Summary
Overview
Work History
Education
Skills
Certification
Languages
Websites
Timeline
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Jeferson Goncalves

Saratoga Springs,Utah

Summary

Dynamic Senior FP&A Analyst with a proven track record at Neo4J, excelling in financial analysis and forecasting. Expert in Workday Adaptive Planning, I enhanced financial performance and collaboration across departments, driving strategic decision-making and operational efficiency. Strong communicator, adept at building relationships that align financial goals with business objectives.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior FP&A Analyst

Neo4J
, Remote
07.2022 - Current
  • Developed and implemented a corporate FP&A function that partnered with various departments and improved the company's overall financial planning and analysis capabilities.
  • Collaborated with the VP of Finance and CFO to review and develop company growth strategies.
  • Conducted thorough financial analysis and guided the executive team and company management, leading to improved decision-making and increased efficiency.
  • Improved the accuracy and precision of the financial forecast through systematic analysis of actual financial results and key performance indicators and by constantly challenging assumptions.
  • Enhanced and maintained operational and financial KPIs, improving financial performance and better visibility into business operations.
  • Led discussions with business and functional leaders to succinctly communicate financial analysis, resulting in increased buy-in and implementation of operational recommendations.

Senior FP&A Analyst

Route App
Lehi, UT
03.2021 - 07.2022
  • Provided financial and operational reporting and analysis
  • Created presentations for the Board of Directors and Executive Committee
  • Led the creation of three years operational, financial, and capital plan
  • Streamlined and automated forecasting and reporting processes, decreasing processing time by 70%
  • Led discussions with business and functional leaders to succinctly communicate financial analysis, resulting in increased buy-in and implementation of operational recommendations.
  • Built strong relationships with business leaders, finance team members, and the accounting team, resulting in improved collaboration and better alignment on financial goals.
  • Actively drove the implementation and ongoing use of Workday Adaptive Planning, resulting in improved forecasting and reporting processes.

Director of Finance & Accounting

Empire Solar Group
Salt Lake City, UT
07.2020 - 02.2021
  • Actively drove the implementation and ongoing use of Workday Adaptive Planning, resulting in improved forecasting and reporting processes.
  • Weekly financial deep dive with the Executives team.
  • Managed a team of 14 people across the Payroll, Accounts Receivable, Accounts Payable, and Finance departments.

Director of Finance

Solcius
Provo, UT
06.2019 - 07.2020
  • Actively drove the implementation and ongoing use of Workday Adaptive Planning, resulting in improved forecasting and reporting processes.
  • Pulling and analyzing metrics for the Sales & Executive Teams.
  • Created Monthly Executive Board Slides with a detailed explanation of Financial Statements using OfficeConnect.
  • Worked with Executives and Senior Leaders to develop annual budgets.
  • Monthly meetings with Senior Management to review Budget vs. Actuals.

FP&A Analyst

Young Living Essential Oils
Lehi, UT
09.2018 - 06.2019
  • Budgeting, Forecasting, and Reporting for US, International, and Farms.
  • Pulling and analyzing metrics for the Sales & Marketing Team.
  • Pulling and analyzing metrics for Farm capital purchases.

Financial Business Analyst

Denton House Design Studio
Salt Lake City, UT
12.2016 - 09.2018
  • Key responsibilities: Budgeting & forecasting, business analysis and modeling, cash generation, and strategic planning.
  • Create and present monthly financial results and outlooks to the COO, Director of Finance, and Corporate Controllers.
  • Assist in the research and companywide implementation of a new ERP system (Deltek).

Education

Master of Science - Finance

DAVID ECCLES SCHOOL OF BUSINESS, UNIVERSITY OF UTAH
Salt Lake City, UT
12.2016

Bachelor of Science - Business Management -Accounting

BRIGHAM YOUNG UNIVERSITY-IDAHO
Rexburg, ID
07.2015

Skills

  • Financial analysis and forecasting
  • Budgeting and KPI development
  • Financial modeling and reporting
  • Workday Adaptive Planning expertise
  • Business partnering and collaboration
  • GAAP compliance
  • Teamwork and communication skills

Certification

  • Crossfit Level 2 Trainer

Languages

English
Native/ Bilingual
Portuguese
Native/ Bilingual
Spanish
Professional

Timeline

Senior FP&A Analyst

Neo4J
07.2022 - Current

Senior FP&A Analyst

Route App
03.2021 - 07.2022

Director of Finance & Accounting

Empire Solar Group
07.2020 - 02.2021

Director of Finance

Solcius
06.2019 - 07.2020

FP&A Analyst

Young Living Essential Oils
09.2018 - 06.2019

Financial Business Analyst

Denton House Design Studio
12.2016 - 09.2018

Master of Science - Finance

DAVID ECCLES SCHOOL OF BUSINESS, UNIVERSITY OF UTAH

Bachelor of Science - Business Management -Accounting

BRIGHAM YOUNG UNIVERSITY-IDAHO

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