Experience

Consultores360 y Asociados, S.C.

• India
• Financial Services
• 200 - 300 Employee

• Senior Associate

  • Jul 2015 - Present

  Process Specialist, leveraging a Finance/Accounting background performing the following tasks: - Setting up the internal technology tools used to manage tax return processes; - Preparing and filing tax extensions; - Preparing data on relevant tax forms, reviewing and transmitting; - Receiving and organizing client data; - Collecting, verifying, identifying outstanding information, and filing and notifying engagement team when complete; - Understanding the process workflows related to work requests from initiation through completion; and, - Demonstrating consistently teamwork dynamics by working as a team member; understanding individual and team roles; contributing to a positive working environment by building solid relationships with team members; and proactively seek guidance, clarification and feedback. - Following guidelines and learnings to maximize processes and delivery of high-quality results; - Working independently, prioritizing work, and multi-tasking within in fast-paced environment; - Performing continuous training to learn proactively new processes, and a general interest in business and working with numbers; - Understanding and meeting deadlines, including following up with stakeholders, as necessary; and, - Supporting engagement teams across a U.S.-based professional consulting services firm. Show less



Jabil Circuit

• St Peterburg, FL

• Data Analyst/Contractor

  • Feb 2015 - Jun 2015

  • Data Analyst responsible for collection, analysis and presentation of information to program leadership for a broad array of business issues across disciples and functional areas • Assesses work processes to identify opportunities to automate, minimize error and maximize productivity • Develops tools to monitor for compliance to standards • Inputs and analyzes data received from internal sources to ensure accurate and validated data is available for management decision making • Leverages business knowledge and experience to resolve complex problems and influence key business decisions to optimize business, fiscal and operational outcomes Show less



H&R Block

• United States
• Retail
• 700 & Above Employee

• Tax Advisor I (Seasonal)

  • Oct 2008 - Apr 2015

  • Seasonal preparer with PTIN registration • Prepare personal tax returns for local client base • Advise tax planning based on individual situation • Familiar with 1040, 1099A, 1099C, 8863, 1042, 1098 and Schedules including but not limited to A, B, C, D, E. • Build relationships with clients to capture returning client pay incentives • Seasonal preparer with PTIN registration • Prepare personal tax returns for local client base • Advise tax planning based on individual situation • Familiar with 1040, 1099A, 1099C, 8863, 1042, 1098 and Schedules including but not limited to A, B, C, D, E. • Build relationships with clients to capture returning client pay incentives



Raymond James

• United States
• Financial Services
• 700 & Above Employee

• Category Manager

  • Nov 2013 - Nov 2014

  * Category Manager responsible for coordination of procurement sourcing, contracts for technology, facilities, marketing, market data, financial products and services. • Assists internal business clients with developing and reviewing contracts, statements of work, service level agreements, and specific contractual terms and conditions. • Special projects include development of Vendor Management database. * Category Manager responsible for coordination of procurement sourcing, contracts for technology, facilities, marketing, market data, financial products and services. • Assists internal business clients with developing and reviewing contracts, statements of work, service level agreements, and specific contractual terms and conditions. • Special projects include development of Vendor Management database.



Citi

• United States
• Financial Services
• 700 & Above Employee

• AVP, Sr Sourcing Officer (Contract Officer)

  • Apr 2010 - Sep 2013

  Procurement Analyst responsible for managing high volume IT Supplier with annual minimum revenue commitment of $80M. • Review and write statements of work for various IT services for multiple business units. • Build relationships with business teams and IT suppliers. • Review contracts for risks and opportunities to capture savings. • Track each SOW by building a database for tracking and reporting purposes. • Prepare tracking report for weekly supplier call. • Responsible for annual renewal process. • Provide management team with tracking report for purpose of negotiating new Master Agreement. * Manage 50+ contracts simutaneously. 2013 Total of $22M; Savings of $1M; 2012 Contract Total of $850M; Savings of $1.2M Show less



Kforce Inc

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Independent Contractor Contract Specialist

