Heredia, Costa Rica
• Provide expert knowledge of financial analysis, modeling, forecasting techniques, and financial evaluation criteria including discounted cash flows, NPV, ROI, ROIC with strong experience in valuation analysis. • Prepare effective executive presentation materials, including documentation of key financial metrics, take-aways, assumptions, and risks/opportunities. • Strategic and trusted finance business partner to all functions, working closely with EVPs, Real Estate committee, and across the finance organization. • Effectively communicate presentation materials to executive leadership. • Develop and provide inputs to strategic financial planning, budgeting, and forecasting processes.
Provided expert knowledge of financial analysis, modeling, forecasting techniques, and financial evaluation criteria including discounted cash flows, NPV, ROI, and ROIC with strong experience in valuation analysis. Prepared effective executive presentation materials, including documentation of key financial metrics, takeaways, assumptions, and risks/opportunities. A Finance Business Partner working closely with EVPs, Real Estate Committee, and across the finance organization Developed and provide inputs to strategic financial planning, budgeting, and forecasting processes
Implemented AI models to improve the FP&A process speed and accuracy Lead the change of finance and merchandising users to the new BI platform Lead the migration of paper-based reports and KPIs to a BI platform to improve the speed and depth of our Analytics
Advising on Finance and Strategy issues
In charged of a team that analyzes, select and implements Innovative ideas for Corporate and SME clients. Ideas developed include apps, electronic banking applications and ecommerce platforms. Manage and Implement projects in a wide range of areas such as sales, Credit analysis and Treasury Management that have a direct impact in the P&L of the company. Visit clients to present and sell to them the new products and services developed.
Managed a portfolio of Innovation and process improvement projects whose investment value is over $1MM and has an expected IRR superior to 20%. My responsibilities start with the conceptualization of the idea and end when the project is fully implemented. In charged of the quarterly market research analysis that includes an analysis of our competition, a list of potential clients for the different segments and our KPI analysis.
Budgeting, Finanace, Management Control
Proposed and implemented a stock control system which gave accurate information of the cost and the amount of the products at stock. Developed a new line of products, increasing the sales from 5% to 30% of the company total sales. Reduced the purchasing cost of the raw materials in an average of 10%, achieved by improving the searching and negotiation with new suppliers.