Project Manager Financial
Resume:
MARCELO ZAVALA
Bachelor’s degree in Accounting and Audit with honors in Financial Analysis (summa cum laude)
Sacramento, CA.
acd56g@r.postjobfree.com
http://www.linkedin.com/pub/marcelo-zavala/32/96/634
Sacramento, May 17, 2014.
Dear
Hi Tech Manufacturing
San Jose, CA
This letter is to express my interest in the “Sr. Financial Analyst” position. I have included for your consideration: Resume, References, and
Recommendations.
In my extensive experience within local and international companies, as a hands-on: Sr. Financial and Business Analyst, Financial Controller,
Accountant, Finance Manager, Senior Auditor (Int./Ext. Big 4). I have accumulated business acumen and skills leading: Financial Analysis, Data mining
and data querying, Internal and External Audits, Financial Statements Consolidation, Project management and business planning. Software literate and
researcher, metrics reports, VB Scripting and SQL, Outlook, Excel (Macros, Pivot File Maker, Visio, PowerPoint, Access, Word, Project, Internet and
Systems resources, SharePoint, QuickBooks, Pro-Series, Lacerte, Vertex tax systems, multistate tax returns (Income and Sales).
Overall technical expertise and several ERP Systems implementations and maintenance, within: Accounting (GAAP and IFRS), Financial Statements,
General Ledger, A/R, A/P, Fixed Assets, Inventory, Financial and Business Analysis, Cash Flow, Treasury, Factoring, Taxes, Treasury, Metrics, Financial
modeling, Budget and Forecasting, Audits, Reporting and compliance, Developing financial analysis packages, Variances origins and recommendations
to management (OPEX and BS). Standardize critical business procedures, reduce redundant tasks, assessing business needs Internal Control and
Business Continuity Plan, Software applications and procedures.
What I enjoy most about my job, and where I perform best, is coordinating and working the numbers with people from multiple teams. I am now
looking to use my skills and expand my experience with new and exciting opportunities.
As my enclosed resume indicates, I have significant experience that I can bring to your company and this position in the following areas:
Querying and analyzing complex data, ERP software: SAP, Oracle and Hyperion Essbase cube, Lawson, SUN, and QuickBooks. Preparing Financial
Statements, disclosure notes and Consolidations. Hands on with: Eliminating entries, Financial Statements and Compliance reporting.
Own and/or supervises Financial and Operational close processes of multiple locations and lines of business. Ensure accuracy and compliance with
established accounting principles and procedures.
Timely and accurate posting, reconciling, and reporting.
Prepares work papers, financial statements, and various reports for internal and external audits teams.
Researches business technical databases and applicable procedures to improve operations.
Works with independent auditors to ensure compliance with reporting requirements.
Share and recommends solutions, as needed: Systems, processes and procedures, Budget activity, Proper expenditure coding, Documentation, and
all Financial and accounting related activities.
Plus:
Detail oriented, highly motivated and an analytical thinker who also understands the bigger picture.
Exceptional interpersonal skills, proactive, ability to prioritize, meet deadlines, and effectively deal with ambiguity. Excellent written, verbal, and
listening communication skills; have great attention to detail; with the ability to comfortably communicate to all levels of management. Outstanding
organizational skills and ability to multi-task.
Process Optimization: Document and optimize existing processes to improve accuracy, efficiency and scalability.
Prepare work papers that are informative, indexed, cross-referenced and can easily be understood and explained.
Research the external market and internal business to find and leverage patterns and best practices in order to improve business processes and
develop global uniform practices. Develop and manage financial models, scenario analysis, and ad hoc metrics as needed by business.
Travel experience and General support, as needed.
Bilingual: Spanish.
I am very excited with the opportunity and look forward to hearing from you.
Sincerely,
Marcelo Zavala
acd56g@r.postjobfree.com
http://www.linkedin.com/pub/marcelo-zavala/32/96/634
MARCELO ZAVALA
Bachelor’s degree in Accounting and Audit with honors in Financial Analysis (summa cum laude)
Sacramento, CA.
916-***-****, acd56g@r.postjobfree.com
http://www.linkedin.com/pub/marcelo-zavala/32/96/634
Certified financial professional with: Extensive and solid business and finance experience in international companies. Detail-oriented and highly
effective Finance Specialist. Strong experience and business acumen, leading: Accounting, Projects, Financial Analysis, Audits, Taxes, Ad hoc Analysis,
Metrics, Reporting, GAAP/IFRS, Due Diligences, Software and business processes implementation and management.
Qualifications Highlights:
Excellent interpersonal communication skills with the ability to comfortably communicate with all levels of management.
Ability to simultaneously manage several projects, attention to details and to think creatively.
Ability to analyze financial data and prepare financial reports, statements, and projections. Working knowledge of short and long term budgeting
and forecasting, rolling budgets, and product-line profitability analysis, supporting the LOB(s).
Proficiency in ERP Systems: SAP, Oracle R11 and R12, Lawson, SUN, and QuickBooks. Financial Statements Consolidation, Excel elimination entries,
Revenue Recognition, fluctuation and disclosures notes.
