Sergio Rivera Email & Phone Number

Wilmington, Delaware, Us

Zurich, Zurich, Ch

• Manage the budget and forecast process for the region Americas ($2B annual revenue).• Lead and develop the Financial Planning & Analysis team of 5 and provide guidance in critical situations.• Closely interact with the Regional CFO, manage internal relationships, and align with other stakeholders to assure the achievement of the Region Targets.• Responsible for generating high-quality and relevant performance management intelligence for the Americas region.• Coordinate the timely delivery of in-depth financial analyses and analytical information to top management for strategic and tactical decision-making.• Pro-actively execute in the region the group’s strategy for the FP&A function.• Steer initiatives for sharing best practices/knowledge and continuous improvement of analytics as well as reporting processes.• Ensure that efficient, harmonized, and high-quality reporting/analysis is implemented as well as maintained in accordance with Group guidelines, principles, and standards.

Zurich, Zurich, Ch

• Provide business decision support to the VP through various profitability and key metrics analysis, assist the VP in making timely business decisions to drive business growth• Develop accurate budgets and forecasts for the VP, partnering with him to ensure the business unit meets budget targets. Work closely with the finance director on monthly forecasts and annual budgets • Support the Quarterly Financial Reviews and close-related activities for the business unit• Develop financial metrics for the VP in his Business Reviews• Perform ad hoc analysis that creates insightful findings for business decision support• Present the current financials at the Quarterly and Annual Sales Meetings

Zurich, Zurich, Ch

• Oversee and/or prepare weekly, monthly and quarterly analysis, examples of which may include: product sales/margin, customer sales/margin, pricing by product and customer, opex, cost/unit, and working capital.• Direct an operating budget of near $145 million annually, coordinate and manage the process with team members of the America’s region• Supervise direct reports and coach them, as appropriate, to develop skills and confidence in their ability to examine work processes, create solutions, and measure improvements• Developed and automated financial monthly reporting by reducing the turnaround time from one week to one day; reporting increased process accuracy, and improved staff's awareness of actions needed to reach financial goals• Oversee and/or prepare Weekly Ops Reviews, Monthly Financial Reviews and other Financial Presentations and ensure all analysis and presentations are in alignment with policies and procedures.

Purchase, New York, Us

•Partner with the Ready to Eat marketing team, approximately $1 billion in sales, to serve as a primary finance partner•Accountability for being a key influencer/leader in providing financial guidance and thought leadership to customization project teams (from ideation to commercialization) for Quaker Business Unit (BU) •Work closely with (and at times lead) cross-functional team in developing the business case for proposed customization.•Influence Finance, Marketing and Sales leadership in the areas of business case analysis•Effectively analyze and articulate business case results and drivers (key volume, pricing, cost, and capital assumptions) and conduct sensitivity analysis•Conduct analyses of financial investments and ad hoc requests (Post-event analyses, incremental funding requests, volume/mix/rate anayses)

Purchase, New York, Us

•Responsible for Quaker Snacks volume forecasting, while considering IRI consumer movement, competitive activity, manufacturing capacity, and consumer and customer promotional activities•Lead the cross-functional Snacks operating planning process to ensure accuracy of production forecasts•Analyzed and communicated period financial results to senior leadership, including comparisons to operating plan and prior year•Evaluated profitability and strategic fit of new product offerings, particularly customer specific offerings•Performed DCF analysis as needed on new platform introductions•Managed the A&M budget and ensured the brand team was maximizing efficient spend tactics•Lead financial integration processes between supply chain, marketing and sales on all financial forecast assumptions

Purchase, New York, Us

•Provided financial leadership to the Sales Team, ensuring that brand strategies and tactics were structured to achieve 40% increase in volume, profit and share targets•Worked collaboratively with brand finance and marketing teams on key initiatives, including volume, share and profit forecasting, promotional strategies, and competitive analysis•Led customer planning process for an annual plan estimated at $175 million annual sales; leadership included planning tool development, building customer plans with sales, marketing and strategy, ensuring plans met business unit targets and presentation to senior management and business unit•Managed period reporting with regards to development and review of trade accruals, trade accrual reconciliation to cash, performance explanation versus plan, forecast and last year

Chicago, Illinois, Us

• Responsible for financial planning and forecasting activities of the division’s largest business group with over $786 million in annual sales• Provided support and direction for the operation management team related to all areas of the P&L• Improved group performance by creating standardized monthly reporting packages• Met and exceeded performance standards and reporting deadlines while continuing to handle progressively larger, more important projects

Chicago, Illinois, Us

•Oversaw monthly accounting closing, and responsible for reporting monthly sales of over $350M•Improved accuracy of unit and sales reporting to senior-level management 40% by updating accounting application reports, correcting errors in accounts and presenting significantly more accurate customer P&L information•Reduced accounting cycle closing time by more than 50% by mechanizing the reporting process, research, and problem-solving methods, and using accounting tools•Reviewed monthly P&L variances to outlook and obtained resolution to all issues•Served as a team leader and resource of the team’s financial reporting system•Assisted in implementing Sarbanes Oxley required disclosure and financial controls