Raquel Rojas
Sr. Financial Analyst FP&A
Cypress,TX
Summary
Enterprising Financial Analyst with over 10 years of experience, delivering accurate data collection, rigorous financial monitoring, and business planning. Expertise includes financial analysis and reporting, and forecasting. Proven ability to develop and maintain high standards of quality and resolve issues through effective financial planning.
Adept at utilizing exceptional communication skills to build and nurture long-term relationships, both within teams and with external stakeholders. Highly motivated and results-driven, with a strong ability to plan and execute established goals in alignment with organizational objectives.
Demonstrates strong analytical skills, with a successful track record in Finance, having worked with a diverse range of professionals, clients, and management teams. Self-motivated and adept at prioritizing tasks to achieve both immediate and long-term objectives. Committed to maintaining a strong work ethic and professional attitude, emphasizing reliability, integrity, and teamwork. Proficient in managing multiple tasks simultaneously, ensuring the highest level of performance and efficiency.
Overview
19
19
years of professional experience
Work History
Sr. Financial Analyst FP&A
NOV
07.2019 - 08.2024
- Managed annual budgets by analyzing historical data, and aligning with company objectives.
- Regularly updated financial forecasts to reflect changes in business conditions.
- Conducted variance analysis, comparing actual financial performance against budgets and forecasts, and provided detailed explanations of variances.
- Produced ad-hoc analysis reports to address specific financial queries and support business initiatives.
- Maintained and enhanced dashboards to deliver real-time financial data, ensuring transparency and informed decision-making.
- Collaborated with cross-functional teams, including sales and operations, to collect data and provide actionable financial insights, guiding them on the financial impact of their decisions.
- Continuously sought opportunities to improve the efficiency and accuracy of financial processes, driving operational excellence.
- Ensured the accuracy, integrity, and completeness of financial data, upholding the highest standards of data management.
- Managed and analyzed capital expenditure projects, ensuring alignment with financial strategies and corporate goals.
Financial Analyst
National Oilwell Varco
6 2014 - 06.2019
- Monthly consolidation of regional results
- Manage financial data consolidation from several countries
- Assisted to analyses monthly, quarterly, and yearly budget figures
- Conducted physical inventories
- Prepared daily margin reports for the finance and sales team
- Prepared monthly Journal Entries
- Reconciliation of intercompany balances
- Account Receivables reports.
Staff Accountant
National Oilwell Varco
08.2013 - 05.2014
- Prepared bank reconciliation
- Billing and credits to customers
- Input invoices in different systems (ADP, Cortex, Ryan and Weatherford)
- Prepare a daily and monthly report of sales, orders and forecast for senior management
- Prepare weekly Margin Analysis reports
- Verify data and information of accounting
- Prepare data and information for composing monthly accounting reports.
Account Coordinator II
National Oilwell Varco
03.2012 - 07.2013
- Process cash deposits for the US and Canadian’s offices and research any payment issues
- Post receivables to the MOVEX, Syteline and Visual system
- Account cleanup and collection efforts
- Reduce the amount of past due for all accounts
- Work with Credit Manager to keep the AR past due to under 10% for the fiscal year
- Insure all credits needed to process the invoices are release by Customer Service on time
- Responsible for all invoicing for the US and Canadian’s offices and responsible to input invoices for payment in different systems ADP, Cortex, Ryan, and Weatherford
- Prepare a daily and monthly report of sales, orders and forecast for senior management.
Accountant Coordinator
National Oilwell Varco
12.2011 - 02.2012
- Process cash deposits for the US and Canadian’s offices and research any payment issues
- Prepare a daily and monthly report of sales, orders and forecast for senior management
- Post receivables to the MOVEX system
- Assist with account cleanup and collection efforts
- Responsible for all invoicing for the US and Canadian’s offices
- Support treasury clerical functions related to commissions
- Provide support for the AP team.
