Financial Planning Power Bi

Daniel A. Gracia ad6ubr@r.postjobfree.com

www.linkedin.com/in/daniel-a-gracia 678-***-****

Financial Planning and Analysis Expert

Transform Accounting / Finance with Improved Methodologies and Technology that Achieve Maximum Ongoing Efficiency

Goal-driven leader with focus on business analysis, financial management, and directing project transitions from previous ERPs. Deliver creative and effective solution customizations for managing global business model within multiple corporations. Apply PMP certification and in-depth analysis to optimize direction of companies’ financial metrics and analytics. Serve as liaison and project lead in promoting teamwork through proactive communication, strong work ethic, and successful mentorship and training of financial staff to enhance and transform company culture. Areas of expertise include:

Microsoft Office Primavera P6, Lead Scheduler Oracle Unifier, PM Tool Lead

Executive Project / Business-Level Presentations SME: Forecast, Planning, and Budgeting

PeopleSoft Hyperion and EssBase One Stream JD Edwards, SAP and Oracle Power BI One Stream

Professional Experience

PIC, Atlanta, GA Aug 2023 to May 2024

Manager, Financial Planning and Analysis and Accounting

The Accounting & FP&A Manager role is critical for supporting the PIC’s Corporate Controller with accurately recording all financial transactions, statutory reporting, and management reporting, including detailed variance analysis. The Accounting & FP&A role contributes to the organization by ensuring the various stakeholders receive accurate and valuable information for effective decision- making.

Be the Gate Keeper / Administrator for Adaptive Insights (Budgeting and Forecasting Tool). Drive the budgeting, forecasting, and variance analysis activities by partnering with the LOB Leaders and Other Corporate Executives.

Ensure the timely and accurate execution of the Month-End / Quarter-End / Year-End close, including the identification and implementation of necessary internal controls, ensuring the Company's financial statements are reported in conformity with IFRS.

Work to improve accounting and FP&A processes and procedures constantly. Ad hoc projects to include ERP Transition, purchase of new tools for month end close, and Documentation & Training for Parent Company.

Assist Corporate Controller and the VP Global Finance with quarterly / annual reporting for the Parent Company in Japan. Assist with internal and external annual audits. Oversee the daily activities of the Accounting Department and ensuring that all major projects, month-end, and year-end reports are completed accurately and timely.

Month-End close expected to be completed within eight (8) business days of month-end or as agreed with the Vice-President of Global Finance. Review Foreign Subsidiaries’ month-end financial reports and record needed entries in the ERP for Financial Consolidation. A Responsible for conducting Balance Sheet reviews and reconciliations as required. Assist Corporate Controller with month-end analysis, as needed. Prepare all Month-End financial reporting for Company Management Reports.

Establish and maintain open, collaborative relationships within the Accounting Team and internal / external customers. Partner with Operations, Human Resources, and Sales Departments to ensure that the business accounting needs are being met.

IDEX, Rochester, NY March 2021 to July 2023

Manager, Financial Planning and Analysis

Lead Finance initiatives, analysis and overall support for the Optical Systems business line for Life Science Optics. Providing ad-hoc and analysis of performance of the business in line with KPI’s set by the corporate team. Working with product management teams as well as commercial and sales to put together proposals for new projects in alignment with customer or market demand. Review of financials for monthly, quarterly or yearly reviews. Responsible for the forecast of the entire Life Science Optics division. Lead the team that participated in putting together every aspect of the division forecast.

Annual plan for the Life Science Optics division (LSO) of Health and Science branch (IH&S) of IDEX. Working with the LSO finance, manufacturing and supply chain teams to put together the initial proposal to be reviewed by the senior management of the division. Submit the forecast to the corporate team and provide commentary ad analysis of every aspect of the P&L.

Work with the team of analysts to put together monthly and quarterly forecasts to align with the corporate plan and targets set for IH&S.

Leading the team that is responsible for all proposals sent to the customers. This includes the pricing manager, the sales team and the product management team

Create new process and procedures for the team and cross train team members to ensure level of expertise and expanding their capabilities. This will include presentation of proposals to our senior leadership team and also the corporate team.

Assist operations, sales, supply chain in presentation that involve financial analysis or reporting. As we work together, we also expand the understanding and interpretation of our financial results and how to improve and address every challenge that may be a result of these analysis: countermeasures, risk and opportunities.

Leader within the Employee Engagement Team to oversee annual budget, volunteering, employee outreach and initiatives to increase communication and interaction between all teams that are a part of LSO.

ITT Inc, Seneca Falls, NY Sept 2019 to Feb 2021

Manager, Financial Planning and Analysis

Served on Americas manufacturing unit to provide ad-hoc financial reporting and decision-making support, as well as presentation of forecasts and planning to corporate team, local and senior leadership. Managed team in Latin America and fostered new accounting and finance team via cross-functional training. Analyzed financial structure to determine earning impact.

Financial planning and analysis for the manufacturing operations including the development of all short- and long-term financial plans and cost modeling, forecasts, and operational metrics. Established reporting to forecast market trends and sales goals/objectives via the creation of sales and financial models.

Analysis for the corporate team to include scenario planning as well as annual budgeting and 5-year planning.

Working with operations management to lower burden send as well as cost management methodologies.

Overseeing reporting analysis that is being issued on a daily, weekly and in monthly basis to ensure good and effective communications of results and variance analysis.

