Bachelor's Degree in Administration of Finance

Inbound Department Process Assistant

Finance professional with over 10 year experience in manufacturing companies. A Key Business partner for the Business and Managers leading the financial planning, and reporting for each Business Unit. 

(Tier 3).
• Support daily management of department duties, including allocating labor, leading meetings, assigning job duties, and communicating with internal and external suppliers
• Assisting the floor as an associate resource, training associates and verifying SOP compliance
• Fully managed workflow, daily production goals, reviewing and updating SOP as required
• Coaching associates to work safely at all times while participating in safety initiatives
• Improved peak team rate by 5% through TAKT coaching and setting goals and follow-up
• Performed different inbound process (Dock, vendor receive and stow)

• Reduced overhead expense by $8M dollars by developing and implementing 3 years resizing business project.
• Presented and reported Monthly and quarterly Financial information to Senior Leadership members utilizing Oracle Hyperion to produce reports.
• Created and implemented an new Pricing strategy with sales over $500M and an EBITDA goal of over 14.7% for 2016 and 2017.
• Prepared estimations, return on investments and cost-benefit analysis for requests of new projects.
• Designed and implemented a new balanced scorecard and reviewed KPI's with VP and regional team.
• Restructured the FP&A department enhancing department capabilities while reducing overall cost.
• Held leadership role in completing key cross-functional assignments
• Supervised and led team of 5 individuals.

 Title Financial Planning and Analysis Manager 

• Led the consolidation and forecast process P&L and Cash Flow.
• Managed expense forecasting process, prepared detailed variance analyses with explanations of results and drivers to management.
• Reduced monthly forecast variance from ~15% to ~3% by thoroughly examining past expenses and collaborating with the budget owners to ensure the most up to date information was incorporated in the forecast.
• Developed cash flow analysis model to directly identify cash drivers.
• Increased efficiency and accuracy of financial reporting by automating the report generation process
• Prepared monthly and quarterly reporting packages for senior management focusing on KPI's and detailing financial performance relative to plan.
• Responsible for all internal management reporting including P&Ls, ad-hoc requirements, cash flow and capital expenditures and variance analysis to finance director.

Sr Financial Planning and Analysis Analyst

• Decreased AR days from 28 to 21 days.
• Developed strategies to keep the control on bad debt expenses.
• Responsible for Account Receivable days planning.
• Headed Field Operation team resulting in 1,7% Bad Debt Expenses of total revenue.
• Improved accounts receivable and collections processes ensuring prompt accounting practices resulting in faster income and healthier cash flow.
• Generate monthly aging reports and contact delinquent customers to secure payment.
• Assisted in the development of policy and procedures for collections/analysis of customer accounts.

 Title Lead Field Operations (Account Receivable) 

• Reduced the month-end close process from 2 weeks to 1 week.
• Managed and maintained $210M+ in fixed assets as well as tracked tooling costs.
• Managed the general ledger and financial analysis for actual and business plan.
• Responsible for P&L and Balance Sheets accruals.
• Managed with Controller, audits by external auditors, quarterly bank audits and maintained and monitored applicable SOX controls.
• Reconciled and analyzed all fixed asset and prepaid general ledger accounts, and prepared required expense.
• Provided timely analysis of budget to actual variances and bank reconciliations.
• Performed monthly reconciliations of all bank accounts, including reconciliation of deposits with accounts.



Account Analyst

• Responsible for individual Customer accounts.
• Developed new credit system improving recovery and AR days.
• Developed recurring entries which saved 40% of time required to input repeated information.
• Forecasted account receivable days and designed quantitative models for account receivable management.
• Assisted in monthly financial close by analyzing and reviewing balance sheet accounts, and ensuring financial transactions were recorded accurately. 

Account Receivable Analyst

Find out detailed information about rafael lozano, Inbound Department Process Assistant in Bellevue, WA

rafael lozano: Inbound Department Process Assistant in Bellevue, WA

rafael lozano

Amazon Inc

Avon Cosmetics

Avon Cosmetics

Avon Cosmetics

Avon Cosmetics

Avon Cosmetics

Metropolitan University

Simon Rodriguez University