Sports
Emiliano Carrero
Accounting - PMP
Whitby,Ontario
Summary
Seasoned Senior Manager with +15 years of cumulative experience and commitment to ensuring quality, timely and cost-effective deliverables; skilled at project management, with strong financial acumen to drive operational growth and efficiency
Overview
17
17
years of professional experience
1
1
Certification
2
2
Language
2
2
years of post-secondary education
Work History
IT PMO Analytics - Senior Manager
Scotia Bank
Scarborough, Ontario
04.2021 - Current
- Manage the IT Portfolio spend within stablish targets of ~$70MM P&L and ~$140MM Cash Flow for the fiscal year 22 by:
- Hold weekly meetings with IT Areas core leaders, IT project managers to re-assess and challenge current performance and spend projections aiming for new opportunities, cascade senior management directions around the IT portfolio, and allow for dynamic interactions to maximize cooperation and the IT portfolio health.
- Maintain frequent interaction with senior management to showcase the portfolio performance and financial plan per IT area, and determine areas of improvement if/as needed.
- Develops a monthly deck for the senior management around financial performance, business cases asking for approval, as other relevant topics
- Facilitate, and manage any financial reporting requirement coming from Finance, Enterprise Business Investment, and other stakeholders
- Facilitate and manage the IT budget planning cycle from end to end with all IT stakeholder.
Manager Business Cases for IT&S Finance
Scotia Bank
Scarborough, Ontario
09.2017 - 04.2021
- Managed ITS finance team in charge of controlling the IT spend under different funding sources as Fixed Capacity , IT SIP Envelope, Fixed Asset pool which resulted in operational and cost saving improvement to the IT team
- Acted as the financial officer for all new initiatives asking for approval under IT portfolio, which ensured all business cases were reasonably presented, with a clear funding strategy, fairly estimated, and following bank best practices
- Improve stakeholder engagement through communication management for multiple Technology area as: ITPMO, GTS, IS&C, Scotia Digital, IB, CB, among others
- Manage financial reporting for 4th technology divisions around bottom-line results(P&L), and for all the financial cycles as Budget, Forecast, Month-end, among other ad-hoc requirements.
- Created new spreadsheets and process improvement using Microsoft tools for daily, weekly and monthly reporting.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Collaborated with team members to achieve target results.
Billing Quality Disputes Coordinator
General Electric
Markham, ON
07.2016 - 09.2017
- Managed the teams in charge of credit card transactions, invoicing, and collecting
- Ensured billing claims were resolved in time to improve cash collection by applying root cause, cost-benefit analysis, and problem-solving techniques
- Controlled the account receivables for several regions (ASIA, LATAM & North America) to improve collections/cash in-flow, by analyzing key KPIs, and working through communication management
- Managed doubtful accounts by tracking account receivables, running financial models and risks management tools as past dues, foreign exchange trends, customer credit lines, among other drivers.
Project Financial Coordinator
General Motors Venezolana
Valencia, Carabobo
06.2006 - 01.2014
- Controlled project executions through applying financial models, variance analysis, and other tools for time, resources, and cost
- Worked to identify, and exploit the existing business opportunities through understanding, and following the company business plan, long-term strategies, and financial KPIs
- Provided financial analysis, and insight to the company CFO, and top management to develop the company portfolio of ~$25MM, under a P&L basis, as other ongoing business operations
- Ensured financial reports required by headquarter were prepared accurately and on time
- Analyzed, prepared, and controlled budget and forecast for different processes as company warranties, marketing campaigns, and capital expenditure
- Coached many stakeholders around financial information needed to comply with the reporting lines and to exploit those areas with potential growth, or possible risk
- Improved the stakeholder engagement through coordinating, communicating, and preparing business reports, group presentations, others.
Assurance Auditor
PricewaterhouseCoopers
Valencia, Carabobo
03.2003 - 06.2006
- Delivered third-party audit services at client locations, keeping operations in compliance with regulatory requirements and ISO standards
- Completed timely quality reports highlighting deficiencies and recommending corrective actions.
- Audited the physical inventory process of several manufacturing companies
- Worked on the stakeholder engagement to guarantee all offered services were provided with the highest quality, and to expand the customer relationship
- Contributed to the growth and development of the overall Engagement of the Financial Services Practice through active involvement and initiatives with the many customers.
Education
ITIL Intermediate Certificate in IT Continual Service Improvement - IT
PeopleCert @Axelos Global Best Practices
Toronto, On 05.2018 - 05.2018
ITIL® Foundation Certificate in IT Service Management - IT
PeopleCert @Axelos Global Best Practices
Toronto, OnPostgraduate Diploma - Management Strategy Accounting
Centennial College
Toronto, Canada 09.2015 - 06.2016
Postgraduate Diploma - Project Management
Centennial College
Toronto, On 01.2015 - 08.2015
Project Manager Professional Certificate - Project Management
Project Manager Institute
Toronto, Ontario 12.2015 - 12.2015
Accountant Bachelor - Accountant
Universidad De Carabobo
Carabobo, Venezuela 06.2001 - 06.2005
Skills
Robust expertise in building/reviewing business cases following PMP standards and Scotiabank best practices, policies and tools
Good experience preparing, reviewing, and consolidating financial reports to enable informed and timely decisions making
High performer, proactive, and resourceful
Strong know-how on managing CAPPM, Smartstream, and Microsoft tools
Strategic planning
Advanced problem solving
Project Management
Budgeting and forecasting
Excellent Communication and fluent in Spanish
Additional Information
- Controlled and enhanced the business case review process for ITPMO and its reporting function for IT&S Finance, ensuring business strategies, plans and initiatives were executed in compliance with governing regulations, internal policies and procedures
- Became a key contact for IT&S areas that are looking to understand best practices and policies around projects, financial modeling and contracts, thus improving financial acumen and customer relationships. It is reinforced by achieving in 2 consecutive years FY19 and FY20 BNS “Best of the Best” recognition
- Supported the process creation, management and control of the Fixed Capacity projects to be part of the Bank SIP policy, worth of ~$40MM annual basis which ultimately goal is to deliver new or enhance assets to the bank, and in compliance with Accounting standards
- Worked as part of a cross-functional team to create a related company, which purpose was to consolidate and manage the inventory for an entire region, and to maximize profit/tax opportunities for General Motors Corporation
Certification
Project Manager Professional Certificate
Interests
Reading
Travel
Timeline
IT PMO Analytics - Senior Manager
Scotia Bank
04.2021 - Current
ITIL Intermediate Certificate in IT Continual Service Improvement - IT
PeopleCert @Axelos Global Best Practices
05.2018 - 05.2018
Manager Business Cases for IT&S Finance
Scotia Bank
09.2017 - 04.2021
Billing Quality Disputes Coordinator
General Electric
07.2016 - 09.2017
Project Manager Professional Certificate
12-2015
Project Manager Professional Certificate - Project Management
Project Manager Institute
12.2015 - 12.2015
Postgraduate Diploma - Management Strategy Accounting
Centennial College
09.2015 - 06.2016
Postgraduate Diploma - Project Management
Centennial College
01.2015 - 08.2015
Project Financial Coordinator
General Motors Venezolana
06.2006 - 01.2014
Assurance Auditor
PricewaterhouseCoopers
03.2003 - 06.2006
Accountant Bachelor - Accountant
Universidad De Carabobo
06.2001 - 06.2005
ITIL® Foundation Certificate in IT Service Management - IT
PeopleCert @Axelos Global Best Practices