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Click here or scroll down to respond to this candidateCandidate's Name , MBAEMAIL AVAILABLETampa, FL Cell PHONE NUMBER AVAILABLEPROFESSIONAL ATTRIBUTESResults driven financial professional with demonstrated experience in different accounting systems, cost accounting, and general accounting functions including GL, Financial Reports, Analysis, and Planning. Excellent communicator and bilingual in English and Spanish. Computer skills in ACCPAC, Pro Series, SAP, SBT, Hyperion, Essbase, Peachtree, Microsoft Dynamics, QuickBooks, and MS Office including Word and Excel (with Pivot Tables and V-lookups).EDUCATIONM.B.A.-Finance Major GPA of 4.0, Cumulative GPA of 3.92, Kennesaw State University, Atlanta, G A.B.B.A.-Finance Major GPA of 3.69, Economics Minor GPA of 3.47. University of Florida, Gainesville, FL.EXPERIENCEACCOUNTANT / FINANCIAL ANALYST Self-Employed March 2018 to PresentGather, Organize, and Analyze forms and financial data to Prepare Tax Returns.Analyze different options regarding filing status and other issues to minimize the Tax Liability or maximize the Tax Refund for clients.Prepare monthly Budgets for some clients to help them track and control their expenses.ACCOUNTANT / FINANCIAL ANALYST Contract Dec. 2017 to Feb. 2018CITIGROUP, Tampa, FLReconciled and analyzed Income Statements and Balance Sheets from 3 different systems for 7 international banks.Prepared and reported the reconciled amounts for Regulatory Reporting returns including FRY-11 and FR 2314 (Federal Reserve returns for international banks based in US).Tax Analysis - Researched prior year and/or prior quarter actual reported amounts and methods used.Reconciled vast amount of data using Excel pivot tables and verified/fixed formulas as needed.Interpreted and applied all Regulatory Reporting Laws and guidelines so that filed returns would be in compliance.Effectively communicated in both English and Spanish to resolve problems with Latin America accounts.ACCOUNTANT / FINANCIAL ANALYST Contract Sept. 2017 to Nov. 2017Coca-Cola Refreshments, Brandon, FLSupported the financial operations of the marketing contracts team Legal Financial obligations with customers nationwide.Reconciled the contracts amounts with actual amounts paid for thousands of contracts.Reconciled the timing of the payments made with the actual payments timing and amounts within the contract term.Prepared and submitted report in Excel showing pending payment obligations that needed to be made.FINANCIAL ANALYST / ACCOUNTANT Contract with Greene Resources, Tampa FL April 2017 to July 2017LABCORP, Tampa, FLCollaborated with the monthly closing process by ensuring amounts added up correctly in Excel and tied to reports.Created different financial reports in Excel such as profitability and feasibility studies for new potential locations.Reconciled and analyzed monthly rent payments to landlords and lease payments for all their machinery & equipment.Analyzed and looked for trends in individual clients revenues to the company.Analyzed and looked for trends in the companys cost per accession, cost per test, and supplies per accession.Used Microsoft Dynamics to update and manage clients information.ACCOUNTANT / FINANCIAL ANALYST Contract with Kforce, Tampa, FL October 2016 to April 2017PRICEWATERHOUSECOOPERS (PwC), Tampa, FLCreated a variety of financial reporting packages, review data for accuracy, and develop leadership presentations using R3, SAP, BW, eGFS, BEX (Analyzer), HYPERION, ESSBASE and Smartview in Excel.Analyzed accounts, created, and posted journal entries for month end according with all financial laws applicable.Supported the financial operations of a team, analyzing financial reports, identifying trends, and escalating issues.Analyzed and support the monthly budget and forecasting process to assess the Financial Risk of Operations (FRO) and for Tax Planning purposes.Processed and tracked changes to ensure accurate reporting in Balance Sheet and Income Statements for Tax Reporting.Monitored and analyze key financial metrics for various verticals (businesses) of the company.Maintained and analyzed the budget template and various financial metrics.ACCOUNTANT Contract with Robert Half Management Resources, Tampa, FL September 2015 to August 2016PHOENIX HOUSE, Florida Region:Managed the daily Bank Deposits and entered the Daily General Journal Entries into Lawson accounting software.Monitored the daily insurance claims process by looking for claim rejections so that we could resubmit them in a timely manner.Prepared all the Bank Reconciliations, Spreadsheets, and Journal Entries required for the monthly closing.HEALTHSOUTH Rehab Hospitals, Nationwide:Daily Bank account Reconciliations of 9 rehabilitation hospitals, with total monthly reconciliation volume of over $20 Million in revenues.Daily patient account Adjustments, including insurance company payments/coverages/copayments.Train and teach new employees in Cash Reconciliations and research of Explanation of Benefits (EOB) forms.CONTROLLER - El Mirasol, Inc., Plant City, FL November 1999 to September 2014 Largest tortilla manufacturer in the state of Florida, with sales reaching all over the USA, the Caribbean, and South America. Company also owns 2 full service restaurants and 1 specialty foods supermarket.Managed and Monitored the Financial and Legal issues of 4 separate companies including daily Sales, daily Cash Flow, AP, AR, Payroll, Inventory Control, Manufacturing Costs, and GL.Supervised an accounting staff of 6 employees and 4 general managers, and general management of over 120 employees regarding Labor Laws, Payroll, Workers Compensation, Accident Prevention, and all Payroll Taxes.Prepared journal entries by applying proper debits and credits and maintained and reconciled the General Ledger.Coordinated and prepared the monthly and yearly Accounting Closing Process within 5 business days.Prepared, Analyzed, and Monitored Financial Statements (Balance Sheet & Income Statement), Financial Forecasts, Ad Hoc Reports, What-if Statements, Specialized Reports, Budgets, Variance Analysis, Break-Even point, Net Present Value, and IRR.Maintained records