Adrian Saenz Carvajal
San José,SJ
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Overview
2
2
Languages
3
3
Certifications
3
3
years of post-secondary education
8
8
years of professional experience
Work History
Senior Regional Financial Controller
Lion RE:Sources
02.2019 - Current
- In charge of consolidation of regional financial and headcount information for month end close, annual budget and monthly forecast for global management.
- Collect data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Prepare ad hoc financial reports to regional management.
- Monitor and analyze financial, statistical and operational data trends.
- Control and review information loaded in the financial system for local financial managers.
- Create friendly and useful tools for extraction of reports during month end close.
- Migrate and stabilize the current operation of the FP&A department from Europe to CR.
- Create value-added tools for the operation.
- Generate intercultural relationship of trust with my stakeholders.
- Managing the Optimization Project in FP&A department.
Financial Analyst
Pension Associates International
10.2016 - 09.2018
- Delivered targeted advise on issues such as applicable employment regulations, compensation strategies and internal systems to help companies update antiquated or ineffective approaches.
- Updated personnel handbooks and individual records to keep filed accurate and detailed.
- Organized positions by factors such as salary and status to develop effective categories and operational strategies.
- Analyzed and processed financial data for all pension plans.
- Preparation and analysis of financial statements.
- Payroll Processing, Receivables reconciliation & Account reconciliations.
- Performed annual balance sheet, income statement and changes in financial position variance analysis.
- Analyzed data to ensure proper accounting procedures have been followed.
- Train new employees and ensure training material/documentation is kept current.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Improved operations through consistent hard work and dedication.
General Manager Assistant
Promotora AyJ Turistica S.A
06.2015 - 10.2016
- Supervision of employees.
- Support sales system program.
- Accountant assistant role, in charge of accounting books.
- Managed financial transactions, supplier´s payments, bank accounts management.
- Delivered weekly reports to general manager.
- ERP implementation.
- Maintained well-controlled business inventory with minimal losses by enforcing solid monitoring and management structures.
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Performed pricing and estimates based on customer needs and requirements.
Administrative Assistant
Supli Servicios S.A, Industry: Services
12.2012 - 03.2015
- Customer Service in dispatch, receiving materials over phone and face to face.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
- Created PowerPoint presentations for business development purposes.
- Created detailed expense reports and requests for capital expenditures.
- Collaborated with other teams to identify areas of opportunity and implement changes to optimize sales operations and reporting.
- Schedule customer´s visits to company.
- Support sales representatives.
- Create and manage data bases for new products.
- Reduce Customer waiting time.
- Customized products offering.
- Effective management of accounts receivable.
Education
B.A - BUSINESS ADMINISTRATION
U. Metropolitana Castro Carazo
01.2015 - 04.2018
Skills
Advanced financial analysis
Certification
SAP Business One
Timeline
Senior Regional Financial Controller
Lion RE:Sources
02.2019 - Current
Financial Analyst
Pension Associates International
10.2016 - 09.2018
General Manager Assistant
Promotora AyJ Turistica S.A
06.2015 - 10.2016
B.A - BUSINESS ADMINISTRATION
U. Metropolitana Castro Carazo
01.2015 - 04.2018
SAP Business One
06-2013
Administrative Assistant
Supli Servicios S.A, Industry: Services
12.2012 - 03.2015
Microsoft office
07-2009
Fundatec English Program
02-2008
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