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David K. — Senior Financial Planning & Analysis Analyst from Mexico

David K.

Senior Financial Planning & Analysis Analyst

Mexico 3-6 years
Open to offersNew to Platform
Languages
EnglishSpanishJapanese
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About

David K. is an accomplished Financial Analyst with over a decade of experience in financial planning, analysis, and complex financial modeling. Based in Mérida, he has contributed to sectors including medical devices manufacturing at Envista Holdings, electronics manufacturing at Jabil Circuit, and automotive parts distribution at Napa Autopartes. David K. specializes in financial reporting and data analytics using advanced Excel techniques, SAP, Oracle, Tableau, Alteryx, and SQL, supporting strategic business decisions and ensuring U.S. GAAP compliance. His roles have included FP&A reporting, product costing and inventory valuation, reconciliation of global intercompany transactions, and transfer pricing analysis. Fluent in English and Spanish, with intermediate Japanese, David K. demonstrates expertise in facilitating profitable and compliant financial operations across multinational environments.

Experience

  • Sr. Financial & Planning Analyst

    Envista Holdings · 2022 — Present
    Conducts daily, weekly, and monthly financial planning and analysis reporting regarding sales, prices, costs, inventory, chargebacks, discounts, and headcount. Performs comprehensive analyses of revenue and costs to enhance profitability and efficiency. Ensures compliance with GAAP for all client financial data, supporting the Costing and Accounting Team during closing activities, including reporting on profitability metrics.
  • Sr. Intercompany Analyst

    Jabil Circuit · 2018 — 2022
    Ensures the timely and accurate processing, reconciliation, and reporting of intercompany transactions across various business entities. Manages the processing and reconciliation of global intercompany transactions, including accounts payable, accounts receivable, inventory, and payments. Prepares elimination entries and solves imbalances during month-end closings. Aids in the creation and maintenance of standardized reporting templates and schedules to monitor discrepancies.
  • Sr. Costs and Inventory Analyst

    Napa Autopartes · 2016 — 2018
    Oversees cost accounting procedures and all activities related to product costing and inventory valuation. Responsible for managing product costing and the valuation of inventory. Reconciles discrepancies and variances with the purchasing, pricing, sales, and distribution teams.
  • Transfer Pricing Analyst

    Isás S.C · 2014 — 2016
    Analyzes historical financial data, cost structures, and industry trends to offer informed recommendations for pricing decisions. Utilizes SQL and Looker to analyze large datasets.

Skills & Expertise

Education

  • Bachelor in Economics
    Universidad de Guanajuato · 2009 — 2013

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