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Sales Financial

Location:
Stuart, FL, 34997
Posted:
September 02, 2010

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Resume:

WILLIAM R. PEREZ

PMB ***, ***** S. FEDERAL HIGHWAY

PORT ST. LUCIE, FL 34952

Tel.: 772-***-****

E-MAIL: ablj1y@r.postjobfree.com

PROFESSIONAL EXPERIENCE

Liberty Medical Supply, Inc

***** *. ******* Highway, Port Saint Lucie, Florida 34952

Liberty is a wholly owned subsidiary of Medco Health Systems Inc., a

Fortune 500 Company known as "the world's most advanced pharmacy." A

Healthcare services leader, Liberty excels in direct-to-consumer marketing

sales of diabetes testing supplies and related pharmaceuticals to over one

million customers nationwide. The Liberty finance and accounting department

maintains the financial records for ten Liberty subsidiaries which together

generate annual revenues in excess of $800 million.

2002-2010 Senior Staff Accountant

. Job functions included valuation and costing inventories for all

subsidiaries distributed over seven locations, averaging $25,000,000 per

month; the largest single asset on Liberty's balance sheet. A Key

Accomplishment was through process improvement to reduce the staff

required to value and cost inventories during the month end close while

still meeting deadlines.

. Monitored the cost of inventory items purchased and sold in each of the

various systems in order to accurately report cost of goods sold for

thousands of SKU's in various systems.

. In charge of the books for HbA1c Labs operations; a full service testing

subdivision which consisted of service units which manufactured their

diabetes testing kits. Being a small division within Liberty, the profit

margins within the operation were narrow. My job was to analyze and report

the various costs and results of production. I would present

recommendations to senior management demonstrating which costing scenarios

would benefit the company at specific production rate, its' effects on

profitability and purchasing requirements in relation to each production

rate.

. Responsible for the submission and collection of $20,000,000 annually in

vendor credits and rebates. This involved the interpretation of

contracts, the monitoring of purchasing levels to assure the achievement

of tiered pricing advantages, and the accrual and flow-through of costs

for GAAP compliance.

. Provided analytical support to both senior management and the budgeting

department for inventory costing and, purchasing. Key Accomplishment:

An Excel Expert, I developed custom software tools that combined data from

several incompatible sources, analyzed it, and produced meaningful reports

on such parameters as cost of goods sold and explanation of forecast

variances.

. Financial Reporting duties include the participation in the preparation

of our consolidated financial statements and its supports. Key

Accomplishment: I development processes to minimize drafting of financial

packages reducing processing time from several hours to less than one hour

between drafts. My responsibilities include maintaining the accuracy and

completeness of the financial information which make up our financial

reports. Also supported the cash and fixed assets reporting staff.

. Responsible for the development, implementation, monitoring and testing

of internal controls over financial reporting to drive compliance with SOX

404.

Goldshield Group, USA (Worldwide distributor of healthcare & consumer

products)

5841 Corporate Way, Suite 200, West Palm Beach, Florida 33407

2002 Senior Accountant / Special Projects Accountant

. Worked for a multi-national publicly held company performing general

accounting functions including, but not limited to the day-to-day

financial reporting and analysis of a multi-national conglomerate of

eighteen (18) domestic and foreign corporations.

. Participated in financial activities such as strategic analysis,

inventory valuation and controls, fixed asset analysis, cash management

and the supervision of the various assignments delegated to the staff

accountants. Responsible for personally maintaining the books for five (5)

companies and assisting the CFO and Controllers in special projects.

. Other accounting functions involve the integration of different

financial systems from recently acquired companies into our financial

models. Have assisted the CFO and the corporate Controllers in the

assessment of the acquisition process of various companies from the USA

and Canada. Our latest acquisition had involved the acquisition of three

(3) companies with twice the revenue volumes and number of employees from

our current operations in the United States.

Horwath International (Horwath V lez Semprit & Co., PSC.) "Top 8 CPA

Firms in 2001"

Suite 201, 255 Ponce de Leon Ave., San Juan, PR 00917

2001. Financial Auditor / MIS Consultant

. Audited clients in various industries including, but not limited to

manufacturing, retail sales, hotels, restaurants, services, banking,

general construction and government-funded enterprises.

. Client base included Pizzeria UNO's of Puerto Rico, BANESCO, SBARRO of

PR, Orange Julius of PR, Plaza Las Americas Mall, Olympic Mills Inc.,

Municipality of Fajardo, Central Parking System Inc., Single Audits of

FEMA funds (under OMB-128 & 133), and general construction developers.

. Established and implemented computerized financial accounting solutions

for clients as well as fraud and risk assessment consultations. In charge

of managing and maintaining the firm's IS infrastructure and testing

potential software and hardware solutions that would enhance the existing

services in the Firm's consulting department.

I-Net Communications, Inc. (Internet Carrier and Information Systems

Consultants)

18 Metro Office Park, Suite 404, Guaynabo, PR 00966.

1996-1998 Accountant.

. Performed general accounting functions as well as cost analysis functions

for telecommunications projects, including business and government

entities such as the Office of the Governor of Puerto Rico, the University

of Puerto Rico, Fortune 500 partners and local enterprises.

. Participated in the evaluation of business strategies and sales

performance reports based on the performance and financial reports of the

company's ongoing projects in the Caribbean, Central and South America.

. Assisted sales teams in preparation of financial reports that were used

in our sales plans and sales presentations made to potential clients and

business partners.

EDUCATION

1998 BS Majoring in Accounting

Inter-American University of Puerto Rico.

Rio Piedras, Puerto Rico U.S.A.

COURSES

. Various professional continued education courses as required under annual

AICPA guidelines and various specialized computer courses.

. Professional development courses were required by Medco every year; such

courses included but were not limited to learning new business practices,

ethics, time management, supervision and regulatory changes to the

industry.

. In preparation to be a CPA candidate for Fall 2011 in Florida.

. Currently studying MS ACCESS and Visual Basic for reporting with MS Excel

applications.

SKILLS

Languages: Fluent in English and Spanish.

Computers: Experience working with applications under Windows operating

systems (Windows 7,Vista, XP, 2000), applications under TCP/IP INTERNET &

INTRANET protocols. Strong working skills with various programs including

JD Edwards, Hyperion Essbase, CU TIMS, Peachtree, Quicken, QuickBooks,

QuickBooks Pro, ACCPAC, SBT, ORACLE, SAGE 100, Caseware, Lotus Smartsuite &

Notes, MS Office Applications (All versions).



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