Fernanda Nakatsu Serra
Charlestown,IN
Summary
Analytical Financial Planning Analyst possessing expertise in risk management, financial accounting and strategy development. Develops financial models, analyzes financial data and recommends alternative courses of action to reduce costs and improve company's finances. MBA in Financial and controlling . Over 6 years of experience working in financial management and planning in Finance and Sales administration department. Proven strengths in adapting to changing markets and developing personalized budget plans. Friendly personality complements addressing clients needs and achieve financial goals. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
9
9
years of professional experience
Work History
Financial Planning Analyst
AkzoNobel
06.2017 - 10.2019
- Responsible for P&L, KPIs, Budget: construction and consolidation, FORECAST, OPEX - Monthly planning, consolidation and analysis, Reporting, Monitoring of expenses in all areas, Management of the annual budget process with all areas, Analytical reports tracking variations between realized and budgeted, by cost center, account and categories, Responsible for managing activities of the trainees, Supporting all financial area, Responsible for monthly presentations.
- Prepared comprehensive financial reports by collecting, formatting and analyzing key data points.
- Used cost and schedule analysis to measure program performance trends and forecast delivery.
- Evaluated optional plans by identifying outcomes and potential returns by completing quantitative analyses.
- Provided timely business and financial support for key business decisions that increased corporate growth and improved client engagement.
- Prepared financial reports by collecting, formatting, analyzing and explaining information.
- Prepared monthly P&L statements and pro-forma financial models to assess current and projected financial performance.
- Completed variance analysis and quarterly forecast reporting to maintain data integrity and accuracy.
- Monitored KPI to identify cause of unexpected variances.
- Recommended debt structures by analyzing refinancing options and identifying opportunities for cost savings.
Controlling Analyst
Faurecia
01.2016 - 06.2016
- Involved in Sales and Purchasing Squeeze, Budget, P&L, Reporting, KPI's, Accrual (prices delay, debit and retroactive), Forecast: Recovery, Givebacks, VAVE, Validate price input, spot sales, retroactive and debits price, Reporting, Supporting all financial area, including Financial Director, Responsible for monthly presentations.
- Adapted data use and management requirements across functional business areas to provide unified and consistent solutions.
- Summarized and submitted commission data, aiding monthly reporting and diagnosing variances.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Developed financial models to assess potential investments and identify potential risks.
- Created financial strategies to optimize portfolio performance and reduce risk.
Sales Analyst
Faurecia
05.2013 - 12.2015
- Support in Budget, Improvements implementation, experience in solving problems in defined due dates, coordinate and update purchasing contracts, purchase orders, price list, etc., Reduction and follow up of overdue, Awarded in a worldwide program from Faurecia (Being Faurecia) for identify and implement one automation project for retroactive and price debits in SAP, decreasing 67% of manual workload from sales and controlling departments related to this process.
- Highlight in fast learning and domain of sales administration functions and trust level, with less than 3 months lead and developed one improvement project, applying trainings for new processes.
- Emission of price retroactive, Analysis and charge of debits, Tooling sales emission, Management of Toyota Spare Parts.
- Responsible for managing activities of the trainees.
- Management ERP Sales data (MFG and SAP).
- Price input, creation and maintenance of sales orders, spot sales, tooling sales and other transactions.
- Support for Key Account Managers and Sales Director.
- Contact with customers.
- Analysis and follow up of purchase orders, price fast learning and domain of sales administration functions and trust level, with less than 3 months lead and developed one improvement project, applying trainings for new processes.
- Price's list, debit analysis and retroactive emission.
Cashier
HSBC Bank
08.2010 - 03.2012
- Managed cash flow control, exchange, customer service, product sales, management support.
- Answered questions about store policies and addressed customer concerns.
Education
Master of Business Administration - Finance and Controlling
UNICAMP
São Paulo, Brazil07.2016
Extension - International Management
Camden County College
Cherry Hill, NJ12-2012
Extension - International Business
Camden County College
Cherry Hill, NJ11-2012
Bachelor of Business Administration - Business Administration
ISCA
São Paulo, Brazil01.2014
Skills
- Cost Analysis
- Advanced Excel
- Capital budgeting
- Cash Flow Management
- Profitability analysis
- Variance Analysis
- Financial plan preparation
- Strategic financial planning
- Business Intelligence
Maritalstatus
Married
Age
35
Qualifications Summary
- MBA - Finance and Controlling
- 3 years in Finance
- 3 years in Sales
- 6 years' experience in SAP
- Skilled in decision making, prepared to take the risks and accountability
- Strongly motivated by new challenges
- Skilled in communication, enjoy personal interaction and encourages people
- Strong learning capacity, great interest in learning
- Teamwork with natural relationship building with all levels
- Responsible for continuous improvement projects - Recognized in a worldwide program from Faurecia (Being Faurecia) for identify and implement one automation project for retroactive and price debits in SAP, improving the process for different departments
- Experience in dealing with customers
Languages
Portuguese
Native or Bilingual
English
Native or Bilingual
Spanish
Professional Working
Software
SAP
Microsoft Office
Timeline
Financial Planning Analyst
AkzoNobel
06.2017 - 10.2019
Controlling Analyst
Faurecia
01.2016 - 06.2016
Sales Analyst
Faurecia
05.2013 - 12.2015
Cashier
HSBC Bank
08.2010 - 03.2012
Master of Business Administration - Finance and Controlling
UNICAMP
Extension - International Management
Camden County College
Extension - International Business
Camden County College
Bachelor of Business Administration - Business Administration
ISCA
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