SUMMARY:

• Strong Accountant, Auditor, and Finance Manager with inherent abilities and proven experience in corporate accounting and finance.
• Excellent track record of operational accounting, auditing, and resource management.
• Specializing in general ledger accounting, month - end / year-end financial reporting, identification of risk and controls, financial analysis, account reconciliation, client relationships, and growing business.
• Operational Accounting
• Operational Risk
• Financial Analysis
• 10-Q and 10-K Reporting
• GAAP/SOX
• FX Translation
• Human Resource Administration
• Problem Solving
• Training and Supervising
• Transactional Accounting
• Process Improvement
• Management Reporting
• Client Management
• Marketing

PROFESSIONAL EXPERIENCE:

Property Appraiser Apprentice / Trainee

• Two year program requiring continuing education courses and 2000 hours of direct on the job training. Collect data on property sites and comparable sales to estimate reasonable property cost used in financing, divorce settlements, estate settlements, eliminating PMI, and market valuation. Will be fully licensed in September 2017 and can open my own property appraisal business.

Sr. Accountant

• Received month-end financials from MX in Excel file and created upload text file for JD Edwards, posted journal entries including foreign exchange gain/loss, I/C Peso GAAP JE, extract data from JD Edwards for financial analysis, summarized findings for month-end financial package / board meetings, provided supplemental sales analysis to Global Sales Manager for Canada, MX, Puerto Rico, and New Zealand (year over year and current v. budget)
• Verified fixed assets, AR aging, accrued interest calculation, research and calculate mergers and acquisitions, reconcile general ledger accounts, analysis of intangible assets and historic RE, testing and matching for SAP conversion
• Helped prepare 10-Q, 10-K, and Year End Financials on Puerto Rico and MX Funds (Balance Sheet, Statement of Cash Flow, Income Statement, Gains/Losses Statement, Journals (Purchases, Sales, Cost)

General Accountant

• Yearly Budgeting and quarterly re-forecasting for warranties, taxes, insurance, and utilities. Analysis and review of MX financials. Testing of MX template for SAP migration to global platform.
• JE’s, accruals, reconciliations, created bi-weekly and monthly payroll interface upload for SAP including hangover hours depending on cutoff date.
• Assisted in collecting reimbursement of VAT taxes from MX government.

Software: MS Office (Excel (pivot tables, vlookups, macros), Word, Power Point, Access), Ad-Hoc Reporting, SAP, JD Edwards, Sharepoint, MAS90, Great Plains, Quickbooks, Peachtree, Magnitude

Business Finance Manager

• Budgeting, analyzing and providing reports to market manager, month and year-end financial statement preparation for a cluster of 8 radio stations.
• Reconciliation of balances between software and excel files, HR management, commission based payroll accruals.
• Collection of aging sales to keep DSO ratio favorable to industry standards, provided qualitative reports to quantify strategic partnerships and spot trends.

Executive VP / General Manager

• Managed car wash business growing 32% from 19 to 28 locations in a 2-year span while overseeing daily operations and meeting budget forecast.
• Handled site selection and layout, defined design criteria, completed initial planning and cost estimates, and secured funds.
• Coordinated and obtained all federal, state, and local regulatory land-use approvals. Interfaced with local planning, operating, finance, and legal organizations to meet local requirements and create positive relationship with community and civic leaders.
• Prepared and analyzed monthly, quarterly, and YTD financial statements and made them readily available to Board of Directors via web server.

VP Budgeting, Accounting / Financial Analyst, Purchasing Manager

Responsibilities:

• Collected census population data combined with depository institution growth data to create a strategic growth plan for the bank. My recommendation to target markets with at least 50,000 people for future bank branches resulted in increased revenue from loan portfolios. During the span of two years the bank grew from 28 to 41 locations with a breakeven point of 5 years.
• Created all financial forecasts for new FNB branches from construction through the first 5 years of existence and formulated strategies with branch presidents on meeting their targeted figures based on community trends.
• Developed and implemented a yearly budget for all existing FNB branches and reviewed each location on a monthly basis to provide resolutions if figures were not being met.
• Managed design and installation of new equipment and renovations for branch offices and space at corporate headquarters.
• Supervised and completed more than 10 projects in less than four years the majority being new branch openings involving major equipment purchases including IT servers / computers, drive through pneumatic tubes, bank vaults / equipment, teller machines, security equipment, ATM’s, coin counters, etc.
• Implemented technical support service system eliminating expensive contracts for ATM service and bank equipment, resulting in improved equipment maintenance and reduced ATM down time leading to larger ATM revenue streams. This created an immediate cost reduction of nearly 20% in ATM service fees alone.
• Collaborated with preferred vendors and implemented a manageable organizational ordering system per branch location resulting in massive storage / inventory reduction and paperless tracking.