of Assets, Liabilities, and Income Statement accounts to analyze & plan for Income Taxes.Led all Accounting Legal compliance and audits including GAAP, IRS, Department of Revenue, and Department of Labor.Presented and Reported to Owners all financial issues, developed key metrics, and formulated plans of action.Analyzed operations for Efficiency, Controls, transparency, and Legal ramifications and Implemented approved changes.Managed and monitored the new accounting system integration and transition for 2 companies (2 retail locations).Analyzed, Approved, and Declined invoices and purchase orders to control costs, inventory levels, and cash flow.Developed and Implemented New Costs for each product manufactured (over 100 products), saving the company thousands of dollars by correctly costing and subsequently pricing the products.Worked closely with personnel in other departments to ensure Legal compliance regarding Labor Laws.Maintained Banking relationships to secure favorable loans and leases. Entered these loans and leases according to their respective accounting principles and reconciled the lease payments for each of the companies machines & equipment.Reconciled all Bank accounts (7 total) and all Merchant Statements including chargebacks (4 total).Effectively communicated in both English and Spanish to resolve problems with national and international accounts.Coordinated the payments to all vendors on a timely basis and forecasted and found the cash necessary to do so.Implemented internal payroll and terminated employee leasing company, saving the company at least $46,800.00 each and every year. Processed weekly Payroll for the 4 companies and over 110 employees, as well as Prepared and Paid all Payroll Tax forms including 941, 940 (FUTA), and SUTA.Prepared, Filed, and Paid all 4 companies Florida Sales Tax Returns on a monthly basis.Reviewed and analyzed corporate tax returns and personal tax returns for the owners.Organized bids, Negotiated, and Contracted, on a yearly basis, all 4 companies Insurance Packages such as Property, General Liability, Auto, Workers Compensation, and Umbrella policies.Discovered that some Workers Compensation Insurance companies offer a dividend program, and Secured one with a very aggressive dividend plan. This change returned the company $33,000.00 in yearly premiums the very first year,and similar yearly returns thereafter.Managed and reported all insurance claims, including Workers Comp claims, as they occurred on a timely basis.Maintained favorable relationships with all outside sources such as Attorneys and Government agencies to acquire and maintain all 4 companies local, county, and state licenses and permits including the Department of Agriculture and Consumer Services, and the Division of Hotels & Restaurants.Managed the Project of financing and getting permits and licenses for the construction and creation of 3 successful companies, from inception to grand opening. Negotiated and Coordinated with Banks, Leasing companies, Landlord, General Contractor, Sub Contractors, and Government Inspectors for Permits, Licenses, and Certificate of Occupancy.CFO Measurement Specialists, Inc., Huntsville, AL January 1998 to July 1999Managed and Monitored both companies Accounting and Finance functions including daily Sales, Cash Flow, AP,AR, Inventory Control, Payroll, Manufacturing Costs, GL, P&L, and BS.Prepared and Analyzed Financial Reports for areas of improvement, especially for Income Tax planning.Analyzed, Approved, or Declined invoices, purchase orders, and purchase requisitions, in order to control costs.Formulated commission structure for salespeople.Prepared all bank accounts reconciliations and merchant accounts (4 accounts total).Evaluated business credit for customers.Collected on major national accounts and international customers.Processed Payroll for 40 employees and prepared and paid all 941, 940, and SUTA Tax Returns.Coordinated the payments to all vendors on a timely basis.Acquired and maintained favorable credit terms with vendors.MORTGAGE UNDERWRITER Fairbank Mortgage, Tampa, FL February 1997 to December 1997Analyzed/Approved/Declined customers applications for home mortgages/home equity loans.Analyzed credit report, income to debt ratio, and collateral (Appraisal of the property), to come up with a decisionof approval, denial, or conditional approval.MORTGAGE SALES SPECIALIST Banc One Financial Corporation, Tampa, FL March 1996 to February 1997Analyzed existing customers credit card and car loan information to find potential in upselling to a mortgage.Spoke with these customers in both English and Spanish and created interest and sold different kinds of mortgagesto fit their needs, such as consolidation of debts, equity cash out, home improvements, and others such as a combomortgage.LOAN OFFICER American General Finance, Tampa, FL January 1995 to March 1996Acquired and analyzed potential customers application, credit report, and income to debt ratio to sell personalloans, signature loans, car loans, home loans, and credit life insurance.Used my bilingual skills to effectively communicate and persuade customers.Collected on delinquent accounts.ADDITIONAL SKILLSBILINGUAL in English and Spanish Excellent verbal, written, and cultural skills in both languages.COMPUTER SKILLS ACCPAC, QUICKBOOKS, PEACHTREE, SBT, EXCEL (Including V-LOOKUPS & PIVOT TABLES), WORD, ACCESS, and POWERPOINT.TIME MANAGEMENT Excellent time management and organizational skills to work on simultaneous projects with pressing timelines.PROFESSIONAL Always professional and respectful with all co-workers, customers, vendors, Government agencies, Banks, Insurance companies, and Attorneys.GOAL ORIENTED Always with the goal of being more profitable while complying with regulations and/or with the goal of finishing the project within time and budget.ADDITIONAL ACHIEVEMENTSDeans List in MBA program, Letter of Commendation from Eugene F. Brigham, Graduate Research Professor Emeritus of Finance at the University of Florida and renowned author of Finance textbooks, Team Captain Jr. Varsity Basketball.OTHER TRAININGCitis Anti-Money Laundering TrainingCitis Anti-Terrorist Financing Training |
