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Fernando S Balderrama
2514 S Sorrelle (602)740-2224
Mesa, AZ 85209 fbaldy29@cox.net
PROFILE:
 Over 20 years business experience in financial forecasting, planning, business problem
solving and providing financial analysis to prioritize and lead cost reduction efforts.
 Advanced knowledge of GAAP. Expert in Microsoft Excel & Visual Basic Programming and
highly proficient in other MS office products (Access, Word, PowerPoint).
 Strong in Hyperion reporting, Planning/forecasting, SAP Financial & project systems.
Work Experience
United Technologies Corporation – Aerospace Systems,Phoenix, AZ (Sep 2010 – Present)
Senior Financial Analyst
 Manage the annual planning, monthly forecasting, month-end close and corporate
consolidation reporting for a $1.1 billion dollar International business (P&L, Balance Sheet
and Cash Flow).
 Coordinate/implement the leadership team (LT) reporting/presentations for all business
reviews, budget & forecast presentations, weekly profit assurance reporting and all
variance analysis reporting for both LT and corporate deliverables.
 During acquisition of Goodrich, led finance team through reporting restructuring and
rebuilding financial infrastructure (utilized both HFM and SAP).
 Known for steadfast leadership and communication skills fostering a strong team
environment focusing on position growth and professional development.
Fidelity National Information Services, Scottsdale, AZ (Mar 2007 – Sep 2010)
Controller
 Led a team of Analysts (2) to prepare monthly, quarterly, and annual financial analysis of
actual vs. budget, forecast, and prior year for over $150 million in annual revenues for the
debit processing business. Prepared all forecast, budget and month-end close for both
revenue and expense using Hyperion and Oracle financial systems.
 Partnered with executive sponsors to document business cases for strategic initiatives;
quantify or define costs, benefits, implications, including NPV, ROI, and payback period.
Develop pro-forma financial models on all new business and contract renewals.
 Prepared and created Key Performance Indicator (KPI) reports and trend analysis on a
monthly basis. Automated processes and scorecard reporting using MS Excel and Access.
 Prepared the annual capital planning/forecast: provided trending analysis, partnered with
constituencies to gather inputs, review consolidations and detailed plan revisions.
Allied Waste Industries, Scottsdale, AZ (Sep 2004 – Sep 2006)
Financial Support Manager
 Managed the accounting, budgeting and financial reporting for the Landfill division ($1
billion in revenues), including all variance analysis. Charged with providing financial
support on all capital, liability, expense and cash flow related to Landfill, Heavy Equipment
& Transfer Stations throughout the continental United States and Puerto Rico. Also
provided modeling for all potential acquisitions (ROIC).
 Coached and inspired a team of 3 financial analysts on all reporting, accounting,
budgeting/forecasting and support related activities.
 Responsible for projects related to attaining operational efficiencies in both the Heavy
Equipment Maintenance and Transfer Station Operations costs. Identified and helped
- 2 -
implement Key Performance Measures (KPM) as it relates to operational efficiencies,
utilizing strong communication skills with both upper and lower management.
 Provided visual basic programming on all Landfill budget models; computed and
maintained amortization rates for the site & cell, capping and post-closure activities.
The CIT Group,Tempe, AZ (Sep 2001 – Sep 2004)
Senior Financial Analyst
 Responsibilities included: managing the Budget and forecast process for over $9 billion in
assets, in-depth balance sheet and profit/loss variance analysis, month-end general ledger
close and profitability modeling. Communicated with business managers adding value
through trending analysis, margin analysis and provide detailed data to back-up findings
in order to make informed business decisions.
 Provided portfolio reporting for the corporate board package, 10Q/10K and quarterly asset
quality review. Provided ad hoc reporting in response to requests from executive
management and portfolio managers. Rewarded for creating an MS Access financial
database, which incorporated most financial data (i.e. “one stop shopping”) necessary to
provide concentration and trend reporting/analysis.
 Acted as the liaison between the Accounting and IT Department for all accounting related
technical issues and requests. Continually assessed and recommended changes to
operations and service processes.
