Isabel Garcia Email and Phone Number
SUMMARYStrategic (Houston, TX) finance leader skilled in Financial Planning & Analysis (FP&A), financial modeling, and business partnership. Achieved $25M+ in cost savings, 12% forecast accuracy improvements, & optimized financial performance. Aligns strategy with organizational goals, drives efficiency & scalability, and develops executive-level insights. Recognized for excellence at BMC (Top 1% of employees) and stakeholder engagement, process improvement, KPI development, cost control, and financial transformation. Translates complex data into actionable strategies. SaaS information technology, dining/entertainment, healthcare, marketing, financial services, global treasury operations, economic research, & non-profit experience.CORE COMPETENCIES AND SKILLSFinancial: FP&A | Budget & Forecast | Financial Modeling & Decision Support | Financial Transformation & Automation | Profitability Analysis | Cash Flow Management | Treasury Management | Revenue Forecasting | Expense Optimization | ROI/ROIC | Budget Management & Variance Analysis | Working Capital Management | Financial Close & Consolidation | Cost-Benefit Analysis | Forecast Sensitivity Analysis | Financial Benchmarking | GAAP | Enterprise Resource Planning (ERP)Strategic & Operational: Strategic Planning, Alignment & Roadmap Development | Data-Driven Decision-Making | KPI Development & Monitoring | Predictive Analytics | Scenario Planning | Change Management | Organizational Change Leadership | Risk Assessment & Mitigation | Operational Scalability | Digital Transformation Strategy | Technology Integration | Process Automation | Business Process Improvement | Operational Efficiency | Stakeholder Engagement | Cross-Functional Collaboration | Performance Metrics | Leadership Development | Customer Retention & Satisfaction Strategies | Customer Success Metrics | Service Excellence | Client Relationship Management | Customer Experience (CX) StrategyLanguages: Fluent English and Spanish | Intermediate German | Beginner GreekTOOLS AND SOFTWAREAdvanced: Microsoft Excel | Tableau | Hyperion Essbase | OneStream | Oracle ERP | HFM | MicroStrategy EDW | Microsoft PowerPoint | Microsoft Teams | Microsoft Project | Collaboration SharePoint | SAP | PeopleSoft Financials | Visio, Word, Access Proficient: Advanced Financial Modeling Tools | Salesforce (SFDC) | Workday Adaptive Planning | Excel Macros | Zoom | ChatGPTBeginner: Power BI | Python | SQL | AI-Driven Analytics Platforms
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Financial And Investment AnalystMercor IntelligenceHouston, Tx, Us -
Audio Model TrainerMercorHouston, Tx, Us -
Finance ManagerBmc Software 2012 - 2024Driving Cost Savings, Operational Excellence, and Strategic AlignmentAt a $3B SaaS leader, I led financial initiatives that achieved $25M+ in savings and transformed operational performance across $260M+ budgets for largest G&A organizations - Information Systems & Technology (IS&T) or IT, Business Operations, and Facilities. Designed and presented data models to C-suite Executives, demonstrating $200M+ in IT value to organizational success. Spearheaded a 30%+ IS&T budget optimization, leveraged predictive analytics for $8M in cost improvements, and aligned 20% of spending with digital transformation goals. Improved EBITDA and liquidity through targeted process enhancements and cash flow strategies, including a $1M+ sublease model. -
Lead Finance AnalystBmc Software Jun 2015 - Dec 2021 -
Sr. Finance AnalystBmc Software 2012 - Jun 2015 -
Sr. Financial AnalystLandry'S Restaurants 2011 - 2012Driving Revenue Growth and Operational Excellence Through Strategic Financial LeadershipAt a $1B corporation, I partnered with regional and store management to drive profitability, streamline operations, and elevate the customer experience. By leveraging data-driven analytics and actionable insights, I achieved 10% revenue growth and 5% cost reductions while enhancing customer satisfaction and retention. I spearheaded the development of best practices documentation, accelerating training by 15% and improving operational efficiency. Additionally, I reduced onboarding time by 20% by authoring a comprehensive Management Manual, earning recognition for exceptional written communication and leadership. -
Senior Financial AnalystUs Oncology 2009 - 2010Driving Strategic Financial Insights and Operational Efficiency in Oncology LeadershipTransformed financial operations at a $3.5B oncology leader by driving cost reductions, improving accuracy, and enabling strategic growth. Delivered a 15% cost reduction and improved budgeting precision through KPI-driven analysis. Spearheaded a three-year financial model that enhanced forecast accuracy by 12% and supported EBITDA growth strategies. Streamlined reporting processes to reduce turnaround time by 18%, fostering efficiency across teams. Optimized resource allocation by 13% with innovative risk-sharing scenarios, aligning financial strategies with organizational goals. -
Financial AnalystHewlett-Packard Sep 2006 - Dec 2009Driving Financial Innovation and Process Improvement for a $119B Tech LeaderDelivered measurable impact by enhancing $3.5B R&D budget processes, boosting ROI by 14% and enabling faster funding decisions for innovation. Spearheaded a three-year financial model to align revenue and margin forecasts with 10%+ growth targets. Streamlined financial reporting to improve decision-making speed by 5% and operational execution. Optimized Hyperion Essbase R&D support scalability, reducing issues by 7% while empowering teams through user training and advanced troubleshooting. -
AnalystDeloitte Consulting Aug 2004 - Aug 2006Delivering Strategic Financial Insights and Operational Improvements Across Diverse SectorsAt a Big 4 consulting firm, I partnered with multi-sector clients to drive financial optimization, cost reduction, and strategic transformation. Key achievements include delivering 13% annual cost savings for a healthcare client through financial modeling and benchmarking, and reducing financial reporting time by 10% for a financial services engagement via change management. I also secured $0.5M in consulting engagements by authoring successful proposals and led a pro bono initiative that supported educational access for 12,300 students and operational scalability. Focused on aligning business operations with strategic goals. I thrived on leveraging data-driven insights to solve complex challenges and create measurable impact. Projects: financial models, cost reduction, process mapping and redesign, and benchmarking. Industries: health care, financial services, insurance, government, transportation, manufacturing, consumer packaged goods, unionized organizations, legal, public, private, and non-profit. -
Marketing InternLogictools Mar 2004 - Jul 2004 -
Financial Services InternSmith Barney Nov 2002 - Mar 2004
Isabel Garcia Education Details
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Economics And Spanish -
High School
Frequently Asked Questions about Isabel Garcia
What company does Isabel Garcia work for?
Isabel Garcia works for Mercor Intelligence
What is Isabel Garcia's role at the current company?
Isabel Garcia's current role is Financial and Investment Analyst.
What schools did Isabel Garcia attend?
Isabel Garcia attended Northwestern University, Bellaire High School.
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Isabel Garcia
"Empowering Communities Through Strategic Outreach, Events, Scholar Recruitment, And Family Engagement"Las Vegas, Nv2democracyprep.org, democracyprep.org
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