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Jose

Asociado

Video resume

Asociado
What does being a team player mean to you, and can you provide an example of how you've worked collaboratively in the past?

Contact

Heredia, Heredia Province, Costa Rica
Available on CazVid
Contact via CazVid

Competencies

FP&A

Demonstrated experience with FP&A.

Control de Presupuestos (Budgeting)

Demonstrated experience with Control de Presupuestos (Budgeting).

Pronósticos (Forecasting)

Demonstrated experience with Pronósticos (Forecasting).

Modelado Financiero

Demonstrated experience with Modelado Financiero.

Control de Costos

Demonstrated experience with Control de Costos.

Education

Bachelor of Science, Business Administration Management
University of Central Florida, USA
Completed 2005
Controller Finance, Financial Modeling & Valuation Analysis
Human Resources Business Professional
Bachelor of Business Administration, Management emphasis in Finance
University of Central Florida, USA
2005

Languages

InglésFluido
EspañolFluido
PortuguesBásico
EnglishFluent
SpanishFluent
PortugueseBasic

Summary

Asociado open to new opportunities

Experience

MANAGER CUSTOMER SERVICE REP – SIMPLYSAVE

FOUNDEVER
Jan 2022 - Jan 2023

MANAGER DISPUTE / FRAUD CUSTOMER SERVICE – CAPITAL ONE

SYKES
Jan 2017 - Jan 2018

MANAGER CUSTOMER SERVICE OPS (CRM) PHONE, CHAT, EMAIL, TECHNOLOGY

AMAZON
Jan 2014 - Jan 2017

MANAGER – IT SME SOFTWARE, HARDWARE, APPS, CUSTOMER SERVICE BPO – BIMBO

HEWLETT PACKARD
Jan 2014 - Jan 2016

SEGURIDAD Y BARTENDER

SIRCA Bar y Restaurante
Jan 2012 - Jan 2014

SUPERVISOR Y SALONERO

WINTER PARK WINERY AND SPIRITS Bar y Restaurante
Jan 2011 - Jan 2012

Sr. Manager Finance – Business Operations and BI Improvement Specialist

BMNS
Jan 2025 - Jan 2026

Lead strategic initiatives and Improvements across Business Operations, technology to enhance business performance by 70% and have client satisfaction and retention.. Develop and implement business intelligence tools and dashboards by 65% to improve decision-making for leadership and metrics across all business departments.. Manage forecast and Budget analysis and executive presentations, OPEX and headcount responsibilities, P&L analysis, Month End Close activities accuracy Management.

Controller - Sr. Manager Finance, Accounting, Auditing – PM Processes Implementations

Citi Bank
Jan 2022 - Jan 2024

Managed accounting operations of 1,700+ processes, overseeing month-end close approvals and management by 45%, treasury Management, and department audit compliance by 80%.. Led enterprise-level implementation projects to improve performance metrics and automate HR/finance workflows and reducing cost by 15% in operational expenses.. Manage forecast and budget, OPEX and headcount responsibility, P&L analysis, and core financial statements.

Sr. Manager Finance, FP&A, Accounting, Sales Ops – Business and BI Data Transition & Reporting Specialist

Microfocus
Jan 2017 - Jan 2022

Managed end-to-end finance data migration and business transition, ensuring compliance with revenue recognition, Forecasting vs Actuals, Financial Planning and Analysis (FP&A) requirements, Budgeting.. Designed business BI dashboards and executive reports for budgeting, forecasting, and financial analysis, improvement by 70%.. Improved reporting efficiency by 40% through process automation and KPI standardization.. Partnered with leadership to align financial insights with corporate strategy.

Skills

FP&AControl de Presupuestos (Budgeting)Pronósticos (Forecasting)Modelado FinancieroControl de Costos
Published on CazVid - Aug 23, 2026
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