Ivan R. Grajales Rivera, CPI

Experience

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  University of Puerto Rico

  Feb 2013 - May 2014

  Bloomberg Tutor

  Overview:The Bloomberg Terminal is a computer software system provided by the financial data vendor Bloomberg L.P. that enables professionals in the financial service sector and other industries to access the Bloomberg Professional service through which users can monitor and analyze real-time financial market data and place trades on the electronic trading platform.Achievements/Responsibilities: -Taught students in how to use the Bloomberg terminals for the Finance courses and obtain Bloomberg Training Program Certificate for Fixed Income, FX, Equity, and Commodity. -Helped students complete task for the Finance/Investment courses using the Bloomberg terminals. -Prepared and gave seminars to students about Bloomberg and the advantages of learning how to use the terminals. Show less

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  José M. Berrocal Institute for Economics and Finance (IFE-JMB)

  Jun 2013 - Jul 2013

  Financial Analyst Intern

  Overview:Government Development Bank of Puerto Rico; safeguard the fiscal stability of Puerto Rico and promote its competitiveness in order to transform our economy into one of the most developed economies in the world, hence, fostering the social and economic enhancement of our people. We serve an as a bank, fiscal agent and financial advisory for the Commonwealth of Puerto Rico, and its instrumentalities.Department of Labor and Human Resources of Puerto Rico —Spanish: Departamento del Trabajo y Recursos Humanos (DTRH)— is an executive department of the government of Puerto Rico. The DTRH is responsible for setting and implementing public policy in the areas of labor relations, occupational safety, unemployment insurance benefits, re-employment services, and human resources training. The Department is also responsible for some economic statisticsAchievements/Responsibilities: -Analyzed and reported the effects of the Jones Act of 1920 to protect the domestic shipping industry, to the Government Development Bank of Puerto Rico.-Results concluded that lawmakers should allow non-American ships to carry goods between the island and the mainland, this will lower shipping costs and lower cost of living in Puerto Rico.-Provided financial analysis for the Department of Labor and Human Resources of Puerto Rico; and, assisted in the process of making the statistic annual report for the U.S. Bureau Labor of Statistics. Show less

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  First BanCorp

  Feb 2014 - May 2014

  Financial Analyst Intern

  Overview:internship at FirstBanCorp; which is a publicly-owned financial holding company located in San Juan, Puerto Rico.Achievements/Responsibilities: -Automated reports for the Accounting team, increasing productivity by 40%.-Automated reports were the following: Budget Validation Tool, Monthly premium, and commissionreport, Account Current Report, Report of commissions paid to external producers, Draw Analysis Report, and Annual Report of the Commissioner of Insurance.-Excel models could integrate data from AMS and Mainframe.-Prepared and gave advanced Excel training to the accounting staff, on the following topics: Pivot Tables, Lookups formulas, Logic Functions, Graphs, and Tables. Show less

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  Cardinal Health

  Jun 2014 - Aug 2014

  Business Support Analyst Intern

  Overview:Internship at Cardinal Health, Inc.; which is a Fortune 500 health care services company based in Dublin, Ohio. The company specializes in the distribution of pharmaceuticals and medical products, serving more than 100,000 locations.The company also manufactures medical and surgical products, including gloves, surgical apparel, and fluid management products. In addition, it operates the nation’s largest network of radiopharmacy.Cardinal Health provides medical products to over 75 percent of hospitals in the United StatesAchievements/Responsabilities: -Created and implemented an Excel model that analyzed the profitability of existing and potential new businesses by product segmentation, based on statistical analysis such as ratios, historical trends and correlation analysis.-Excel model helped the sales force to understand the profitability of current and potential new clients. Resulting in changes for multi-million dollar contracts. -Discovered unprofitable product lines. Show less

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  FirstBank Puerto Rico

  Sept 2014 - Dec 2014

  Financial Analyst Intern

  Overview:Internship at FirstBanCorp; which is a publicly-owned financial holding company located in San Juan, Puerto Rico.Achievements/Responsibilities: -Consolidated financial data and materials for key leadership meetings.-Developed, produced and analyzed financial statements by the line of business.-Developed excel models to analyze Revenue and SG&A variance, business pipeline, and trends. Resulted in the visibility to unprofitable LOB with a -25% ROI and high-profit LOB, helping leaders to restructure FirstBank Insurance product portfolio.-Trained employee in excel models creation: VBA, Logical Functions, Lookups, and Pivot Tables Show less

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  Banco Popular de Puerto Rico

  Feb 2015 - Jun 2015

  Financial Analyst

  Overview:Popular, Inc.; doing business as Banco Popular in Puerto Rico and the Virgin Islands and as Popular Community Bank in the United States, is a financial services conglomerate that has been operating in Puerto Rico for almost 120 years and in the United States for over 52 years. Achievements/Responsabilities: -Managed Interest Rate Risk to which the bank's portfolio is exposed.-Generated forecast for the portfolio value of local and international subsidiaries based on market rates activity.-Collaborated for the Doral Bank acquisition.-Created and maintained precise and accurate models, charts and reports.-Reported and analyzed the $23B loan & $27B deposit activity of Popular, Inc. to the Board of Directors. Show less

