Financial Analyst Planning

Omara Gutiérrez Vásquez

MEX Cell Phone: 686-***-****

E-mail: ********@*******.***

SUMMARY OF QUALIFICATIONS

Accounting professional with more 20 years of experience with vast expertise in financial planning and reporting, budgeting, cost analysis, project analysis, forecast elaboration, tax determination and reports consolidation. Proficient in ORACLE, SAP, PRMS BUSINESS OBJECTS, Access, Office. PROFESIONAL EXPERIENCE

SDS de México S. de R.L de C.V. - Mexicali, BC Feb/2013 - Current Cost Accountant Superintendent - February 2013 – to Current

• Responsible of prepare weekly / monthly report with the Financial results of the Plant.

• Analyzing, interpreting and communicating cost and expense variances to management

• Responsible to Calculate the Costing Journal entries per each entity every month.

• Responsible to Prepare Daily Scrap Report and follow ups the big huge impact.

• Responsible to prepare Daily Productivity and follow ups the big huge impact.

• Capital Projects Administration, follow up Capital Project Spend and Capitalize (PIS)

• Audit the Physically Cycle Count Inventory every month.

• Inventory Reports update and report to Material management.

• Responsible of process of Forecast every month, upload the information HFM Program (Oracle) Greatbatch Medical - Tijuana, Baja California May/2011 – Feb/2013 Financial Analyst

• Responsible of prepare weekly / monthly report with the Financial results of the Plant (Scrap, Labor Rate and Efficiency, PPV, material usage)

• Analyzing, interpreting and communicating cost and expense variances to management

• Responsible to prepare daily Sales Report Trend.

• Support in the process of Forecast to the Plant Controller

• Determinate and Calculate Cost Standard from Material, Labor & Overhead

• Active Player and Coordinator in the Budget process by supporting the standard cost, overhead, rollup.

• Ensuring proper allocation of overhead charges

• Roll up cost for New Products Improvements: Update the frozen cost in Oracle system.

• Active Player and Coordinator in the Cost Roll up at end of the year for update Cost at Year Close.

• Prepare Inventory Revaluation impact after the cost change at year end

• Monitoring unit cost variance

• Responsible to prepare together with Material people the E&O Quarterly Report.

• Coordinate the Physically Inventory every month (FG, Raw Materials/Warehouse and Production Floor)

• Coordinate all inventory-related journal entries at month-end

• Calculate of Labor Rate and Labor Efficiency of the Plant

• Review ECR - BOM’s & Routings Engineering vs Set up ERP Oracle system (Roll up NPI products)

• Reconciling and balancing general ledger accounts Cardinal Health - Riverside, CA Feb/2007 – Oct/2010 Sr. Financial Analyst

• Responsible of prepare weekly / monthly report with the Financial results of the Plant .

• Analyzing, interpreting and communicating cost and expense variances to management.

• Support in the process of Forecast to the Plant Controller.

• Active Player and Coordinator in the Budget process by supporting the standard cost, overhead, roll up and consolidation of West coast manufacturing Plan Presentation (Riverside/Mexicali) that is presented to top management in Chicago.

• In charge of scheduling process for all the global expenses.

• Determinate and Calculate Cost Standard Material, Labor & Overhead

• Ensuring proper allocation of overhead charges.

• Monitoring unit cost variance.

• Active Player and Coordinator in the Cost Roll up at end of the year for update Cost at Year Close.

• Prepare Inventory Revaluation impact after the cost change at year end.

• Review BOM’s & Routings Engineering vs Set up ERP Oracle system (Roll up NPI products)

• Coordinate the Physically Inventory every month (FG, Raw Materials/Warehouse and Production Floor)

• Capital Projects Administration and calculate Monthly depreciation, follow up Capital Project Spend and Capitalize (PIS)

• Responsible to prepare together with Material people the E&O Quarterly Report.

• Make Inventory adjustments if is necessary in the system.

• Coordinate all inventory-related journal entries at month-end.

• Calculate of Labor Rate and Labor Efficiency of the Plant.

• Reconciling and balancing general ledger accounts. Cardinal Health (Care Fusion) - Mexicali, BC Jan/2003 – Jan/2007 Financial Planning Analyst

• Active player in the budget process by supporting the standard cost, overhead, roll up and consolidation of West coast manufacturing Plan Presentation (Riverside/Mexicali) that is presented to top management in Chicago.

• In charge of scheduling process for all the global expenses.

• Support in the process of Forecast to the Finance Superintendent.

• Determinate and Calculate Cost Standard Material, Labor & Overhead

• Review BOM’s & Routings Engineering vs Set up ERP Oracle system (Roll up NPI products)

• Active Player and Coordinator in the Cost Roll up at end of the year for update Cost at Year Close.

• Analysis of new products by doing a make-buy from costs perspective for budget and current activities

• Analysis of Projects related to read six sigma implemented in the plant on the part of Engineering.

• Supporting to production managers by looking for explanations to their monthly variances that impacted their results.

• Elaboration in a monthly basis the Cost of Quality report for the Plant.

• Elaboration in a monthly basis the Global Sourcing Report in regard to projects committed during the budget process.

• The main customers that I must give support are Plant Managers, Production Managers, Engineers in any issue related to analysis, variations and explanations. Tax Accountant (Care Fusion) Jan/2001 - Jan/2003

• Elaboration and Determination of the monthly and yearly taxes.

• Elaboration of informative Declarations.

• Completing various corporate tax return.

• Responding to notices from tax authorities.

• Providing assistance during tax audits.

• Invoicing and Collection of scrap Sales.

Montaño Haro and Asociados Sep/1997 - Dec/2000

Accounting clerk

• In charge of giving advice to customers in regard to accounting and legal issues. EDUCATION

• Master’s degree 2016-2020

Cetys Universidad Mexicali, BC

• BA in Accounting 1994-1998

Universidad Autonoma de Baja California

ADVANCED TRAINING COURSES

• Currently course MBA AT Cetys Universidad

• Training Courses and Participate Kaizen Events

• Strategic Graduate of Costs - Universidad Autónoma de Baja California – Sep/2003 – Apr/2004

• Specialty in Mexican Taxes Law - Universidad Autónoma de Baja California – Sep/2000 – Jun/2001

• Fiscal advanced training courses.

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