Financial Planning Branch Manager
Resume:
Laredo, TX, *****
********@*****.***
Ramon Casas
MBA
Summary
Accomplished expertise in Accounting and Financial Managing with 15+ years’ experience providing strategic financial planning, budget management, and fiscal analysis. Skilled in optimizing financial processes and implementing cost-effective solutions. Demonstrated ability to drive financial growth and streamline operations. Adept in strategic planning, cost control, forecasting, and risk assessment. Work History
Apr 2015 – Sep
2023
Financial Officer
FAK Distribution, LLC
• Directed a financial team in achieving 5% increase in annual revenue through strategic financial planning and market analysis
• Developed and manage $5M annual budget by optimizing resource allocation and cost control.
• Led a staff of 20 operational employees with innovative policies that yielded a 15% increase in profits by using KPI’s reports.
• Conducted comprehensive company potential risk by analyzing P&L, AR, AP and BS data information.
• Analyze creditworthiness of potential new customers and vendors.
• Implemented a streamlined credit assessment process that resulted in a 20% reduction in bad debt write-offs.
• Managed and measure warehouse supply chain, inventory control, logistics coordination (inbound/outbound/transloading)
• Managed operation fleet cost control and achieved a 2.5% in annual revenues.
• Evaluated organizational structure and project management.
• Managed contracts arrangements with customer and vendors.
Jun 2014 – Oct
2014
Accountant
Mario Gonzalez, CPA, Laredo, TX
• Supply detailed tax documentation needed to submit accurate corporate returns.
(1120, 1120S, 1040S, 1040, 1042)
• Collected and arranged financial information from clients.
• Accurately prepared financial statements.
• Identified and investigated variances.
• Bookkeeping.
• Bank reconciliations.
Sep 2011- Jul 2013 Payroll Supervisor
Webb County, Laredo, TX
• Organized grant budgeting and department's general orders.
• Managed processing of payroll for over 1,500 employees, including review of time sheets and computing pay in accordance with FLSA.
• Reconciled health care benefits, tax contributions and retirement accounts to facilitate large-scale account reconciliations.
• Processed W2 and 941 forms
Oct 2008 – Aug
2011
Accountant
Webb County, Laredo, TX
• Supervised Webb County department's investments accounts over 35M plus among all departments.
• Maintained updated month to month financial reports.
• Tracked financial progress by creating quarterly and yearly balance sheets.
• Cooperated with senior leaders to create operating budgets and initiate financial planning.
• Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger.
• Bank reconciliations.
Education
MBA: International Business
Texas A & M International University - Laredo, TX
BBA: Business Administration
Texas A & M International University - Laredo, TX
Accomplishments
• Payroll Laws Training.
• QuickBooks System Experience.
• Cargowise System Experience.
• AS400 System Experience.
• OSHA Training.
• Company CTPAT Certification.
• Microsoft Office Training (Excel Reports)
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