Jaime Barrios

Overview

years of professional experience

A.T. Kearney

01.2012 - Current

Work closely with the Business Segment FP&A team on monthly, quarterly and annual reporting and analysis needs.
Mentor Hyperion/Anaplan finance manager, analysts, interns and jr. consultants by providing guidance in FP&A projects.
Manage AT Kearney's forecasting and planning process - as well as working with the systems team on reporting requirements and improvements.
Provide leadership/analytics in special projects (ie: Strategic Planning, Partner Wealth, etc.) while working with consultants, other corporate department leads and the sr leadership team.
Support financial system implementations and integrations across the firm, including new reporting capabilities and Business Intelligence tools.
Provide leadership for the plan processes, development of Finance analytical standards and best practices, managing forecast processes, driving the Finance IT technology platform and maintaining a consolidated planning calendar.
Maintain close relationship with the Corporate Controller and ensure key accounting items are included in financial system updates and forecasts.
Maintain close working relationships with the Business Segment Finance Leaders to maximize the efficiency of the overall Finance IT processes.
Identify opportunities and implement changes to improve processes and financial models and report.

Bally Total Fitness

06.2009 - 11.2011

Budget preparation and coordination for the corporate departments using Hyperion Essbase and Oracle BI. Year 2011 expenses of $50+ million.
Creation of financial models for budgeting, forecasting and variance analysis using MS Excel.
Conduct monthly cash flow analysis meetings with senior executives.
Monthly salary / benefits reporting and analysis for department heads and senior team.
Coordination of monthly financial review decks presented to senior management.
Responsible for monthly financial flash report, Board documents (Board letter and P&L) as well as budget preparation of miscellaneous revenue for the health clubs using new models based on key metrics.
Ad-hoc reporting and analysis for senior management and field operations (utilities, taxes & benefits, T&E, headcount).

Citigroup

12.2005 - 02.2009

Budget preparation and coordination for US Partnership businesses using Hyperion Essbase, MS Excel interface. Year 2008 direct expenses of $200+ million.
Created financial models for the budget process using MS Excel and Access.
Conducted quarterly meetings with senior executives to review P&L statements.
US Partnership liaison for Cost Saving Projects.
FTE Reorganization Project for US Partnership. Expense impact and organization structuring.
Monthly forecast, flash and close for all retail sector using Hyperion Essbase/Planning. Year 2008 direct expenses of $190 million.
Lead the RCSA/SOX (compliance) tests for the CCS Finance area.
Adhoc reports and analysis (T&E, Fas91, Headcount) for Retail Sector CFO and SVP.
Star Player Award recipient.

Northshore University Health system

01.2002 - 01.2005

Financial liaison between medical areas (Radiology, PM&R, Cardiology, ORs) and corporate.
New project/equipment purchase analysis for specific medical areas based on NPV, IRR, ROI.
Budget modeling, preparation and coordination for the 42 corporate departments using Hyperion Essbase / MS Excel interface. Assisted in preparation for hospital department budgets.
Revenue project/analysis based on charge codes (CDMs) to better understand key growth indicators.
Coordination of the VIP (Value Improvement Program), which consisted of savings of $30 million for FY02-FY04.
Adhoc reports for CFO, COO and AVP of Finance.
Monthly financial reports, OT & Temp. Fee reports, pay period reports for all hospitals & clinics.
President's Award recipient.

McGraw-Hill

01.2000 - 01.2001

Creation of financial reports using MS Access (Tables, Queries, Macros, Forms) and Excel for the CFO to analyze the performance of business units, editors and categories.
Financial support for the McGraw Hill Company in the transition period, when NTC/Contemporary was acquired from the Tribune Group.
Project analysis, based on NPV, IRR and contribution margin.
Participating in the preparation, coordination of financial forecasts for the new NTC (McGraw Hill) divisions.
Variance analyses of monthly results vs. prior run rate.
Daily, weekly and monthly billing reports for the VP of Finance, of Operations and the International Department Manager.