Gustavo Soto FP&A / Strategic Finance Partner / SaaS / Sr Financial Analyst /

Strategic Finance Partner

Q2ebanking

Aug 2023 - Current (3 years 3 months)

Q2 Holdings, Inc. provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.
• Primary owner of core FP&A processes: Long Range Financials, Budget/Annual Planning, rolling forecast, monthly close review, variance analysis, and management reporting packages delivered to senior leadership.
Select Career Highlights:

• Centralized data consumption across the finance team by architecting Power BI semantic models connected to Snowflake consolidating data from Salesforce, NetSuite, and Workday enabling analysts to access reliable, governed financial data without depending on IT or raw data extracts.
• Built Power Apps s

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Financial Planning and Analysis Manager North Latin America

Apr 2022 - Dec 2022 (9 months)

IQVIA is a leading global provider of advanced analytics, technology solutions and clinical research services to the life sciences industry dedicated to creating intelligent connections that deliver unique innovations and actionable insights.
Select Career Highlights:

• Repatriate +2M USD Excess Cash from Mexico Operations Monthly by the Semi- Automatization of Cash Flow Report reducing the lead times by implementing a BI automatization.
• Reduce 2 Days at Month End Close with the Creation of P&L from ERP databases mirroring the information contained on HFM reporting Platforms, which help us to identify trends and data inconsistencies in advance and initiate the appropriate corrective action before the loads into HFM.

Financial - Onboarding Senior Supervisor

Transplace

Jun 2021 - Apr 2022 (11 months)

Automate the P&L consolidation and reporting with the help of power query and Power BI, achieving in this way a Power BI and Excel Dashboard with all the financial metrics and KPI’s needed, making sure top management has helpful insights on company operations and improve results.

Main Duties:
• Assist the Senior Financial Controller and Finance Director with ad hoc reporting and variance reporting
• Take on interim controllership for newly added customers and divisions leading accounting integration
• Manage head count and associated costs for Customs and ensure that charges follow the proper delegation of authority process.
• Manage the financial performance of Mexico’s Division and hold the business teams ac

Financial Analyst

Adient

Oct 2017 - Jun 2021 (3 years 9 months)

P&L and BS monthly/quarterly month end closing operations, support of financial statement consolidation, Journal entry preparation and posting, Account analysis and reconciliation for corporate and operative Business Unit’s coordinating activities with Adient employees across different departments, Coordination and support of external and internal audits..

Accounts Receivable Specialist

Schneider Electric Energy Sustainability Services

Mar 2017 - Aug 2017 (6 months)

Executed accounts receivable analysis, account general ledger and sub ledger entries on SAP, processed checks, provided information to create interstate deposits, reported on customer receivables and posted vehicle account receivable funds. Managed parts refund checks, collaborated with the claims and collection team, returned checks, replenished cash, assisted in warranty cancellations, recorded vehicle stock, processed fund packages, and performed filling.

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General Manager

PAN RICO PAN

Oct 2011 - Dec 2016 (5 years 3 months)

Performed A/P, A/R and Payrolls functions for this Bakery, including purchase order entry and inventory accounting entered to the Diakros diptv an ERP made specially for the bakery. Processed monthly accruals; prepared checks, production documentation and schedules; and reconciled bank statements, invoicing and payments through HSBC platform, invoicing and payrolls was recorded by Contpaq I Facturacion and Contpaq I Nominas

Delivered Results:
-Restructured the purchase order process, which allowed to decrease 50% the losses of material exceeding and stolen from the warehouse.
Played a key role in the company's new process of levering by streamlining the payable process and making payments twice a month according to a

Gustavo Soto

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Gustavo Soto

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