Microsoft Office
Stephanie Patricia Solís Rodríguez
Finance Manager
San José,SJ
Summary
Business and open-minded Finance Manager promoting more than 18 years of expertise overseeing transactions and reconciling monthly financial reports. Highly collaborative individual with track record of effectively training and coaching staff members. Offering confidence, team contribution and decision making skills.
Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.
Overview
19
19
years of professional experience
8
8
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Finance Manager
Publicis Sapient
San José, Costa Rica
05.2023 - Current
- I manage 10 people across LATAM and serve as the primary point of contact for all financial reporting and analysis related to Costa Rica, Colombia, Argentina, Brazil, and Mexico. I am responsible for overseeing the full accounting and financial reporting cycle for these countries, including the review, planning, and control of monthly, quarterly, and annual processes. My role includes analyzing forecasts versus actuals, updating forecasts based on expense trends, cash flow, obligations, and upcoming projects. I manage reporting at the HFM (Hyperion Financial Management) level, approving accounting adjustments and promotions, and ensuring the completion of critical tasks such as quarter-end and year-end reports, tax filings, CSR, S-Forms, and Top-Side Entry reconciliations. I take full ownership of deliverables and lead the team to consistently meet deadlines through effective organization, task prioritization, and performance monitoring.
- Additionally, I support leadership teams during acquisitions, ensuring seamless integration into company operations, while promoting best practices and driving continuous process improvement. I am also responsible for training new and existing staff in various financial procedures to ensure alignment with job requirements and internal standards.
- I conduct monthly bank reconciliations, investigate discrepancies, and implement corrective actions to strengthen internal controls. I play an active role in internal audits and ensure compliance with regulatory requirements. My communication style is open and proactive, fostering engagement while identifying and escalating issues in a timely manner to anticipate and mitigate risks.
- I have been recognized with Global Finance Awards for cross-functional collaboration with departments such as HR, Project Management, and Staffing. These collaborations have helped enhance value delivery and align strategies across functions. I have led efficiency-driven initiatives using tools like Power BI, Excel macros, and advanced formulas to optimize daily operations, improve revenue insights, and refine cost analysis.
- I have strong relation with other departments on the finance structure such as the Accounts Payable, Receivable and the SSC, requesting local and international payments, including the intercompany ones. Furthermore, I actively introduce and promote the use of AI to uncover new opportunities for both the finance team and clients, adding measurable value through innovation and forward-thinking strategies.
Senior Financial Analyst
Harris Adelante
Heredia, Costa Rica
07.2022 - 04.2023
- I was responsible for reviewing forecasts related to revenue and prepaid royalties, ensuring accuracy and alignment with financial goals, Improved budget forecasting through meticulous monitoring of expenses and revenue streams.
- I performed payroll reconciliations and recorded journal entries as part of the monthly accounting cycle. Including loads to the consolidated ERP, and discrepancies reviews between forecast and the expenses. Facilitated accurate expense tracking through diligent maintenance of general ledger accounts and reconciliations.
- Increased financial accuracy by conducting in-depth analyses of financial data and trends. I developed financial reports to support strategic decision-making for management and provided guidance to team members on accounting entries and supporting documentation.
- Direct executive reporting to Vice Presidents and Controlling teams in the United States and Canada, ensuring timely and accurate delivery of financial data. Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Senior Accounting Analyst
Thermo Fisher Scientific Inc.
Heredia, Costa Rica
11.2016 - 07.2022
- I worked on requests received, analysis and samples to PWC audit and internal audit for SOX and Non SOX companies, since Thermo managed both scenarios, I was the key contact from my team to the auditor's teams. Due to my experience in audit and internal controls, the Internal controls team asked me to work in 2 documentation and risk administration projects to identify controls for each RTR team, so I created matrix controls, COSO, and visio flows to identify controls and decrease risks. I lead 2 documentation projects for RTR with success, driving to this I also implemented CSA evaluations in our team, to evaluate according to the Audit plan in a monthly basis, and have trained my team and key contacts from RTR teams in SOX and Non SOX and the importance of the audit and controls.
