Fabio Poli

Experience

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  SOGIMA

  Oct 2010 - Feb 2012

  Milling Machine Operator
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  Continental

  Feb 2012 - Dec 2012

  Computer Numerical Control Machine Operator
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  TALST Contabilidade e Controladoria Ltda

  Jun 2013 - Sept 2013

  Administrative Personal Assistant
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  MAHLE

  Jun 2014 - Oct 2018

  Responsible for management reports and indicators, additionally with economic plan experience, budgets, forecast revisions, and bridge composition.● Prepared Monthly Management Accounts for the group.● Processed, analysed, and reported key monthly KPIs to the Group, as well as monthly and quarterly end close under IFRS.● Managed the annual budgeting process working with the respective internal departments.● Executed both routine and ad hoc management reports.● Elaborated audit files and worked with external auditors.● Prepared ad-hoc analysis and financial reporting as required by the FP&A Manager.● Liaised with Key Account Managers, provide reporting, support, and analysis for allocated key accounts.✔Achievements● Responsible to prepare management and board reporting.● Performed the projects accounts payable and receivable of the intercompany (UK, Poland, Germany, Japan, China, USA).● Ensured the accuracy and integrity of financial information.● Developed and implemented the return on sales (ROS). Show less Developed a business plan related to the Powertrain segment. New business prospect, commercial quotations, and project cost control. Responsible for the elaboration and monitoring of commercial indicators (actual sales, sales plan, and new business projections), aiming at the feasibility and profitability of the projects of the engineering areas involved.● Covered all financial functions from purchases to balance sheets.● Detailed Budgets and Forecast for full-year sales.● Maintained and prepared statutory accounting records.● Managed cash flow and budgets, ensuring compliance with regulations, and analysing financial data.● Monitored revenue and expenditure, in line with internal controls, along with short, medium and long-term forecasting.● Assisted in preparation of financial/cost reports for the Management Team and Director.✔Achievements● Maintained and calculated the return on investment (ROI).● Implemented the further development of finance policies & procedures for the organisation to ensure internal controls adhered. Show less Provided financial and controlling routines, such as account rendering, expense controls, support in economic plans and investments. Involved in decision making for the future of the business.● General ledger accounting and manual entries in SAP.● Prepared the month-end closing process, job costings/project costing analysis, and reporting.● Controlled and investigated the project’s reporting to include analysis, budgeting, and forecasting, ensuring project spend is adhered to and managed.✔Achievements● Provided a general ledger accounting and manual entries in SAP.● Assisted Financial Accountant in preparation of monthly billing files liaising with Sales and the Revenue Accounting team, and reconciling monthly billing by-product to our internal revenue reporting tool. Show less

  • Financial Controller

    Jan 2018 - Oct 2018

  • Controlling Analyst

    Jan 2016 - Dec 2017

  • Controlling Assistant

    Jun 2014 - Dec 2015
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  Limerick Blow Moulding Ltd

  Dec 2018 - Apr 2020

  General Operative

  ● Executed Production Operations as defined & trained in Standard Operating Procedures engaged in front line problem solving on the process.● Identified, rectified, & reported production issues that affected the process performance, product quality, or team member health & safety to facilitate further investigation and root cause analysis.● Inspected Material for Acceptance: Conducted visual inspection of materials for damage, defect, or foreign material and verification of material batch numbers and shelf-life.● Performed Setup line/area for production ensuring all the following are available / working: safety controls, hygiene standards, machines, parts, tools, & labour and conduct product/process changeovers as specified in changeover SOPs. Show less

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  Infosys BPM

  Jan 2021 - Nov 2022

  Part of the Bloomberg Intelligence (BI) team thus providing outstanding service to companies and internal departments to make the information comparable to investors worldwide who use Bloomberg Terminal to make the right investment decisions.● Responsible for Research & Analise of financial data from portfolios by companies across the various products & geographies of fundamentals product.● Monitor & Interpret major company developments, identifying macro themes and trends affecting the market.● Reports developer and financial calculations to estimate future results and monitor current results for all types of companies (Industrial, Real Estate, Banks, and Insurance companies).● Create & Analyse financial models to guide fund managers' and investors' decisions.● Conduct advanced Financial Analysis providing insights into the financial well-being of the company● Responsible to build data models to complex visualizations in excel in client environments.● Conduct Broker’s specific financial research Show less Analysis of financial data forecasts provided by brokers reports through evaluation of Balance Sheets, Income Statements, and Cash Flow Statements from quarterly, semi-annual and annual reports.● Maintain, improve and deliver high-quality financial data estimated in accordance with the collection policies on a global financial platform (Bloomberg Terminal).● Ensuring accuracy and high-quality standards in the research and financial analysis of the 4000 largest companies in the world.● Extracting, analyzing, and populating the key financial estimates from the Balance Sheet, Income Statement & Cash flow Statement of the various brokerage firms and global companies.● Taking ownership of broker’s financial statements analysis and keeping up to date with all updates across the markets and broker’s rules.● Working within various global accounting principles such as GAAP & IFRS.● Conduct Broker’s specific financial research. Show less

  • Financial Research Analyst

    Jul 2022 - Nov 2022

  • Senior Financial Data Analyst

    Jan 2022 - Jun 2022

  • Financial Data Analyst

    Jan 2021 - Dec 2021
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  TELUS International

  Nov 2022 - now

  Financial Reporting Analyst