Software literate: VB Scripting and SQL, SAP “Business Planning and Analytical Services”. Advanced computer skills (MS Office): Excel (Macros,
Pivot Tables…), Modeling, PowerPoint, Project, Word, Outlook, Visio, and QuickBooks.
Professional experience and business acumen: Internal controls, processes delineator, USGAAP and IFRS expertise, regulatory compliance
(control and reporting), Performed and participated in several Due Diligence acquisitions processes, Experienced Financial Project Manager, for
Shaft mine project (Barrick).
Bachelor’s degree in Accounting and Audit, with honors in Financial Analysis (summa cum laude).
Mastered US tax regulations and software (Proserie and Lacerte), and multistate tax returns. Initiated Master Degree in Taxation at Golden Gate
University (postponed)
Bilingual: Spanish.
Professional Experience:
MAZBUSINESS: Supporting businesses success and grow.
Sr. Financial Analyst February 2014 – Present.
Accomplishments:
Business assessment resulting in an Improvement tasks plan for all critical processes.
Financial Management, overseeing budgeting, forecasting, cash flow for administration.
Preparation, review and finalization of monthly and annual financial reporting materials and metrics to management.
Coordinate resources, audit activities, actively participate in hiring and retaining support staff as needed.
Taxes management, compliance reporting, business procedures and systems improvements.
Vision Service Plan: Services to optometrist businesses, a Line of Business (LOB)
Accountant June 2013 – February 2014.
Accomplishments:
SAP ERP System, SALESFORCE, MS Dynamic, Vertex, Accounting and Taxes consulting project.
Improve Journal entries procedures,and templates supporting Financial Statements; from "pencil" to Digital, from “keying in” to Excel Pivots
directly from reports. Promote use of: PDFs and Excel (Pivots, Vlookup, Macros,
Improve Liabilities records and Account Payable “system" from just checks paid to actual liabilities events (No Purchase Orders available)
Improve multistate Sales Tax recurrent customer claims and Vertex Tax System updates.
Initiated from scratch procedures and processes documentation. And LOB training of new employees.
Developed multi-entity Cash Flow in Excel templates capturing the activity directly from SAP Trial Balance reports.
Initiated a formal LOB accounting month end close calendar.
Provided formal guidance on how to implement a Budget for an LOB (Step by Step).
Implemented formal structure to control, and report on project over the network simulating SharePoint system.
Update LOB “Business Continuity Plan”.
CALYXSYSTEMS: Software solution industry.
Sr. Financial and Business Analyst March 2011 – June 2013.
Accomplishments:
Develop business plan (Monthly, Quarterly and Year end): Budget, Forecasts, Financial Modeling, and Metrics report.
Analyze financial and operational results and key metrics, and communicate potential improvement opportunities to senior management.
Perform business analysis and develop standards. Document and optimize existing processes to improve accuracy, efficiency and scalability.
Supervise Accounting: Revenue Recognitions, Identifying month end expenses accruals, and Audit and Issue final Financial Statements (Monthly,
Quarterly and Year end).
Analyze variances origins, and recommendations to management, within presentation of Financial Analysis package report (Monthly, Quarterly
and Year end).
VB scripting and SQL to automate analysis in Microsoft Excel, plus QuickBooks expert.
MARCELO ZAVALA
Bachelor’s degree in Accounting and Audit with honors in Financial Analysis (summa cum laude)
Sacramento, CA.
916-***-****, acd56g@r.postjobfree.com
http://www.linkedin.com/pub/marcelo-zavala/32/96/634
ORACLE: Software solution industry (ERP Systems).
Financial Controller December 2007 – February 2011.
Accomplishments:
Mastered Oracle’s business operation, ERP Systems, accounting close processes, variations analysis and leveraged Due Diligence processes (Sun
and BEA Systems).
Project manager and Implementation of Pension Plan accruals and support Actuarial firm reporting.
Prepare financial reports, statements, Consolidation, Elimination entries. Manage Reporting accordingly to SEC, GAAP and IFRS.
Streamlined the support process of monthly and quarterly variations of Actual vs. Budget review (OPEX and BS)
Enhanced and manage Tax Bridge project between USGAAP vs. Local GAAPS.
Directed Audits performance support: External, Internals, Taxes (SIPRED), SOX compliance projects.
Lead matrix organization with cross functional directs (FD) around the world, with Services Centers and Local teams.
Mentored Services Centers located in India (5 FD), and country teams (4 FD) in several procedures: Reconciliations, Bankruptcy, Cash basis, Taxes,
Audits, DOS analysis.
Automated Oracle’s System “txt” reports by programming scripts to automate Excel analysis.
Structured and mentored Mexico’s monthly taxes calculation templates based/linked on Oracle ERP System reports
Rodríguez, Pérez, Delgado & Co. LLP: CPA firm.
Senior Auditor, Taxes, and Financial Projects Consultant January 2004 – November 2007.
