Gerardo Saez
Financial Coordinator at Royal Victoria Yacht Club- Claim this Profile
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Spanish Native or bilingual proficiency
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English Professional working proficiency
Topline Score
Bio
Credentials
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Bachelor's Degree in Industrial Engineering ECA
University of TorontoJul, 2021- Nov, 2024 -
English for Business and Entrepreneurship
University of PennsylvaniaJul, 2020- Nov, 2024 -
Data Analytics for Decision Making
Bond UniversityJun, 2020- Nov, 2024 -
MS Excel Advanced for Business
Universidad Austral, ArgentinaJun, 2020- Nov, 2024 -
Power BI Advanced
CEDHINFOOct, 2019- Nov, 2024
Experience
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Royal Victoria Yacht Club
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Canada
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Facilities Services
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1 - 100 Employee
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Financial Coordinator
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May 2022 - Present
• Process full cycle of Accounts Payable and Receivable, including issuing POs for vendors and matching the vendor invoices to correct POs, securing approvals and entering into the accounting system. • Ensure that appropriate, accurate and timely reports are provided to ensure effective and timely decision making. • Process and review payroll bi-weekly including extra health benefits and supplemental pension plan. • Complete weekly bank and corporate credit card reconciliation. • Accurately prepare and remit quarterly and annual WCB filings for BC. • Reconcile and file GST return, and PST for BC. • Review submitted expense reports and enter them as journal entries into the system. • Reconcile statement of accounts, sorting & managing AP inbox, cheque run, match, and post AP entries, and file invoices. Show less
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SG Power Products Ltd
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Victoria, British Columbia, Canada
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Accounting Bookkeeper
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Jan 2022 - Aug 2022
• Taking over the Accounts Receivable Management, preparing invoices and client account statements; collecting and allocating payments. • Full management of Accounts Payable, including processing vendor invoices, analyzing expenses, and payment runs to the vendors. • Being responsible for preparing bank and credit card reconciliation and booking journal entries. • Matching of Sales Orders against shipping documents to ensure quantities and pricing are accurate. • Review, investigate and correct discrepancies and irregularities in financial entries, documents and reports. Show less
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Epiroc
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Sweden
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Civil Engineering
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700 & Above Employee
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Finance and Administration Analyst
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Jan 2019 - Oct 2021
• Managed monthly and yearly cash flows, and income/cost/expense analysis. • Supervised the management of credits and collections, and bank support with the treasury. • Prepared the credit risk control and collection reports by client and division. • Reduced the costs of services associated with financial expenses by 30%. • Developed indicators and presentations in POWER BI for accounts receivable and aftermarket. • Calculated the deduction or increase of collections provisions. • Assigned KPIs for controlling the sales client portfolio. Show less
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Nexus Technology S.A.C.
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Peru
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Telecommunications
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1 - 100 Employee
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Treasury Assistant
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Nov 2016 - Dec 2018
• Evaluated operational and financial data and made actionable recommendations for cost-control improvements. • Brought expenses in line with budget targets through improved tracking and trend monitoring. • Increased accuracy through frequent account review and reconciliation. • Maintained accounts by routinely entering new transactions, reconciling statements and resolving discrepancies. • Analyzed financial records, statements, and reports to enforce accuracy and conformance to standards. Show less
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Fresenius Kabi
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Germany
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Pharmaceutical Manufacturing
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700 & Above Employee
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Credit and Collections Analyst
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Feb 2014 - Nov 2016
• Prevented returns to delinquency through strong follow-up strategies for different types of accounts. • Resolved client billing problems by collecting direct payments and setting up payment plans. • Rescued accounts receivable delinquency with good customer relations skills and expert knowledge of available payment options. • Prevented balances from exceeding limits with knowledgeable recommendations on needed increases to customers' limits. • Minimized ageing accounts by monitoring open balances and pursuing payments. Show less
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Banco de Crédito BCP
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Peru
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Banking
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700 & Above Employee
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Help Desk Advisor - Accounts Receivable
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Nov 2010 - Oct 2013
• Responded promptly to all incidents and requests after effectively analysis and documentation. • Served customers by going above-and-beyond to offer exceptional support for all needs. • Reduced in-person customer service requests by teaching customers how to fully utilize available banking tools and mobile applications. • Created customized packages for customers based on financial targets and current capabilities. • Prevented fraud by spotting suspicious behavior and identifying problematic transactions. Show less
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IPAE
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Civic and Social Organizations
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300 - 400 Employee
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Treasury and Collections Intern
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Sep 2009 - Nov 2010
• Accomplished financial objectives by collaborating effectively with internal team members and clients. • Assisted with business transitions, special programs, and projects by conducting in-depth reviews of potential expenses, benefits, and risks. • Collaborated with team members to meet daily demands and handle challenging projects. • Accomplished financial objectives by collaborating effectively with internal team members and clients. • Assisted with business transitions, special programs, and projects by conducting in-depth reviews of potential expenses, benefits, and risks. • Collaborated with team members to meet daily demands and handle challenging projects.
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Education
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2020 - 2020
ESAN Graduate School Of Business
Postgraduate Diploma, Corporate Finance -
2015 - 2019
Universidad Privada del Norte
Bachelor's degree, Industrial Engineering -
2008 - 2013
Zegel Ipae
Professional, Business Administration and Management, General
Community
