Jazz Esparza
@jazzesparza
Financial analyst with expertise in corporate finance and budgeting.
What I'm looking for
I am a dedicated financial analyst with a proven track record in corporate finance and financial planning and analysis (FP&A). My experience spans across various industries, where I have successfully managed budgets, forecasts, and financial reporting processes. At 3M, I achieved a 30% reduction in receivables by implementing effective payment agreements and leveraging advanced financial systems like Great Plains and PowerBI.
Throughout my career, I have collaborated closely with executive leadership and cross-functional teams to drive strategic financial initiatives. My role at UserZoom involved supporting a $100M ARR business pipeline, where I utilized NetSuite and Salesforce for revenue budgeting. I am particularly proud of my ability to streamline processes, as demonstrated by my work at Helen of Troy, where I reduced Non-GAAP P&L reporting time by 75% through automation.
With strong analytical skills and a proactive approach, I am committed to delivering insightful financial analysis that supports business growth and operational efficiency. I thrive in dynamic environments and am eager to contribute my expertise to a forward-thinking organization.
Experience
Work history, roles, and key accomplishments
Financial Analyst, Accounts Receivable
3M
May 2023 - May 2024 (11 months)
Managed receivables for Great Plains & Midwest territories, achieving a 30% reduction in delinquencies. Collaborated with sales and customers for payment agreements and utilized Aplus, Cypress, and PowerBI for tracking and processing.
Financial Analyst, Corporate FP&A
UserZoom
May 2022 - Jan 2023 (8 months)
Supported SaaS revenue budgeting and business pipeline of $100M ARR using NetSuite and Salesforce. Collaborated with leadership on OPEX and compensation plans, and produced KPI benchmarking projects.
Financial Analyst, Corporate FP&A
Helen of Troy
Jun 2020 - May 2022 (1 year 11 months)
Managed budgets and forecasts for 9 cost centers totaling $65 million. Streamlined Non-GAAP P&L reporting and collaborated on special projects for the Board of Directors.
Intern, Corporate FP&A
Helen of Troy
Sep 2019 - Jun 2020 (9 months)
Produced Oracle Hyperion ad hoc analysis and generated internal management reporting for monthly close packages. Created a 5-year model for forecasting accuracy.
Intern, Corporate Finance Rotation
Helen of Troy
Aug 2019 - Aug 2019 (0 months)
Participated in a rotational program across various finance functions, supporting research and analysis for statutory reporting and customer risk assessments.
Education
Degrees, certifications, and relevant coursework
University of Texas at El Paso
Bachelor of Business Administration, Finance
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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