Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

CLAUDIA JANET PÉREZ

Financial Controller
Monterrey

Summary

Finance professional prepared to manage financial operations and drive organizational success. Proven expertise in budgeting, regulatory compliance, and financial reporting. Known for collaborative approach and adaptability in dynamic environments, leveraging analytical skills and leadership to achieve results.

.

Overview

19
19
years of professional experience
2
2
Certifications

Work History

Financial Controller

Marmon Group - Perfection de Mexico
03.2021 - Current
  • Managed monthly, bimonthly, and annual financial closings under US GAAP reporting criteria for U.S.A. Corporate, ensuring accuracy and timeliness of financial statements (FMD GLOBAL platforms).
  • Developed financial strategies resulting in reduced working capital, improved cash flow, and operational cost savings to enhance profitability.
  • Prepared the annual budget, ensuring effective contributions from all departments to achieve corporate objectives.
  • Oversaw cash flow management to maintain necessary liquidity for business operations, including coordination with AR/AP departments and the Supply Chain department.
  • Managed short-term investments, generating additional returns on available funds when there were cash surpluses.
  • Ensured 100% compliance with tax obligations, avoiding penalties and optimizing tax burden; managed local and corporate (USA) audits.
  • Implemented an inventory management system, reducing turnover by up to 25% and minimizing storage-related costs (logistics and E&O).
  • Increased net profit margin by 12% through cost optimization and strategic price increases.
  • Managed and communicated with various internal corporate areas to address all mandatory requirements (Risk, Legal, HR, IT Security, Internal Audit).

Financial Controller

Marmon Group - Marmon Ride
06.2017 - 03.2021
  • Implemented credit and collection management strategies that reduced the average collection period by 25%, improving cash flow.
  • Optimized the supplier payment process, achieving a 30% reduction in costs associated with late payments and leveraging early payment discounts, increasing the profitability of financial resources.
  • Implemented an inventory control system that reduced discrepancies by 25% and improved costing accuracy by 25%, contributing to better financial decision-making.
  • Managed all other Controller functions: AP / AR / TREASURY DEPARTMENT, PAYROLL, BUDGET, CASH FLOW.
  • Led ERP implementation.

Group Chief Accountant

Industrias Automotrices LODI
06.2006 - 12.2015
  • Managed corporate accounting for 12 subsidiaries, including 2 Human Resources/Payroll and 1 Capital Administrator, ensuring regulatory compliance and accuracy in financial reports.
  • Served as Internal Project Manager for simultaneous ERP implementation across all Business Units, as well as the relocation (change) of the external tax and fiscal obligations firm for the group.
  • Reduced accounts receivable recovery time by 35%, optimizing liquidity and cash flow.
  • Directed internal and external audits, ensuring compliance with tax regulations and reducing financial risks.
  • Managed the determination and submission of taxes, achieving 100% compliance and optimizing tax refunds.
  • Trained and implemented the Import & Export area, ensuring customs compliance and reducing logistics costs and time.
  • Negotiated and managed credit lines with banks for the optimization and availability of working capital.

Education

M.D. - Project Management

Esden Business School
Madrid, Spain
03-2026

MBA - Financial Engineering

Business Simulator Competitor

Bachelor's Degree - Accounting

Skills

  • Team leadership
  • Strategic decision making
  • Adaptability to change
  • Project coordination
  • Analytical problem-solving
  • Detail-oriented approach
  • ERP system proficiency
  • Financial information systems expertise
  • Financial budget planning
  • Audit oversight
  • Cost analysis
  • Cash flow optimization

Certification

  • Coaching for Leaders
  • Leadership and Decision-Making as a Manager, based on Jodi Glickman's Make 'Em Love You at Work
  • English Level C1

Timeline

Financial Controller

Marmon Group - Perfection de Mexico
03.2021 - Current

Financial Controller

Marmon Group - Marmon Ride
06.2017 - 03.2021

Group Chief Accountant

Industrias Automotrices LODI
06.2006 - 12.2015

MBA - Financial Engineering

Business Simulator Competitor

Bachelor's Degree - Accounting

M.D. - Project Management

Esden Business School
CLAUDIA JANET PÉREZFinancial Controller