Andrea Pérez Araiza Email & Phone Number

United States

San Diego, California, United States

Greater Philadelphia Area

Cloverlay is an independent asset manager that defines a new segment of private equity for institutional and family office investors. We invest within lightly-trafficked, habitually overlooked private market verticals, and provide clients with a single point of entry into these last inefficient global markets. Our coherent and diversified investment.

Philadelphia

• Developed global monthly consolidation report of a $350M business unit using SAP (BEx) and excel by reporting, budgeting, forecasting and variance analysis
• Implemented streamline analysis on net sales reporting saving five hours of time by showing data by product and region for CY, Plan and PY
• Calculated retention rate to compared different retention methods and determine appropriate cost method for company
• Monitored results and drivers for business unit financial management to identify areas of growth and opportunity
• Created financial reporting framework for minor acquisition by using Excel functions such as VLOOKUPS, PivotTables and graphs
• Executed $40M in whitespace analysis in preparation for 2018 sales to identify target demographics

Philadelphia

• Analyzed financial spending for seven offices worldwide by tracking expenses and allocating to correct cost centers
• Facilitated integration between ACE and Chubb by document migration and uploading business material in a timely manner
• Translated procurement purchase policies from Spanish to English for offices in Mexico City
• Increased efficiency by 20% by managing communication between clients and procurement team to streamline business process
• Negotiated vender contracts and selected new venders for company by working with clients to prepare RFI's and RFP’s
• Produced daily financial reports for credit card spending used by accounting and financial team to document transactions and keep record

Philadelphia

• Performed market research, lead generation, and client communication in conjunction with account managers to optimize relationships with clients
• Innovated new techniques using Excel functions such as VLOOKUPS, Tables, and advanced formulas to track survey participation to identify opportunity for growth and boost participation
• Facilitate growth of Hay Group's compensation and benefits databases by compiling prospect list to send to sales team
• Fostered strong client relationships by providing communication with clients and support during the data collection process
• Communicated with diverse groups and people from senior consultants to colleagues across the globe in an effort to ensure data accuracy and consistency
• Selected and sourced future candidate, including résumé selection, conducting interviews, and finalizing selection process

Master In Business Analytics & Big Data

Data Analytics

A comprehensive hands-on data analytics program requiring the completion of several capstone projects demonstrating learned skills when.

Bachelor Of Science In Business Administration, Majors: Finance And Marketing

Bachelor Of Science (B.S.), Finance And Marketing

Six months Study Abroad July 2016 - December 2016