Accomplishments:
Issue Financial Statements and Consolidations, and Non-profit Financial Statements.
Mastered Lacerte software and multistate tax returns.
Manage audits for biggest accounts (Credit Union banking business, Real Estate, Restaurants …).
Project manager: “Rebuild client’s 10 years of Accounting and Taxes” and coordinate with IRS Officer.
Manage QuickBooks System automated upload project, maximizing upload data by 85% implemented Excel automated upload.
Managed Clients accounts (Taxes, consulting, Financial Management support).
Created and developed project: “Small and medium business managers coaching services”.
Mentor and support RPD Marketing and business plan development.
Leveraged business with Sacramento Asian Commerce Chamber and Sacramento Hispanic Commerce Chamber and members.
JTS Enterprises Group LLC, Sacramento, California.
Finance Manager November 2002 – December 2003.
Accomplishments:
Spearheaded government contracts management research.
Lead legal business structure reviews, taxes, policies and options for JTS partners and clients.
Implemented: Accounting and operational systems, and treasury procedures.
Mentor in financial matters for JTS team, partners and clients.
Conducted market partnership and joint venture research for JTS and supporting clients.
Inter.net, Chile S.A.: Branch of PSINet.
Country Controller
The British Council, Chile: Part of the British Embassy at Chile.
Finance Administration Manager
The Indio Mining Company, Chile S.A. Barrick Gold's “El Indio” mines in north-central Chile, worked at an elevation of 16,000 feet.
Financial Consultant, Project Manager
A.F.P. Provida, Chile S.A.: Social Security System, major management company.
Internal Auditor
Peat Marwick, Chile S.A. (KPMG): Big4 CPA firm.
Financial Auditor and Consultant
MARCELO ZAVALA
Bachelor’s degree in Accounting and Audit with honors in Financial Analysis (summa cum laude)
Sacramento, CA.
916-***-****, acd56g@r.postjobfree.com
http://www.linkedin.com/pub/marcelo-zavala/32/96/634
Education and Training:
University:
Golden Gate University, San Francisco, CA USA: Courses conducting to Masters Degree in Taxation.
Technological Metropolitan University (UTEM), Chile:
Certified Public Accountant and Auditor (BS degree), with honors in Financial Analysis (summa cum laude).
Training:
Oracle: US GAAP vs. IFRS
References:
VSP, Robert Cathey, Director Corporate Financial Services, 916-***-****, acd56g@r.postjobfree.com.
CALYXSYSTEMS, Thomas Opazo, CEO, 408-***-****, 21125 Lauretta Dr, Cupertino CA 95014, acd56g@r.postjobfree.com
ORACLE, Gustavo Frene, Controller Manager, 916-***-****, Rocklin CA 95765, acd56g@r.postjobfree.com.
Rodriguez, Perez, Delgado CPA Firm, Samuel Perez, Partner Manager, 916-***-****, Sacramento, CA 95815,acd56g@r.postjobfree.com.
JTS Enterprises, Johanna Stean, CEO,, 916-***-****, Sacramento, CA 95842, acd56g@r.postjobfree.com.
Recommendations (LinkedIn System):
Sr. Financial and Business Analyst
CALYXSYSTEMS
“Marcelo has an excellent and diverse background in financial analysis and auditing. He would be a strong asset to any organization.” January 3, 2012
st
1 Robert Cathey, Manager, Enterprise Information Services, VSP
“During his time at Calyx Systems, Marcelo has proven that he has a great deal of experience and business acumen. He has shown perseverance and
great loyalty, responsibility and an extraordinary adaptability to new business scenarios. His addition to the Calyx management team has been
invaluable. On the personal side, Marcelo has a great character and integrity, with solid family values, and has built a marvelous family, with 25 years
of marriage and four beautiful children.” August 27, 2011
st
1 Tom Opazo, Owner and CEO, CALYX SYSTEMS
Financial Controller
Oracle
“Marcelo is a fascinating man, his command of many languages, English, Spanish, and even French make him a pleasure to talk to and converse with. I
enjoyed working with Marcelo very much!” August 27, 2011
st
1 Nick Sharrer, Canada Country Controller, Oracle
“Marcelo is a well rounded professional with vast experience and a solid background in the areas of accounting and finance, including auditing and
taxes. He is proficient with computer software and always willing to share his knowledge. It was a pleasure supervising and working with him, and wish
him all the best in his future projects.” August 23, 2011
st
1 Gustavo Frene, Financial Controller, Oracle
Finance Manager
JTS Enterprises Group LLC, Sacramento, California.
“Marcelo is a high energy individual with a very positive outlook. He is very detail oriented and accurate while at the same time understanding of the
overall business needs and able to effectively support both the day-to-day business operation and the long-term strategic direction of the
organization.
Marcelo's broad knowledge of all aspect of a business' operation is extremely valuable to any employer.
I would highly recommend Marcelo to any future employer.” August 25, 2011
st
1 Johanna Steans, President/CEO, JTS Enterprises GroupLLC
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