The Dial Corporation,Scottsdale, AZ (Apr 2000 – Sep 2001)
Senior Financial Analyst
 Responsibilities included financial support to sales/marketing, product development and
warehouse operations; worked directly with the Dial management team in detailed annual
planning, forecasting, and reporting of the revenue, manufacturing costs/overhead spend
for the Specialty Care products.
 Created and maintained key corporate performance indicators on a monthly basis;
oversaw all cost accounting issues related to the month-end close process. Monthly
analysis on all manufacturing costs, which included working with the procurement and
data management teams to ensure cost integrity. Partnered closely with the marketing
Brand Managers to provide profitability analysis on product line expansion proposals using
cost models, including the understanding of supply issues/market trends.
 Rewarded for creating a product cost savings of $100,000 through cost analysis on all
procured items, set up policies and procedures; was instrumental in automating the cost
request process as it related to product expansion proposals.
ING Americas, Scottsdale, AZ (Feb 1999 – Apr 2000)
Senior Financial Analyst
 Responsible for the analysis and daily operational compliance of all Collateralized Debt
Obligations (CDO); developed and maintained financial models for 9 CDO portfolios on
both revenue and expense. Verified all bond and loan trades as they complied with the
CDO indenture. Provided ad hoc reporting in response to requests from executive
management and portfolio managers.
 Assisted in the analysis for generating the monthly waterfall reports as well as executive
commentaries for all note holder investor reports.
 Designed and implemented new automated reporting for CDO cash projections as they
pertain to potential trades on the open market; designed and implemented automated
daily variance portfolio reports as needed for executive business decisions.
- 3 -
Avnet, Phoenix, AZ (Sep 1996 – Oct 1998)
Financial Analyst
 Managed the accounting, analysis and reporting for Avnet’s CMG Division. Responsibilities
included: month-end general ledger close, account analysis, preparation of journal
entries, review of financial statements and performed monthly variance analysis on
revenue and expense vs. budget, forecast and prior year.
 Prepared annual budget/forecast while working extensively with upper management in
developing the budget and forecast data.
 Performed monthly balance sheet reconciliation for all of CMG.
Education
 Bachelor of Science, Finance – Arizona State University, Tempe, AZ, 1995
 Attended PME training courses, San Francisco, CA, 2011
 Invited and attended UTC Leadership Forum, Hartford, CONN, 2014

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Fernando Balderrama Resume - FA

  • 1. - 1 - Fernando S Balderrama 2514 S Sorrelle (602)740-2224 Mesa, AZ 85209 fbaldy29@cox.net PROFILE:  Over 20 years business experience in financial forecasting, planning, business problem solving and providing financial analysis to prioritize and lead cost reduction efforts.  Advanced knowledge of GAAP. Expert in Microsoft Excel & Visual Basic Programming and highly proficient in other MS office products (Access, Word, PowerPoint).  Strong in Hyperion reporting, Planning/forecasting, SAP Financial & project systems. Work Experience United Technologies Corporation – Aerospace Systems,Phoenix, AZ (Sep 2010 – Present) Senior Financial Analyst  Manage the annual planning, monthly forecasting, month-end close and corporate consolidation reporting for a $1.1 billion dollar International business (P&L, Balance Sheet and Cash Flow).  Coordinate/implement the leadership team (LT) reporting/presentations for all business reviews, budget & forecast presentations, weekly profit assurance reporting and all variance analysis reporting for both LT and corporate deliverables.  During acquisition of Goodrich, led finance team through reporting restructuring and rebuilding financial infrastructure (utilized both HFM and SAP).  Known for steadfast leadership and communication skills fostering a strong team environment focusing on position growth and professional development. Fidelity National Information Services, Scottsdale, AZ (Mar 2007 – Sep 2010) Controller  Led a team of Analysts (2) to prepare monthly, quarterly, and annual financial analysis of actual vs. budget, forecast, and prior year for over $150 million in annual revenues for the debit processing business. Prepared all forecast, budget and month-end close for both revenue and expense using Hyperion and Oracle financial systems.  Partnered with executive sponsors to document business cases for strategic initiatives; quantify or define costs, benefits, implications, including NPV, ROI, and payback period. Develop pro-forma financial models on all new business and contract renewals.  Prepared and created Key Performance Indicator (KPI) reports and trend analysis on a monthly basis. Automated processes and scorecard reporting using MS Excel and Access.  