Finance SSC North America Manager

• Sep 2023 - Present

Finance Project Manager

• Apr 2023 - Sep 2023

Assigned to Hewlett Packard PMO Office In charge of PMO project planning for Finance Innovation projects Validation and prioritization of project intakes from business units Preparation of high level estimations, stakeholders awareness and complexity assesments in order to obtain approval for the projects Project resource assesments, solution design coordination, estimation of cost & duration baseline for funding approval Establish project start date based on resource availability Handover of projects to project managers for execution Preparation of compliance projects FCST and Budget, tracking of deviations and explanations for upper management Show less

Controller

• Feb 2019 - Sep 2022

Responsible for Finance management, general accounting, financial planning, treasury, taxes, costs Achievements: • Implementation of SAP (Transition from previous ERP ISCALA) • Reduction of slow movement and obsolete material • Improvement of material control and quarterly inventory time • Implementation of control of fixed assets from acquisition to disposal • Regularization of service contracts with CFE and gas suppliers • Preparation of financial statements for plant management • Improved cost control and analysis, no previous analysis were made • Integration Responsibilities: • General accounting, payroll accounting, cost calculation, fixed assets and reconciliations. • Responsible for bank management, authorization of payments and requests for credits • Develop, execute and control internal finance procedures and policies including spending authorization in accordance with corporate procedures and policies (SOX) • In charge of financial planning (Strategic plan – Monthly FCST – Rolling Forecast) • Identify and analyze the variances between the actual vs FCST/Budget • Provide all necessary analysis including variance analysis, standard costs, margins, plant budget control and follow up of sales and purchasing prices. • Management of the reporting and consolidation process ensuring reliability and consistency • Maintenance of standard costs, yearly calculation of labor and overhead rates, analysis of purchase price variances, costing of products vs BOM • Inventory analysis (Levels, absorption, adjustments, controls, annual inventory). • Control and administration of fixed assets • Control and manage the plant’s cash flow in collaboration of SSC • Attention to internal (SOX) and external audits • Finance business partner of plant management • Participate, with Plant Director, in the development of action plans in order to achieve the operational targets • Participate in the development of projects and ensure their financial evaluation and follow-up. Show less

Controller / Head of Administration

• Aug 2018 - Feb 2019

Responsible for financial controlling for the projects in the Bajio region and reporting of results to the headquarters in Germany. Responsible for the administrative positions in the region, IT, Human resources, Health and safety, fleet administrator and finance. Responsible for purchasing department in the region. Responsabilities: • Creation of projects in SAP according to quotations to customers • Tracking of costs and hours in the project to achieve the targets, reporting of changes or risks in the results as projects advance • Preparation and calculation of quotations or changes in the projects • Preparation of budget for the administration of the office • Contact, negotiation and confirmation of purchase orders with suppliers according to project requirements • Implementation of controls for purchasing, travel expenses, petty cash • Tracking of the hours to invoice to the customer and to be paid to the suppliers • Preparation of biweekly forecasts for every project and the reports for German HQ • Tracking with HR of the positions and personnel requirements by the projects • Preparation of cashflows Show less

Financial planning coordinator

• Jul 2017 - Aug 2018

Support at Manager in charge of financial and strategic planning with the objective to be strategic partner sales and guide the business to achieve the plan as well as responsible for financial controlling and reporting to the headquarters in USA. Provide monthly executive reports reflecting the results of the company with detailed analysis and quality (variations with current and expected trends, etc.). Providing financial advice to business equipment, to ensure profitability of the areas and the return on investment in the region and creating value for shareholders and customers. Functions: Plan activities and business strategies for the preparation of annual budget, in order to achieve the objectives of the company at Latin America level. Provide monthly executive reports reflecting the results of the company with detailed analysis and quality (variations with current and expected trends, etc.) Coordinate, consolidate and make the correct interpretation of the financial information through the development of the control process to provide the markets with appropiate information and toolings to monitor the performance, follow up the objectives, achievements the P&L expected results Define indicators of operational and financial management for full compliance with the objectives Participation in the annual budget of the company High level analysis of financial and non financial information Coordinate delivery of financial reports to the Corporate Work in an interdepartmental environment process with the operational expenses of the company, in order to understand it, control and budgeting Develop and manage executive reports and financial analysis (variations on current trends and expected, etc.). For making business decisions for all Latin America Advisor to the business units and operations through tools, systems, processes, financial strategies to support them in - meeting their financial goals. Show less

Financial planning supervisor

• Mar 2015 - Jul 2017

Financial planning:• Coordination & preparation of budget and forecast for the company businesses, according to the sales of our brands (Nissan, Renault & Infiniti) and our sales penetration objectives (Market share), this includes projections of our portfolio (assets on the balance sheet), financial margin (Interest and other revenue, funding and distribution costs), loss provisions, OPEX and others for every business unit.• Elaboration of the Global Monthly Reports for the Sales Finance Business Unit in Japan, this includes preparation and validation of P&L, Balance sheet and KPI’s (Business conditions) and explanation of the principal variations vs previous month, budget and forecast.• Preparation of P&L for every business unit and per brand, explanation for the principal variations at the end of the month.• Elaboration and improvement of business models for budget and forecast, preparation of a new model for the Leasing business.• Implementation and analysis of new business (Revenue Optimization Programs)• Preparation of monthly scorecards and information for the board of directors• Control of Marketing & Operational expenses• People management, including objectives definition and evaluation.Sales incentives:• Supervise calculation, control and payment of sales incentives to the dealer network for the allocation of our financial products, preparation of the monthly reports for internal and external use.• Budget and forecast preparation for incentives expenses.• Participation on the pricing process calculating IRR (Interest return rate) and ROA (Return on assets) for every of our financial products.• Audit of our commercial offer, this includes a review of every of our products in order of them to be profitable, every observation is reported to the finance and sales direction.• Documentation of processes, preparation of requirements to the IT area in order to improve or automatize our system or our processes. Show less

General Accountant

• Mar 2013 - Mar 2015

• General accounting of the company portfolios (Revenue, costs, accounts payable etc…), actual portfolio variations analysis (Balance sheet & P&L), business accounting definition development according to IFRS, USGAAP and CNBV definitions.• Coordinate the daily reconciliation of the company portfolios (Wholesale, Retail and Leasing) by number of contracts and amount between the Credit and the Accounting system.• Facilitate best practice process management within the functional areas to ensure standardization, consistency and continuous improvement of processes, ensure sufficient controls are in place with a focus on risk management.• Processing of accounting guidance and processing of modification requirements to the credit and accounting systems• Preparation of bank reconciliations• Account payables with the assembly plants and providers with financial factoring contracts and letters of credit• Analysis of financial statements, balance sheet, costs and income (P&L). Show less

Client Relationship Management

• Nov 2008 - Mar 2013

Attention and following to client’s doubts and complaints, information about vehicles specifications, selling, making of reports, complaints resolution. Improvement of processes and methods of the client relationship, training of advisers.Accredited and customer care, information about amortization tables, credit statements, life and car insurance conditions, sinister following, attention and advising, complaints resolution. Improvement of special cases processes, training of advisers.