Experience

Houston Hispanic Chamber of Commerce

• Non-profit Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2020 - Present

• Financial Consultant

  • Dec 2019 - Dec 2020

  Partnered with President and CFO to manage the annual budget to meet organizational goals during COVID-19. Worked with the Board of Directors to develop new strategies to increase economic development and community outreach.



TC Energy

• Canada
• Oil and Gas
• 700 & Above Employee

• Senior Financial Analyst

  • Feb 2017 - Dec 2019

  Provided Operating, Maintenance & Administration (OM&A) cost management reports to a team of 17 Executive Leaders, including trends, variances, analysis and forecasting to ensure monitoring and controlling of the US Natural Gas (USNG) Business unit and Operations West. • Prepared annual budgets of approximately $160M for USNG’s Operations West and approximately $250M for USNG’s Commercial Operations Department. • Assisted with post-acquisition of the Colombia Pipeline Group (CPG) by creating new cost centers and ensuring that approximately 3,000+ full-time equivalents (FTEs) were in appropriate cost centers. • Appropriately planned for, executed, monitored and assessed the success of SAP acquisition post-integration and SAP Go-Live in April 2017. • Created FTE Headcount Analysis Report through BPC for the U.S. Natural Gas (USNG) business unit to monitor new hires, transfers, and exits of approximately 8,000 FTEs within TC Energy (Canada, U.S., and Mexico). • Prepared year-end accruals and adjusting journal entries; review, investigate, and correct errors and inconsistencies in general ledger accounts and cost centers. • Responsible for USNG monthly and year-end close process and assistsed with the internal and external audit schedules.



Houston Hispanic Chamber of Commerce

• Non-profit Organizations
• 1 - 100 Employee

• Senior Financial Analyst

  • Jan 2016 - Feb 2017

  Executed day-to-day financial and accounting activities. Provided financial reports to CEO and Chief Financial Officer. • Provided corporate donation reports to the President & CEO and identified potential sponsors & marketing campaigns. • Researched, compared & implemented new CRM Fundraising Software to manage over 1,000 sponsors. • Maintained an effective system of internal controls, including written documentation of key financial transactions and sponsorship pledges. • Handled financial transactions, including monitoring the organizations daily bank balances, reconciling accounts, and overseeing cash receipts, accounts receivable, and accounts payable transactions.



Sysco

• United States
• Food and Beverage Services
• 700 & Above Employee

• Senior Financial Analyst

  • Aug 2014 - Aug 2015

  Prepared and submitted weekly, monthly, quarterly, and yearly financial reports and company headcount reports to six senior staff members and the corporate office. • Accurately prepared sales and use tax returns, which included processing of payments and filing. Oversaw account reconciliations to ensure that balances were consistent with returns filed and payments made and liaised with the Texas Comptroller’s Office and Louisiana’s Department of Revenue. Identified incorrect filings from prior months and recovered approximately $150,000. • Monitored the company’s financial status by comparing and analyzing budget vs. actuals to identify significant variances and providing solutions to unfavorable amounts. • Interacted with various departments to analyze various business units and the impact to the overall budget plan.



City of Houston

• United States
• Government Administration
• 700 & Above Employee

• Senior Financial Analyst

  • Aug 2011 - Aug 2014

  Part of a team responsible for creating a department with seven divisions and a headcount of more than 110 full-time equivalent employees. This department was created in collaboration with the Mayor’s Office and the Houston Police Department.• Prepared department’s $10.3M annual budget for fiscal year 2013 and $11.3 million for fiscal year 2014. Made recommendations for budget allocations to ensure conformance to budgetary limits.• Worked in collaboration with the city’s Fleet department to reduce the number of vehicles from 119 to 99 (16.8%).• Identified business process improvements and worked in collaboration with SAP/ERP consultants. Became an SAP “Super-User” for accounts payable, accounts receivable, procurement and materials management, funds management, budgeting, and inventory management modules.• Oversaw U.S. Department of Housing and Urban Development grants, federal, state, and local funds and private donations. Ensured compliance with federal, state and local regulations, Letters of Agreement and Memorandum of Understanding.

• Financial Analyst

  • Jun 2007 - Aug 2011

  Serviced a loan portfolio of $39.1M. Created and calculated amortization schedules and provided outstanding loan balances to borrowers. Prepared and reviewed financial data related to repayment loans. • Collected more than $21.5M from developers to reinvestment in additional low-to-moderate housing projects for the City of Houston.• Streamlined the housing and community development’s loan servicing division by implementing improved processes and reduced the number of FTEs from six to one. • Coordinated the development of city contracts related to financial agreements between the City of Houston, developers, and financial institutions. Prepared requests for council and worked closely with the legal department to extend contracts and amend agreements.• Performed professional auditing and internal controls risk assessments and ad hoc reviews to effectively manage grants and ensure compliance. Facilitated the transfer of federal and state financial information when audited by the City's Controller's Office, Texas Department of Housing and Community Affairs and the U.S. Department of Housing and Urban Development.

• Mayor's Office Manager & Constituent Liason (Executive Level)

  • Feb 2003 - Jun 2007

  Monitored the Mayor’s Office budget and provided financial and statistical data to executive staff. Processed purchase requisitions through SAP. Worked with the Mayor’s Executive Staff, City Council Members, City Departments, the Houston-Galveston Area Council, Harris County, Houston TranStar, METRO, the Texas Department of Transportation and other government agencies to address concerns and recommended solutions.• Served as SAP department liaison during the City of Houston’s implementation project in collaboration with SAP/ERP consultants.• Implemented the Mayor’s Correspondence and Constituent Services Office. Conducted site-visits to city departments to analyze various business segments. Attended city council meetings and followed media headlines to prepare correspondence and address citizens’ concerns on behalf of the Mayor within 48 hours.• Identified business process improvements and worked in collaboration with SAP/ERP consultants during the implementation of the City of Houston’s new financial software. Appointed as the SAP liaison for the Mayor’s Office during the post implementation/go-live period.