Alexandre Lozada Echenique
Heredia,Costa Rica
Summary
Results-driven Senior Financial Analyst with Moody's Corporation, adept at financial plan preparation and budget management. Achieved over $1MM in cash savings through process improvements while fostering strong client rapport. Demonstrated attention to detail in developing strategic insights and enhancing financial processes to support corporate stakeholders effectively.
Overview
9
9
years of professional experience
Work History
Senior Financial Analyst
Moody's Corporation
Costa Rica
07.2023 - Current
- Enhanced financial processes: Improved mapping procedures for incentive and stock compensation, automated OH Allocation, and migrated to Power BI Dashboard. Developed presentations and reports to inform stakeholders on budget and forecast metrics.
- Efficient budget management: Successfully managed adhoc requests and monthly variance explanations, tackled annual and quarterly budget tasks, and developed financial models from benchmarking.
- Strategic collaboration: Worked with central planning and BI&A teams, assisted in Gen AI investment tracking, ensured accuracy of Non-Op and ETR pages, and provided strategic planning advice and financial oversight for corporate stakeholders.
Senior FP&A Analyst
Intel Corporation
Costa Rica
04.2022 - 06.2023
- Financial analysis and improvement: Evaluated and analyzed financial results and indicators such as operational expenditures, depreciation, proposal, and investment opportunities to improve financial outcomes.
- Revenue and expense projection: Analyzed records of present and past operations, trends, and costs, and estimated and realized revenues to help project future financial performance.
- Cost savings and process improvement: Orchestrated over $1MM in cash savings and improved internal processes by more than 100 hours during the 2022-23 forecasting cycles.
Business Development Executive
Equifax Inc
Costa Rica
01.2018 - 03.2022
- Sales and growth efforts: Contributed 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).
- Client and partner relationships: 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
- Customer satisfaction: Assisted a large volume of customers daily with a positive attitude and focus on customer satisfaction.
- Team training and mentorship: Conducted training and mentored team members to promote productivity and commitment to friendly service.
Education
MBA - Spec. Advanced Finance
UPC | Aden University
Costa Rica12.2025
BBA - Business Administration And Management, Finance, Economy, Accounting, Project Administration, Mathematics, Statistics
Universidad De Costa Rica
Costa Rica04.2023
Skills
- Financial plan preparation
- Budget management
- Attention to detail
- Client rapport building
Languages
- English, Bilingual
- French, Native
- Spanish, Native
Timeline
Senior Financial Analyst
Moody's Corporation
07.2023 - Current
Senior FP&A Analyst
Intel Corporation
04.2022 - 06.2023
Business Development Executive
Equifax Inc
01.2018 - 03.2022
Assistant Customer Service Manager
Teleperformance
01.2016 - 01.2018
MBA - Spec. Advanced Finance
UPC | Aden University
BBA - Business Administration And Management, Finance, Economy, Accounting, Project Administration, Mathematics, Statistics
Universidad De Costa Rica
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