Ivo Luis Email & Phone Number

Cranston, Ri, Us

Van Nuys, California, Us

Led project controls for multi-million-dollar projects, ensuring adherence to budget, schedule, and quality standardsConducted risk assessments and developed mitigation plans, enhancing project resilience and minimizing disruptionsCollaborated with cross-functional teams to streamline processes and improve project efficiencyManaged project controls for high-profile projects, overseeing budgeting, scheduling, and performance trackingTrained and mentored junior project controls staff, fostering a high-performing team

Providence, Rhode Island, Us

Finance Manager Patient Care ServicesHealthcare analytics within surgical services and perioperative careWeekly KPI and metrics reportingDaily case volume and forecastingWorkforce planning analysisForecasting and budgeting models

Thousand Oaks, Ca, Us

Contractor Sr. Associate Finance and Accounting AmgenFinancial operations and analysisMonthly close procedures and reporting analyticsCost center management; budget and forecast modeling and analysisCapital budgetingSite wide fixed asset and depreciation analysisWorking knowledge of; Oracle Hyperion Planning and EssbaseProficient in SAP FICO, BI/BO reportingTableau, Power BI Data visualization tools

New Bedford, Ma, Us

-Experience with SAP FI / CO modules for monthly closing, daily operations and report generating-Sales data analysis within strategic business units; Contribution Margin, Gross Profit-Development of ROI analysis for capital budgeting / expenditure reporting-Inter company reconciliation and schedules of divisions to parent company-Financial statement performance analysis, full P&L review of company EBIT / EBITDA-COGS / SGA variance analysis for monthly reporting-Cost center reporting and analysis, actual to forecast and budget variances-A/R, A/P, daily cash management and accrual reporting and roll forward analysis

Woonsocket, Ri, Us

Enterprise risk management and analysisAudit findings and reportingSOX / ICFR control processesBusiness analyticsProcess improvementsProject management

Woonsocket, Ri, Us

Finance and Accounting functions;Data analysis and financial reporting; payroll and SGA expense linesForecasting and budgeting of expense lines $35M+Month end closing proceduresExpense ReviewP&L analysisBalance Sheet analysisForecasting and budgeting modelsAd hoc reporting Hyperion Essbase and HFM relational database management

Woonsocket, Ri, Us

Oversaw daily operations for international businessForeign exchange translation within international subsidiariesAssisted on acquisition accounting; long term debt, goodwill and other fair value on assets Managed closing procedures and reconciliations of various corporate assetsConsolidation of international subsidiaries to corporate general ledger for external reportingHyperion Financial Management

Prepared monthly profit and loss statement and compiled vendor expenses to show year over year comparisons for monthly board meetingsManaged reconciliation of bank statements; responsible for all deposits, transfers and withdrawals of all monies within the organizationHandled bi-weekly payroll, accounts payable and state and federal tax payments along with a working knowledge of QuickBooksMaintained the growth of the businesses by developing new community outreach initiatives jointly, with other members of the boardAssisted public accounting firm with monthly, quarterly and yearly business analysis

Pawtucket, Ri, Us

Communication with Brazil and Colombia on market orders, policy and cost of business Analysis of sales, product pricing, allowances and markdowns for Latin America customersManaged and recorded accruals for month end reconciliation of customersEffectively analyzed product categories including good and close out toys to assist finance department with monthly reportingAd hoc reporting for clients during month end within markets to ensure financial accuracyAssisted with pricing on royalty items to alleviate potential loss of business and finesDeveloped process flows with management to ensure efficiency within Latin America, including auditing, daily operations, sales support and vendor maintenance

Managed general accounting analysis of all accounts payable and expense reporting including proper approvals from departments to ensure compliance was metResponsible for daily reconciliation of bank statements to ensure accurate cash on hand for budgeting, forecasting and closing proceduresAnalysis of financial statements, income statement and balance sheet for accurate month end reportingKnowledgeable of web based ERP system: Netsuite

Mooresville, Nc, Us

-Developed in store merchandising initiatives to maximize the retail store’s bottom line-Collaborating with senior management on sales trainings to ensure success within departmental metrics: customer service levels, sales, profit margin, inventory levels, shrink and add on sales-Ensuring proper levels of inventory to sales budgets are appropriately maintained on a bi-weekly basis-Drove sales within these top product categories; Refrigeration, Laundry and Food Preparation-Developed creative sales approaches to meet and exceed monthly sales quotas-Leading a group of sales specialists with an annual revenue goal of over three million dollars (13% of total store sales)

Peabody, Ma, Us

-Maintained customer relationships for existing accounts and established new business through direct marketing, on site presentations and product demonstrations to continue to grow brand awareness-Responsibilities included maintaining customer’s supply chain management process to ensure proper flow of goods to end users and service level agreements were being followed through-Performed day to day management of the vendor database which was used to locate new business-Effectively developed mapping strategies and analysis within companies to maximize sales initiatives

Basking Ridge, Nj, Us

-Responsible for new hire training, development and ensuring that Verizon Wireless corporate culture was met. -Oversaw daily operations within store, including sales leadership, scheduling, inventory management and product merchandising. -Continuosly retained knowledge and educated employees on wireless industry with in-store certifications of products, services and competitors to better assist with clients needs.

Basking Ridge, Nj, Us

-Assisted with initial store set up of Verizon Wireless Store Within a Store (SWAS) kiosks. -Top three sales representatives in the region for April 2006-Lead various sales training programs throughout different retail locations for new product launches, sales techniques and customer relationship building. -Consistently exceeded monthly quotas by over 20% through creative sales techniques.

-Managed daily business operations within retail stores including financial, operational, merchandising and vendor responsibilities-Generated sales and new business through customer relationships for two store locations by meeting with coaches and league presidents throughout Rhode Island and Massachusetts -Conducted all aspects of sales, inventory management and buying to ensure maximum profit levels and inventory to sales forecasts were met-Developed sales and marketing initiatives both inside and outside of retail stores including: managing team and individual accounts, vendor days and seasonal tournaments

B.S., Accounting

B.S., International Business Management