Irmarie Rosario Figueroa
Gurabo
Summary
Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying cost-saving opportunities and enhancing operational efficiency.
Overview
12
12
years of professional experience
1
1
Certification
Work History
FP&A Financial Analyst
Triple-S Management Inc.
San Juan
09.2021 - Current
- Prepared the budgeting process, prepared monthly variance reports, and identified opportunities for cost savings.
- Participate in budget hearings summarize budget and submit recommendations for the approval or disapproval of found request.
- Prepare annual budget for Salus, Carepoint and Pharmacy.
- Analyzed budgets and implemented action plans to rectify issues.
- Prepared monthly, quarterly and annual financial reports for management review.
- Developed financial models to forecast company revenue and expense trends.
- Worked closely with accounting staff to ensure timely completion of month-end close activities.
- Perform other duties, including participating or special projects and other tasks assigned by the management
- Analyzed trends in financial performance to identify areas for improvement.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Implemented cost-saving measures by analyzing expense reports and identifying inefficiencies.
- Developed dashboards displaying key performance indicators relevant to the organization's success.
VMO Financial Analyst
Triple-S Management Inc.
San Juan
09.2018 - 08.2021
- Spend Visibility administrator
- Identify, recommend, and implement financial planning and analysis, process improvements to enhance all procurement and contracting processes
- Create and maintain current and additional benchmarking opportunities to identify outstanding processes and practices inside and outside of the corporation to achieve strategic objectives
- Prepare multiple monthly dashboards for senior management
- Review and posting of Purchase Orders and supporting documents for completeness, accuracy and compliance with procurement policies and contractual requirements in SAP systems
- Analyze invoices and/or purchase requisitions coding such as account, cost center, and business area and refers to corresponding area for correction when needed
- Reconcile vendor statements, research, and resolve discrepancies with vendors, as needed
- Submit various financial analysis of the contracts and expense data to ensure compliance with regulatory agencies and budgetary requirements
- Analyze information relating various criteria for each negotiation with contractors
- This includes the contractor analysis, market, and corporate data, setting goals and strategies, and making recommendations when the agreements requirements are not achieved
- Assist in requesting certain updates to vendor accounts such as: Good Standing, IVU form; W-9; tax code, bank account information and / or contact information to maintain all necessary documents from vendors for revision, creation or updating information in our ERP system
- Prepare annual expense analysis for the year for all contracts managed by the VMO area to compare with monthly invoice
- Provide guidance to the personnel about the controls and responsibilities related to procurement and contracting processes, and report to management in charge of the documentation of the financial internal controls of any changes
- Oversee P2P process
AP Financial Analyst
Triple-S Management Inc.
San Juan
01.2017 - 08.2018
- Review and post invoices and support document for completeness, accuracy and compliance with procurement policies and contractual requirement in SAP systems
- Prepared monthly Income Tax Withholdings for professional services paid and make corresponding payment to the Department of Treasury
- Prepare and submit yearly before due date all 480s forms for professional services and other vendors that requires tax withholding
- Assist in the analysis of accounts, preparation of journal entries and monthly closing procedures
- Manage the monthly reconciliation of the Corporate Credit Card and prepare journal entry with corresponding document support
- Prepare accrual analysis for monthly closing and send to accounting Department
- Assist the other Departments in any other request or needs
- Approve weekly vendors payments runs and recurrent contracts payments, among others
- Complement Supervisor on daily task
- Analyze account statements
- Account reconciliation
- Filing and organizing documents
Accountant II
Triple-S Management Inc.
San Juan
03.2015 - 12.2016
- Encode invoices with their GL corresponding accounts
- Process received invoices on system
- Invoice scanning into system
- Register Wire transfers into the system
- Perform journal entries
- Analyze account statements
- Account reconciliation
- Supporting providers with their tax return forms
- Filing and organizing documents
- Among other things
Account Payable Office Worker
Empresas Berrios
Cidra, Puerto Rico
02.2013 - 02.2015
- Receive suppliers’ invoices
- Encode invoices with their GL corresponding accounts
- Process received invoices on system
- Perform the three-way match between the purchase order, order drive and its invoice
- Responsible for requesting and analyzing account statements
- Expenses account reconciliation
- Analyze and reconciliate Intercompany accounts
- Make journal entries
- Performing correspondent account payable reports
- Document filing and organizing
- Attend main telephone calls
- Among other things
Education
Master’s Degree - Strategic Leadership and Management
Universidad del Turabo Gurabo Campus
Gurabo, PR01.2017
Bachelor’s Degree - Business Administration major in Accounting
Universidad de Puerto Rico Utuado Campus
Utuado, PR01.2013
General Education Diploma -
Esc. Benjamin Harrison
Cayey PR01.2008
Associates Degree - Business Administration and Management
Universidad De Puerto Rico Utuado Campus
Utuado, PRSkills
- SAP systems
- Spend Visibility
- SAC (SAP Analytics Cloud)
- Microsoft Excel
- Power BI
- Word
- PowerPoint
- Followit
- Forecasting
- Cost savings
- Budgeting
- Financial analysis
- Onbase
- Organizational skills
- Communication skills
- Multi-tasking
- Analytical skills
- Quick learner
- Responsibility
- Punctuality
- Ability to work under pressure
- Adaptability
- Variance analysis
- Dashboard development
- Procurement processes
Certification
- IMA Financial Planing & Analysis Certificate. Triple S, 06/2024
- FP&A Technical Mastery Training Program, Triple S, 12/2020
- Accounting Training Center, 01/11, 12/12, Sales and use tax (IVU), Immovable Tax Returns, Basic Course of Payroll Forms, Personal Business, Rental and Professional Services Tax forms, 1040 PR and Municipal Patents, Corporate Tax form, Quarterly Tax forms, How to prepare business accounting books, Business Financial statements, Microsoft Office 2010 Excel, Publisher
References
Available if necessary.
Languages
Spanish
First Language
Timeline
FP&A Financial Analyst
Triple-S Management Inc.
09.2021 - Current
VMO Financial Analyst
Triple-S Management Inc.
09.2018 - 08.2021
AP Financial Analyst
Triple-S Management Inc.
01.2017 - 08.2018
Accountant II
Triple-S Management Inc.
03.2015 - 12.2016
Account Payable Office Worker
Empresas Berrios
02.2013 - 02.2015
Master’s Degree - Strategic Leadership and Management
Universidad del Turabo Gurabo Campus
Bachelor’s Degree - Business Administration major in Accounting
Universidad de Puerto Rico Utuado Campus
General Education Diploma -
Esc. Benjamin Harrison
Associates Degree - Business Administration and Management
Universidad De Puerto Rico Utuado Campus
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