Finance Specialist with 17 years of experience specializing in process optimization, team leadership, and data-driven decision-making. Passionate about financial analysis and the creation of advanced analytical models to improve operational efficiency and support strategic decisions. Known for driving initiatives that enhance organizational performance and providing innovative solutions to complex financial challenges. Expertise in data analysis using powerful tools such as Power BI, SQL, Power Query, and RStudio to strengthen decision-making and streamline processes.
Successfully coordinated the Quarterly consolidation of all the group directly owned spending for Close, Budget and forecast processes, resulting in a reduction in reporting time and improved accuracy of financial data.
Established a streamlined communication protocol, ensuring timely and accurate responses to budget-related inquiries and effectively connecting stakeholders with the right experts, enhancing overall budget management efficiency.
Led the maintenance of Supply Chain Budget/Actual data, including data uploads, timeline setting, and data structuring, which improved data integrity and accessibility.
Acted as the primary point of contact for budget optimization inquiries, providing actionable insights and recommendations that led to reductions in operational costs.
Led and crafted quarterly presentations for senior finance management, delivering clear and concise explanations of financial variances to high-level executives. Maintained open and effective communication, skillfully addressing and resolving questions or concerns with professionalism and clarity.
Reviewed and analyzed expense closing trends to ensure alignment with the budget.
Conducted frequent meetings with business partners to provide guidance and recommend financial options to achieve budget goals.
Provided logical and verifiable explanations for budget variances, ensuring transparency and accuracy.
Analyzed purchase orders and identified opportunities, offering recommendations to optimize expenses through detailed analysis.
Developed automated bots using the Oracle reporting system, significantly reducing reporting time and enhancing time management for Finance groups in Costa Rica and the United States, resulting in substantial cost savings for each analyst and manager.
Directed the collections team for U.S. accounts, managing the largest client group with approximately 25,000 customers.
Oversaw a collections portfolio of around $500K ensuring timely and efficient recovery of outstanding payments utilizing several collections strategies.
Introduced best practices in collections, successfully reducing Days Sales Outstanding (DSO) by 5 days in the first year and maintaining a good trend following and meeting the established targets.
Proposed multiple collection strategies for all teams, enhancing efficiency and achieving various set goals for all the groups in US and LATAM.
Implemented fair and effective collection metrics to accurately assess the performance of collectors, enhancing team morale and fostering a more motivated and engaged team.
Spearheaded the implementation of credit analysis across Mexico, the United States, Canada, and several South American countries.
Led a team of over 22 individuals, providing support across the Americas. Delivered coaching and training, fostering leadership development and promoting team members while ensuring they received the necessary support.
Enhanced credit processes by implementing new credit analysis techniques and strategies, reducing case resolution time by 30%.
Participated in the implementation of credit policies across the Americas, aligning them with the risk levels of each country.
Provided multiple recommendations for risk management, documentation, and client updates to optimize and minimize the risk of extending credit.
Oversaw a high portfolio exceeding $1 billion, responsible for account renewals, maintenance, and the creation and approval of new clients.
Reporting
SQL