Summary
Overview
Work History
Education
Skills
Personal Information
Career Experience
Languages
Timeline
Generic

Ana Velez

HORSFIELD BAY,NSW

Summary

Experienced financial business analyst and economist with a master's degree and over 15 years of professional experience across various industries.

Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.

Overview

24
24
years of professional experience

Work History

Forensic Financial Analyst, Contract - Hybrid

APRA AMCOS
03.2023 - 05.2024

Company Overview: $~700m member based NFP that licenses use of members' music and through a complex distribution calculation process

  • It pays royalties to its 125k members and affiliated international societies
  • Contracted as FFA to understand size of actual licence market and potential licence market in Australia across all Industries
  • Delivered a potential of $250m revenue opportunity
  • Analyzed International Reconciliation Process and proposed recommendations for implementation regarding accounting procedures
  • Assist in building and mapping process for a new Company wide Integrated System
  • As an 'freelance' forensic analyst reported directly to the Head of Music Licensing & Operations
  • $~700m member based NFP that licenses the use of members' music and through a complex distribution calculation process
  • It pays royalties to its 125k members and affiliated international societies

Client Services, Coordinator

Allan Hall Business Advisors
11.2021 - 12.2022
  • Coordinate the set up and completion processes for all accounting work coming in and out of the firm
  • Provide a diverse range of ad hoc administrative tasks to assist accountants, Managers and Directors
  • Liaise with the ATO, ASIC and other government bodies and enhancing internal processes and systems to improve overall client experience
  • Managed department call volume of 40 emails / calls per day and coordinated department schedules to maximize coverage during peak hours.

Financial Controller, Investor

Montes Tatama
02.2020 - 11.2021
  • Manage financial decisions by establishing, monitoring, and enforcing policies and procedures
  • Lead weekly meetings with five team members to control budget and track implementation of strategies
  • Serve as Sales Representative for Australia, overseeing new market entry and leading all decision making for investment projects within the production line and factory and acquisition of productive land
  • Assist with development of financial strategy, including risk minimization plans and opportunity forecasting while protecting assets by establishing, monitoring, and enforcing internal financial controls
  • Track and regularly review financial conditions by conducting audits to improve efficiencies and reduce costs across the business

Financial Controller

Biocultura
01.2013 - 01.2019
  • Cost-effectively managed debt restructuring in collaboration with private banks by reviewing and restructuring company statutes and structure objectives
  • Prepared and presented monthly financial statements to the Board of Directors
  • Forecasted monthly incomes, costs, production, and financial payments to analyze business viability and company valuation
  • Cut payroll/benefits administration costs by 30% by negotiating contracts with providers
  • Completed debt restructuring of $4.5m with private banks, saving 20% in interest cost and fees
  • Negotiated sale of major assets worth USD10m

Regional Revenue Analyst

American Express
01.2008 - 01.2009

Led weekly meetings with team of 13 and drove $1.8m to P&L through operational restructuring of three projects and process mapping to prevent revenue leakage

  • Built robust financial model to track all revenue streams and conducted monthly forecasts
  • Monitored and analyzed all revenue streams and presented monthly financials, project updates, and market analysis

Business Analyst

Downer EDI
01.2007 - 01.2008
  • Merged financial statements of two companies by creating a combined finance model for a $2B company
  • Performed in-depth financial analysis of various business units for the past five years versus current state in terms of turnover, earnings before interest and taxes (EBIT), and costs
  • Unlocked significant cost savings through effective business cost, customer, and supplier analysis
  • Built new business/financial model for five different scenarios
  • Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
  • Enabled data-driven decision making with advanced analytics tools, generating valuable insights for the organization.

Financial Analyst

Biofilm
01.2002 - 01.2003

Junior Business Analyst

Metrix Finanzas
01.2000 - 01.2002

Education

Master of Business Administration - Marketing

University of Queensland
Brisbane, QLD
06.2005

Diploma in Natural Resource Economics -

University of Queensland
Brisbane, QLD
06.2003

Bachelor of Economics -

Javeriana University
Bogota, Colombia
06.2000

Skills

  • Finance & Accounting
  • Modelling/Forecasting
  • Company Valuation
  • Consulting / Contract
  • Business Documentation
  • Process Improvement
  • Project Management
  • Strategic Planning / Implementation
  • Market Share Analysis
  • Financial Management
  • Budget Creation/Control
  • Client Services
  • Mergers & Adquisitions
  • Financial and operational reporting
  • MS office suite, Xero, Power BI

