Robert Perez

Accountant Supervisor at Sunwing
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Contact Information
us****@****om
(386) 825-5501
Location
Toronto, Ontario, Canada, CA
Languages
  • English Full professional proficiency
  • Spanish Native or bilingual proficiency

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5.0

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Daniel Mendible

I worked with Robert during difficult times in Lafarge in Venezuela in the Concrete & Aggregates division. The environment was very complex and under nationalization process from the Government. He's a professional with a good business mindset and high focus on cost control and process management. He's also a person easy to access to discuss openly any personal or professional topic. I recommend Robert as a valuable asset in any organization

Xueying Feng

Robert was one of our financial controlling contacts over 80 countries/locations. Robert has good business knowledge and strong financial background. Moreover Robert has strong communication and inter-personal skills and has maintained an active connection with people in the corporate Finance teams in the headquater. It was a pleasure working with him.

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Experience

    • Canada
    • Leisure, Travel & Tourism
    • 300 - 400 Employee
    • Accountant Supervisor
      • Mar 2022 - Present

    • Canada
    • Construction
    • 1 - 100 Employee
    • Corporate Staff Accountant
      • Feb 2020 - Mar 2022

      Full Cycle accountant, Mainly Invoicing, Trade Receivables, Cash Flow forecast, Control, Budget. Full Cycle accountant, Mainly Invoicing, Trade Receivables, Cash Flow forecast, Control, Budget.

    • Finance Associate
      • Feb 2018 - Jun 2019

      · Reporting to the Controller, led the daily financial operations including but not limited to finance reports, QuickBooks updates, budget management, Forecast, balance sheet reviews and quarterly reports for Avmor Headquarters. · Showcased high sense of urgency and adaptability by taking on additional responsibilities after a finance department restructuring that reduced the finance team from 4 to 2 employees. · Performed income and gross profit analysis as well as ensuring accurate tracking of annual budget variances, cost allocations and cash flow forecast. · Led all year end accruals and account reconciliations as well as ensuring all G/L accounts and cost centers were accurately reflected in the system. Show less

    • France
    • Outsourcing and Offshoring Consulting
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2017 - Jan 2018

      · Responsible for promptly answering any inquiry from Scotiabank customers, following up on their requests and taking specific action to provide answers in a timely manner. · Informed customers of new financial products within the Scotiabank portfolio, explaining and providing clarity regarding the financial benefits behind each product offering. · Evaluated customer’s needs and provided financial product solutions that best met their needs. · Responsible for promptly answering any inquiry from Scotiabank customers, following up on their requests and taking specific action to provide answers in a timely manner. · Informed customers of new financial products within the Scotiabank portfolio, explaining and providing clarity regarding the financial benefits behind each product offering. · Evaluated customer’s needs and provided financial product solutions that best met their needs.

  • Business Solutions - Self-Employed
    • Caracas Area, Venezuela
    • Finance Consultant
      • 2015 - 2016

      · Led new client meetings, gathering all necessary financial information and conducting interviews with key stakeholders. · Reviewed annual budgets and clearly defined key areas of improvement, creating portfolio segments and forecasting tools for each business portfolio. · Developed internal and external analysis to define Key Performance Indicators that would guide future profit growth. · Conducted financial risk assessments, cash flow forecasts, gross margin analysis and industrial costing reviews based on the client’s financial needs and business performance indicators. Show less

    • United States
    • Insurance
    • 200 - 300 Employee
    • Financial Advisor
      • 2011 - 2015

      · Reporting directly to the CEO, Led the new business department by recruiting insurance sales representative, effectively managing and driving sales targets for over 10 representatives. · Managed franchise model operations focused on selling the leading CICA Life insurance product, outlining growth targets and annual business plans to reach sales targets. · Trained sales force on understanding client’s needs and tailoring insurance solutions that would best met the client’s requests while also instilling a high standard of customer service. Show less

    • Switzerland
    • Pharmaceutical Manufacturing
    • 500 - 600 Employee
    • Controller
      • 2010 - 2011

      · Provided financial and budgeting support to the Sales department, controlling and leading budget reports, variable and fixed costs tracking as well as monitoring general expenses. · Led the development and forecast of the P&L for current and 3 year plans for a $150M business. · Tracked and controlled Key performance indicators regarding trade expenses and account receivables. · Worked efficiently with all cross-functional teams, providing prompt updates to information requests and budget inquiries. · Created a customer-pricing tool with gross margin analysis per brand to guide financial decision-making. Show less

    • Switzerland
    • Wholesale Building Materials
    • 700 & Above Employee
    • Budget and Planning Manager
      • 2004 - 2010

      · Provided financial planning support for all new investment projects as well as having an active roll in the strategic business planning for both the annual financial targets and 5 year plans. · Tracked and provided updates to Senior Management regarding Key Performance Indicators and profitability margins. · Conducted financial scenarios to address the different outcomes given macroeconomic and local market restrictions. · Led the Quarterly business review and reporting to Paris based headquarters. · Chosen to participate in Paris Based training sessions in representation of Finance team for Venezuela. Show less

    • United Kingdom
    • Manufacturing
    • 700 & Above Employee
    • Financial Analyst
      • 2001 - 2004

      · Leading finance analyst supporting the marketing and sales teams on the evaluation of promotional and new product innovation projects. · Developed a financial model to calculate promotional profitability and marketing expenses that was leveraged by other countries. · Participated in cross-functional meetings, providing prompt response and clear explanation of finance outcomes based on the key strategic plans being discussed. · Managed the price list and discount entry to the system to allow for accurate tracking for monthly reviews. Show less

  • Perez Companc
    • Caracas Area, Venezuela
    • Leader Business Unit
      • 1998 - 2001

      Build the Annual operating and financial budget under the different principles, in local and foreign currency. Control and monitoring of actual execution with respect to approved budgets. Design and creation of balance sheet projection models for the short term and monitoring of key company indicators. Analysis of variations and projections at the end of the year of operational and financial information. Monthly presentations to the Management Committee and international partners. Monthly report of financial and operational results at Headquarter (Argentina) Support in the economic evaluations of the Company's medium-term Strategic Plan and operational units. budget control and variance analysis of the main petroleum field who reach 100.000 oil barrel Participation in many corporate projects, related to process improvements, new systems implementations (ERP), etc. • Experience in the process of National Oil Industry opening occurred in Venezuela during 1995 – 2000 Show less

Education

  • Universidad Metropolitana (Venezuela)
    Bachelor's degree, Business Administration B.B.A.
    1990 - 1996

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