Experience

Integon Service Co.

• Mexico
• Insurance
• 100 - 200 Employee

• Senior Accountant

  • Jul 2021 - Present

  Day to day general accounting process. Balance sheet reconciliations. Perform and analyze monthly financial reports and variances to prior periods such as Loss trend and Opex variances analysis. Assist with the preparation of footnotes disclosures as necessary. Fulfill AdHoc request. Work with internal auditors, insurance examiners and external auditors to answer questions and provide necessary information. Day to day general accounting process. Balance sheet reconciliations. Perform and analyze monthly financial reports and variances to prior periods such as Loss trend and Opex variances analysis. Assist with the preparation of footnotes disclosures as necessary. Fulfill AdHoc request. Work with internal auditors, insurance examiners and external auditors to answer questions and provide necessary information.



Poly

• United States
• Telecommunications
• 700 & Above Employee

• Senior Finance Analyst, FP&A

  • Jun 2017 - Jun 2021

  Lead financial analysis to support G&A global functions for the business areas of Facilities, Finance, HR, Legal, IT & CEO administration. Create monthly, quarterly Forecasting and AOP budget preparation, leverage historical information and functional plans. Responsible for reporting monthly and quarterly Operating Expense variance analysis for Quarter over Quarter, Year over Year, and variance to Plan/Forecast. Develop a global monthly functional spending template with specifications and a summary to explain high-level variances and standardized reporting used in all business functions. Work closely with global G&A partners to ensure expenses are contemplated in the Plan and forecasted to make sure the GL coding is correct. Day to day general ledger accounting, monthly headcount reconciliation and monthly close process. Provide Ad Hoc reporting as necessary. Reporting monthly and quarterly Operating Expense variance analysis for Quarter over Qtr, Year over Year, and variance to Plan/Forecast. Create monthly functional spending template, gather explanations and create summary to explain high level variances. Help develop standardized reporting that can be leveraged in all functions. Work closely with global G&A partners to ensure expenses are contemplated in the Plan and/or forecasted and to make sure the GL coding is correct. Monthly headcount reconciliation. Monthly close process: reviewing activity, gathering data, estimate accruals, reclass journal entries and BlackLine report. Prepaid expense – identification of prepaid expenses and submit forms to accounting for on-going journals. Pre-accounting close review by follow up with PO owners to ensure desktop receiving is performed and supplier invoices are submitted to AP for processing as well as assist PO owners to clean-up balances. Show less



PANASONIC ECOLOGY SISTEMS DE MÉXICO

• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee

• Finance Specialist

  • 2016 - Jun 2017

  Change of divisional management and new product assembly oriented to the manufacture of environmental systems and eco-technologies, with operations worldwide. Optimize financial performance and the accomplishment of goals. Coordinate monthly closing activities for Mexico books and financial reporting. Research and prepare variance analysis and explanations. Integration of balance sheet with supporting documents. Responsible for accounts payables for Mexico side operations and Accounts Receivables for US side operations. Collaborating with management to gather and analyze financial information. Preparing financial plans and models. Reviewing and researching accounting transactions to assure the integrity of the data. Supervise a team of accounting clerks. Show less



Panasonic AVC Networks de Baja California, S.A. de C.V.

• Tijuana Area, Mexico

• Finance General Supervisor

  • Sep 2004 - 2016

  Supervising and directing the finance functions, including general ledger, accounts payable and receivable, check processing among others. Preparing daily and monthly reporting for Local, USHQ Divisional, and Japan HQ Management. Responsible for the calculation of Monthly Forecasting for Revenue, Sales, and Cash collection. Financial Analyzes of the Forecast vs. Plan and Actual vs. Forecast/Plan variation results to provide and ensure accurate reporting for proper decision taking of business partners. Monitoring the creation of monthly, quarterly and annual reports ensuring financial information has been recorded accurately. Show less



Casa Ayala del Noroeste, S.A. de C.V.

• Tijuana Area, Mexico

• Branch Administrator

  • Oct 1999 - Sep 2004

  Legal representative and responsible for the administration of the Branch in Baja California Norte. Supervision of sales, revenue, cash flow, logistics and branch accounting records; supervision of accounts payable for local suppliers. Daily supervision of overdue balances, collections and credit limits of customers, infield audits of sales personnel team. Analysis and authorization of applications of new customers and credits. Minimize as much possible bad debts, uncollected accounts and frauds. Analysis of inventory in stock to keep optimal levels and detection of slow moving inventory to take quick actions. Mapping of delivery routes of sales to optimize the distribution of products and to reduce delivery times to improve service to customers. Show less