Prepared the annual capital planning/forecast: provided trending analysis, partnered with constituencies to gather inputs, review consolidations and detailed plan revisions. Allied Waste Industries, Scottsdale, AZ (Sep 2004 – Sep 2006) Financial Support Manager  Managed the accounting, budgeting and financial reporting for the Landfill division ($1 billion in revenues), including all variance analysis. Charged with providing financial support on all capital, liability, expense and cash flow related to Landfill, Heavy Equipment & Transfer Stations throughout the continental United States and Puerto Rico. Also provided modeling for all potential acquisitions (ROIC).  Coached and inspired a team of 3 financial analysts on all reporting, accounting, budgeting/forecasting and support related activities.  Responsible for projects related to attaining operational efficiencies in both the Heavy Equipment Maintenance and Transfer Station Operations costs. Identified and helped
  • 2. - 2 - implement Key Performance Measures (KPM) as it relates to operational efficiencies, utilizing strong communication skills with both upper and lower management.  Provided visual basic programming on all Landfill budget models; computed and maintained amortization rates for the site & cell, capping and post-closure activities. The CIT Group,Tempe, AZ (Sep 2001 – Sep 2004) Senior Financial Analyst  Responsibilities included: managing the Budget and forecast process for over $9 billion in assets, in-depth balance sheet and profit/loss variance analysis, month-end general ledger close and profitability modeling. Communicated with business managers adding value through trending analysis, margin analysis and provide detailed data to back-up findings in order to make informed business decisions.  Provided portfolio reporting for the corporate board package, 10Q/10K and quarterly asset quality review. Provided ad hoc reporting in response to requests from executive management and portfolio managers. Rewarded for creating an MS Access financial database, which incorporated most financial data (i.e. “one stop shopping”) necessary to provide concentration and trend reporting/analysis.  Acted as the liaison between the Accounting and IT Department for all accounting related technical issues and requests. Continually assessed and recommended changes to operations and service processes. The Dial Corporation,Scottsdale, AZ (Apr 2000 – Sep 2001) Senior Financial Analyst  Responsibilities included financial support to sales/marketing, product development and warehouse operations; worked directly with the Dial management team in detailed annual planning, forecasting, and reporting of the revenue, manufacturing costs/overhead spend for the Specialty Care products.  Created and maintained key corporate performance indicators on a monthly basis; oversaw all cost accounting issues related to the month-end close process. Monthly analysis on all manufacturing costs, which included working with the procurement and data management teams to ensure cost integrity. Partnered closely with the marketing Brand Managers to provide profitability analysis on product line expansion proposals using cost models, including the understanding of supply issues/market trends.  Rewarded for creating a product cost savings of $100,000 through cost analysis on all procured items, set up policies and procedures; was instrumental in automating the cost request process as it related to product expansion proposals. ING Americas, Scottsdale, AZ (Feb 1999 – Apr 2000) Senior Financial Analyst  Responsible for the analysis and daily operational compliance of all Collateralized Debt Obligations (CDO); developed and maintained financial models for 9 CDO portfolios on both revenue and expense. Verified all bond and loan trades as they complied with the CDO indenture. Provided ad hoc reporting in response to requests from executive management and portfolio managers.  Assisted in the analysis for generating the monthly waterfall reports as well as executive commentaries for all note holder investor reports.  Designed and implemented new automated reporting for CDO cash projections as they pertain to potential trades on the open market; designed and implemented automated daily variance portfolio reports as needed for executive business decisions.
  • 3. - 3 - Avnet, Phoenix, AZ (Sep 1996 – Oct 1998) Financial Analyst  Managed the accounting, analysis and reporting for Avnet’s CMG Division. Responsibilities included: month-end general ledger close, account analysis, preparation of journal entries, review of financial statements and performed monthly variance analysis on revenue and expense vs. budget, forecast and prior year.  Prepared annual budget/forecast while working extensively with upper management in developing the budget and forecast data.  Performed monthly balance sheet reconciliation for all of CMG. Education  Bachelor of Science, Finance – Arizona State University, Tempe, AZ, 1995  Attended PME training courses, San Francisco, CA, 2011  Invited and attended UTC Leadership Forum, Hartford, CONN, 2014