Leading several initiatives to improve general tasks and responsibilities of the team which include: work instructions for every report and process being performed by the team, construction of a Finance dashboard, loading data to One Stream and historical data analysis.

As a subject matter expert in the SAP transition team, creation of test environment and provide guidance to new users, working with IT team to effectively identify the merge between new and old processes that were established in the previous AS 400 system the manufacturing plant has used for several decades.

Training and coaching of staff on the new and improved processes and tasks that are now being created in SAP for the full transition taking place in 2021. Servicing as a liaison between the team and users in our operations and management teams.

CARRIER TRANSICOLD, Athens, GA Feb 2017 to Aug 2019

Manager, Financial Planning and Analysis

Served on Americas manufacturing unit to provide ad-hoc financial reporting and decision-making support, as well as presentation of forecasts and planning to corporate team, local and senior leadership. Managed team in Latin America and fostered new accounting and finance team via cross-functional training. Analyzed financial structure to determine earning impact.

Led monthly and quarterly financial closing process, including preparation of journal entries for Sales, EBIT, and Cash Flow step downs, account reconciliations, flash reports, HFM submissions, collaborating with team in creating and maintaining departmental work procedures for all tasks.

Headed financial planning and analysis, encompassing development of all short- and long-term plans and cost modeling, forecasts, operational metrics, and internal controls, directing business review by leading team in preparation of 5-year forecasts and complex sales / production models for analysis use in strategic business decisions.

Conducted ad-hoc market analysis for headquarter management team, dealership network, and customer base, aligning data presented to every level of organization and primary customers, creating impact on financial structure, profitability, financial integrity, and competitive position.

Attained 100% compliance with all financial and internal controls and adherence to all Sarbanes-Oxley requirements within 1st year in role, including documentation / reporting and testing of business controls, parent company internal audits, and federal level led reviews.

SOUTHERN COMPANY GAS (previously ATLANTA GAS), Atlanta, GA Jan 2016 to Dec 2016

Senior Project Analyst – Engineering and Construction

Designed reporting for executive team to guide processes like annual plan for Southern Gas. Collaborated in cross-functional teams and led projects and initiatives within organization.

Performed ERP data analysis and generated and designed complex financial models, assisting engineering team in identifying current and future trends within individual budgets, and performing Complex Variance Analysis, including management team training to perform reporting and results via new templates, increasing efficiency 60%+.

Directed annual budget and forecasting for division, reviewing variance and customer analysis for multiple departments, providing additional reporting to executive team, executing projects to assist team in effectively guiding planning and forecasting cycles, and ensuring full internal, state, and federal requirements.

PACIFIC GAS & ELECTRIC, San Ramon, CA June 2012 to Dec 2015

Senior Project Analyst - Gas Transmission Pipeline

Collaborated with engineering and project management organizations to provide effective reporting and analysis of current projects as well as forecast for mid- and long-term planning for $500M portfolio.

Partnered with financial, engineering and accounting departments, aligning budget, plan, and forecast to business and performance goals set by organization, conducting variance analysis and cost variance identification based on resolution of budget management and capital project execution.

Ensured cost alignment with schedule, educating team members in understanding and utilizing appropriate accounting standards, and updating forecast with execution timing of projects, events, and activities.

Drove performance by developing tools and process flows that standardized common tasks within core analyst responsibilities and as active PMO member, and managing data quality and analysis by maintaining Project and Construction Management databases for accurate KPI and overall metrics tracking.

Updated project budget cycle, forecast planning, and portfolio work-plan of current and future annual budgets, leading audits and corporate initiatives, identifying issues for resolution before project / forecast cycle reviews, resolving all Capital Accounting data requests, and determining new stakeholders and sponsors for every project.

WOOD GROUP, Atlanta, GA Mar 2008 to May 2012

EA and FP&A Analyst - Power Plant Services

Coordinated and managed worldwide interdepartmental projects and provided forecast and analysis for initiatives. Orchestrated executive staff activities like global conferences, and quarterly and annual meetings.

Led and coordinated projects initiated by Executive Team, overseeing financial, operational, and accounting reports, department budgets, and expenses, and organizing global conferences and meetings.

Reviewed proposals for SharePoint-based applications (finance, human resources, and health, safety and environment departments), new site creation, workflows and template design, preparing and executing international contracts for executive team initiatives.

Created 50+ sites for management of every power plant and asset within division, increasing cross-collaboration between operational work teams worldwide, resolving common issues and recommending proposals for operational enhancement and improvement.

Additional Relevant Experience

INDYMAC BANK, Atlanta, GA, Manager for Data Resolution Team - Senior Analyst

THE CARTER CENTER, Atlanta, GA, Program Assistant

Education

Master of Business Administration (MBA), Finance, Georgia State University, Atlanta, GA

Bachelor of Science (BS), Economics, Minor: Finance, Javeriana University, Bogota, Colombia

Professional Certification and Affiliation

Certified Project Management Professional, Project Management Institute (PMI), San Francisco, CA, 2013

Board Member and Treasurer, Nu Energy, Latino, and Asian Employee Resource Groups, 2012 - 2016

Volunteer Experience

Volunteer and Group Leader, Habitat for Humanity, Atlanta, GA and San Francisco, CA, 2004 - 2015

Volunteer and Project Coordinator, Sacred Heart, San Jose, CA, 2012 - 2015

Volunteer, Alameda County Food Bank, Pleasanton, CA, 2013 - 2015

Volunteer and Coordinator for Special Olympics and Autism Up, Rochester, NY 2021-2023

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