Accounting Financial

JOSE MARTINEZ, CPA, MBA

**** ********* *****, ****** **, 32703 407-***-****;********@*****.***

SUMMARY OF QUALIFICATION

Accomplished Professional with extensive domestic and foreign experience looking to add value to an organization from an accounting/financial leading position, and to contribute to improving the decision-making process. Shown superior interpersonal skills, resolving multiple/complex issues, while motivating staff to peak performance. Fluent in English/Spanish

Areas of Expertise

Budgeting & Cost Control

Lead Audits – Internal & External

Lean Manufacturing

CPA – Florida & Puerto Rico licenses

Financial & Variance Analysis

Liaison – Plant & H-Q Management

STD Cost Development

Cross-Functional Leadership

Multi-location Management

Professional Experience

INDEPENDENT CPA\TEMP-CONTRACT service provider- Orlando, Florida 2014 – Actual

- Filling in as Controller on a temporary-contract basis assignments for

corporations/clients – Oct/2014 – Oct/2017

Manage month-end closing, prepare financial package, supervise accountants, and do presentations to the CEO.

Prepare budget, forecasts, and variance analyze vs. actual results, including commentaries.

Support the management group in their decision-making process, providing timely financial reports.

Manage accounting department to ensure consistent, timely and accurate reporting of financial results.

Prepare key reconciliations, accounts analyze, and perform Hyperion uploading/reporting to Corporate.

Managed year-end closing, and lead the external audit, including continued interaction with the auditors.

- Servicing small-company clients - Oct/2017 - Current

Providing Auditing, accounting & taxes services.

JOHN BEAN TECHNOLOGIES, INC., Orlando, Florida May/2013 – Oct/2014

Site Controller - Aero-Tech Division

Evaluated and ensured proper accounting processes were utilized and enforced, maintain proper documentation for Sarbanes Oxley & periodic testing thereof, and managed external and internal audits.

Contributed to profitable operations; lead management of all financial responsibilities for $378 million-dollar division of $917 million-dollar manufacturer of machinery for air transportation and food industry.

Lead staff/team of 4 professionals; manage general and cost accounting, financial planning& analysis, budgeting, forecasting, internal controls, Company’s financial policies, SOX compliance, and applicable GAAP.

Ensured accuracy and perform oversight of interim and final financial statements, supporting documents, and comprehensive KPI reporting package including explanations of variances vs. budget, forecast and prior year.

CATHOLIC CHARITIES OF CENTRAL FLORIDA, Orlando, Florida Dec/2009 – May/2013

Controller

Provided leadership for reporting, compliance, month-end closing, analysis, and managed accounting staff for a $32 million asset-based non-profit organization.

Reduced expenses while building a consolidated accounting/finance organization; efficiently managed $2.5 million cash-flow accounts and $11 million revenue accounts.

Built strong working relationships; interacted with CEO, Board of Directors, internal customers, providing advice and guidance while promptly addressing/responding to needs.

Perform financial analysis for all the 9 business units, providing guidance for management to make key decisions.

DJ ORTHOPEDICS, Vista, California Feb/2007 – Oct/2009

Director, Cost Accounting

Supported organizational financial objectives of $1.0 billion-dollar medical device manufacturer; led cost planning, accounting, and consolidation of facilities for U.S., Mexico, and Europe.

Augmented decision-making processes by providing financial analyses for Chief Financial Officer and Chief Operations Officer, and field managers.

Key contributor to lean-saving and lean accounting through value-stream mapping; efforts led to $500 in cost savings and identification of cause of $3.5 million-dollar manufacturing variance.

DIXON TICONDEROGA COMPANY, Heathrow, Florida Jul/2001 – Nov/2006

Director of Finance

Contributed to business strategy; prepared financial models for business performance analyses; manufacturing variances, budgets, forecasts, and consolidations for U.S., Canada, UK, China, Mexico, Argentina, and Chile.

Achieved 20% savings in overhead by restructuring Finance Department.

Contributed to savings by leading implementation of process of building into budgets specific goals, and holding managers accountable for results.

Partnered closely with CEO and senior management/leadership team, managed a staff of 5, and provided support for decisions in every facet of business for $100 million-dollar manufacturer of writing instruments.

Prepared KPI reporting package including explanations of variances vs. budget, forecast and prior year.

THE COCA-COLA COMPANY, Cidra, Puerto Rico Apr/1999 – Mar/2001

Plant Controller

Performed as Business Partner to management, operations, and leadership teams; ensured that costs were minimized, and revenue, maximized; managed staff of 27 associates supporting operations in Caribbean, Central and South America; provided oversight of profit and loss, balance sheet, and cash flow.

Provided insight into possible methods for lowering costs; examined all finances related to the industrial plant of $1 billion revenue-producing concentrated syrup manufacturing plant.

Prepared financial package with KBI forwarded to local management and to Corporate in Atlanta.

Lead the budget and forecast preparation, and presented to Leadership Team and Corporate Management.

Received 100% satisfaction rate on department’s transformation to an Empowerment culture by disseminating the concepts, leading by example, and delegating authority.

Oversaw activities for accounts payable, receivables, payroll and general accounting.

Other Significant Experience

Sara Lee Corporation – Director of Finance, Controller, Sr. Cost Analyst

Nabisco Brand, Inc. – Financial Analyst

Education

Master of Business Administration, Finance, Wake Forest University, Winston-Salem, North Carolina

Bachelor of Business Administration, Accounting, University of Puerto Rico, San Juan, Puerto Rico

Computer/Technical Skills

JD Edwards, Monarch, Hyperion (HFM), Great Plains, Solomon, Fourth-Shift, Syteline, SAP, Microsoft Office

Affiliations

American Institute of Certified Public Accountants

Financial Executive International (Former Board member, committee Co-Chairman)

Puerto Rico Society of Certified Public Accountants

Association for Manufacturing Excellence, and Institute of Management Accountants

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