Joaquin Boz Email & Phone Number

Miami, Florida, Us

• • Achieved significant improvement in financial reporting accuracy and efficiency through coordination and consolidation of FP&A Activities, including AOP preparation, FCST submission, and monthly business review package preparation.• Developed intricate financial models and Ad Hoc Reports to inform corporate decisions.• Successfully managed budget/forecast and LRP, conducting in-depth analysis and consolidations.• Led NetSuite and Oracle NetSuite Planning & Budgeting (NSPB) administration, serving as a super user.

Davidson, North Carolina, Us

• Developed Dashboard Reports (Daily Sales) consolidating data from different database sources and compare with AOP & FCST (Ad Hoc Reports using (HFM) smart view).• Developed Tableau and OBIEE Dashboards, Analysis and Reports.• Extracted data from HFM and load to OBIEE for consolidated monthly reports• Created reports for Oracle R12 users• Provided Atlas (Oracle CRM) support to Latin American users• Provided trainings to Tableau and OBIEE users• Hyperion Planning & Budgeting Super user

Davidson, North Carolina, Us

• Coordinated and consolidated FP&A Activities across the territory AOP preparation FCST submission Monthly business review package preparation and analysis (P&L, Bridges, Risk and Opportunities) with Hyperion / HFM and Hyperion Planning.• Followed up on countermeasures and prepare material for weekly meetings with Region President• Provided Guidance and support to Territory VP on main aspects of the business• Coordinated monthly closing activities across the territory. Verify quality of the monthly closing• Created Ad Hoc Reports using (HFM) smart view to consolidate region data• Loaded Forecast to Hyperion Planning (HFM) and perform consolidations.

San Ramon, Ca, Us

• Coordinated, built, consolidate, documented & submitted annual business plans (using Smart View and HFM) for Opex & Capex for Latin America (LA) region • Developed & implemented new Capex tracking tool for the LA region to facilitate reporting of Capex actual spend & forecasts• Developed report (with Smart View HFM) to analyze monthly actual variances relative to both budget & re-forecast for Mexico/Central America & Caribbean• Developed new re-forecast template in Smart View for all countries in Downstream IT Global Share Services (GSS) including YTD actual & variance analysis allowing for comparison of May forecast vs. September re-forecast for all countries in GSS and loaded to Hyperion Planning • Created new mapping tool including the local in-country account mapping table to Hyperion and from Hyperion to Essbase (DMR) to facilitate account analysis for Opex explanations

San Ramon, Ca, Us

• Consolidated monthly financial & sales data for Downstream's LA region• Received “Winning Together Award” for successful implementation of Hyperion Report for Credit Metrics used in LA, reducing the time• it takes for countries to analyze & report credit metrics by 5 day• Developed & implemented improvements to Manager Review process for SOX control testing (RCTS 20.5.1.3)• Provided support as Hyperion Administrator to 42 countries. Helping with closing, creating: Functions, Entities and Accounts. • Provided monthly maintenance to Hyperion Enterprise• Developed Excel template that automated the process of retrieving data from Hyperion Enterprise & creating year-end journal entries• Extracted data out of SAP converted the data in MS Access DB and / or MS Excel (using mapping tables) to load the data to HFM.

San Ramon, Ca, Us

• Oversaw preparation of the Marketing Business Unit’s Tactical & Strategic Business Plans (Using Hyperion Retrieve and Essbase); assumed responsibility for all Retail & Commercial pricing activities• Provided high level review of & insight/development into management Hyperion reports & Essbase (Smart View) • Provided financial & economic analysis; helped in deployment of training programs & procedures from the COF; extended support to the office of the Country Chairman; and analyzed competition & pricing applications

Us

Designed & implemented the G-45 CarCa Model (investment projects evaluation tools for Caribbean & Central America)Developed & analyzed market trendsCoordinated investment regional projects for approvalsProvided assistance at Regional VP in the planning process (Mid-term forecast, Strategic Plan, Tactical Plan, etc.)Participated on the Retail Team for its special projects