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Cassandra Morales

Monterrey Nuevo Leon, Mexico

Phone: xxx-xxx-xxxx

Email: xxx@xxxx.xxx



  • Looking For: Businees Intelligence, Financial Analyst

  • Occupation: IT and Math

  • Degree: Bachelor's Degree

  • Career Level: Experienced

  • Languages: English, Spanish, French

Career Information:

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Highlights:

Skills:Excel, SAP, PowerApps, SQL, R Programming, Finance, Tableau, Power BI


Experiences:

Financial Analyst 07/2023 - 09/2023
Johnson Controls, San Pedro Garza Garcia, Nuevo Leon Mexico
Industry: Building Technology
• Preparing monthly financial reports, highlighting trends, and analyzing causes of unexpected variance. • Providing accurate data for financial planning. • Assisting with the budgeting of operative expenses and completion of annual financial plans. • Collaborating with the month end close preparing accruals.
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Senior Cost Analyst 10/2023 - current
Johnson Controls, San Pedro Garza Garcia, Nuevo Leon Mexico
Industry: Building Technology
• Performing the set up of the accounting system at required times such as inventories and month closings. • Executing the calculation of the standard costs to be considered for the year. • Preparing periodic financial reports, highlighting trends, and analyzing causes of unexpected variance. • Composing accurate month end close entries.
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EHS Financial Coordinator 05/2021 - 09/2022
Heineken México, Monterrey, Nuevo Leon Mexico
Industry: Food & Beverages
• Data management and metrics monitoring of injuries and accidents within 7 breweries and 82 distribution centers. • Developed apps and workflows to collect and visualize national information in real time using Microsoft Power Platform as Power Apps, Power Automate, SharePoint, and Power BI. • Economic management of action plans within national territory guaranteeing safety devices in each forklift (296) of breweries and distribution centers.
• Telemetry management and reporting of delivery trucks and consultant’s vehicles in México helping drive decision making to reduce traffic events.--
Finance Analyst 08/2018 - 10/2018
Heineken México, Monterrey, Nuevo Leon Mexico
Industry: Food & Beverages
• Preparing and uploading the month end close entries. • Execute the accounting reconciliations. • KPI’s monitoring and reporting for the financial area, providing trends found in historical data. • Performing monthly cost closing in SAP.
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Business Sales & Brand Analyst 11/2018 - 04/2021
Heineken Mexico, Monterrey, Nuevo Leon Mexico
Industry: Food & Beverages
• KPI’s monitoring and reporting for the financial and commercial area (Sales, Inventory, Capex, Opex). • Data management for retail with about 15,000 stores within national territory. • Contribute to decision making and action plans by data analysis using Excel and dashboards in Power BI. • Provide data-driven insights of the different categories sold in growing retail.
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Finance Intern 10/2017 - 07/2018
The Chubb Corporation, San Pedro Garza Garcia, Nuevo Leon Mexico
Industry: Insurance & Financial Services
• Financial analysis and accounting reconciliations using Excel. • Generate insurance policies in Visual Basic. • Prepare monthly balance sheet.
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Finance Intern 10/2016 - 03/2017
Varroc Lighting Systems, Apodaca, Nuevo Leon Mexico
Industry: Manufacturing
• Financial analysis and reports in Excel (KPI's, Sales, Inventory, Expenses). • Support in controlling plant expenses and assignment of accounting accounts. • Placing sale price of pieces in SAP.
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Education:

Autonomous University of Nuevo Léon 08/2013 - 12/2017
San Nicolas de los Garza, Nuevo Leon, Mexico
Degree: Bachelor's Degree
Major:Mathematics
Minor:Physics
• Social Service in Center of Projects and Academic Services of Faculty of Physical and Mathematical Sciences (Dec/2016 – May/2017). • Scholarship holder in the library of Center for Research in Science of Faculty of Physical and Mathematical Sciences (Jan/2015 – Jun/2015). • Representative women soccer captain.


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