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| Position wanted: |
Latin America Finance/Accounting |
| Job category: |
AccountingFinance |
| Preferred Location: |
Argentina |
| Preferred City-State/County: |
Gran Buenos Aires - Buenos Aires |
| Objective and Resume Summary: |
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I have an MBA from Augsburg College from Minneapolis Minnesota. My recent job position was Latin America Finance Director for i3 Research, a division on Ingenix and UnitedHealth Group based in Minnesota. I managed all the accounting and finance operations for Mexico, Brazil, Peru, Costa Rica, Uruguay and Argentina. I had a staff of 9 people reporting to me. I reported all financial results in accordance to GAAP to the US. I also dealt with business related matters with our other companies in France, England and other countries. We had 3 companies with different set of books, i3 Research, i3 Pharma, Statprobe. I also provided metrics, variance analysis as well as budget/forecastings for each country.
I also worked with Ingenix as a Sr. Financial Analyst and provided all budget, metrics and variance analysis for operational cost as well as revenue for all member related health insurance plans within United Health Group. Analyzed hour usage of platforms within the organization as well as intra revenue generating activities.
Please read resume for further information.
Thank you
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| Skills: |
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| Known languages (and levels): |
English-Very GoodSpanish-Very Good
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| Type of Employment wanted: |
Full Time
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| Minimum Yearly Salary in Numbers: |
Unspecified
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| Current Location: |
USA, FL Florida, Gainesville |
| Education History, Qualifications & other additional information: |
| Level of Education: |
Masters
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| MBA Augburg College- Business Management (Cum Lude) 2007
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| Work History & Experience: |
| Years of Work Experience: |
10 to 15 Years |
Tel 787-720-0988
Roger A. Montes
Finance Director with solid experience in financial analysis, budgeting and forecasting with experience in building, leading and advising in international expansion. Excellent leader with a solid record of contributions leading to improved financial performance, heightened productivity and enhanced internal controls within U.S. and Latin America.
Educational and Professional Experience----------------------------------------------------------------------
Education Master of Business Administration ¡V (Cum Laude)
Augsburg College Minneapolis, Minnesota
University of Puerto Rico Rio Piedras Campus
InterAmerican University Metro Campus
„X B.B.A. Major in Accounting (Cum Laude)
Experience May 2007 ¡V May 2009 i3 Research (a division of Ingenix and UnitedHealth Group)
Minneapolis, Minnesota
Latin America Finance Director
Responsibilities:
1). Analyze, recommend and implement all accounting and financial transactions and reports for business within Latin America, as well as global intercompany transactions including USA, Europe and Asia.
2).Establish stronger reporting structure, enhance cost controls, introduce tax, international credit and collections and develop multi-company financial and reporting systems.
3).Spearhead financial aspects for transformation for financial transactional uniformity within Latin America as well with other countries in conformity with GAAP.
4).Gain tremendous international and finance regulatory experience setting up companies and commercial operations.
5).Provide assistance to our Business Development team in streamlining accounting and financial processes thereby enabling the company to bring new business units to Latin America consequently attaining more business opportunities by offering more services at lower costs.
6). Provide assistance to increase sales and reduce operating costs.
7). Directly managed a staff of 9 people and generate reporting for 3 different business units with Latin America, (i3 Research, i3 Pharma and Statprobe), with weekly meetings with the executive staff reporting directly to the Comptroller and CFO.
Broad scope of authority included executive guidance for all Operational Finance, accounting, treasury, contracts and procurement, taxations, logistics, internal audit, and transfer price analysis.
Countries included were Argentina, Brazil, Uruguay, Peru, Costa Rica, Mexico, in addition to Guatemala and Colombia.
Achievements:
Capital Markets and Banking Relationship:
„X Built/cultivated multi-banking relationship within each Latin America country enabling quick turnaround of required banking documentation for transactional purposes.
„X Justified corporate debt and capital investment for all Latin America countries thereby achieving liquidity to run market at leading business rates and achieving banking institution favorable terms and avoiding negative provisions.
„X Developed professional personal relationships with bank officials which provided an open channel of effective communication, facilitating more complex banking regulatory matters.
International Finance and Taxations:
„X Reduced average days of receivables outstanding by 50% and increased liquidity up to a 2.3 ratio through agreements with vendor and clients which resulted beneficial for all parties.
„X Reduced operating costs by 20% by means of renegotiating with vendors and obtaining economies of scale.
„X Increased FTE utilization by 15% and realization by 10% through time-tracking and strong adherence to budgeted contracts.
„X Increased sales by 35% and 25%YOY in the first and second year respectively through new contract negotiations with new clients and by maintaining existing clients satisfied with our service. Such achievement was possible by incorporating ¡§Rack Rates¡¨ analysis thereby enabling the company to offer competitive cost rates to existing and new clients. New clients were also attracted with the introduction (¡§Rent a Monitor¡¨), a less expensive alternative business option which is cost driven by time and material, thereby enabling us to offer services at a lower cost than our competitors. Such strategy brought new business which later also requested our services in the ¡§full contract method¡¨ which yielded more revenue and higher direct margins.
„X Addressed multinational tax planning and compliance needs, devised tax structure recognized as industry leading for efficiency, using transfer pricing and low tax jurisdictions to achieve approximately a 15% tax rate on corporate earnings, thereby reducing previous tax rates by 10% on corporate earnings.
