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).