Accountant
Robbins & Myers
07.2009 - 11.2011
- Acted as a liaison between the US office and the Latin American office
- Managed and monitored the inventory, sales and purchases in Venezuela and Argentina
- Assisted in reviewing and revising physical inventory procedures
- Coordinated and assisted in conducting physical inventories in Venezuela
- Instrumental in the successful development and implementation of a process to automate inventory reconciliation
- Assisted in resolution of any accounting or internal control issues related to the Latin American accounting operations
- Assisted in local and corporate internal and external audit efforts by assembling and reviewing working papers.
Accountant
CPS Accounting Firm
12.2006 - 09.2007
- Created and maintained cash flow analysis, balance sheets, and income statements for different clients
- Managed payroll, A/P and A/R
- Created standard operating procedures inducing the development and maintenance of a system of internal controls
- Analyze the general ledger, operating summaries, and financial reports to determine and explain significant differences between current and prior period earnings
- Assembled purchase orders, various vendor invoice documents and expense reports for computer input, verifying accuracy of itemized charges, supporting receipts and costs
- Developed recommendations on corrective actions to improve processes
- Assessed compliance with Company policies and procedures.
Office Manager
Carvenca
06.2006 - 11.2006
- Managed and monitored all aspects of the office, including budgeting, payroll, A/P and A/R, bank reconciliation, commissions and expenses reports
- Hired/terminated, motivated and supervised staff of 12 employees
- Responsible for inventory control
- Provided the office performance report to the executive/senior management
- Performed financial verification to determine sufficient funding prior to purchase, delivery, and payment.
Accounting Assistant
Clam Instalaciones
07.2005 - 05.2006
- Managed, developed and maintained all aspects of accounting, personnel and data processing of company
- Controlled budget, cash flow, payroll and inventory of material
- Monitored account receivables and payables
- Transferred funds daily to the various disbursement accounts to maintain compensating balances as low as possible without over drafting
- Reviewed the monthly account analysis reports for several bank accounts to verify accuracy of available balances, activity levels and service charges.
Education
B.B.A in Accounting - Accounting
University Of Zulia
Maracaibo, Venezuela06.2006
Skills
Bilingual (English/Spanish): Fluent in both languages, enabling effective communication across diverse teams and stakeholders
Variance Analysis: Experienced in analyzing and interpreting financial variances to support informed decision-making
Annual Budgeting and Planning: Skilled in developing and managing annual budgets, aligning financial plans with organizational goals
Analytical & Research Skills: Strong analytical abilities, with a keen eye for detail and proficiency in conducting thorough research
Communication & Organization: Excellent communication skills, highly organized, with the ability to manage multiple tasks simultaneously
Independent & Collaborative Work: Capable of working autonomously while also excelling as a collaborative team member; a flexible team player
Attention to Detail: Meticulous attention to detail, ensuring accuracy in all aspects of work
Data Compilation & Analysis: Proficient in gathering, compiling, and analyzing data to support business decisions
Problem-Solving & Decision-Making: Strong problem-solving skills, with a proven ability to make effective decisions in complex situations
Team Leadership: Demonstrated leadership abilities, fostering teamwork and driving successful outcomes
Consistently Exceeded Expectations: Regularly entrusted with additional responsibilities, consistently exceeding performance expectations
Technical Proficiency: Proficient in Windows and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Publisher), with experience in Oracle, ERP Systems (Syteline, Movex, Visual)
Six Sigma Training: Completed Six Sigma training, emphasizing process improvement and operational efficiency
Timeline
Sr. Financial Analyst FP&A
NOV
07.2019 - 08.2024
Staff Accountant
National Oilwell Varco
08.2013 - 05.2014
Account Coordinator II
National Oilwell Varco
03.2012 - 07.2013
Accountant Coordinator
National Oilwell Varco
12.2011 - 02.2012
Accountant
Robbins & Myers
07.2009 - 11.2011
Accountant
CPS Accounting Firm
12.2006 - 09.2007
Office Manager
Carvenca
06.2006 - 11.2006
Accounting Assistant
Clam Instalaciones
07.2005 - 05.2006
Financial Analyst
National Oilwell Varco
6 2014 - 06.2019
B.B.A in Accounting - Accounting
University Of Zulia