- In the other hand I lead the backup plan for my team close to the business continuity plan from the company and operation processes, to ensure all the processes will be executed. This backup plan showed us improvements to work on and help us to create controls where were missed. I lead a standardization tool to fix assets at RTR level using the PPI process improvement methodology.
- I performed the migration of processes from USA to Costa Rica Shared Services I executed payroll, taxes, accruals, and payroll benefits process without any supervision, including the accounting booking, controls and standardizing the payroll file to avoid errors on postings. I also administrated fix assets and reconciliations. I also prepared KPI's and review for variations.
- I executed other GL tasks such as modules opening/closing, revenue recognition, commission's payments for dealers, cost centers cleaning, allocations, profit center accounting cleaning, bad debt postings, merchant fees cleaning, concur postings, overhead postings, freight accrual calculation and warranty reserve long term calculation, inventory control and review, HFM & FDM loads. I also uploaded accounting data and finance supplementals to Consolidation systems, with this I reviewed variances between AOP and actuals to FP&A analysts to identify variances and preparing the annual tax packages. As well, I managed the intercompany receivables for worldwide accounts owed to the entity, decreasing the receivables in a 75%, I worked on and supported the accounts payable side. I lead 5 different projects to automatize the netting payment clearing, wires payments clearing, KPI's standardization, the OOB notification automation and the ticket in system for RTR.I have performed different small improvements in all the processes to increase controls and reduce the time invested to avoid OT as well.
Senior Accounting Analyst
Cargill Business Services
Heredia, Costa Rica
04.2015 - 11.2016
- As Accounting SME Analyst I worked on the migration of Travel Report and Processing from Mexico to Costa Rica. I also worked in standardize and improve processes of accounting related to Travel and Expenses for Mexico, Guatemala, Honduras, Nicaragua and Costa Rica.
- I worked in the Accounting Cluster, helping the supervisor in the coordination of the work volumes; also I was the back up from all the accounting team in order to ensure business continuity in all the countries. I created an excel file (macro) with a Visio programmer, in order to decrease 6 hours of the invested time to perform one process by this macro that sent automatic emails from an excel file, using Microsoft Outlook. I created an excel file to account Travel Expenses for Mexico decreasing accounting analysis in 3 days off and also I implemented a control process in XML that decreased the pending XML in 25%. The accounting Expense Report process for Guatemala was not stable, so I settled it, receiving a training in one day and put it on work. I reclaimed credit amounts in corporate cards for users or Cargill, decreasing 94% on pending recover amounts, also 10% Cards were cancelled. Furthermore, I enhanced the process of new cards creation, requesting to all the new users a mandatory course of Travel. I delivered the updated SOP and created a new SOP for XML process. I also delivered the completion back up plan. In the migration process, I trained people in Mexico, Paraguay and Argentina that was working on migration too on taxonomies and the way to complete it correctly. Taxonomies help people to understand the complete process they were migrating and which process they couldn't execute from Costa Rica
AP & Purchasing Analyst
Mondelēz International
Santa Ana, San José, Costa Rica
09.2011 - 04.2015
- I was in charge of processing invoices for Central and South America. I led projects like paper less and also an English Club that was extended to be applied in other departments such as the Production Plant. I worked there with the migration from JD Edwards to SAP, and after that with the fusion and then the split of the company, I also was in charge of external audits. I worked with FP&A department reviewing and comparing expenses reports and comparing them to the annual budget. I also was member of the team that prepared the annual budget.
- In the Procurement Shared Services, I led the team of PTP, I got there all the knowledge of Procurement process such as purchasing, negotiations, contracts creations and problems solving, requisitions process audit, control and analysis. Developed the analysis and control on the end to end process from the creation of the requisition to the payment in Treasury in order to solve issues or identify them. I worked also requesting vendor creation to the Master data team. Regarding the PO's I worked with the Admin team to fix PPV and avoid workflow issues.
