Finance Manager Financial Planning
Resume:
RAFAEL GRATEROL
**************@*****.***
Areas of Expertise
• Budgeting & Financial Modeling • Forecasting & Variance Analysis
• Process Improvement & Reporting • KPI Development & Automation
• Leadership & Collaboration • Business Partnering & Consulting WORK EXPERIENCE
Loud And Live 2023 – Current
Finance Manager – Financial Planning & Analysis
Finance Manager with expertise in Financial Planning & Analysis, overseeing corporate and divisional reporting and driving strategic investment decisions. Proven leader in budgeting, forecasting, and in-depth financial analysis across Balance Sheet, P&L, and Cash Flow statements. Strong focus on long-term strategic planning, cost-reduction, and KPI monitoring. Skilled in cash flow management, month-end close processes, and complex financial modeling. Oversee corporate and divisional reporting, ensuring accuracy and timely delivery of comprehensive financial reports to the Board and Private Equity.
Fresenius Medical Care 2022 – 2023
Finance Contractor - Digital Technology & Innovation Manage headcount & personnel consolidation across multiple regions and functions including performing quantitative analyses that affect investment decisions.
• Managed headcount & personnel consolidation across multiple regions and functions, resulting in $5 million in savings driven by restructuring efforts.
• Partnered with management to closely monitor the company’s financial commitments to drive long-term planning initiatives, saving the company an additional $1 million.
• Manage monthly unit profitability reports, involving financial analysis, strategic planning, and cost allocations.
Visa Inc. - Miami, FL 2019 – 2021
Finance Manager – Financial Planning & Analysis
Responsible for financial reporting and analysis for the Latin America region including budgeting and forecast planning. Manage consolidation and reporting of P&L including closing-related efforts, variance analysis, and financial modeling. Finance business partner for Sales, Marketing & Human Resources.
• Managed production of monthly reports, including updating and sending out variance templates to region and function counterparts, which improved the accuracy of variance analysis and led to more informed decision-making by management.
• Executive Management Reports published and distributed as well as executive presentations.
• Effectively and continuously communicated with various business partners, including Global, Corporate, and Regional FP&A to drive discussions, provide continuous feedback, and propose improvements to financial reports to increase their value to management and implement best practices to effectively integrate reporting processes throughout the organization.
• Designed, built, and maintained reporting models in Hyperion (SmartView) and TM1 involving executive management, region/country P&L reports, revenue drivers, and headcount & personnel reporting, which saved the finance team 200 hours per year.
Norwegian Cruise Line Holdings- Miami, FL 2017 – 2018 Finance Manager – Strategy
Managed long-term financial model including P&L, Balance Sheet, Cash Flow, and Key Financial Metrics to assist senior management in formulating strategic decisions related to new builds, acquisitions, financial performance, and cash flow. Developed reports, presentations, and ad-hoc forecasts for strategic planning decisions. Managed one direct report, a Sr. Financial Analyst.
• Managed long-term financial model, which senior management used to make strategic decisions that increased shareholder value by 12%.
• Developed and implemented a new forecasting process that reduced the time it took to produce forecasts by 35%
• Worked closely with the Treasury and capital markets team to review debt, interest, capex, and depreciation assumptions in the long-term financial model.
• Worked closely with the investor relations team to update analysts’ guidance reports.
• Created and maintained financial models to support the Finance Department. NBCUniversal - Miami, FL 2012 – 2017
Finance Manager – Financial Planning & Analysis
Managed the overall financial planning cycle, financial analysis, business intelligence, consolidation, and reporting of Income Statement, Balance Sheet, and Free Cash Flow including closing-related efforts, variance analysis, and financial modeling. Worked closely with senior management, finance team, corporate controller, and operators to provide actionable analysis and technical financial support. Provided SAP/Excel technical assistance to the Finance team.
• Led the development and implementation of a new financial planning process that reduced errors by 25% and improved team efficiency by 30%.
• Prepared and consolidated P&L, Balance Sheet, and Cash Flow statements for estimates planning throughout the year.
• Provided support with preparing presentations for monthly op review, estimates, budgets, and quarterly results for review with upper management.
• Provided insights into Business Performance against competitors and industry trends to drive business decisions.
• Integral role helping to lead financial planning cycles, business profitability analysis, competitive and market analysis, business intelligence implementations, and executive reporting.
• Led a team of financial analysts in the development of a new budgeting system that increased the accuracy of budgets by 15%
Sony Pictures Television - Miami, FL 2008 – 2012
Financial Analyst – Financial Planning & Analysis
Responsible for financial reporting and analysis for Sony Pictures Television distribution, production, and network departments within the Latin America Region, including Mexico, Venezuela, Argentina, and Brazil. Worked closely with sales operations analyzing, collecting, and reconciling accounts. Manage account receivables for PAY TV, VOD, and Cable.
• Performed variance analysis vs. budgets and forecasts, which helped to identify and correct inefficiencies that saved the company $250,000.
• Provided monthly reports and analysis to department heads for planning and forecasting.
• Provided support to Ad Sales & Operations departments with tracking projects and expenses and aiding with ad-hoc projects and special requests including Sales & Rep. commissions.
• Assisted with preparing quarterly forecasts, annual budgets, and mid-range plans, including all required corporate submissions. Consolidate all budgets/forecasts for the Latin America region including Mexico, Venezuela, Argentina, and Brazil.
FINANCIAL SOFTWARE
• Oracle Hyperion • Anaplan
• SAP BPC • Microsoft Dynamics
EDUCATION
Bachelor of Science
Major: Finance
Florida Atlantic University - Boca Raton, FL
Master of Business Administration
Florida International University - Miami, FL
Golden Key International Honor Society Member
LANGUAGES
• English (Fluent) • French (Basic)
• Spanish (Fluent) • Portuguese (Basic)
Key Words:
1. Performance Reporting
2. Financial Modeling
3. Cost Management
4. Scenario Planning
5. Variance Analysis
6. Decision Support
7. KPI Tracking
8. Forecasting
9. Budgeting
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