Alexandra Lozano

• Provided strategic recommendations on client forecasting, budgeting, and operational performance through data-driven insights, ensuring alignment with financial objectives.
• Analyzed operational trends and financial risks, implementing strategies to enhance efficiency and profitability.
• Oversaw risk management related to contractual obligations, ensuring compliance and mitigating financial exposure.

Key achievements:

• Successfully integrated financial operations of a newly acquired American company, driving market expansion.
• Achieved a 20% reduction in direct costs for three industries.
• Strategically negotiated internal agreements to reallocate software license costs, transforming negative margins into healthy profitability for the internal industry, other company its departments.

• Monitored financial performance across account groups, ensuring revenue, cost, and profit targets were achieved annually.
• Reported financial statements, risks, and opportunities to C-suite executives, supporting strategic decision-making processes.
• Analyzed account group data to ensure profitability and identified revenue and profit risks, implementing corrective actions as needed.

Key Achievements:

• Supported the implementation of financial processes and ERP tools in two companies bought by Endava in 2021. One located in Croatia and the other one in United States.
• Developed real-time timecard tracking dashboard for enhanced billing accuracy.
• Established induction plans for a global Portfolio, Programme, and Project Management (P3O) team.

• Analyzed and identified discrepancies between budgeted and actual costs/revenue at the account group level, proposing remedial actions to mitigate deviations.
• Provided input on financial accounting and reporting aspects of project execution plans, ensuring accurate forecasting and alignment with KPIs.
• Assisted in managing the P&L of account groups and provided key metrics to support financial decision-making.
• Created detailed monthly financial reports, improving visibility into client and project financial performance.

Key Achievements:

• Founded the P3O community in Latin America, expanding the team to 20+ members.
• Coordinate the financial integration of a company acquired by Endava with more than 200 employees distributed in Latin America countries

• Generated monthly financial reports, identifying variances and providing actionable insights to improve project financial outcomes and ensure financial alignment and compliance.
• Created and maintained accurate financial forecasts for IT projects in the US Finance Industry.
• Supported delivery managers with financial reporting and client-specific financial requirements.

Key Achievements:

• Created the technical interview structure for future new joiners within the Community.
• Designed templates to streamline financial reporting for large accounts.

• Controlled expenses and resource allocation for national telecommunication projects, ensuring adherence to budget constraints.
• Conducted financial and administrative analysis to improve project performance and identify cost-saving opportunities.
• Developed and standardized spending plan templates, enhancing monthly financial reporting and oversight.

Key Achievements:

• Implemented cost zoning strategies to improve financial oversight.

• Managed petty cash and financial reporting at a national level, ensuring timely disbursements and alignment with operational requirements.
• Analyzed and presented monthly operational costs, providing actionable insights for cost management.

Key Achievements:

• Documented and optimized petty cash processes for enhanced efficiency.