Julian Urquidi
Director Finance
- Role
- Director of Finance at Wastequip
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Julian Urquidi
CPA with progressive Fortune 500 experience. Extensive financial planning & analysis, consolidation and reporting expertise. Expatriate experience in Brazil and Mexico. Have effectively worked at the senior corporate headquarters under US, French and Australian managements.Six Sigma green belt, 100% bilingual English-Spanish, expertise and proficiency in Oracle Hyperion Financial Management, Hyperion Planning and Essbase.Highlights Financial Consolidation and Reporting Converted, trained and standardized reporting by introducing Hyperion Financial Management to 15 reporting entities in Americas. Introduced “Monthly Business Review” and rolling forecast with >90% accuracy level. Responsible for formulating annual budget, mid-year forecasts and 5 year strategic plan Created Key Performance Metrics for Americas reporting. Business case formulation and base cost control processes.SIX SIGMA GREEN BELT ǁ HYPERION FINANCIAL MGMT ǁ ITIL CERTIFICATION ǁMETRICS DASHBOARD ǁ GLOBAL STRATEGIC PLANNING ǁ FP & A ǁ PHARMACEUTICAL,LOGISTICS, ELECTRICAL INDUSTRY BACKGROUND ǁ
Experience
Director of Finance
Jul 2023 — Present · Charlotte, NC, US
P&L and BS responsibility over 13 Plants in the US, and 1 maquiladora in Tijuana Mexico.• Financial Reporting and FP & A responsibility.• Weekly Inventory financial reporting. Conducting aging analysis and collaborating with East and West coast Operations VP’s to reduce inventory. Achieved Raw materials inventory reduction of $5M with no impact on production.• Accounts Receivable. Collaborating with Sales Directors and Customer Service Representatives to reduce Past Dues. Achieved a past due reduction from 34% to 18% in 2023.• Responsible for Strategic projects financial investment justification.• KPI reporting and efficiencies identification.
Education
Instituto Tecnológico Autónomo de México
Diplomado, Computer Science
1994 — 1995
Universidad Panamericana
Bachelor's degree, Accounting and Finance
1986 — 1991
Skills
- Sarbanes-Oxley Act
- Six Sigma
- Financial Planning
- Management
- Hyperion
- Budgeting
- Analysis
- Business Process Improvement
- Strategic Planning
- Forecasting
- Managerial Finance
- Business Strategy
- Mergers & Acquisitions
- Financial Modeling
- Financial Reporting
- Budget
- Process Improvement
- Strategic Financial Planning
- Sap
- Financial Analysis
- Budgets
- Finance
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