Excel
LUIS AGUILAR SERRANO
Finance Analyst
San José
Summary
Results-driven financial professional with extensive experience in Financial Planning & Analysis (FP&A) and a proven track record in synthesizing information to support strategic decision-making. Skilled in generating comprehensive summary documents for senior management and adept at managing monthly and quarterly forecasting processes. Expert in collaborating effectively with internal clients to enhance financial performance and drive business growth.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
Work History
Senior FP&A Analyst
Intel
12.2021 - Current
- Lead the monthly, quarterly, and annual tracking of expenses for R&D groups, ensuring alignment with assigned budgets
- Develop and present detailed reports to Operations and Central Finance Management, providing insights into variances and identifying root causes of unexpected spending or savings
- Oversee and maintain the Cost Center and project hierarchy, adapting to the evolving needs of the group in a dynamic environment
- Approve Shopping Carts in compliance with procurement policies and manage ad hoc reporting requests from internal customers
- Build strong relationships across departments, influencing stakeholders and fostering collaboration for cross-functional initiatives
- Proactively identify risks, implementing preventive actions that resulted in significant reductions in potential financial impacts
- Advocate for initiatives that have positively influenced revenue generation, enhancing overall company performance
Senior Financial Analyst, Contra Revenue
Hewlett Packard Enterprise
04.2017 - 12.2021
- Managed financial operations for the Canadian region, calculating and registering monthly and quarterly accruals for sales promotions
- Reconciled accounts related to accrual entries and coordinated month-end activities, maintaining the critical Accrual Accuracy metric for the Americas region
- Contributed to a global initiative aimed at automating manual processes, achieving remarkable time savings and improved accuracy in financial reporting
US HR Admin Process Owner
Cargill
02.2016 - 04.2017
- Spearheaded the transitional move of HR accounting processes from the US to Costa Rica, ensuring timely completion of deadlines
- Supported junior analysts and facilitated the review and approval of payments to external providers, managing accounting entries effectively
- Coordinated month-end close activities, overseeing processes related to employee benefits, payroll, and taxes
- Managed billing operations for HR departments, ensuring accuracy in training, expatriate, and travel expense allocations
Accounting Analyst
Baxter
07.2014 - 02.2016
- Delivered financial services at Baxter Americas Services, functioning in dual roles as both accounting analyst for a Canadian distributor and fixed assets analyst
- Participated actively in monthly closing processes, generating financial reports for both local and corporate stakeholders
- Trained analysts as Six Sigma Yellow Belts, resulting in automation of billing processes and improvement of month-end close accuracy, significantly enhancing team efficiency
Education
Bachelor - Business Administration
Instituto Tecnológico de Costa Rica
02.2006 - 12.2009
Licenciatura - Business Administration (Emphasis in Finance)
Instituto Tecnológico de Costa Rica
02.2010 - 11.2011
Skills
Financial Planning & Analysis (FP&A)
Budget Management and Forecasting
Data Analysis and Reporting
Cross-Functional Collaboration
Risk Identification and Mitigation
Process Automation and Improvement
Stakeholder Engagement
Team Leadership and Development
Teamwork and Communication
Software
Power Point
Power BI
SAP
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Senior FP&A Analyst
Intel
12.2021 - Current
Senior Financial Analyst, Contra Revenue
Hewlett Packard Enterprise
04.2017 - 12.2021
US HR Admin Process Owner
Cargill
02.2016 - 04.2017
Accounting Analyst
Baxter
07.2014 - 02.2016
Licenciatura - Business Administration (Emphasis in Finance)
Instituto Tecnológico de Costa Rica
02.2010 - 11.2011
Bachelor - Business Administration
Instituto Tecnológico de Costa Rica
02.2006 - 12.2009