Personal Information

Title: Financial Business Analyst and Economist

Career Experience

  • APRA AMCOS, Sydney, NSW, Forensic Financial Analyst, Contract - Hybrid, 03/01/23, 05/31/24, APRA AMCOS is a ~$700m member based NFP that licenses the use of members' music and through a complex distribution calculation process. It pays royalties to its 125k members and affiliated international societies. Contracted as FFA to understand the size of their actual licence market and potential licence market in Australia across all Industries. Delivered a potential of $250m revenue opportunity. Analyzed the International Reconciliation Process and proposed recommendations for implementation regarding accounting procedures. Assist in the building and mapping process for a new Company wide Integrated System. As an 'freelance' forensic analyst I reported directly to the Head of Music Licensing & Operations.
  • Allan Hall Business Advisors, Sydney, NSW, Client Services, Coordinator, 11/01/21, 12/31/22, Coordinate the set up and completion processes for all accounting work coming in and out of the firm. Provide a diverse range of ad hoc administrative tasks to assist accountants, Managers and Directors. Liaise with the ATO, ASIC and other government bodies and enhancing internal processes and systems to improve overall client experience.
  • Montes Tatama, Sydney, NSW, Financial Controller, Investor, 02/01/20, 11/30/21, Manage financial decisions by establishing, monitoring, and enforcing policies and procedures. Lead weekly meetings with five team members to control budget and track implementation of strategies. Serve as Sales Representative for Australia, overseeing new market entry and leading all decision making for investment projects within the production line and factory and acquisition of productive land. Assist with development of financial strategy, including risk minimization plans and opportunity forecasting while protecting assets by establishing, monitoring, and enforcing internal financial controls. Track and regularly review financial conditions by conducting audits to improve efficiencies and reduce costs across the business.
  • Biocultura, Cali, Colombia, Financial Controller, 01/01/13, 12/31/19, Cost-effectively managed debt restructuring in collaboration with private banks by reviewing and restructuring company statutes and structure objectives. Prepared and presented monthly financial statements to the Board of Directors. Forecasted monthly incomes, costs, production, and financial payments to analyse business viability and company valuation. Cut payroll/benefits administration costs by 30% by negotiating contracts with providers. Completed debt restructuring of $4.5m with private banks, saving 20% in interest cost and fees. Negotiated sale of major assets worth USD10m.
  • American Express, Sydney, Regional Revenue Analyst, 01/01/08, 12/31/09, Led weekly meetings with team of 13 and drove $1.8m to P&L through operational restructuring of three projects and process mapping to prevent revenue leakage. Built robust financial model to track all revenue streams and conducted monthly forecasts. Monitored and analysed all revenue streams and presented monthly financials, project updates, and market analysis.
  • Downer EDI, AU, Business Analyst, 01/01/07, 12/31/08, Merged financial statements of two companies by creating a combined finance model for a $2B company. Performed in-depth financial analysis of various business units for the past five years versus current state in terms of turnover, earnings before interest and taxes (EBIT), and costs. Unlocked significant cost savings through effective business cost, customer, and supplier analysis. Built new business/financial model for five different scenarios.
  • Biofilm, Financial Analyst, 01/01/02, 12/31/03
  • Metrix Finanzas, Junior Business Analyst, 01/01/00, 12/31/02

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Forensic Financial Analyst, Contract - Hybrid

APRA AMCOS
03.2023 - 05.2024

Client Services, Coordinator

Allan Hall Business Advisors
11.2021 - 12.2022

Financial Controller, Investor

Montes Tatama
02.2020 - 11.2021

Financial Controller

Biocultura
01.2013 - 01.2019

Regional Revenue Analyst

American Express
01.2008 - 01.2009

Business Analyst

Downer EDI
01.2007 - 01.2008

Financial Analyst

Biofilm
01.2002 - 01.2003

Junior Business Analyst

Metrix Finanzas
01.2000 - 01.2002

Master of Business Administration - Marketing

University of Queensland

Diploma in Natural Resource Economics -

University of Queensland

Bachelor of Economics -

Javeriana University
Ana Velez