Finance & Analytics Leader with 20+ years FP&A expertise

Xochitl Baribeau San Antonio, Texas, *****

210-***-**** ***.*****@*****.***

Highly accomplished Finance & Technology professional with over 20 years of experience in strategic and financial goal achievement at notable companies across the finance industry. Possesses expert knowledge in financial planning, analysis, reporting, and international compliance, along with extensive experience in financial tools and data analysis. Proficiency with tools such as Anaplan, PowerBI, Excel, and SQL makes for an invaluable resource for delivering actionable insights to senior leadership. Known for exceptional communication skills, is thus able to interface effectively across different business areas, demonstrating strong leadership and project management capabilities.

Work History:

Accounting Principal & Finance Manager - Dec 2023 - Nov 2025 –

BASC In the World of Numbers

Managed sales revenue planning, financial forecasting, and variance analysis through incorporating Safe Agile Product Owner/Product Manager tools. Created user stories to develop understanding and prioritization of their needs. Used a backlog to keep track of the features such as the chart of accounts requirements, setting up users in the system, and documenting any bug fixes and improvements needed to prioritize and deliver customer’s needs. Utilized Anaplan to coordinate and create FP&A budgets, deliver forecasts for the entire income statement. Also provided full cycle accounting services through developing the QuickBooks software systems for clients based on the software product requirements through Agile methods.

Finance Manager – Systems Transformation of Granularity Data - May 2022 - Jun 2023 - EXL Service.Com, LLC

Implemented a solution for calculating deferred acquisition costs through Agile methods using SAP S/4 HANA. Completed historical reconciliation and translated data to new systems via SQL. Managed FP&A activities including forecasting and variance analysis using Anaplan for clients such as Liberty Mutual and Prudential.

Financial Analyst – Expense Management & FP&A Support - Jul 2018 - Mar 2022 – USAA

Implemented Agile methodologies to streamline financial platforms and improve accounting & reporting processes. Developed and supported internal financial models and billing systems, enhancing expense management capabilities through technology.

Financial Planning & Analysis Manager - Jul 2015 - Dec 2017 - Whataburger

Improved forecasting and accounting systems by incorporating the Waterfall method. Managed change implementation for new ordering systems, evaluated risk mitigation strategies, and supported financial planning with data-driven presentations.

Accounting Consulting Engagements - May 2012 - May 2015 –

San Diego, CA And San Antonio, TX

Provided various financial consulting services involving accounting, audit support, and financial reporting across multiple companies. Implemented and improved fixed assets auditing, managed accounting reconciliations, and delivered regulatory reporting.

Chief Financial Officer - Jan 1990 - Jan 2022 - Baribeau Honey Company, LLC –

San Antonio, TX And Stratford, SD

Oversaw full cycle accounting services and financial operations while managing agricultural and product-based activities within the company.

Education History:

BA St. Mary's University - Undergraduate, Accounting & Management Information Systems

MA St. Mary's University – Graduate School, Corporate Accounting

Certification:

SAFe Agile, Inc. POPM Certified from August 2023 to Present

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