Jose Luis Montenegro
Finance Analyst @The World Bank Group
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WORK HISTORY
Finance Analyst @The World Bank Group
Resource Management Analyst, BPSAF at Washington DC (2019-Current)Support to Practice Managers by having monthly budget meetings, delivering core budge reports, realistic financial forecast on time, reviewing and developing action plans as necessary, guidance and support to help the client achieve their delivery goals and make efficient use of their budget. Additionally, effective oversight of the key internal controls. Work on BPC RE to update plans.Preparation of FY21 and FY22 financial plans (Plans 1 to 3) including determining PM targets, provide estimates from PMs and ensure that deliverables, staffing and finance plans are aligned to AFR Regional Directors priorities.Reconcile MM template with HR staffing plan during FY21 and FY22.Resource Management Analyst at Mexico Country Office, Dominican Republic and Haiti (2013/2019)Simultaneous management of Mexico, Haiti and Dominican Republic country offices from FY17 to FY19, coordinating a team of three Transaction Processors and mentoring new staff at the same time.Trained and mentored two new RM staff, using the learn by doing theory and providing feedback and continuous communication, the new staff had a very short learning curve and quick adaptation to the position.Effective and efficient financial and fiduciary management of the country office expenditure. Accountable for the internal audit revisions. Quality Assurance Satisfactory reviews in FY13 and FY18; eight scorecards rated strong in six FY.Resource Management Analyst at Nicaragua Country Office (2012/2013)Internal control Scorecards rated Strong for FY14 and FY13 for Nicaragua, the largest office and portfolio of Central America. Responsible for the general accounting, month-end reports and respective compliance of WBG’s internal control policies at the country office, through a strict following of the accounting standards and internal control policies of the Bank.
EDUCATION
Universidad Autónoma de Aguascalientes
Associate’s Degree, Accounting and Finance
Universidad Politécnica de Nicaragua
Bachelor’s Degree, Banking and Finance
Universidad Católica de Nicaragua
Postgraduate course in Advanced Auditing, Auditing
Tecnológico de Monterrey
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
SKILLS
ABOUT JOSE LUIS MONTENEGRO
Broad financial experience in global organizations as The World Bank and United Nations. Proven expertise in budget management, internal controls, financial reports, internal audit, asset management, account payables and receivables; highly proficient in SAP, AO, Power BI, BPC and MS Office suite.Highly qualified professional with effective experience in supervising, leading, and training accounting teams remotely in different countries (Nicaragua, Mexico, Haiti, Dominican Republic). Guided new staff of different levels through the Bank’s accounting processes and systems.Skilled at solving problems; great ease and capacity to learn new accounting platforms, creation of chart of accounts, and database migration.Outstanding administrative and organizational skills; highly adaptable; high ethical standards; creative and driven; sense of confidentiality and transparency; fluent in Spanish and English.15+ years of international experience developing, implementing and supporting financial reporting processes to improve accounting/finance departments in top global organizations in British company at London, Mexico, Chile and Nicaragua branch officesMBA - Monterrey Institute of Technology (Monterrey Tech), Mexico – June 2016. Financial Times 2013 Online MBA Listing: Ranked as one of the world\'s 46 leading business schools.
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