SUMMARY
Finance professional with strong financial, leadership, strategic management, analytical, and decision making abilities. Over 12 years of experience and background in accounting, financial planning, budgeting / forecasting, shared services operations, contract negotiations, project management and IT system implementations. Experience working with critical decision makers in several countries including USA, Canada, Latin America and the Caribbean. Successful career advancement with proven ability to motivate people and to work in high-pressured situations requiring flexibility and judgment. Strong knowledge of US GAAP.
Strategic Business Planning
Budgeting & Forecasting
Sales & Operational Analysis
Shared Services Operations Contract Negotiations
Risk Management
ERP System Implementations
Leadership & Team Building
PROFESSIONAL EXPERIENCE
FLORIDA INTERNATIONAL UNIVERSITY, Miami, FL 2009 Present
Director of Finance
Direct the monthly and annual financial reporting and analysis of university business operations. Develop and monitor Key Performance Indicators to drive sales and operational improvements.
Direct the annual budget, monthly forecast and five year strategic plan; establishing budgetary guidelines.
Establish the sales, expense, and capital budget; develop business cases for the new and expansion projects.
Analyze and negotiate vendor contracts to ensure maximum financial returns, risk avoidance, and appropriate service levels.
Implement best practices to streamline the accounting process and reduce the transaction error rate within each function, including general ledger, accounts payable, accounts receivable, capital purchasing and cash management.
Implement new PeopleSoft integrated billing system and automate intercompany transactions.
Review and revise financial policies for all accounting and budgetary procedures and expenditures.
AUTOMATIC DATA PROCESSING, INC., Miami, FL 2007 - 2008
(ADP is one of the largest business outsourcing solutions, with approximately $8 billion in annual revenues and 585,000 clients.)
Director of Finance
Directed the five year strategic plan and annual budget process, including sales, expenses and capital; annual revenues of approximately $1billion. Established the annual budget guidelines, identified initiatives and opportunities / risks. Administered the management reporting and KPI measurement process. Managed a staff of 20.
Led the Oracle Sales Incentive Compensation implementation, leveraging ADP divisional resources and establishing automation through direct interfaces and sales policy amendments.
Key member of the shared services transition team, mapping the current state and identifying the future vision for the finance organization.
Managed $600M risk portfolio and conducted due diligence for potential new high risk clients.
Ensured Sarbanes Oxley compliance: audited and reviewed testing of financial and operational activities including general ledger accounting, payroll processing, and credit and collections.
Led the nation-wide TotalSource facility consolidation project. This project reduced the number of required operational facilities by 20%, and introduced telecommuting opportunities.
DHL WORLDWIDE EXPRESS, Plantation, FL 2003 - 2007
(DHL is the worlds largest express and logistics company, with over 285,000 employees world-wide.)
Regional Financial Planning & Analysis Manager / Controller
Developed the five year strategic direction for the Caribbean Region Finance Team. Directed the annual budget and quarterly forecast process; established detailed budget guidelines for the 30 countries. Strategized and implemented the launch of new products as a member of the Latin America / Caribbean Senior Management Team. These initiatives led to an over 20% increase in annual sales. Established operational efficiencies which led to 12% annual cost reductions.
Led the capital acquisition process utilizing NPV / discounted cash flow analysis. Developed and analyzed business cases from a financial, commercial, and operational perspective, seeking the best possible alternatives to improve sales, customer service, operational effectiveness, and EBITA results.
Consolidated Monthly Financial Reporting package for the Americas Region, consisting of US, Latin America, Caribbean, and Canada. Managed the monthly sales and financial reporting, consolidation, and complex analysis process, addressing multi-currency factors and exchange rate effects.
As a member of the DHL-SAP project team, led the Enterprise Resource Planning (ERP) accounting, reporting, and planning process for the US and Caribbean Regions. Designed the As is and To be process mapping; performed gap analysis and identified process improvement opportunities.
Collaborated with human resources, sales, operations, information technology and marketing in the development of global and function specific Key Performance Indicators.
Designed and deployed region-wide standard budget/forecast models, templates and reporting tools.
Developed a finance training program for non finance managers to increase the business knowledge across all functions.
KNIGHT RIDDER SHARED SERVICES, Miami, FL 1999 - 2003
(Knight Ridder was the nations second largest newspaper publisher with 32 owned entities nation-wide.)
Budget & Planning Manager
Led the Shared Services Center in the performance management and sustainability initiatives, including the development of Key Performance Indicators for General Ledger, Fixed Assets, Accounts Payable, Procurement, Payroll departments and Customer Service functions; this project established improvements in transaction error rates, capacity expansions, and an overall reduction of costs.
Documented and executed SSC service level agreements. Reviewed SLAs annually and updated accordingly.
Developed a Shared Services Pricing Model designed to drive best practices and lower the cost per transaction within each function, and reduce the company-wide total cost of finance.
Managed and maintained company-wide decision support systems related to annual budgeting, and forecasting, ensuring all business units met deadlines and provided detailed budget and statistical information. Trained users on budgeting systems software and provided continuous customer service.
Created the Major Media Benchmarking Group to compare media industry shared services cost and processes. Held roundtable discussions with Fortune 500 advertising media organizations in efforts to determine industry best practices.
Controller Regional Call Center 1999 - 2003
Directed the financial processes for the companys two Regional Call Centers, located in Miami, Florida, and Columbia, South Carolina.
Directed the month end closing activities including journal entry review, P&L consolidation, balance sheet account reconciliations; revenue, and expense variance analysis verses plan and prior year. Significantly improved the month end closing process from 12 to 2 days by streamlining accounting activities and policy amendments.
Developed and continuously monitored call center key performance indicators; established KPI achievement incentive programs to drive superior customer support.
Expanded call center services and transformed them from internal company cost centers to profit centers.
EDUCATION
Master of Business Administration - Nova Southeastern University, Fort Lauderdale, FL 2002
Bachelor of Business Administration in Finance - Florida International University, Miami, FL 1997
TECHNICAL / LANGUAGE SKILLS
Oracle Financials SAP Hyperion PeopleSoft Cognos Oros
MS Excel MS Word MS Access MS PowerPoint MS Project QuickBooks
Fluent in Spanish
CONTINUOUS EDUCATION & TRAINING
Information Technology Project Management, Miami, FL
Superior Leadership INCAE Business School, San Jose, Costa Rica
Mergers & Acquisitions Nova Southeastern University, Fort Lauderdale, FL
Dale Carnegie Communications New York, NY |
