David Saldana, Cfa Email & Phone Number

Vancouver, British Columbia, Canada

West Vancouver, British Columbia, Canada

• Lead the FP&A process and collaborate closely with managers and directors to develop the financial plans and budgets aligned with the strategic objectives. • Review the financial performance of educational projects and funding, communicate effectively budget updates, and provide guidance to managers and directors related to FP&A.• Support the Director of Finance and Finance Committee with financial analysis and recommendations for new finance and operations policies.• Provide training and guidance to directors and managers for funding allocations and budgeting.• Developed a Power BI dashboard integrated with DocuSign and Power Apps to fetch information in real time, facilitating decision-making and expediting the funding allocation process, while ensuring contractual obligations are met according to plans..• Implemented liquidity management tools to maximize interest income and implemented Beanworks, an automated AP solution, to streamline and optimize the accounts payable process.• Review my team's accruals by month-end to ensure all expenditures are accounted for.• Coach my team in terms of collaboration, accountability, strategic thinking, and transparency to achieve a high-performance team.

West Vancouver, British Columbia, Canada

• Successfully implemented, rolled out, and provided training on DocuSign, a software used for sending, signing, and receiving contracts. This streamlined the funding allocation process, resulting in faster access to funding for First Nation communities and increased efficiency of financial resources.• Implemented a dashboard for senior management to monitor and track the spending level on their programs and forecast incoming disbursements.• Streamlined with Power Apps the process of receiving, naming and storing the signed contracts significantly reducing administrative time.

West Vancouver, British Columbia, Canada

Non-for-profit organization dedicated to support first nations students and schools in BC. I'm responsible of the funding, allocation, monitoring and execution.• Develop and maintaining financial dashboards for senior management.• Implemented QuickBooks Payments to bulk send invoices and receive payments online• Working with managers to develop new and recurring program allocations.• Combine all the program and department allocations into a consolidated organizational budget and review all funding requests.• Monitor the funding and allocation requests are within the budget.• Execute the payments according to the contribution agreements.• Inform program managers of the status and availability of funds.

Vancouver, Canada Area

The province energy corporation that provides clean electricity to 4 million costumers generating over 6 billion in revenues. I’m responsible of Non Energy Revenue, Financial approval procedures and process optimization.• Process optimization through Excel solutions and improving current financial models.• Eliminated unnecessary record entry in SAP by automating billing requests.• Facilitated Excel Training and lead member of the Finance Training/Skillsets Sub-Committee.• SAP FI / CO / BI

West Vancouver, Canada Area

Non-for-profit organization dedicated to support first nations students and schools in BC. Responsible for accounts payable, bookkeeping, Tax management and operational adviser.• Operational improvements that led up to 300 hours on process optimization.• Provided a Excel training for the finance team.• Financial Analysis and Financial Modelling with VBA, Optimization of the A/P process.

• Conducted succession planning consulting for the Director of Finance at Conaliteg and two finance senior managers.• Provided guidance and support to the new Director of Finance in developing leadership skills and networking abilities.• Facilitated knowledge transfer sessions between myself and the new Director of Finance, while also training the two managers to meet job quality standards.• Identified areas for improvement and documented procedures and workflows to enhance knowledge sharing among team members.

Rafael Checa No. 2 Col Huerta Del Carmen

Government’s firm in charge of printing and delivering all textbooks to all Mexican students, as the Finance Director was responsible for financial administration, budget, treasury, investment, accounting, planning, A/P, A/R, performance analysis, planning, strategic purchasing, internal control and technology.• Responsible for managing an annual budget of $240m and overseeing assets over $150m.• Achieved an annual revenue growth of 8% through negotiations with the Federal Treasury.• Treasury and liquidity management to invest excess cash proceeds and optimize cash equivalents.• Supervised the banking, payments and authorized debt financing to meet liability obligations.• Cost restructuring, achieved through expense consolidation, negotiation with suppliers, and expanding purchases to the international market, resulted in savings of over 12% in operating expenses.• Performed data analysis and scenario planning to forecast the annual and monthly budgets and update the forecast with production, distribution and economic factors as conditions evolve.• Negotiation to obtain a tax benefit with savings between 10% to 15% of the production cost.• 6 consecutive years with unqualified auditor’s opinion on the financial statements.• Successfully obtained approval for two significant capital projects: the replacement of a warehouse and the acquisition of new equipment for an Offset-Press, resulting in increased capacity and productivity.• Coordinated national financial strategies to fund Mexican States to acquire locally developed textbooks.• Financial supervision in SAP FI / CO / FM / WM / SD | Automatic Costing and Governmental Reporting.

Ciudad De México Y Alrededores, México

Worldwide publishing firm of fiction and nonfiction print, I was in charge of the Financial analysis, budget control and financial reporting for the board of directors.• Implementation of a financial model to estimate profits or losses of the editorial projects. Used by the board of directors to make decisions for current and new publications.• Design of a financial model that allows measuring the obsolescence curve of the hardcover books and when to change them to soft cover, or to remove it from the market.• SAP Profit Analysis module for each editorial project.• Collaboration in a project for the Copyright management in SAP, which allows in an orderly and systematized way the percentage of royalties.• Participation in the preparation of the annual budget of income and expenses, preparation of income statements for each editorial seal.• Design of macros and various projects in VBA for administrative areas.

Guadalajara Y Alrededores, México

Responsible for the preparation of financial statements and cash flow planning. • Preparation of financial statements and auxiliary accounts receivable and suppliers. • Follow-up of cash flow and payment planning to suppliers.

• Responsible for A/R process.• Evaluate customers credit lines and it´s associated risks.

Master In Finance, Finance, Gpa 3.55

Dap, Accounting And Finance

Bachelor Degree On Finance Management, Finance Management, Gpa 3.79