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  Cardinal Health

  Jun 2015 - May 2017

  Overview:2nd year EMERGE Finance program rotation in FP&A at FUSE;.EMERGE is Cardinal Health’s entry-level rotational program designed to offer leadership development to participants in an environment where they can rotate through different departments and locations. Fuse is an unexpected startup atmosphere within a large, global corporation is part of what makes our culture so unique. The casual, open environment at Fuse is designed to encourage team collaboration and spark innovative ideas for product development. Also, Fuse partners with customers and seeks continuous feedback. Our teams build products in small chunks and quickly validate each new development with customers. Achievements/Responsibilities:-Managing and reporting the SG&A for different projects of the business.-Developed tools and dashboards to analyze SG&A variance, and business pipeline.-Led monthly meetings with directors to analyze spending and provide financial recommendations.-Built and maintained databases for forecasting future financial performance.-Consolidated financial data and materials for key leadership meetings.-Developed spreadsheet models for diverse projects and analysis.-Proposed and published metrics and KPIs to be incorporated into the monthly financials and scorecards.-Maintain quarterly reporting for segment-wide product financial of $2.3B, read and review by the CFO. -Partner with 8 product managers to provide sound financial decisions for sustained growth and innovation.-Create monthly, quarterly, and annual product forecasts and budgets by which progress is measured and business decisions are made by senior leadership.-Drive financial accuracy through the development of spreadsheet models for diverse projects and analysis.-Improve operational efficiency of finance system by 20% through implementation of automated reports.-Manage, track and monitor financial updates for $30 million expense budget. Show less Overview:1st year EMERGE Finance program rotation in FP&A at OptiFreight.EMERGE is Cardinal Health’s entry-level rotational program designed to offer leadership development to participants in an environment where they can rotate through different departments and locations. OptiFreight® we put our industry-leading expertise to work for you, providing everything from advocacy with suppliers and carriers to actionable insights that help you contain costs across your shipments and facilitiesAchievements/Responsibilities: -Managed and own $25M Direct Cost reporting, Headcount reporting, Forecasting, and Budget.-Lead monthly financial meeting for all business Senior Leadership.-Collaborated for the new business acquisition integration.-Developed spreadsheet models for diverse projects and analysis, to assist in identification of key drivers.-Improved operational efficiency of finance system by 35% through implementation of automated reports.-Act as a business partner for the marketing team, by monitoring $1 million expense budget and lead monthly meetings with 1 Director and 5 Managers.-Performed complex general accounting functions, including preparation of journal entries, account analysis and balance sheet reconciliations. Show less

  • Senior Financial Analyst

    Jun 2016 - May 2017

  • Senior Financial Analyst

    Jun 2015 - Jun 2016
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  Salut App

  Jan 2016 - Oct 2017

  General Manager/Founder

  Overview:We are a mobile platform that will help make your nights unforgettable and improve your bar/restaurant experience by eliminating queue to get your order. This platform allows the users, for example; buy drinks directly on their mobile phone so that the bartender receives them in his PO System that will be connected to the Salut platform and notify the client once the order is completed. All this while enjoying a magnificent night, incorporating different social networking features that help you interact with other users around you.Achievements/Responsabilties:-Establish operational objectives and work plans, delegate and supervise assignments to 11 team members.-Direct all phases of Salut projects, from prototype phase, development and release of our products.-Develop Partner Business plans and presentations to executives from major alcohol brands in Puerto Rico.-Supervise the work of 11 team members and delegate assignments. -Define clear targets and objectives and communicated them to other team members.-Review sales, customer concerns, and new opportunities to drive business strategy at weekly planning sessions. Show less

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  Fusionworks

  May 2017 - Jul 2019

  Senior Business Consultant

  Overview:Fusionworks, Inc. is a client-centric buisnes solution consulting firm.Achievement/Responsabilties: -Focused on providing sound business advice to our EPM LOB customers, always using technology as a key tool to improve their business processes as well as the information they use to make decisions.-Implemented Prophix & Oracle FP&A solutions and Financial Models to clients such as: Evertec, Triple S, B. Fernandez, MMM, FirstBank, among other companies. -Through the creation of Financial Models in Prophix & Oracle; Financial Operations improved efficiency by over 70%.-Directed all phases of Prophix Implementation projects for B. Fernández & Encanto Restaurants , from execution to production. -Worked directly with management, and finance departments to brainstorm, discuss strategy and mitigate budgeting, forecasting and reporting issues.-Supported top-level decision-making and strategy planning, forging productive relationships with top leaders and serving as the key advocate for various personnel issues.-Provided staff members with the support and training to achieve top client satisfaction. Show less

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  Pawls

  Jan 2019 - now

  Co-Founder

  Overview: Pawls LLC is a company that loves and cares for pets by offering premium quality products that targets solution to common dog allergies.Achievements/Responsibilities:-Top pet e-commerce store in Puerto Rico with over more than $500k in sales YoY-Manage all production staff and store employees-Maintain control of inventory and achieve a lower COGS as we grow-Research current market needs and develop new products to be launched-Manage digital marketing with a AVG 3.0 ROA-Increase order count by 25% MoM Show less

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  Popular

  Jul 2019 - Apr 2021

  Application Manager

  Overview:Popular, Inc.; doing business as Banco Popular in Puerto Rico and the Virgin Islands and as Popular Community Bank in the United States, is a financial services conglomerate that has been operating in Puerto Rico for almost 120 years and in the United States for over 52 years.Achievements/Responsabilities:-Implemented Ariba Contact Module for USA, PR and VI-Implemented Ariba Sourcing Module for USA, PR, and VI