Sonia Moreno
Dallas,TX
Summary
Ambitious Finance Manager offering over 10 years of experience increasing productivity through automation of processes. Confident individual with track record of accurate reporting and analysis, and automation. Highly experienced in making decisions promptly. Adept in financial analysis, audit support, account reconciliations and collections. Highly detail-oriented, proactive and diligent.
Overview
13
13
years of professional experience
Work History
Business Finance Manager – Vice President
JPMorgan
Plano, TX
04.2022 - Current
- Develop financial strategies along with regional market leadership leading to current year to date growth in revenue of 6%, increase in asset position by 3% while identifying 4% savings in business expenses across advisors
- Deliver and present monthly financial reports to leadership by keeping them informed of key drivers, risks and opportunities, and trends across the private bank
- Built and maintained substantive relationships across various levels of leadership within Asset Wealth Management by conducting weekly meetings, monitoring KPI’s, and discussing sensitive information regarding performance metrics that directly impacts salary compensation
- Conduct productivity analysis of ~100 advisors that assists market leadership with ongoing management of their client to advisor ratio, ensuring advisors maintain a manageable client portfolio
- REDI volunteer as a Recruiting Champion NAMR lead, launched the Recruiting Champions initiative to the greater AWM organization, gaged 10% population interest within the organization, active participant in ongoing opportunities, i.e resume reviews, finding local events to attend, and connecting with local universities.
Senior Financial Analyst, Financial Planning & Analysis
Mckesson Corporation
Las Colinas, TX
02.2021 - 04.2022
- Responsible for multiple Business Units' expense budgeting, forecasting and long-range planning process estimated at ~200MM per fiscal year with a ~+/-2% accuracy forecast
- Analyze, review and allocate labor allocations for a comprehensive view gross margin of active IT projects
- Support business unit leaders in understanding financial results, providing variances analysis against budget, comparing results to past performance and outlining future projections by hosting monthly meetings
- Research key indicators and trends within SAP and report findings to management
- Sustain key relationships with internal business partners across multiple departments and in all levels of the organization, including senior leadership, accounting and account management to building cross team collaboration
- Completed FP&A transformation phase to migrate operating expenses into shared operating expenses business model yielding 17% expense savings.
Senior Financial Analyst, Brand Supplier Finance
Mckesson corporation
Las Colinas, TX
08.2018 - 01.2021
McKesson to review variances from actuals to forecast.
Financial Analyst, Generics Supplier Finance
McKesson corporation
Las Colinas, TX
01.2018 - 07.2018
- Launched a large-scale cleanup effort of open balance sheet accounts to identify and minimize risk of outstanding balances and root causes of aging
- Automated month end processes for supplier pricing related to rates roll forward calculation with a six-hour times saving
- Partnered with technology business partners to automate the balance sheet reconciliations setup and account auto clearing thus resulting in direct analysis of open balances and time savings of an average of 8 hours.
Senior Staff Accountant, General Accounting
McKesson corporation
Las Colinas, TX
09.2015 - 12.2017
- Managed vendor monthly accrual and billing review for Fee For Service (FFS) contracts within Supplier Relationship Management System (SRSM), an Access database, by validating the FFS against SRMS fees
- Reconciled 21 balance sheet accounts from various business units containing up to 1300 transactions and/or containing balances up to $34M
- Assimilate Consumer Products Group (CPG) responsibilities which include host pre-close meetings for CPG and other BU activities.
Accountant, Billing and Contract Services
Mckesson corporation
Las Colinas, TX
01.2014 - 08.2015
- Established and managed end to end billing processes for National Business Units within MSH Pharm and Biotech Solutions with minimal supervision; cleared several aging issues for complicated customers and successfully maintain and often exceed the 3-day service level agreement
- Oversaw month end processes in SAP and reconciling various ledger accounts for Onmark & Unity GPO’s
- Streamlined processes, specifically customer billing procedures by identifying a potential solution, presented solution, obtained approvals & transitioned implementing resolution of reoccurring billings reducing manual billings.
Accounting Associate, Supplier Processes
Mckesson corporation
Las Colinas, TX
09.2010 - 12.2013
- Maintained multiple vendor accounts in managing AP accounting transactions and vendor relationships/correspondence, which included emails, conference calls etc., and reconciled all aged open purchase orders at month end using excel
- Performed monthly reporting and critical analysis of department workload drivers, progress, and process improvements which included an overall average reduction of customer billing errors of 10%.
Education
MBA, Business Administration - Economics -
University of Texas at Arlington
BBA, Finance -
University of Texas at Arlington
Skills
- Financial Planning and Analysis
- Business & Finance Management
- Microsoft Office: PowerPoint, Excel, Access, Word
- Customer Service
- Tableau, Alteryx Power BI
- SAP, Vistex, TMI, Essbase
- Data Administration & Management
- Account Management
- Project Management
- Excellent Communication Skills
Volunteer & Professional Organizations
- ALPFA
- Prospanica
- Hispanic Scholarship Fund
- Primos Mentors
- Young Catholic Professionals
Timeline
Business Finance Manager – Vice President
JPMorgan
04.2022 - Current
Senior Financial Analyst, Financial Planning & Analysis
Mckesson Corporation
02.2021 - 04.2022
Senior Financial Analyst, Brand Supplier Finance
Mckesson corporation
08.2018 - 01.2021
Financial Analyst, Generics Supplier Finance
McKesson corporation
01.2018 - 07.2018
Senior Staff Accountant, General Accounting
McKesson corporation
09.2015 - 12.2017
Accountant, Billing and Contract Services
Mckesson corporation
01.2014 - 08.2015
Accounting Associate, Supplier Processes
Mckesson corporation
09.2010 - 12.2013
MBA, Business Administration - Economics -
University of Texas at Arlington
BBA, Finance -
University of Texas at Arlington
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