Jose Serrano

Finance Systems & EPM professional with 10+ years aligning Finance and IT. Hands-on expertise in SAP BPC/EPM governance, FP&A reporting, and process automation across banking, utilities, and public sector. Known for reducing manual effort and delivering systems people actually use.

• Power BI
• Python
• SQL

1. Residential Property Assessor

   Service New Brunswick

   Jan 2026 to Present

   Moncton, N.B.

   • Conducted on-site property assessments for mass appraisal database, evaluating structural components, determining value factors, and capturing building components for accurate valuation records. • Built a custom offline GIS mapping tool using AI for property inspections across 120,000+ parcels, enabling 15% more visits per day through single-pass coverage and reducing time spent locating parcels in the field. • Built a custom Chrome Extension to automate legacy web-app data entry, reclaiming 250 hours annually by reducing batch execution time from several hours down to 20 minutes of hands-free running.

2. Business Analyst

   N.B. Power Corp.

   Sep 2023 to Jan 2026

   Moncton, N.B.

   • Led finance systems improvements that reduced month-end close by 3 days & eliminated 5+ weeks of recurring manual effort annually. • Owned governance & data integrity processes within SAP BPC & SAP EPM, supporting multi-entity planning, consolidation, and variance reporting; reviewed accrual and journal entry processes to strengthen financial controls during close. • Partnered with Finance, IT, and Operations to define system requirements and optimize reporting architecture. • Built Power BI and SQL reporting solutions providing executive visibility into operational and financial variances. • Managed tracking and reporting of multi-million-dollar federal claims, partnering with program PMs and cost center owners to monitor budgets, ensure full audit readiness, and maintain compliance.

3. Business Analyst

   Champlain Seafood

   Oct 2021 to Sep 2023

   Moncton, N.B.

   • Automated accounting, inventory, and logistics workflows, reducing manual effort by 700+ hours annually. • Implemented a company-wide inventory classification system improving multi-entity financial reporting. • Developed Power BI dashboards integrating SAP and API data; transitioned 50+ users from decentralized Excel reporting to centralized BI reporting. • Oversaw system upgrades including functional testing and validation to ensure accurate financial reporting.

4. Finance Analyst

   TD Bank

   Jan 2019 to Oct 2021

   Moncton, N.B.

   • Led company-wide Risk & Compliance framework for 5M+ accounts; defined automation requirements to mitigate audit risks. • Automated journal entry and reconciliation workflows using Excel VBA, saving ~100 hours annually and improving reporting efficiency. • Produced variance analysis & reporting that improved forecast accuracy & executive decision-making.

5. Financial Analyst

   HSBC Bank Mexico

   Mar 2015 to Aug 2017

   • Conducted AML and regulatory audits to strengthen compliance reporting controls. • Developed VBA tools to automate audit tracking workflows, reducing manual tracking time and improving efficiency by 40%.

6. Audit Analyst

   Deloitte Mexico

   Aug 2012 to Mar 2015

   • Executed SOX and GAAP compliance audits across multiple client engagements. • Prepared audit documentation and presented findings to management.

1. NBCC

   College Diploma, Information Technology: Network Support

   Canada

   2018

2. Universidad de Guadalajara

   Bachelor’s Degree, Financial Management and Systems

   Mexico

   2012

• Intermediate Financial Reporting

  Atlantic School of Business

• GermanConversational
• EnglishProfessional
• SpanishNative