Jeanette Valdez

Experienced leader in Financial Planning & Analysis with a diverse background in supporting the energy, transportation and real estate industries. Skilled in Business Planning, Management, Financial Accounting, Process Improvement and Accounting Systems.

• Financial Planning & Forecasting: Lead the development and continuous improvement of the company's annual operating plan, long-range strategic plan, and rolling forecasts across all business units.
• Reporting & Analysis: Drive the creation and evolution of monthly and quarterly financial reports, dashboards, and KPIs to deliver actionable insights to executive leadership and department heads.
• Business Partnership: Act as a strategic advisor and financial partner to business unit leaders, providing scenario analysis, investment evaluations, and support for key operational initiatives.
• Performance Management: Analyze financial performance, identify trends, and proactively recommend improvements to enhance profitability, ROl, and operational efficiency.
• Cross-Functional Leadership: Collaborate with teams across Accounting, Business Intelligence, and Fraud to align reporting structures and ensure accurate and timely performance analysis.
• Team Leadership: Manage and develop a team of 15 across FP&A, Procurement, and Analytics, fostering a culture of accountability, collaboration, and continuous improvement.
• Controls & Compliance: Ensure financial planning processes align with internal controls and compliance standards, including SOX and SEC requirements.
• Strategic Initiatives: Partner with senior leadership to evaluate and support key

Baylor University

BBA: Finance and Real Estate