Summary
Overview
Work History
Education
Skills
Websites
Language proficiency
Affiliations
Timeline
Generic

Sergio Cazares

Austin,Texas

Summary

Experienced finance analyst with a strong background in streamlining operational processes and driving efficiency. Skilled at analyzing data to provide valuable insights for informed business decisions and implementing effective solutions. Demonstrated expertise in process improvement and data analysis, consistently delivering results that positively impact organizational performance.

Overview

6
6
years of professional experience

Work History

Revenue Operations Analyst - (40 Hours/Week)

Apple, Inc.
04.2023 - Current
  • Maintained comprehensive sale rebate transaction records and associated documentation, facilitating accurate reporting and audit readiness
  • Effectively documented compliance with contractual and legal requirements related to sales rebates to ensure proper payment allocation
  • Reviewed, audited, and booked 120 rebate deals monthly, ensuring accurate payments to maintain compliance with contractual and government regulatory standards
  • Collaborated with cross-functioning teams to establish forecasts on future sales rebate deals to identify volume and project growth opportunities
  • Facilitated seamless communication between Information Technology, Accounts Receivables & Payables, Sales Finance, and Account Executive teams to optimize processes for sustainability, scalability, and accuracy
  • Led operational automation project for SAP enterprise resource planning software, greatly enhancing productivity by 30%, increased scalability for future growth, and a 20% increase in on-time payments
  • Spearheaded system automation initiatives, testing protocols, and process enhancements that led to a 15% reduction in manual errors and improved operational efficiency

Account Receivables Analyst - (40 Hours/Week)

Apple, Inc.
11.2020 - 03.2023
  • Oversaw a team of 2-3 Collections Analysts managing high priority and high volume Apple Reseller accounts
  • Reduced collection time for outstanding invoices by closely monitoring aged accounts, identifying potential issues early, and proactively developing forecasts to ensure timely follow-up
  • Consistently helped the team hit their monthly, quarterly and yearly targets by helping with planning, streamlined communication between cross-functional teams and with an overall average collection rate of 98.9%
  • Collaborated with Sales Operations, Sales Finance, Billings & Cash Applications teams to identify automation opportunities for process improvement, increased efficiency, and issue resolution
  • Evaluated existing business intelligence infrastructure, identifying areas for improvement and leveraged Tableau modeling to increase reconciliation efficiency by 20% and reducing account delinquency by 10%

Freight Audit Analyst - (40 Hours/Week)

Apple, Inc.
10.2021 - 04.2022

(6 month career experience)

  • Responsibilities included the validation and reconciliation of freight invoices, compiling freight audit reports, preforming data analysis about Apples logistics network and sharing it with regional logistics teams to build new optimization processes
  • Collaborated with IT teams to implement technology solutions that streamlined freight invoice review within the logistics function, improving overall operational efficiency by 10%
  • Responsible for managing high profile freight carrier accounts, such as CEVA Logistics, to ensure prompt payment, end-to-end management of invoice auditing, and conduct root cause analysis for delivery issue prevention
  • Implemented Finance efficiency processes to streamline the billing and tracking of the service costs to Apple’s customers, provide efficient billing processes for Apple’s suppliers, and using the data to impact Apple’s supply chain decisions
  • Resolved disputes with suppliers or carriers promptly, protecting company interests while fostering positive working relationships.
  • Analyzed transportation data, identifying trends to inform future route planning decisions and reduce transit times.

Logistics Finance Analyst - (40 Hours/Week)

Apple, Inc.
07.2018 - 11.2020
  • Managed shipment disputes for enterprise & education accounts, resulting in a 30% decrease in resolution time by implementing streamlined communication processes and escalation protocols
  • Developed Tableau financial modeling dashboards to identify & track at-risk accounts, leading to a 15% increase in forecast accuracy and proactive account management strategies
  • Implemented automation strategies in SAP enterprise resource planning software, reducing manual processing time by 20% and increased shipment dispute tracking efficiency by 30%
  • Collaborated with Sales Operations, Accounts Receivables, and Supply Chain teams for process improvement, increase dispute handling efficiency, and proactively identifying "on-time delivery" issues
  • Teamed with IT groups to develop an application to automate proof of delivery documentation retrieval, greatly increasing document auditing efficiency by 40%
  • Earned the "Quarterly Excellence" award for implementation of business intelligence software improving cross team collaboration, dispute tracking & resolution efficiency, and increased customer satisfaction levels

Education

Bachelor of Business Administration - Economics

Texas State University
San Marcos, TX
05.2022

Associate of Applied Science - Economics

Austin Community College
Austin, TX
07.2019

Skills

  • Reporting skills
  • Root-cause analysis
  • Time series analysis
  • Risk mitigation strategies
  • Software: SAP, SQL, WebEx, Tableau, R Studio, Microsoft Office

Language proficiency

  • English
  • Spanish

Affiliations

  • Captain of a local competitive cycling team for two years, managing budget analysis, securing sponsorships, and boosting community engagement.

Timeline

Revenue Operations Analyst - (40 Hours/Week)

Apple, Inc.
04.2023 - Current

Freight Audit Analyst - (40 Hours/Week)

Apple, Inc.
10.2021 - 04.2022

Account Receivables Analyst - (40 Hours/Week)

Apple, Inc.
11.2020 - 03.2023

Logistics Finance Analyst - (40 Hours/Week)

Apple, Inc.
07.2018 - 11.2020

Bachelor of Business Administration - Economics

Texas State University

Associate of Applied Science - Economics

Austin Community College
Sergio Cazares