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.
• Implemented liquidity management tools to maximize interest income and implemented Beanworks, an automated AP solution, to streamline and optimize the accounts payable process.

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.
• 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.

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.
• 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.

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.

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