Félix Escalera, MBA
Summary
Lead Finance Consultant with 10 years of experience. Expertise in financial reporting, financial advice and risk analysis. Reliable self-starter with outstanding active listening skills. Leverages strong skillset to help clients achieve established goals. Organized professional delivering innovation and value to clients. Team member and oriented to problem solving with extensive knowledge in finance and technology industries.
Overview
10
10
years of professional experience
1
1
Certification
Work History
D365 F&O Lead Finance Consultant
Sikich LLP
05.2022 - Current
- Led multiple successful Dynamics 365 Finance transformation implementation projects from initiation to completion, ensuring on-time delivery and client satisfaction
- Conducted thorough business process analysis to identify areas for improvement and recommend tailored Dynamics 365 Finance solutions.
- Gather requirements, fit and gap analysis documented utilizing ADO and Lifecycle services
- Implemented third-party integrations (SKG-Exflow) for seamless data flow between Dynamics 365 Finance and other business applications.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Reduced process inconsistencies and effectively trained team members on best practices and protocols
- Enhanced financial performance by analyzing data, identifying trends, and providing strategic recommendations
D365 F&O Finance Consultant
Avanade
04.2021 - 05.2022
- Contributed to envisioning and discovery phases with Accenture for two public traded companies (US Ecology & Nikola Motors) where revenues exceeded 900 million
- Developed flowcharts and diagrams to describe and layout logical operational steps
- Performed internal system acceptance to deliver well-tested enhancements and meet business requirements
- Communicated and explained business requirements to team members to understand and implement functional demands using DevOps
- Collaborated closely with upper management to drive strategy through development and implementation of new processes
- Enhanced project management skills by defining and presenting system solutions and timelines for business needs or technical problems
- Analyzed existing systems and databases and recommended enhancements to solve business needs
Senior MSFT Dynamics F&O Consultant
3Sixty Duty Free
01.2019 - 04.2021
- Led success Microsoft AX & D365 implementations for more than 30 legal entities based in US, Singapore, Mexico, Jamaica, Canada and others countries
- Configuration, customization and troubleshooting of Microsoft Dynamics AX & D365 for Gl, AR, AP, Cash and Bank Management, Fixed Assets, Inventory Management and other modules
- Leading life cycle implementations of Microsoft Dynamics AX 2012 & D365 on Finance, Trade & Logistics
- Communicate effectively with technical team creating technical design, technical documentation enhancing coding for better business logic, architecture and frameworks
- Performing functional design, implementation, and maintenance of Microsoft Dynamics solutions single product modules
- Designing, implementing and supporting business processes in Microsoft environment
- Maintenance ledger and sub ledgers configuration, maintaining flexibility for unanticipated issues
- Improve Finance system operations processes by adding new features and infrastructure, improved by automation
Tax Associate
PricewaterhouseCoopers LLP
01.2018 - 01.2019
- Prepared tax returns for clients in Technology according to government regulations and requirements
- Prepared US, multi-state and international tax returns for Fortune 500 (e.g. Google, Cisco, IBM, etc.)
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals
- Offered clients recommendations to reduce tax liabilities
Business Analyst II
Rock Solid Technologies, Inc.
04.2014 - 12.2017
- Proven success Microsoft Dynamics GP implementations for more than 15 Puerto Rico Municipalities giving them support on site of business advisory
- Reduced time of processing documentation and error about 45%
- Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations
- Increased annual revenue by 30% by recommending improvements in efficiency
- Designated enhancement based on client's feedback. of data flow into databases
- Supervising testing cycles, including test plan creation, verification, development of scripts and co-ordination architectural design
- Planned and implemented security measures to safeguard vital business data integrity
Education
MBA - Strategy
Indiana University
Bloomington, IN2023
BBA - Accounting
University Of Puerto Rico
Rio Piedras Campus05.2014
Skills
- Excellent communication skills
- Financial optimization
- Bilingual Spanish/English
- Exceptional quantitative and qualitative problem-solving skills
- Analytical and critical thinker
- Teamwork/ Team member
Industries
- Manufacturing
- Construction
- Oil & Gas Services
- Distribution
- Public Service Sector
- Retail
- News and Media
- Automotive
Modules
- Accounts Receivables/ Accounts Payable
- Budgeting
- Cash and Bank Management (SKG & Exflow)
- General Ledger
- Fixed Assets
- Asset Leasing
- Asset Management
- Tax
- Project Accounting
Certification
- MB 300 Microsoft Dynamics 365: Core Finance and Operations
- MB 310 Microsoft Dynamics 365 Finance Functional Consultant
- Microsoft Certified Professional - MCITP
Timeline
D365 F&O Lead Finance Consultant
Sikich LLP
05.2022 - Current
D365 F&O Finance Consultant
Avanade
04.2021 - 05.2022
Senior MSFT Dynamics F&O Consultant
3Sixty Duty Free
01.2019 - 04.2021
Tax Associate
PricewaterhouseCoopers LLP
01.2018 - 01.2019
Business Analyst II
Rock Solid Technologies, Inc.
04.2014 - 12.2017
MBA - Strategy
Indiana University
BBA - Accounting
University Of Puerto Rico
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