senior Managers with detail variance explanation for revenues, expenses, benefits, headcount and other selected KPI’s.

Review and analyze global financial results, prepare variance analysis, extrapolate trends, and propose

Solutions that line up with corporate strategy.

EDUCATION

University of Dallas School of Management Master of Business Administration in Corporate Finance

Universidad Metropolitana – Caracas, Venezuela Master of Business Administration in Finance Cum Laude

Universidad Central de Venezuela – Caracas, Venezuela Bachelor of Art in Economics/Accounting

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