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michael erquiaga

@michaelerquiaga

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FP&A leader translating $125M+ budgets into executive decisions, forecasting, and margin-focused efficiency.

United States

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What I'm looking for

I’m looking to lead FP&A in a remote-ready, executive-facing role—owning budgeting, forecasting, and decision support, partnering with leadership on OPEX/CAPEX efficiency and margin goals, and using automation/analytics to improve planning speed and accuracy.

I’m a results-driven FP&A and corporate finance leader with extensive experience in budgeting, forecasting, expense management, financial modeling, and executive reporting across regulated, matrixed organizations. I’ve served as a trusted business partner to senior leadership, managing $125M–$150M+ OPEX and CAPEX portfolios and translating complex financial data into actionable insights for operational efficiency, margin improvement, and risk management.

In my most recent role, I led enterprise budgeting and variance analysis for Operations, Customer Service, and Underwriting, and helped modernize planning by transitioning from Workday Adaptive Planning to Oracle Planning Cloud. I also used AI automation tools (Microsoft Copilot) to streamline accruals and reconciliations, creating ~1–2% productivity capacity gain per month, while building dashboards that improved spend visibility and corrective actions. Earlier, I delivered an 18% reduction in annual budget through cost-driver focus, implemented Spotfire tools for expense and headcount tracking, and supported complex revenue recognition and audit needs; I also built a project risk management program for a $1B+ multi-year nuclear R&D effort.

Experience

Work history, roles, and key accomplishments

Lead Budget & Expense Analyst

Guardian Life Insurance

Apr 2021 - Mar 2026 (4 years 11 months)

Led enterprise budgeting, forecasting, and expense management for Operations, Customer Service, and Underwriting, managing $125M+ in annual OPEX. Transitioned from Workday Adaptive Planning to Oracle Planning Cloud and used Microsoft Copilot to automate accruals and reconciliations, improving monthly productivity capacity by ~1–2%.

Budgeting and forecasting Expense Management Financial Modeling Unit Cost & Productivity Dashboards Workday Adaptive Planning Microsoft Copilot Executive Reporting

Expense Management Manager

Genworth Financial

Nov 2017 - Mar 2021 (3 years 4 months)

Managed budgeting, forecasting, analysis, and reporting for $150M OPEX and CAPEX budgets supporting IT and shared services. Delivered executive presentations and implemented Spotfire tools for expense, headcount, variance, procurement history, and capital monitoring, contributing to an 18% annual budget reduction and 10% YoY productivity improvement via refined unit-cost metrics.

Financial Planning & Analysis (FP&A)Budgeting & Forecasting Financial Modeling Executive Reporting Spotfire

Program Financial Analyst Lead

L3Harris Corporation

Nov 2014 - Mar 2017 (2 years 4 months)

Directed a financial analysis team supporting two sales regions with $400M+ total revenue and a portfolio of 40+ programs tied to $64M revenue and $20M gross margin targets. Performed complex forecasting and contract analysis using multiple revenue recognition models (VSOE 97-2, POC 81-1, Ship & Bill) and supported change-order proposals with margin, scope, schedule, and risk analysis.

Revenue Recognition Contract Analysis Cash Forecasting Cost To Complete Forecasting Margin Forecast Modelling Change Order Financial Modeling Audit Support

Risk Manager / Project Controls

BWX Technologies

Apr 2009 - Jun 2014 (5 years 2 months)

Established project risk management for a $1B+ multi-year nuclear R&D program, maintaining risk registers, mitigation plans, and executive risk dashboards with reporting, ranking, and escalation. Administered $226M DOE cost-sharing financial reporting and served as a project accountant in SAP (FI/CO) to enable Earned Value (EV) analysis through WBS and settlement structures.

Project Risk Management Risk Register SAP FI CO Financial Reporting WBS And Settlement Structures