Adrian Santos Email & Phone Number

Toronto, On, Ca

Toronto, On, Ca

Toronto, Ontario, Canada

-Oversee monthly forecasting processes; communicating with directors tocollect insights on budget changes and submitting forecasts with notes onvariances-Oversee monthly client billing; collaborating with finance and project teams toensure monthly billing is accurate and deadlines are met-Facilitating status meetings with team leads and clients to ensure thatcampaigns are on track, issues are raised and next steps are documented,assigned and executed-Creating… Show more -Oversee monthly forecasting processes; communicating with directors tocollect insights on budget changes and submitting forecasts with notes onvariances-Oversee monthly client billing; collaborating with finance and project teams toensure monthly billing is accurate and deadlines are met-Facilitating status meetings with team leads and clients to ensure thatcampaigns are on track, issues are raised and next steps are documented,assigned and executed-Creating project plans to define scope, costs, stakeholders, tasks and timelines-Use project management tools, such as WBS and RACIs to track timelines,roles and task completion-Developing, implementing and enforcing new processes-Documenting processes and process changes-Resolving issues in workflows by identifying the problem and working withinterdisciplinary teams to define/re-define roles and responsibilities Show less

Toronto, Ontario, Canada

-Month-end reporting; comparing forecasts vs. actuals on a monthly, quarterly and annual basis-Analyzing data for client and market trends that affect company’s revenue and expenses, providing explanations for variances between forecasts and actuals-Fee reconciliations based on team hours; ensure that we are trending to meet allocated hour requirements or to reconcile fees against actualized hours-Ensuring all client documents are submitted to the Rev Team to ensure revenue is… Show more -Month-end reporting; comparing forecasts vs. actuals on a monthly, quarterly and annual basis-Analyzing data for client and market trends that affect company’s revenue and expenses, providing explanations for variances between forecasts and actuals-Fee reconciliations based on team hours; ensure that we are trending to meet allocated hour requirements or to reconcile fees against actualized hours-Ensuring all client documents are submitted to the Rev Team to ensure revenue is recognized on a timely basis and is captured for accurate month-end -Monitoring AR and AP trends to ensure cash flow is neutral and investigating significant variances-Continued oversight of processes and budgets for one of the agency’s top three global clients across nine global markets Show less

Toronto, Canada Area

-Finance lead for one of the agency’s top three clients, managing an annual budget of $35M across nine different markets in APAC, Europe, U.S. and Mexico-Created a centralized global process for billing, payments and reconciliation across markets-Facilitating global processes and monitoring feedback between cross-functional teams to revise methods particular to market’s capabilities -Foreign Exchange monitoring and reconciliation; due to managing budgets in nine different… Show more -Finance lead for one of the agency’s top three clients, managing an annual budget of $35M across nine different markets in APAC, Europe, U.S. and Mexico-Created a centralized global process for billing, payments and reconciliation across markets-Facilitating global processes and monitoring feedback between cross-functional teams to revise methods particular to market’s capabilities -Foreign Exchange monitoring and reconciliation; due to managing budgets in nine different currencies and different monthly rates, monitoring FX exposure is required to minimize significant FX losses/gains-Foreign Exchange reconciliation; completing analysis to determine FX impact on a monthly, quarterly and annual basis-Onboarding new clients and resolving complex irregularities related to data inputting, client invoicing and reporting-Training new analysts to ensure they have a well rounded understanding of industry, company goals, culture and processes-On-going mentoring for team members to contribute in personal growth, helping develop critical thinking and problem solving-Point of contact to assist in resolving billing and reconciliation issues Show less

Toronto, Canada Area

-Overseeing several monthly client media billings, fees, expenses and WIP costs ensuring invoices are sent in a timely manner and are accurate (client information, correct POs, commission tax rates)-Working closely with media teams, data and tech and shared services to facilitate billing and vendor payables-Extracting raw data for analysis and reporting -Budget Control Reports to monitor client spending against authorized budgets -Accrual reports at fiscal yearend or quarter… Show more -Overseeing several monthly client media billings, fees, expenses and WIP costs ensuring invoices are sent in a timely manner and are accurate (client information, correct POs, commission tax rates)-Working closely with media teams, data and tech and shared services to facilitate billing and vendor payables-Extracting raw data for analysis and reporting -Budget Control Reports to monitor client spending against authorized budgets -Accrual reports at fiscal yearend or quarter end to identify unbilled charges -Invoice Registers to track invoices billed to client -Analyzing discrepant amounts and variances between vendor invoices and vendor contracts-Accounts Receivables management and client payment applications-Investigating discrepant vendor invoices and facilitating full account reconciliations-Maintain project-related records, including contracts, purchase orders and addendums-Creating project dockets for time entry, fee billing and expenses and authorizing user access-Setting up new client profiles accurately Show less

Oakville, On

-Overseeing production process of three different units; organizing production schedules to meet tight deadlines-Assessing resource requirements; running inventory availability reports, confirming part deliverables, and scheduling special processes/treatments -Maintaining low production costs; deciding to make parts in-house, suggest shipping methods, and determining price breaks-Revising schedules as needed; adjusting priorities based on weighted criteria to meet deadlines and… Show more -Overseeing production process of three different units; organizing production schedules to meet tight deadlines-Assessing resource requirements; running inventory availability reports, confirming part deliverables, and scheduling special processes/treatments -Maintaining low production costs; deciding to make parts in-house, suggest shipping methods, and determining price breaks-Revising schedules as needed; adjusting priorities based on weighted criteria to meet deadlines and customer expectations-Liaison between departments; running weekly meetings to communicate project statuses and to prepare for upcoming projects.-Conducting meetings with unit supervisors to summarize project requirements and communicate daily expectations-Creating certified documents that detail compliance of specified testing standards and material certifications Show less

Oakville, On

-Utilizing the SAP computer program for the transfers of inventory from one place to another for ease of assemblers to locate required parts. -Conducting inventory cycle counts and recording truthful representations of stock on hand, ensuring inventory lists are accurate for easier logistic processes. -Reconciling lost inventory, saving the company significant amounts of money from missing parts. -Helping organize excess inventory, creating labels for easier material identification… Show more -Utilizing the SAP computer program for the transfers of inventory from one place to another for ease of assemblers to locate required parts. -Conducting inventory cycle counts and recording truthful representations of stock on hand, ensuring inventory lists are accurate for easier logistic processes. -Reconciling lost inventory, saving the company significant amounts of money from missing parts. -Helping organize excess inventory, creating labels for easier material identification and doing final counts in preparation for the year end count. Show less