Back Office Assistant & Customer Service
HSBC Bank (Costa Rica)
San José, Costa Rica
09.2007 - 08.2011
- I was in charge of the branch accounting, giving support to the Operations Officer. I reviewed all the movements made by cashiers in order to avoid differences.
- I made inventories of blank forms for travel checks, term deposits, etc. I replaced cashiers when they were absent. As Customer Service, I helped foreign customers, offered credit cards, loans and saving accounts.
- I managed Term Deposits, in order to reinvest them if the customer wanted to. I also was in charge of the SUGEF audits as the internal one and the external audit contracted. Customer records was dully updated according to law 8204.
Call Center Operator & Accounting Assistant
Grupo Empresarial Radio Mensajes
San José, Costa Rica
01.2006 - 08.2007
- I was a call center agent, offering services, products from different clients, and receiving calls to send text messages by beeper.
- I started in the accounting department, 4 months later, as an assistant of three accountants (4 different companies)
- I was in charge of the archive, supplier payments, cash balance audits and controls and also I was in charge of inventories of all the parts and components of beepers and cash balance audits.
- I was giving support to Ministerio de Hacienda's Audit team.
Education
Licenciatura - Finance
ULACIT
San José, Costa Rica 01.2011 - 08.2013
Bachelor - • Bachelor in Business Administration, With Emphas
UMCA
San José, Costa Rica 01.2007 - 12.2011
Skills
- Financial planning, budget forecasting and cash flow management
- People management, mentoring, training and leadership
- Skilled in Microsoft Office, Power BI, IA
- Regulatory compliance and Internal Controls
- Multitasking Abilities, task prioritization
- Financial analysis, accounting experience
- Financial planning, budget forecasting and cash flow management
Accomplishments
- Supervised team of 10 staff members.
- Used Microsoft Excel to develop budget tracking spreadsheets and improve tasks
- Achieved Global Finance Award by completing Billing Power BI results with accuracy and efficiency.
- Collaborated with team of Project Management and Staffing in the development of Billing tracking.
Additional Information
I have ability to work under pressure, ability to drive work and influence others without direct reporting relationship including senior level personnel, to be successful in ambiguous environments, to think strategically with strong problem solving/decision-making, to drive for results in a dynamic setting, I have conflict resolution skills, to build relationships and communicate at all levels of the organization and cross-function/platform, I also have the Ability to collaborate across diverse teams to reach a common goal and I am a fast learner.
Software
Power BI, Power apps
Sharepoints
SAP
IA
Certification
• Fraud Prevention and Repression
Photography, gardening
In my free time, I enjoy photography—particularly portrait and nature photography. I love spending time with my husband and children, often capturing special moments through photos to create lasting memories. I also have a passion for gardening; I maintain a small vegetable garden and care for various plants, dedicating time to weeding, nurturing, and harvesting the fruits of my garden.
Timeline
Finance Manager
Publicis Sapient
05.2023 - Current
Senior Financial Analyst
Harris Adelante
07.2022 - 04.2023
Senior Accounting Analyst
Thermo Fisher Scientific Inc.
11.2016 - 07.2022
Senior Accounting Analyst
Cargill Business Services
04.2015 - 11.2016
AP & Purchasing Analyst
Mondelēz International
09.2011 - 04.2015
Licenciatura - Finance
ULACIT
01.2011 - 08.2013
• Fraud Prevention and Repression
12-2007
Back Office Assistant & Customer Service
HSBC Bank (Costa Rica)
09.2007 - 08.2011
Bachelor - • Bachelor in Business Administration, With Emphas
UMCA
01.2007 - 12.2011
Call Center Operator & Accounting Assistant
Grupo Empresarial Radio Mensajes
01.2006 - 08.2007
• Basic English Conversation
12-2005
• Secretary and Office Operations
12-2005
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