Marisol Piedra Monge Email & Phone Number

Costa Rica

Costa Rica

Costa Rica

As a member of the Senior Management and Leadership Team, I am responsible for leading a team of FP&A Managers, communicating performance to Senior Management, CFO and CEO, and playing a key role in evaluating and implementing best practices for enhancements to current processes and reporting. This includes identifying areas for productivity and driving the standardization of activities across business planning to harness efficiencies. Furthermore, I lead and review the input of budget and quarterly forecast information into Moody's planning systems, ensuring that all loads completed by the team are aligned with expectations. I lead, supervise, and review the tracking of internal growth initiatives and support models to monitor the capital outlays. I manage the workflow across the team and create calendars to manage the timing of deliverables. I take the lead on setting information deadlines with cross-functional teams in advance, to enable the team to meet these deliverables.I also lead, supervise, and review special projects as assigned by Senior Finance management, providing formal guidance and on the job training to all team members. I deliver informative and driver-based outputs for discussion with senior management, including the use of financial KPI analysis and identifying historical trends that offer value-added insights and help identify key focus areas for management.I proactively partner with the local, regional, and global contacts to ensure deliverables are met as agreed. I work closely with the senior management team on strategic operating issues, long-term strategies, and profit goals through the development and implementation of financial and strategic planning.As part of my role, I design models and metrics to measure performance and highlight key areas of focus for senior management. I create executive presentations used for business updates to both the senior management team and key business partners across Moody's.

In my previous role as Finance Leader, I worked closely with Operation Project Managers and procurement managers to drive project execution excellence. I utilized my advanced financial modeling, accounting, business, and risk management skills to analyze financial information and develop solutions to complex problems. My financial advice and forecasts were critical in supporting business decision-making, and I regularly closed the books, analyzed variances and trends, and developed forecasts that aligned with the organization's objectives.I managed my workload efficiently and executed projects independently, drawing on my cumulative knowledge base to develop solutions to moderate to complex business challenges. I was skilled in negotiating with construction contractors and customers both internal and external to the organization, and I provided input to various levels of management, including Site Manager, operational managers, other departments, and senior management.As a leader, I motivated and coached team members to enhance their effectiveness and overall job satisfaction. I coordinated backup and coverage to ensure consistent service and quality during absences, unanticipated departures, and peak workloads. Additionally, I conducted timely and thorough performance evaluations, gathering, summarizing, and delivering feedback to team members.Overall, my commitment to delivering high-quality results and driving the success of the organization was unwavering.

Costa Rica

I was responsible for developing an effective and efficient operating model with onshore FP&A teams to ensure the smooth migration of activities into the site. I worked closely with local FP&A teams and their business partners to provide analytical support and to apply analytical thinking and knowledge of data analysis tools/methodologies when interpreting information and results. I integrated subject matter and industry expertise within a defined area to understand how the work impacted the overall organization and bank strategies to make judgments and recommendations based on the analysis of factual information.I partnered cross-functionally with Business leadership to assess business drivers, P&L performance, and maintain a high standard of controls. In addition, I worked with Product leadership to manage strategic and financial issues and to achieve all financial goals and targets. To do so, I developed analytical frameworks and created business cases to support financially sound strategic decisions for the product. I also delivered on product portfolio financial objectives by closely monitoring and analyzing the performance of the new products versus the forecast and original business case. I communicated performance to Senior Management and the Global CFO, analyzed actual profitability performance, and updated management on expectations.I worked on ad-hoc requests based on business necessity and broke down information in a systematic and communicable manner. I applied in-depth disciplinary knowledge to contribute to the development of new techniques, models, and the improvement of processes and work-flow for the area while providing value-added perspectives or advice. I created models to forecast and improve the revenue position for the Retail Bank in terms of Fees Revenue and New Accounts. Furthermore, I supported reengineering projects to improve productivity, improve controls, and quality of key activities.

As a Product Owner, my primary responsibility was to assist businesses in implementing cost-effective technology solutions. I accomplished this by analyzing project requirements and clearly communicating them to stakeholders, facilitators, and partners. I conducted requirements gathering sessions and analyzed data to identify issues or questions, and then developed requirements documentation such as user stories, system requirements, use cases, and acceptance criteria.I analyzed issues and helped identify technical solutions for further improvement, and I possessed a thorough understanding of the product (Signature) and the technical environment (AS400), enabling me to explain them in everyday language to customers. I was in charge of the improvement pipeline, creating new case studies and system growth schemas to drive continuous improvement.I utilized systems and data to resolve complex business issues, interacting with different client groups to provide analytical support. As a stakeholder focused on client satisfaction and product increment, I proactively reviewed emails and event monitoring solutions for alert notifications, resolving or escalating them as required. I improved customer service relationships, assisted in customer retention, and drove sales growth.As a technology team leader from a business perspective, I ensured the right application and timely deployment of system enhancements and business rules. Overall, my role was critical in helping businesses navigate the complexities of technology implementation and in ensuring the success of technology projects.

I was responsible for managing all relationships and interactions with customers and potential customers, including weekly meetings and calls with customers. I managed the flow of money into and out of the bank, ensuring that all transactions were handled in an efficient manner while also maintaining healthy cash reserves. I controlled the balances of current, savings, and investment accounts, and increased the use of electronic banking services.I participated in the business continuity plan and worked to attract new investments to the bank. I focused on customer retention and acquisition, negotiating based on customer needs. I attracted new businesses by negotiating and opening current and savings accounts, investment certificates with preferential rates, and managing the opening of accounts, debit cards, and bank statements.Additionally, I negotiated exchange rates for customers to ensure their satisfaction. Overall, I was committed to delivering high-quality customer service and driving the growth of the bank.

I was responsible for informing account executives about the payment situation with their clients. I provided customers with all kinds of information, including bank statements, receipts, and pay tables, among others.In my role, I checked payments through AS400 and implemented SUGEF 1-05. I generated reports using AS400 and managed the application and reversal of payments, commissions, and administrative expenses. I also handled the settings of interest or fees, extensions, and exchange rates through AS400. In addition, I generated and modified payment plans and reconciled accounts.Throughout my tenure, I remained committed to providing high-quality customer service and ensuring that all interactions were handled in an efficient and effective manner.

Master Of Business Administration - Mba, Emphasis In Finance

Master’S Degree In Big Data & Business Intelligence

Master’S Degree In Digital Business

Licenciate Degree In Finance And Banking, Finance And Banking

Bachelor'S Degree, Business Administration