ROBERTO VELEZ
MCALLEN,TEXAS
Summary
Talented and experienced Senior Financial Analyst with exceptional background utilizing data from diverse financial and information systems to build tools and forecasting models that remarkably improve organizational decision-making capabilities resulting in increased profitability. Demonstrated track record providing comprehensive financial forecasting, budgeting, and analysis to senior management. Possess keen understanding of financial planning, accounting, and analytics. Skilled communicator, able to build strong working relationships with coworkers and clients.
Overview
11
11
years of professional experience
Work History
SR. FINANCIAL ANALYST, FP&A
Masterbrand Cabinets
04.2017 - Current
- P&L ownership for $100M+ business unit serving multiple sales channels
- Drive the weekly pulse process to identify manufacturing variances and identify spending variances vs
- The annual operating plan (AOP) and latest forecast estimate
- Responsible for coordinating annual budgeting, forecasting, and analyses for Selling, General & Administrative Expenses
- Prepare monthly variance analysis (actual vs forecast/budget)
- Identify risks and opportunities to the operating expenses plans/forecasts
- Prepare and manage weekly, monthly, and quarterly reporting to senior management
- Perform ad hoc modeling and analysis
- Prepare executive presentations and ad hoc analysis to support decision-making
- Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
SR. FINANCIAL ANALYST, CHANNEL FINANCE
Masterbrand Cabinets
02.2014 - 03.2017
- Manage Corporate Sales Channels P&L (Gross Sales, Net Sales, Contribution Margin, Gross Margin and OI)
- Pricing decision support within the corporate sales channel to optimize gross margin dollars
- Provide analysis of monthly financial & operational results, including the interpretation of current month performance as a predictive tool for attainment of quarterly and full year performance expectations
- Partner with the sales teams to complete the annual budgeting process and quarterly forecast process
- Work closely with senior management to establish budgets and assess projected needs of departments based on growth projections
- Generate Monthly Business Review, and other management presentations
- Own various ad hoc analysis and presentations as needed.
STAFF ACCOUNTANT
01.2013 - 01.2014
- Participate in the monthly, quarterly, and annual accounting close process
- Prepare and post journal entries to the general ledger
- Prepare account reconciliations to ensure the accuracy of reported information
- Assist with year-end audits
- Assist with preparation of month-end financial statements
- Examined journal vouchers, general ledger reconciliations and aging.
Education
Master of Science – MS - Business Analytics
University of Texas Rio Grande Valley (UTRGV)
Edinburg, TX2022
Bachelor of Business Administration - Accounting
University of Texas Rio Grande Valley (UTRGV)
Edinburg, TX2010
Skills
- Financial Planning & Analysis
- Channel Finance
- Corporate Finance
- Finance Controller
- Financial Modeling
- Accounting
- Cost Accounting
- Financial Reporting
- Financial Modeling
- Budgeting and Forecasting
- Data Analysis and Interpretation
- Financial Reporting
- Strong Analytical and Problem-Solving Skills
Additional Information
- AWARDS AND HONORS , Employee of the Month, MBCI
Languages
Spanish
Native or Bilingual
Timeline
SR. FINANCIAL ANALYST, FP&A
Masterbrand Cabinets
04.2017 - Current
SR. FINANCIAL ANALYST, CHANNEL FINANCE
Masterbrand Cabinets
02.2014 - 03.2017
STAFF ACCOUNTANT
01.2013 - 01.2014
Master of Science – MS - Business Analytics
University of Texas Rio Grande Valley (UTRGV)
Bachelor of Business Administration - Accounting
University of Texas Rio Grande Valley (UTRGV)
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