  • Feb 2008 - Sep 2009

  • Assisted with Start Up department - Independent Contractor (IC) Process. • Develop, revise and/or update policies and procedures. • Developed training materials and assisted with training process. • Created reporting from multiple systems to develop Supplier profiles. • Supplier profiles used by recruiting department for Client placement services. • Continued research with IRS/Federal tax regulations regarding 1099 contractors. • Negotiated Master Agreements. • Liaison with Tax and Legal departments. • Department revenues 20% of total Company revenue ($1.4M). Show less



GE Aerospace

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Accounting Lead

  • Jun 2007 - Dec 2007

  • Payroll manager for 8 manufacturing locations, 1800 employees. • Responsible for Service Contract Act (SCA) and Federal Acquisition Regulations (FAR) governmental payroll variances. • Managed Payroll access database and Time and Attendance system. • Prepared month end closing including analysis and account reconciliations. • Review GL activity for budget analysis. • Implemented payroll system transition from CPARS to PeopleSoft. • Supervised staff. • Payroll manager for 8 manufacturing locations, 1800 employees. • Responsible for Service Contract Act (SCA) and Federal Acquisition Regulations (FAR) governmental payroll variances. • Managed Payroll access database and Time and Attendance system. • Prepared month end closing including analysis and account reconciliations. • Review GL activity for budget analysis. • Implemented payroll system transition from CPARS to PeopleSoft. • Supervised staff.



CompServ, LLC

• Information Technology & Services
• 1 - 100 Employee

• Leasing Manager

  • Nov 2005 - Feb 2007

  • Leasing Manager for IT product and services reseller. • Worked with brokers to secure lease financing for Clients. • Negotiated private label Master Lease Agreement underwritten by GE Commercial Finance. • Created asset database to track lease renewals and customer assets. • Created on-line lease calculator for website. • Performed Cash Flow analysis, Lease vs. Buy, and IRR calculations. • Coached sales team on leasing basics. • Leasing Manager for IT product and services reseller. • Worked with brokers to secure lease financing for Clients. • Negotiated private label Master Lease Agreement underwritten by GE Commercial Finance. • Created asset database to track lease renewals and customer assets. • Created on-line lease calculator for website. • Performed Cash Flow analysis, Lease vs. Buy, and IRR calculations. • Coached sales team on leasing basics.



Entegra Engery (Teco)

• Tampa, FL

• Staff Accountant

  • Jun 2005 - Oct 2005

  Self employed as staff accountant. Reconciled monthly energy accounts. Responsible for accounts payable and receivable reconciliations and month end close. (Seasonal) Self employed as staff accountant. Reconciled monthly energy accounts. Responsible for accounts payable and receivable reconciliations and month end close. (Seasonal)



Meadow Burke

• United States
• Construction
• 1 - 100 Employee

• Sr Finance Analyst

  • Jun 2003 - Nov 2004

  • Maintained Key Performance Indicators (KPI) models to measure metrics performance. • Prepared monthly EBIT rollover summary for corporate review. • Prepared budgets for 9 manufacturing facilities. • Performed Cash Flow projections, Forecasting and various Ad Hoc reporting. • Managed Capital Expenditures. • Prepared monthly sales meeting PowerPoint presentations including sales status reporting. • Prepared quarterly corporate reporting package for reporting formats and prepared information for submission to management. • Worked closely with Controller and Accounting Manager. • Supervised staff. Show less



Anchor Glass Container

• Tampa, FL

• Treasury Services Manager

  • Jun 1993 - Feb 2003

  Treasury Services Manager: * Debt, Cash and Asset Management. Supervised staff of two. Leasing Manager: * Procured services and assets. Managed capital and operating expenditures. Identified efficiency opportunities. Negotiated contracts and managed debt portfolio. Supervised fleet management, transfer of leased assets, and tax and audit compliances. Supervised US staff of one and Canadian staff of one. Sr Financial Analyst: * Prepared cash flow projections. Prepared forecasts and budgets for twelve manufacturing facilities. Reported due diligence for bankruptcy process. Cash Analyst: * Managed cash and capital expenditures. Show less