Rodrigo Baca

First Vice President, Head of Accounting Centers of Excellence at Axos Bank

Role
First Vice President, Head of Accounting Centers of Excellence at Axos Bank
Location
San Diego, CA, US
LinkedIn followers
500 followers

About Rodrigo Baca

As FVP of ERP Program Management at Axos, I led the program to improve the record to report process in a central ERP system, Oracle Fusion Financials. Here are some of my accomplishments at Axos Financial: Mapped out the integrations with third party applications and created multiple strategies for migration, cut-over, and instance planning.Automated the integration of GL data from various business specific transactional systems into a single reporting Oracle ledger having a common chart of account structure.Made Oracle Fusion Financials Cloud as the source of truth for automated financial reporting.Moved away from manual processes related to our financial consolidation process and day to day operations.Leveraged workflows for internal controls and centralized financial reporting.Compared leading Oracle Cloud implementation firms and chose the best for the company based on technical know-how, product strategy and roadmap, and cost to benefit ratios.Informed the organization of the effort involved in implementing a solution that would scale long-term.Analyzed what the organization can realistically absorb as enhancements at various phases of the project.Ensured accurate data migration, and provided sufficient lead-time for the business.Created a migration strategy for the historical data that met various business unit needs.Built a global design blueprint upfront and created a consolidated ledger that guided the data migration strategy.Managed the resource allocation and created a project roadmap that acted as the compass for prioritizing employee efforts.Engaged the SMEs during the project and allowed them to be fully invested in the design and development phases of the project.Mapped out the end-to-end processes upfront and documented them thoroughly and significantly improved our record-to-report processes.Created a centralized accounting system for reviewing GL data and moving away from Excel reliance.Standardized processes for allocations and storing GL and purchasing support within the ERP.Improved report scheduling to create a more efficient process that decreases the need for offline email approvals.Accomplishments: Consolidated financial reports, bank account recons, SSO, EDW reporting, automated foreign exchange rate imports, vendor punchout, 3rd party integrations.Specialties: Oracle Fusion Financials Cloud, GL, Fixed Assets, Project Costing, Accounts Receivables, Accounts Payables, Cash Management, Punchout, Self Service Procurement for companies located throughout the US, Europe and the Middle East.

Experience

  1. First Vice President, Head of Accounting Centers of Excellence

    Axos Bank

    Feb 2025 — Present

Education

  • University of Southern California

    Bachelor of Arts, Economics

    1997 — 2000

  • University of Southern California

    Master of Arts, Economics

    1997 — 2000

Skills

  • Hyperion Enterprise
  • Oracle HR
  • Business Process Improvement
  • Financial Reporting
  • Oracle Financials
  • Hyperion Planning
  • Linux System Administration
  • Business Analysis
  • Oracle Applications
  • Financial Analysis
  • Oracle E-Business Suite
  • Erp
  • User Productivity Kit (Upk)
  • Oracle
  • Cash Management
  • Cognos
  • Bi Publisher
  • Oracle R12 Financials
  • General Ledger
  • Javascript
  • Business Process
  • Essbase
  • Expenses
  • Project Accounting
  • Management
  • Business Intelligence
  • Process Improvement
  • Obiee
  • Finance
  • Project Management
  • Accounts Payable
  • Sarbanes-Oxley Act
  • Fixed Assets
  • Financials
  • Oracle Financials R12
  • Sdlc
  • Oracle Discoverer
  • Accounts Receivable
  • Hyperion
  • Enterprise Resource Planning (Erp)

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