„X Addressed contract negotiations regarding VAT lowering the VAT credit and recovering VAT in some countries.
„X Achieved 95% budget accuracy
Strategic Initiatives:
„X Proposed training for the Global Business Development team for Latin America country specific risks and opportunities.
„X Recommended permanent inclusion of Latin America in all business proposals as a business option.
„X Incorporated new business option at lower cost for clients.
„X Recommended incorporating new business unit in Latin America enabling us to offer full service through most stages of Clinical Operations thereby focusing on a vertical organizational structure thereby capturing profit at each point of the Clinical Trials Operation process. It provided control, ease to adjust to nature of contract known as ¡§out of scope¡¨, and ease in changing processes and leverage human resources.
„X Identified with the IT department steps necessary to maintain vertical organizational structure and made recommendations in order to strengthen our compatible systems, regular data communication, secure systems, real-time systems, flexible process and real-time logistics.
„X Studied and identified growth opportunities within Latin America and made recommendations to the sales and marketing department with strategies aimed specifically to stronger presence and increased sales
„X Established strategic partnerships with the business units to develop a solid understanding of the business line; including the business plan, products, and process and revenue streams.
„X Functioned as a primary bridge between the business, operations, and the technical areas throughout the project cycle.
„X Identified and validated high potential business opportunities for stakeholders and developed customized business strategies that are aligned with corporate strategic objectives.
„X Provided analysis, understanding and business perspectives on many financial and operational issues.
June 2005 ¡V May 2007 Ingenix (a division of UnitedHealth Group)
Minneapolis, Minnesota
Sr. Financial Analyst
Responsibilities:
1). Provide financial planning, budgeting, and program management support to the IT and Engineering, Health Analytics and Administrative and Finance Support business.
2). Analysis of actual results versus budgeted/forecasted estimates in addition to monthly and quarterly adhoc reports with metric analysis, including performing analysis and reconciliation of budget trends, obligations, and expenditures utilizing the available corporate databases.
3). Assist in increasing revenue reduction of operating cost and increased IOI.
Achievements:
„X Tracked revenue of over $120M and analyzed potential risks. Also analyzed project stages and identified projects ready to be launched into revenue generation activities thereby securing revenue increases of over 20% each year by assisting in the enforcement of project deadlines and schedules.
„X Planned and managed a $60M capitalized software license project within the Network Engineering Project Management, providing the software infrastructure support for projects at hand. Provided necessary analysis which resulted in a $10M cost reduction by utilizing existing software, limiting licenses to activities of core competencies and creating shared sites where other users could access and get necessary information for their tasks.
„X Composed and reviewed budget allocation of $100M and reviewed on a monthly basis creating notice amendment reports when necessary, to each business unit to prevent interrupted program execution.
„X Helped to contribute in the overall IOI increase of over 15% for each year through recommendations made that resulted in operating cost reductions and revenue increase.
„X Was evaluated as an ¡§Exceed Expectations¡¨ employee and was awarded performance bonuses twice a year in addition to grade and salary increases.
Oct 2003 - Dec 2004 Temporary Agencies
I worked for a temporary agency two years providing service to various companies in the accounting and financial area as I made arrangements to move to Minnesota to work on my MBA. Companies worked for included, Abbott Pharmaceuticals, Nestle, Wartsila and DIRECTV.
The tasks were as follows:
„X Provide assistance in the preparation of budgets and forecasts
„X Analyze variances and report findings on a monthly basis
„X Analyzed variances and present findings
„X Prepared monthly financial statements
May 1998 - February 2002 Masterfoods Interamerica (M&M MARS) Bayamon, P.R.
Sr. Financial Analyst / General Accountant
Masterfoods Interamerica sells and distributes its products in Puerto Rico, Central America and the Caribbean Islands. Brands like M&M`s, Milky Way, Snickers, Three Musketeers, Skittles, Mars, Whiskas, Pedigree, Kalkan, Uncle Ben`s, Ice cream and many other brands are sold and distributed.
„X Helped increased sales and IOI by 20% by providing assistance on , advertising, consumer, display, trade and promotion expenditures aimed at strategic regions and products where margins were higher and bigger markets were opportunities
„X Created Excel files with advanced formulas which automatically generated financial reports for database files, which shortened task time by 3 to 4 hours per task, enabling department to generate corporate reporting 2 days ahead of submission deadlines.
„X Prepared Income Statement Forecast by category (4), by territory (45), by manager (4) and by region (3).
„X Achieved 95% accuracy on product requisition to manufacturing plants by working closely with the sales & marketing department and the promotional activities, seasonal sales and sales estimates of new products taking into account any cannibalizing effect.
„X Was selected to become a member of the SAP Global implementation team for M&M Mars. Worked from England with the Finance & Accounting template and made recommendation to suit our needs.
„X My employee evaluations were always excellent.
Solid experience in accounting and finance. Strong analytical and quantitative skills, excellent
interpersonal skills. I am system oriented, proficient in excel. Work well with Power Point,
Essbase, Hyperion, TANGO and other software.
Experience in 44 CFR while working with FEMA in a Property Acquisition and Relocation
Program in conjunction with the Puerto Rico Government. Fast learner.
Fully Bilingual in English and Spanish, written and oral. Proficient in Excel, ESSBASE and other software.
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