Anai Picazo
Monterrey, NL
Summary
Highly motivated, team player with a proven history of exceeding goals and achieving high succession ratings. Willing to work in challenging and multicultural environments where I can use my leadership skills to continue to drive change, transformation and sustainable results.
Overview
8
8
years of professional experience
Work History
HVACR Consolidations FP&A Manager
Johnson Controls
10.2021 - Current
- Project manager for the migration of HFM to Onestream in Applied & Silent Aire
- Responsible for Annual Plan process for supported functions, including bridges for increase/decrease of Segment Income and headcount.
- Explain finance deviations actuals vs planning scenarios on a monthly basis for TWC Accounts in HVACR.
- Support as a finance partner in different regions
- Retrieved and organized data into required reporting formats to provide basis for comparison and evaluation.
- Monthly HVACR SGA finance analysis
- Approval of IC Applied HQ crosscharges.
- Support for financial integration of acquired business, including Reporting process (monthly and quarterly), alignment with Corporate requests for submission (timing and quality); internal control (including deployment of tools) and internal policies.
- Corporate MEC Deliverables coordination in HVACR
- Financial reporting templates designer
- ERP/HFM Mapping owner – Validation of mapping accuracy
- Internal Project coordinator
RTR HVAC Jr Manager
Johnson Controls
08.2020 - 10.2021
- Project manager for RTR related activities transitioned to India Business Center of 2 ledgers 150 & 151
- Preparation of reports for upper management regarding status of project, ensure proper execution of all transitioned processes and procedures by the team.
- Responsible for internal projects
- Coordinate MEC with all departments involved (PTP/OTC/Banks/FA/ICO/RTR BU) to achieve desired results on a timely manner.
- Monitoring of over 700 MEC activities performed by the team in order to ensure MEC is delivered on time to business partners, with quality expected.
- Monitor team’s performance, identify improvement areas, develop team’s analytical skills so that they are able to provide a high quality support to business partner
- Lead weekly meetings with other departments to discuss issues that represent risks to the BU, in order to resolve them altogether.
- Monthly Balancesheet reviews with BU and RBCs.
- Effective communication with business partner, customer focused.
- Coordination of Monthly Analytical Report preparation and analysis
- Approver of SOX controls (Tie Out Local ERP Vs HFM, Manual JE validation, Subledger entries reconciliation)
- ERP/HFM Mapping owner – Validation of mapping accuracy
- HFM super user – System mapping designer
- Internal Project supervisor- Implementation of Interchain, Migration of reconciliations system to ARM
RTR HVAC Team Lead
Johnson Controls
11.2018 - 08.2020
- Review and approve monthly GL reconciliations and Journal Entries
- Thorough analysis on finance information in order to detect possible impacts on BU results on a timely manner
- HFM reporting (consolidation, mapping and account organization according to requests)
- Monitor month end closing activities in order to meet expected deadlines
- BU support on finance adhoc request
- Ensure all processes and procedures are followed and continually refine and developed
- Answer promptly and accurately to internal and external accounting queries
- Lead the team to ensure compliance with GA policies
- Coordination of Monthly Analytical Report preparation and analysis
- Approver of SOX controls (Tie Out Local ERP Vs HFM, Manual JE validation, Subledger entries reconciliation)
- ERP/HFM Mapping owner – Validation of mapping accuracy
- HFM super user – System mapping designer
- Gathered financial information, prepared documents, and closed books.
- Prepared working papers, reports and supporting documentation for audit findings.
- Maintained integrity of general ledger and chart of accounts.
RTR IRNA & ESG - Sr. Accountant
Johnson Controls
06.2018 - 11.2018
- General accounting month end close activities
- BS Reconciliations and analysis
- Miscellaneous accruals preparation
- Payroll posting, analysis & accruals
- Intercompany transactions
- Monthly Analytical Report preparation and analysis
- Preparation of SOX controls (Tie Out Local ERP Vs HFM, Manual JE validation, Subledger entries reconciliation)
- ERP/HFM Mapping owner – Validation of mapping accuracy
RTR UPG Accountant
Johnson Controls
08.2017 - 06.2018
- General accounting month end close activities
- BS Reconciliations and analysis
- Miscellaneous accruals preparation
- Payroll posting, analysis & accruals
- Intercompany transactions
- Monthly Analytical Report preparation and analysis
- Preparation of SOX controls (Tie Out Local ERP Vs HFM, Manual JE validation, Subledger entries reconciliation)
- Participated in the transition of 4 ledgers from Bratislava Business Center to Monterrey Business Center.
- Handled day-to-day accounting processes to drive financial accuracy.
Intercompany Accountant
Schneider Electric
01.2016 - 08.2017
- Month end closing activities (preparation of journal entries, accruals and recurring entries, clear affiliates cost centers)
- Distributions costs between interplants
- Netting declaration-report of AR-AP and reconciliations with intercompanies
- Affiliate billing process
- Calculate and analysis of expats costs
- Cashpool and interest calculation
- Intercompanies balance confirmations
- Intercompany out of balances analysys
- Month-end reports submission to Corporate
RTR Intern
Schneider Electric
06.2015 - 01.2016
- Manual journal entries posting
- BS Reconciliations
- Intercompany invoices
Education
Bachelor of Accounting -
Universidad Autónoma De Nuevo León (FACPYA)
12.2015
Skills
- Accounting data analysis, ability to work under pressure, decision-making, teamwork, strong communication
- Customer and business orientation
- Focused on results and continuous improvement
- Advanced Microsoft Excel,Workday Reports, Hyperion (HFM), Onestream, Oracle – SAP– Baan–AS400
- Bilingual ( Spanish & English)
Timeline
HVACR Consolidations FP&A Manager
Johnson Controls
10.2021 - Current
RTR HVAC Jr Manager
Johnson Controls
08.2020 - 10.2021
RTR HVAC Team Lead
Johnson Controls
11.2018 - 08.2020
RTR IRNA & ESG - Sr. Accountant
Johnson Controls
06.2018 - 11.2018
RTR UPG Accountant
Johnson Controls
08.2017 - 06.2018
Intercompany Accountant
Schneider Electric
01.2016 - 08.2017
RTR Intern
Schneider Electric
06.2015 - 01.2016
Bachelor of Accounting -
Universidad Autónoma De Nuevo León (FACPYA)
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