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Financial Analyst Management

Louisville, Kentucky, United States
October 21, 2016

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Rómulo Ortiz

***** ******* **. ***. *,

Louisville, KY. 40245, U.S.A.


Objective: Seeking a position as Senior Financial Analyst that will utilize my knowledge, skill and experience searching for greater efficiency and better results.

Education: B.A. Business Administration. Universidad Central de Venezuela. Caracas, Venezuela. 1981.

Specialization Economic Sciences - Finance.

Universidad Central de Venezuela. Caracas, Venezuela. 1986.

M.Sc. Tourism Business Management.

Universidad Nacional Experimental “Francisco de Miranda”. Coro, Venezuela. 1991.

M.Sc. Tourism & Hotel Marketing.

Universidad de Oriente. Porlamar (Guatamare), Venezuela. 1994.

Summary of Qualifications:

Strong leadership skills.

Problem – solving orientated person and conflict resolution skill.

Excellent communication interpersonal and organizational (written and verbal).

Analytical and quantitative skill.

Proven experience in Finance, Accounting and Budgeting.

Computer Skills:

Word, Excel (Vlook Up, Pivot Table), Power point, Access and Project.

Related Experience:

O.G. Touristconsult C.A. Caracas, Venezuela

Senior Financial Analyst September 2000 – December 2010

Worked across all levels of management gathering, analyzing, summarizing, and preparing recommendations regarding financial plan, acquisition activities, new business planning, trended future requirements, and operating forecasts. Reviewed cost and conducted cost benefit analysis to projects and/or programs. Performed statistical, cost, and financial analysis of data reported in the accounting systems, on the balance sheet, income statement, and cash flow statement.

Instituto de la Vivienda del Estado Miranda, (IVI-MIRANDA). Caracas, Venezuela.

Financial Manager (CFO) April 1999 – June 2000

Managed the budgeting and forecasting process for applicable functional areas, and assisted in total institutional planning. Supported preparation of long and short–term budget and forecast of financial performance for use with internal management as well as external parties. Prepared all financial reports based in the GAAP; including all reports about assets, liabilities, capital, investments, expenses, incomes, and several ratios.

Additional Experience:

O.G. & Asociados C.A. Caracas, Venezuela

Financial Planning & Analysis (FP&A) January 1991 – March 1999

Financial analysis / process improvement. Assisted in preparation of business cases (cost / benefits, NPV, ROI) for new product or investments. Responsible for the development, implementation and maintenance of the financial planning and analysis processes. Reporting and analysis of company financial results, forecasts and plans. Assisted finance team in preparing and executing its departmental strategic plan. Created reporting and analysis of moderately complex financial data to produce scheduled financial reports (monthly, quarterly, and annually), for field management.

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