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Lorena Guerrero

11822 Kiowa Ave. Apt #2


Los Angeles, California 90049
(512)779-5250
OBJECTIVE
To utilize my experience in management, financial analysis, budgeting, and forec
asting as well as strong problem-solving skills to secure a career within a dyna
mic organization with opportunity for advancement and continued professional dev
elopment.
PROFILE SUMMARY
Proven seven-year track record of being a goal-oriented finance and accounting p
rofessional with a performance of consistently exceeding established goals and o
bjectives related to management, training and education, and inter-departmental
relations. Key areas of skill include monthly and year-end financial reporting,
monthly financial closing, creation of analysis for strategic and operational de
cisions, and budgeting and forecasting for an operation with 1 billion dollars i
n annual revenue.
EXPERIENCE
Masterplan, Inc. - Chatsworth, CA & Nashville, TN Jan. 2008 - Current
(Berkshire Partners Private Equity Portfolio Company)
(Masterplan, Inc. is a leader in clinical technology management and medical equi
pment maintenance management programs for diagnostic imaging and biomedical equi
pment.)
Financial Manager of Planning & Analysis
* Partner with Sales department staff by performing independent audits during th
e sales cycle process with the objective of identifying cost savings opportunity
for prospective customers; additionally, support contract compliance and RFP pr
ocedure
* Manage and implement process improvements to our proforma modeling for new bus
iness, to provide insights and support optimal business decision making for exec
utive management
* Direct an operating budget of near $145 million annually
* Supervise direct reports and coach them, as appropriate, to develop skills and
confidence in their ability to examine work processes, create solutions, and me
asure improvements
* Developed and automated financial monthly reporting by reducing the turnaround
time from one week to one day; reporting increased process accuracy, and improv
ed staff's awareness of actions needed to reach financial goals
* Reduced $250,000 of the vendor subcontracts cost by eliminating redundancies
* Impacted the Time & Materials revenue to increase by $1.5 million year-over-ye
ar by revealing opportunity within the field management behavior
* Created a financial modeling system for our $24 million vendor subcontracts co
st; system increased process accuracy
Viclo Stoneworks, LLC - Weslaco, TX Oct. 2006 - Jan. 2008
(Viclo Stonerworks, LLC is a family-owned company focused on importing building
material products to professional contractors.)
General Manager
* Supervised the office site; from the legal setup, inauguration, to the continu
ous management and
development of the workplace
* Designed and executed the business development plan; created short and long te
rm objectives and evaluated results
* Defined sales strategies, analyzed sale progress and proposed new initiatives
to increase sales
* Created sale and financial projections for a $600,000 business
* Administered and increased accuracy in the preparation of sales tax returns an
d other regulatory filings
* Increased inventory precision to 99% by implementing a database tracker; ultim
ately eliminating physical count
* Negotiated transportation contracts and performed logistics modeling which red
uced trailer delivery cost by 20%
* Conducted the investigation and root cause resolution of all customer satisfac
tion issues; satisfaction issues resulted in a cash collection improvement
* Reduced DSO to 45 days by optimizing invoicing processes
Thermo Fisher Scientific - Houston, TX Jan. 2003 - Aug. 2006
(Thermo Fisher Scientific is a world leader providing a complete portfolio of la
boratory equipment, chemicals, supplies and services used in healthcare, scienti
fic research, safety and education.)
Financial Manager Jan. 2006 - Aug. 2006
* Directed the forecasting and budgeting process for a $1 billion healthcare dis
tribution company (a division of a $14 billion corporation)
* Led a team that reduced the monthly closing cycle from 10 days to 4 days throu
gh automation and process improvements
Sr. Financial Analyst Jul. 2004 - Dec. 2005
* Produced month end analytical reports for executive management
* Reconciled and worked directly with the largest supplier generating $300 milli
on in annual sales
* Analyzed financial performance at a customer and vendor level; additionally re
commended and implemented margin expansion initiatives
Financial Analyst Jan. 2003 - Jun. 2004
* Managed the company's $50 million instrument portfolio resulting in an increas
e of 18% year-over-year
* Decreased DSO by 5% for a target group of accounts by resolving customer issue
s with invoices
Prudential Securities, Inc. - Austin, TX Summer 2002
Operations Intern
* Helped financial advisor organize clients' portfolios for high net worth clien
ts
* Interacted closely with clients and developed strong client relationships
* Performed daily office operations and assisted with the reconstructions of fil
ing systems
Long Chilton, LLP - Brownsville, TX Summer 2000
Accounting Intern
* Participated in an auditing investigation report for Southern Texas Title, Inc
.
* Developed financial statements for management review
* Prepared escrow ledgers for interest bearing
STRENGTHS
* Strong technical competency in Excel and Access, making it possible to think t
hrough and complete tasks in minimal time
* Highly analytical thinking with demonstrated talent for identifying, scrutiniz
ing, improving, and streamlining complex work processes
* Capable of working under pressure and meeting deadlines as scheduled with qual
ity in work
* Goal-driven leader who maintains a productive atmosphere and confidently motiv
ates and coaches employees to meet high performance standards
* Innovative problem-solver who can generate workable solutions and resolve comp
laints
* Professional whose honesty and integrity provide for effective leadership and
optimal business relationships
SKILLS
* Fluent in Spanish and knowledgeable Italian
* Proficient in Microsoft Office
* Oracle Discoverer
* FRx
* Hyperion Enterprise and Retrieve
EDUCATION
The University of Texas at Austin Dec. 2002
Bachelor of Business Administration
Major: Finance / Minor: International Business
Overall G.P.A: 3.4

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