Manager Financial Analyst

Gerardo Aguilar

**** ****** **

North Richland Hills, Texas 76180

Phone: 817-***-****

E-mail: adbm9o@r.postjobfree.com

In: www.linkedin.com/in/gerardo-aguilar75

SUMMARY

Profit generating Financial Analyst/Manager seeking to add value and experience. Increased Net Income by 110% as an Accounting Manager with crisp financial analysis, accurate quarterly forecasts, and effective KPI monitoring. As a financial analyst led 14 independent projects that raised productivity and developed 6 financial models from scratch that introduced cost cutting automation.

QUALIFICATIONS

●Advanced Excel Skills (VBA, vlookup, pivot tables, index & match)

●Producing financial reports

●Collaborating with foreign teams

●International mutual fund analysis

●5 years managing teams from 2-12 people

●Training 50+ new hires

●Planning monthly budgets

●Price negotiation with clients and suppliers

●Quarterly sales forecasting

●Delivering concise presentations

Fluent in Spanish

WORK EXPERIENCE

Hawk Brothers Glass & Mirror Dec 2014 to Present

Accounting Manager

●Manage 2-5 employees

●Handle recruiting and training of new hires

●Shortened time-per-visit KPI by 35% in the first month

●Reduced call backs by 80% within 6 months

●Increased Net Income by 110% over 5 years

●Shrunk COGS by 20% via price negotiation

●Inventory Management

●Formulate monthly budget & quarterly forecasts

●Put together all contracts, checklists, and procedures

Fidelity Investments Aug 2015 to Mar 2019

Investments Operations - Team Lead (International Accounts)

●Point of contact and escalation with Boston, Dublin, and Chennai teams

●Assigned to oversee daily operations of 12 analysts

●Trained over 50 analysts in 3-year span

●Authored 12 training manuals as an SME

●In charge of producing daily, weekly, and monthly KPI reporting for senior management

●Diminished SOC-1 incidents by 50% with the notes & follow up standards

●30% volume reduction over 2 years with various auto-matching and data cleaning improvement projects

●Tax tables optimization project led to 40% less manual tax adjustments for Japanese, Canadian and EU accounts

●Oversaw daily task list to ensure SOC-1 compliance

Investments Operations Analyst III (International Accounts)

●Reduced time-per-item metric by 35% as part of the tax adjustments template project

●Restructuring the FX Manual Repatriation process decreased completion time by 85%

●Entrusted to mentor new hires

Investments Operations Analyst II (International Accounts)

●Investigated discrepancies created by cash movements

●Analyzed disparity and created appropriate documentation & backup

●Corrected mistakes by booking manual adjustments

ADP May 2015 to Aug 2015

Implementation Intern

●Assisted project manager in overhauling dealership organization

●Helped build new model to monitor performance

EDUCATION AND CERTIFICATIONS

●CFA Level II Candidate

●BBA Finance – Texas A&M University - Commerce Aug 2010 - Dec 2014

oElected captain of the football team

●MSA Accounting – Indiana University Jan 2020 – May 2021

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