Carlos Baez
Email: *********@********.***
Address: ***** ******* ***** ******
City: Orlando
State: FL
Zip: 32825
Country: USA
Phone: 407-***-****
Skill Level: Management
Salary Range: 80
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
Career Goal: Controller / Accounting Manager / Sr. Accountant / Financial Analyst
Highly skilled accounting/finance professional with over 15 years of experience developing and implementing financial systems, strategies, processes and controls that significantly improve P&L scenarios. Expert in establishing accounting functions, systems and best practices; cost-reduction, automation and tax strategies; and lasting business relationships to ensure goal-surpassing fiscal performance. Computer skills include proficiency in Excel, Peachtree, People Soft, Platinum, Fourth Shift MRP, Lotus 1-2-3 and MS Office 2010.
Experience
Nicholson School of Communication (University of Central Florida)* Orlando, Florida *
Coordinator Accounting - July 2012 to present
Senior Accountant - April 2010 to June 2012
Accountant - December 2008 to April 2010
*Built a finely tuned accounting department, fostering a collaborative environment that improved productivity, individual accountability, and team morale.
*Created the school's financial structure including, but not limited to, budgeting, internal controls, reporting, processes forms, Student Perception Instruction (SPI) & GPA Reports including statistic indicators comparisons between faculty, school norms and similar programs within the school (graphs, pivot tables, averages).
*Implemented, coordinated, monitored (for compliance with applicable regulations), reconcile and track fiscal management of all accounts associated with the school.
*Prepared and processed paperwork for the school's purchases and vendor payments, travels, interdepartmental transfers, pcard transactions, UCF Foundation donations, payments and reimbursements.
*Coordinated with the Director/Assistant Director on fiscal compliance related to accreditation and other fiscal related responsibilities as needed.
*Served as liaison between school and other university and external departments, units and agencies as needed for fiscal related items.
*Maintained property inventory and other asset management responsibilities.
* Financial reports developed were presented by the College of Sciences of the University to other schools within the university.
HBNet, Inc. (start-up company)* Orlando, Florida * June-2007 to February 2008
Finance Director/Controller
This company, a consortium of The United Cities Corp., was created in 2007 to serve as educators of a new financial/benefit mechanism that will be introduced in 28 states of the United States of America.
* Developed the Corporate financial structure including, but not limited to, budgeting, internal controls, reporting, organization charts, job descriptions, and processes forms.
* Instrumental in the start-up process of the company in regards with public presentations and job interviews of candidates for the different departments of the organization.
Third Party Verification, Inc.* Orlando, Florida * May 2005- June 2007
Controller
This company provides complete third party verification solutions to a variety of industries. They are the leader in speech-enabled, live-agent, online third-party verification (TPV) and call recording services for the cable and telephony industries, including both circuit switch and VoIP customers. Responsible of the complete accounting cycle of three sister companies, including preparation, monitoring, and discussion of consolidated budget, cash flow, monthly financial statements, and weekly financial update reports.
* Changed the complete accounting system to a profit center one. This process included the creation of a new chart of accounts, budget and financial statements templates (MS Excel). This new accounting system uncovered a loop hole in the billing system which added an additional $30,000 to the monthly billing.
Manufacturing Technology Services, Inc. * Caguas, Puerto Rico/Orlando, Florida * April 1999 to April2005
VP Administration/Planning / CFO
Electronic contract manufacturer located in Caguas, Puerto Rico. Engaged in the planning, development, and supervision of the company and its subsidiaries, accounting, financial and new business startups. Interacted with members of investment community, including venture capitalist, bankers, and government.
* Participated in the business growth, increased the line of credit with bank (Asset Based Loan), and suppliers. Participated in a preferred stock investment transaction with the government.
* Instrumental in the acquisition process of a company in Shannon, Ireland; and also in the start-up of two new companies in the Dominican Republic.
* Conducted the restructure of the accounting and finance department including the implementation of a strategic cash-flow forecast and financial reporting system, for the Puerto Rico, Ireland and the Dominican Republic operations. Developed credibility for the finance group by providing timely and accurate analysis of budgets, financial reports and financial trends.
Government of Puerto Rico - (OMB)* San Juan, Puerto Rico * 1996-1998
Controller
Engaged in the administration of the agency's budget and the former governors' finance department. Supervised 17 employees in the accounting, finance and payroll department. Participated as a Member of the Steering Committee of the Treasury Department (Government of Puerto Rico) on the implementation of the new accounting, finance and human resources software (PeopleSoft) system to be used in all government agencies.
* Saved over $1,000,000 of the agency's budget as a result of a restructure of the finance department and development and implementation of a cost control program.
Light Sources, Inc. / L.S. Industries, Inc.* Caguas, Puerto Rico * 1992-1996
Controller
Wholesale and distribution of General Electric light bulbs and wiring devices. Retail sales, installations and maintenance of baggage conveyors for airports. Conducted the complete accounting cycle. Prepared monthly financial statements, annual budget and cash flow analysis using accounting and spreadsheet software. Accountable for governmental tax returns, quarterly payroll tax returns and office administration. Implemented the complete accounting cycle using Platinum Accounting software.
Self-Employed* Caguas, Puerto Rico * 1990-1992
Financial/Accounting Consultant
Engaged in various accounting and consulting functions especially on the implementation, training and support of accounting systems (Platinum, Peachtree, QuickBooks) and Excel software. Consulted companies such as Duracell Caribbean, Empresas Daz and subsidiaries, Icee de Puerto Rico, Garriga Trading, Kodak Rahola, among others. Worked as sub-contractor with a computer and software consulting company,in the conversion and implementation of new accounting software at other companies.
Icee of Puerto Rico, Inc./Syrup Manufacturing, Inc.* Canovanas, Puerto Rico * 1981-1990
Controller
Syrup manufacturing and wholesale of frozen carbonated beverage supplies. Supervision of 3 employees. Hands-on of the complete accounting cycle using accounting and spreadsheet software. Performed the monthly financial statements, annual budget and cash flow analysis, cost reporting for the syrup manufacturing plant, governmental tax returns, quarterly payroll tax returns, office administration, human resources, facilities and security management and reporting for executive and advisory board.
Vila del Corral & Company (Local CPA Firm) * Rio Piedras, Puerto Rico * 1979-1980
Auditor of medium sized companies and bookkeeping of small companies, prepared governmental tax returns, compilation reviews, and participated in many other special projects.
Price Waterhouse & Co. (Big 8 CPA Firm) * San Juan, Puerto Rico * 1978-1979
Auditor of companies such as Esso Standard Oil, Vicks, Bristol, and Exlax.
EDUCATION
Masters Business Administration - Accounting (GPA 3.75)
Bachelor Administration - Accounting (Magna Cum Laude)