Finance professional and Entrepreneur with 10+ years of experience with Fortune 500 companies. Experience in Accounting, Financial Reporting and Analysis, Systems, Business Planning, Marketing, Operations analysis and International Business. Leadership experience in both corporate and small business environments. Strong Economics background and fluency in both English and Spanish.
Senior Consultant responsible for Business Analysis and Workforce Planning. North America lead analyst responsible for creating a reporting/analytics infrastructure necessary to facilitate rapid business expansion.
Provide analysis and reporting of monthly results. Interface with other Finance departments in compiling reporting to ensure accuracy and integrity of data. Key business partner tasked with ensuring operational alignment.
Lead role on preparation of budget and forecasting related to workforce planning. Streamlining and improvement of current reports and systems. Provide financial and analytical guidance to Senior Management and recommend and/or take action to direct the analysis and solutions to problems.
Evaluate and highlight critical trends that provide guidance to Senior Management on areas of concern and opportunity, enabling better business decision making capabilities. Perform various analyses to assist in management review of operational productivity including overview analysis and narrative summaries.
Lead the process of gathering divisional data for submitting monthly Key Performance Indicators (KPIs) for HR/Talent Acquisition.
Finance Manager responsible for Business & Operations Analysis. Northeast Area Lead for the ongoing analysis of business results focused on variance versus expectations and changing industry trends.
Responsible for identifying and elevating risks and opportunities. Finance representative for the Northeast Region during weekly, periodic and quarterly business reviews.
Lead a team working on executing core company initiatives and analysis of sales and gross profit performance, including ad hoc analysis of sales driving initiatives, product cost, and new product tests.
Strategic P&L management that fosters the execution and excedance of company goals.
Responsible for the execution of monthly and quarterly, as well as annual and multi-year financial forecasts and test key forecast assumptions and "what if" scenarios.
Presentations for Senior leadership on a monthly, quarterly and yearly basis.
Lead ongoing analysis of P&L impact and return on capital of company projects and potential acquisitions.
Senior Analyst responsible for driving the budget and forecast process for the New England region from inception to completion including consolidation, reporting and analysis of results, as well as supporting the operational and technical flow of key metrics.
Ad-hoc and special projects, including financial analysis and modeling, establishing metrics to measure performance, and support business planning.
Provided required reporting deliverables and supporting analysis to business units and senior management in a timely manner.
Compiled presentations of financial results to multiple business segments, large and small audiences including executive leadership.
Synthesized "big data" into cohesive management-ready analyses, providing conclusions and recommendations.
Developed operational and financial reports that provided enhanced transparency and facilitated informed decision-making.
Cross functional collaboration with marketing, operational and sales teams to understand key drivers and business unit performance.
Communicated performance results to business leaders and provided strategic recommendations to drive profitability and achieve business goals.
Team Lead responsible for the training and development of entry level staff, the implementation of new technological tools and systems, as well as streamlining of processes in order to create excess capacity and eliminate errors.
Financial Statement auditing and analysis for daily and monthly valued clients as well as the resolution of any issues that arise during the normal daily, weekly, or monthly valuation processes.
Responsible for error-free processes revolving around Bridgewater Associates, the banks largest client with approximately $170 Billion in assets under custody.
Ad-Hoc portfolio analysis for clients using statistical metrics. Analysis/valuations of other clients Portfolios/Hedge funds (such as Nationwide Insurance) consisting of : ABS, CDO, Futures, Swaps, FX Currencies, LP's, Stocks, Money Market instruments and other securities.Variance and trend analysis of net asset value of various funds using industry benchmarks and measures.
Frequent/daily contact with senior management and clients with respect to key performance indicators established on a quarterly basis.
General Ledger maintenance and journal entry auditing to ensure proper reporting according to GAAP guidelines.
Team lead responsible for resolving Fixed-Income securities discrepancies for a variety of mutual funds composed of equities, bonds, Asset/Mortgage backed Securities, derivatives ect.
Oversaw $180 Billion asset transition from Putnam Investments to State Street. Conducted bank loan trend analysis, reporting directly to upper management.
Initiated and implemented corporate actions across wide range of mutual funds. Reconciled daily exceptions between our trading desk and accounting system.Trained new employees as directed by management.
NSHMBA- National Society of Hispanic MBAs, Boston Chapter
Student Government Association (SGA) Senator - University of Massachusetts
Peer Counselor - University of Massachusetts
Computer: Microsoft Office, Oracle, Hyperion, Microsoft Excel expert user including macros, VBA (Visual Basic), pivot tables, statistical analysis and graphs, Microsoft PowerPoint, Microsoft Word, Microsoft Access, SQL, SalesForce, Essbase, PeopleSoft, Hyperion, Great Plains
Languages: English, Spanish
Other: Excellent communicator, Lean 6 Sigma, Company Co-founder – goCharge Boston
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