Alexandre Lozada Echenique
Heredia,CR
Summary
Skilled professional at increasing finance cash efficiencies & productivity through detailed cost analysis. Excels in high-pressure environments. Possesses excellent budget forecasting & financial reporting skills. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals.
Overview
8
8
years of professional experience
Work History
Senior Financial Analyst
Moody's Corporation
07.2023 - Current
- Developed presentations and reports to inform and educate stakeholders and financial teams on budget & forecast metrics
- Tackled both annual and quarterly budget management tasks and developed financial models from benchmarking.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
Senior FP&A Analyst
Intel Corporation
04.2022 - 07.2023
- Consolidated Ad-Hoc financial models utilizing Power BI, Excel & PowerPoint regarding Labor, Goods, Services & Depreciation expenses forecast along with appropriate functional area split between RnD, GnA, SnM & the different categories of Cost of Sales (DOH, PCOS, OCOS) projections.
- Led and coordinated 2022-23 Monthly & Quarterly Plan/Close/Forecasting efforts (reporting out & System of Record clean-up) across Finance BUs in partnership with other FP&A’s, Finance Controllers, Partners, and Stakeholders.
- Accurately mapped all spending Investment types to each Line of Businesses for appropriated Consolidated P&L Allocation.
- Orchestrated more than $1MM in cash savings and improved internal processes by more than 100hrs throughout 2022
- Evaluated and analyzed variety of financial results and indicators such as capital expenditures, depreciation, proposal and investment opportunities to improve financial results.
- Reported out to Corp. Finance BU Var. Ex. for YoY, CoC and Actuals for Investor Relations purposes
- Analyzed records of present and past operations, trends and costs and estimated and realized revenues to project future revenues and expenses.
Business Development Executive
Equifax Inc
01.2018 - 03.2022
- Generated sales and growth efforts by contributing to new customer acquisition within multiple vertical markets (primarily US & Canada) selling company’s suite of digital solutions and exceeded sales targets YoY by 40X ROI (equivalent to $1MM)
- Qualified over 1000 prospects based on Equifax business requirements to gain an appointment and deliver qualified leads to the appropriate sales representative mainly Canadian market oriented
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
Assistant Customer Service Manager
Teleperformance, Costa Rica
01.2016 - 01.2018
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
Education
MBA - Advanced Finance
UPC | Aden University
Costa Rica12.2024
BBA - Business Administration And Management
Universidad De Costa Rica
Costa Rica04.2023
Skills
- Financial Plan Preparation
- Client Needs Assessment
- Intercompany Reconciliations
- Client Rapport-Building
Languages
English
Native or Bilingual
French
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Financial Analyst
Moody's Corporation
07.2023 - Current
Senior FP&A Analyst
Intel Corporation
04.2022 - 07.2023
Business Development Executive
Equifax Inc
01.2018 - 03.2022
Assistant Customer Service Manager
Teleperformance, Costa Rica
01.2016 - 01.2018
MBA - Advanced Finance
UPC | Aden University
BBA - Business Administration And Management
Universidad De Costa Rica
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