CFO

Gerardo Echeverria

786-***-**** ********@*****.***

www.linkedin.com/in/gerardoecheverriag

Authorized to work for any employer

CORE QUALIFICATIONS:

Bilingual expert in financial statement preparation, over 21+ years' proficiency in Microsoft Office, SAP, Cognos, VBA Macros, SQL, Power BI, and Salesforce; excels in communication, project management, operations, and logistics, SOX compliance, auditing, payroll, cash flow, and inventory management, skilled in risk management, financial strategy, budgeting, forecasting, and pricing analytics,

WORK EXPERIENCE:

Road Maker Contractor LLC. 05/2022-Present

Chief Financial Officer

• Proactively deliver timely and accurate financial reporting, analysis, and recommendations to key stakeholders, enabling informed decision-making and strategic planning.

• Lead the development and execution of annual budgets and long-term financial plans, ensuring alignment with organizational goals and objectives.

• Manage the accounting department to ensure precise and timely financial reporting, overseeing all financial activities including budgeting, forecasting, and compliance with regulatory standards.

• Develop operational financial reports and maintain financial policies and procedures to optimize efficiency and internal controls, safeguarding company assets.

• Collaborate cross-functionally to provide financial insights, support strategic initiatives, and drive process improvements in reporting and analysis.

Kemper Life Independent Contractor Western & Southern Life 04/2020-04/2022 Life and Health Insurance Consultant

• Developed financial plans to help clients achieve their long-term and short-term goals.

• Advised clients on taxes, retirement planning, investments, and insurance decisions tailored to their needs.

• Provided advice and recommended insurance products to clients.

• Acted as an intermediary between clients and insurance companies.

• Provided excellent customer service to maintain client relationships.

• Conducted interviews with prospective clients to gather information.

• Sold life insurance policies that provide payouts upon death.

• Analyzed clients' current portfolios and made strategic recommendations.

• Assisted clients throughout the claims process, maintaining meticulous records. Amazon 12/2017-03/2020

Customer Service Driver Representative

• Coordinated daily deliveries to align with customer schedules; adjusted itineraries to accommodate peak delivery times and alternate routing needs.

• Prepared and managed delivery authorizations and pick-up documentation and manifests.

• Conducted daily pre-trip inspections using company checklists and submitted detailed reports post trips and deliveries.

• Successfully delivered goods and materials, averaging 300 packages per day. Kantar Worldpanel (WPP Group) 08/2013-11/2016

Chief Financial Officer

• Produced consistent, high-quality financial and accounting reports on time.

• Oversaw administrative and financial control of Back Office activities.

• Led budgeting and strategic planning processes, ensuring compliance and monitoring financial performance.

• Provided timely and insightful financial reporting, analysis, and recommendations.

• Developed annual plans for business units and created operational financial reports.

• Supported corporate projects with analysis and process improvement recommendations.

• Managed internal and external audit processes, including financial and tax audits.

• Established corporate risk management programs and led the Risk Management Committee.

• Conducted monthly reviews of departmental financial performance and supported leaders in understanding results.

• Utilized advanced financial models to provide performance insights.

• Automated and enhanced financial planning processes.

• Provided financial analysis support for key capital projects.

• Fostered successful partnerships with key internal stakeholders and cross-functional teams.

• Managed budget formulation and execution, financial planning, strategic planning, investment budgets, income, operational expenses, quarterly budget evaluations and adjustments, etc. Oversight of audits: Internal Audits, SOX Controls.

Verizon Vzla (CANTV) 10/2000-08/2013

Financial Planning Consultant

• Oversaw monthly, quarterly and annual financial reporting, developed the annual operational budget, and projected annual forecasts.

• Prepared the budget and strategic plan and executed it for 13 business units (5 for income and expenses and 8 for expenses only).

• Participated in the analysis of EBITDA variations between actual and projected financial statements, proposing ideas to close gaps and identifying financial and operational risks and opportunities in the corporation’s plans and consolidated financial statements.

• Prepare the monthly operational and financial performance reports to the corporation’s decision centers, ensuring all information and consultation requirements were met.

• Managed internal audit, internal controls, manuals of norms and procedures, and other related functions.

• Conducted general accounting, reconciliations of accounts, adjustments, bank reconciliations, cash flow management, planning and budgeting, credit processing, and business guarantees for card distributors. EDUCATION:

• Santa Maria University 2000

• Bachelor’s Degree in Public Accounting

PROFESSIONAL DEVELOPMENT:

• Life and Health Insurance License Active

• Andrés Bello Catholic University- Business Financial Management 2012

• Metropolitan University- Comprehensive Tax Planning Program 2005

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