Paloma Ulloa
Senior Financial Analyst
- Role
- Senior Financial Analyst at Cetera Financial Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Paloma Ulloa
Passionate and results-driven finance professional with 15 years of experience in the following areas: Financial Planning and Analysis, Capital Accounting, Benefits and Compensation, Public Accounting.Skilled in budgeting, forecasting, financial modeling, and strategic planning. Proven track record of driving financial performance and providing actionable insights to support business decisions.Specialties: Consolidated Planning | Budgeting | Reporting | Variance Analysis | Forecasting | Foreign Financial Statements | Process Improvement | Compensation | Capital Accounting | Compliance and Controls | SOX | Mexican Regulations | Financial liaison between American and Mexican companies | Oracle | SAP | PeopleSoft | Lawson | Essbase | TM1 | MAX | Fluent in Spanish |
Experience
Senior Financial Analyst
Jun 2025 — Present · San Diego, CA, US
Education
Tecnológico de Monterrey
Bachelor’s Degree, Accounting and Finance
1997 — 2001
Sonoma State University
Taxation
2003 — 2003
Skills
- Offers
- Accounting
- Retail
- Financial Analysis
- Human Resources
- Management
- Gaap
- Internal Controls
- Cpa
- Forecasting
- Continuous Improvement
- Microsoft Excel
- Peoplesoft
- Process Improvement
- Financial Reporting
- Financial Planning
- Budgets
- Finance
- HR Policies
- Strategic Financial Planning
- Analysis
- Consulting
- Compensation
- Variance Analysis
- Project Management
- Financial Statements
- Budgeting
- Financial Modeling
- Sap
- Customer Service
- Training
- Auditing
- Software as a Service (Saas)
- Sarbanes-Oxley Act
- Quickbooks
- Visio
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