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Financial Advisor

Accounting & Finance

Cross Divisional Supply Chain Master Scheduler for a US$13.1 billion dollar company with worldwide operations; responsible of reduction and balance of inventory as well as customer shipments to be on-time for when customer needs it, and developing of dashboards for easy analysis and liaison customer service and product managers in corporate worldwide. Expert in data manipulation and analysis as well as business solutions for the company

•	Advisor to customers who are looking to buy their new home
•	Real Estate Network, to better serve our customers in finding them new homes
•	Administration of buying/renting customer homes
•	Mortgage credit advisor with a broad network of banks
•	Pyme credits for companies in need of more finance for current of future projects.
•	Advisor to customers looking to get a mortgage credit, based on their profile we would file a petition to a specific bank institution to manage customer’s credit.
•	Advisor to companies, in need of liquid money, to grow their companies, remodel them, or just for payroll purposes.
•	Based on their profile we would advise how to find the ways to cover their needs


•	Performed monthly review of supply forecast as well as yearly consumption of product’s based on customer demand
•	Analyzed manufacturing capacity to work on a rough cut plan that provided an accurate inventory forecast plan
•	Implemented internal “Supply Review” to analyze improvements opportunities on excess reduction, safety stocks recalculations 
•	Worked with Product Manager, to coordinate efforts in providing customer better commitment dates and have the distribution center ship on time the product.
•	Reviewed with Product Manager, excess and obsolete products to advise Finance team on the reservations needed for the quarter
•	Determined capacity constraints and supply risks on customer current and future requirements, to advise in a timely manner what needed to be expedited from our supplier and advise on customer delays
•	Continuously driving improvement activities, such a delivery reliability, or frequency of inventory turnover


Master Scheduler

•	 Analyzed possible problems during the quarter for lack of supply to fulfill our customer demand
•	 Worked with new product introduction, and developed the process flow for successful announcement of these products, identifying the bottlenecks and how communication amongst all departments involved could be improved.
•	 Analyzed last time buys, for old products, developing a dashboard to follow-up with the Geo representatives to track the timing for a withdrawal of the product WW.
•	 Analyzed key performance metrics like backorder (availability issues), inventory performance, excess, per geography developing dashboards that would advise upper management when and issue needed their attention
•	 Analyzed production volumes in a quarterly basis against forecast from WW Marketing, to determine the trend and react on a timely manner to any demand variation greater than our policy.
•	 Analyzed of consigned and non-consigned inventory to determine if it was cost effective 

WW Supply Chain Planner

•	Managed resources of user’s account for our customer Delphi
•	Granted and restricted permissions to user’s shared resources
•	Creation of accounts in Active Directory, Novell, Citrix and Lotus Notes.
•	Collaborator on new tools developed to analyze our quality of service to our clients 


Infrastructure Associate

David Marquez is a Financial Advisor at Seguros MOnterrey New York Life in Juarez, CHH.

David Marquez

David Marquez

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