My Background

Proven success in prioritizing, spearheading, and driving transformational projects toward completion within agreed timelines and budgetary constraints for optimal business outcomes. Demonstrated expertise in providing directional leadership in core planning and forecasting processes with keen focus on long-range planning, annual budgeting, and monthly/quarterly forecasts. Expert at identifying areas of improvement in existing procedures, assessing/mitigating risks, and formulating/executing business strategies to maximize supplier and financial performance. Capable of collaborating with various stakeholders to achieve excellent results and providing robust solutions to complex issues while maintaining effective controls. Articulate communicator with proven capability to deliver engaging presentations and maintain productive relationships at all levels.

Financial Analysis & Modelling

Project Management

Account Management & Reconciliation

Budgeting & Forecasting

Telecommunications

Strategic Planning & Execution

Financial Regulations

Team Building & Leadership

Reporting & Documentation

WNS, San Jose Costa Rica

Jan 2023 - Nov 2023

Direct financial management for the designated area, including budgeting, forecasting, and financial analysis. Optimize financial performance by delivering strategic financial guidance to senior leadership. Lead finance teams and conduct in-depth financial analysis to identify improvement and growth opportunities.

●            Streamlined financial operations by identifying process inefficiencies and implementing improvements.

●            Prepared and presented detailed financial reports to senior leadership and stakeholders.

●            Provided timely closure of accounting periods for 20 locations, conducting thorough variance research and implementing corrective entries before finalizing reports.

●            Oversaw office staffing during critical monthly close periods, guaranteeing adequate resources for seamless operations.

●            Directed accounting functions and closing processes across the entire portfolio of communities.

●            Reviewed and approve P&L variance reports to ensure accuracy and relevance for external audiences.

●            Analyzed operating results and financial performance indicators, identifying trends and communicating findings to the area team.

●            Coordinated ad hoc information requests and ensure timely submission of community reports to capital partners.

●            Monitored key business controls monthly, ensuring execution in accordance with Sunrise policy.

●            Oversaw reconciliation of Kronos hours to PeopleSoft each pay period, resolving variances promptly.

●            Performed desk audits of monthly deliverables, ensuring completeness and accuracy.

●            Reviewed and approved community balance sheet reconciliations monthly in accordance with department policy.

●            Supported 15 communities within geographic area, along with providing accounting support to RDO and regional team members.

●            Participated in the orientation of new members, ensuring consistent use and review of timekeeping practices and payroll reports.

●            Attended regular meetings, including Stand Up, Cross Over, Department Head Meetings, Town Hall, and Quality Improvement.

●            Conducted and contributed to timely performance appraisals with meaningful conversations.

Cool & Associates LLC, Maryland, USA

2021 - 2022

Acquired substantial project management experience with a focus on forecasting and expense monitoring. Established solid track record managing project timelines for optimizing team performance, and controlling costs. Rendered expertise in updating project construction timelines to maintain coordinated workflow. Monitored project budgets and timelines to ensure financial efficiency and compliance with requirements. Gained valuable experience in change management processes, aligning projects with evolving needs.

●            Developed and maintained project construction schedules to ensure well-coordinated workflow and timely completion.

●            Monitored tracking systems for optimizing financial efficiency and operational effectiveness.

●            Spearheaded the role of Community Manager with a focus on engaging various entities, including organizations, influencers, churches, and Facebook groups.

●            Initiated and fostered online connections by actively participating in social media activities such as liking, following, and becoming a member of relevant groups.

●            Established meaningful interactions on platforms, demonstrating a keen understanding of both COOL (Community of Online Leaders) and CLIENTS (specific community or target audience).

●            Executed ad-hoc tasks efficiently, showcasing adaptability and a proactive approach to addressing unforeseen challenges.

●            Demonstrated meticulous proofing skills to ensure the accuracy and professionalism of communications and content.

●            Played a pivotal role in marketing and community follow-up, contributing to the growth and engagement of the community.

●            Conducted thorough follow-ups on events, ensuring a seamless post-event experience for participants.

●            Provided creative support, contributing innovative ideas and solutions to enhance community's online presence and engagement.

Bayer, Heredia Costa Rica

2020 — 2021

Monitored tracking system for shipments and material deliveries, improving efficiency and accuracy. Leveraged strong communication and collaboration skills to build effective relationships with vendors and partners. Utilized SAP Ariba to manage order details, ensuring accurate and timely updates.

●            Spearheaded timely and accurate processing of transactions by leading and motivating a team of associates and experts.

●            Ensured the development of a cross-trained and multi-skilled team, fostering a proactive work environment.

●            Maintained a commitment to high-quality process performance, emphasizing precision and efficiency.

●            Drove continuous improvement initiatives in team and individual performance, cultivating a culture of growth and excellence.

●            Addressed and resolved issues and queries from internal and external stakeholders, demonstrating strong problem-solving skills.

●            Maintained strict compliance with policies and procedures, contributing to a robust and reliable operational framework.

●            Actively participated in identifying and implementing process improvements, emphasizing cost reduction and efficiency gains.

●            Conducted thorough reviews and reports on team and individual performance for providing insights for further enhancement.

●            Assisted in tracking performance against Service Level Agreements to ensure alignment with organizational goals and standards.

Evonik Industries, San Jose Costa Rica

2019 — 2020

Identified key performance indicators and guided team members in refining procedures to improve outcomes. Reconciled monthly statements and transactions, ensuring accuracy and currency of records. Examined daily reports for identifying and resolving billing issues promptly. Provided all vendors had submitted accurate and complete W-9 forms required for payments.

●            Led a pivotal role in the process migration project from Mexico to Costa Rica, receiving training from the Mexico team and orchestrating seamless information transfer.

●            Implemented and refined processes in Costa Rica, overcoming challenges posed by non-automation-friendly systems in Mexican banks. Ensured smooth day-to-day operations post-implementation.

●            Spearheaded operations for the largest division in the United States while overseeing the successful transfer of processes for three divisions sold to external entities.

●            Excelled in the role, conducting morning reporting on bank account status and unresolved payment issues.

●            Managed email communication and processed automated payments for the United States, Canada, and Costa Rica.

●            Handled daily ad hoc and urgent manual payments, with weekly execution of manual payments for the Mexico division.

Evonik Industries, San Jose Costa Rica

Accounts Payable Analyst        

2017 — 2019

Provided financial information to answer questions and gather details related to specific accounts. Implemented solutions for creating accurate records of ad-hoc projects in accordance with accounting industry best practices. Accessed financial information to gather details about specific accounts.

●            Initiated as a Junior, primarily focusing on invoice processing and undertaking a key project to document processes from scratch.

●            Implemented comprehensive documentation systems where none existed before.

●            Progressing to the Analyst role, took charge of vendor support for pending invoices, strategically resolving root issues to maintain a payment on-time KPI surpassing 85%.

●            Spearheaded the development of the Quality Assurance department, designed to supervise junior positions and elevate the quality of invoice processing to high standards.

SYKES, Heredia Costa Rica

2016 — 2017

Provided top-tier customer service by serving as a representative at SYKES. Encountered performance expectations and upheld company standards for customer service.

●            Addressed customer inquiries, resolved issues effectively, and ensured customer satisfaction.

Junior Accounts Payable Analyst, Evonik Industries

Customer Service Representative, SYKES

Treasurer, Asada Lalajuela