Manager Financial Analyst

Joaquin Rodriguez

**** ** ***** ***** *****, FL *3182

Mobile: 786-***-**** Email: *.*************@*****.***

PROFESSIONAL EXPERIENCE

Triton Logistics

Finance Manager 2019-Present

oDrafted executive analysis reports highlighting business issues, potential risks and profit opportunities by analyzing trends

oCorrected inefficiencies in accounting process that resulted in increased efficiency and billing accuracy

oImplemented SAP Concur as the primary Accounts Payable system

oManage annual budget for entire company through multiple lines of business

oAnalyze cost accounting data and assist with cycle count/physical inventories

oEmbrace process improvement mindset by successfully streamlining inventory activities to provide effective and efficient solutions for the company

oManage Cashflow forecast and reduced past due debt by 50% in first 60 days at the company

oRe-structured the P&L to reflect each line of business for better financial reporting.

oEnsure all P&L postings are allocated to the proper account to maximize profits and margins

oManage month and year end process, budgeted, forecasted and reported results at period closings

oLead/drive continuous improvement in the cost estimation processes in collaboration with sales, supply chain and warehouse management teams

oImplemented strategic procedural changes for streamlining packaging and fulfillment

oSupervised and reviewed the work of Financial staff (AP, Billing, AR, Collections)

oImplemented new reconciliation processes resulting in an increase in revenue and financial reporting

oSuccessfully worked with staff in improving knowledge base and skills sets to create efficiencies in overall workload and time management

oLiaise with external Accountant to prepare yearly taxes

Marken LLP, a UPS company (Clinical Trials Logistics)

Finance/Administration Manager 2015-2019

oManage LatAm & NorAm AP, AR and Billing departments. Assess staff performance and provide coaching and guidance to ensure maximum efficiency in each department.

oManage our Finance Month-End process

oReconcile P&L and Balance Sheets and track cost through various margin analysis

oPrepare financial analysis reports which analyze financial performance vs. budget and forecast

oCompile key business metrics and report them to management

oAnalyze cost to ensure profit margin stays on target or above

oForecasts budget comparisons, profit analysis, and other relevant financial reports

oMonitor costs and expenses to assist in budget preparation and yearly forecast

oProvide reports to central finance to accurately account for the stocks on the Balance Sheet and P&L

oReconcile stock count in order to have constant resources available

oAssist in the determination of product pricing in relation to features offered and competitor pricing

oPlan and coordinate administrative procedures and systems and devise ways to streamline processes

oCoordinate with other departments the information we need in order to properly estimate and invoice our jobs

oEnsure the smooth and adequate flow of information within the company to facilitate other business operations.

oCompile key business metrics and report on them to management

oMonitor inventory of packaging stock and the purchasing of new material with attention to budgetary constraints

Qiwi USA (Payment Processing)

Financial Analyst - Finance Manager 2010-2015

oOversee the operations of the treasury department, including the design of an organizational structure

oForecast cash flow positions, related borrowing needs, and available funds for investment

oEnsure that sufficient funds are available to meet ongoing operational and capital investment requirements

oMaintain Balance sheet of COGS and assets on hand through journal entries

oProperly allocating cost to the P&L.

oCompile key business metrics and report them to management

oCoordinate the transportation of inventory from vendor to warehouse in most effective manner with the provided turnaround time

oEngage in ongoing inventory and warehouse cost reduction analyses in all areas of the company

oCompleted required inventory count and drafted reports detailing to show available stock.

oTrack and maintain inventory files

oPrepare financial reports which analyze financial performance

oForecasts budget comparisons, profit analysis, and other relevant financial reports

oMaintain a documented system of accounting policies and procedures

oManage outsourced functions; ACH transfers, payroll and employee benefits management

oAssist management in the formulation of its overall strategic direction

oEngage in benchmarking studies to establish areas of potential operational improvement

oOversee the extension of credit to customers and credit profile assessment

SKILLS & LANGUAGES

oProficient in Microsoft Office: Word, Excel, PowerPoint and Outlook. QuickBooks, Oracle, Kronos, SAP Concur

oAbility to complete all projects within time constraints while managing daily duties efficiently

oStrong knowledge of GAAP

oFluent in both English and Spanish

EDUCATION

oFlorida International University 2010-2012

Degree in Bachelor of Science in Business Administration / Finance GPA 3.37

oJackson State University, Jackson MS 2003-2006

Accounting GPA 3.20

ACCOMPLISHMENTS

oAcademic Dean’s List 2004; Spring 2012; Summer 2012; Fall 2012

oAs a professional baseball player, I learned how to adapt into the role the team needed me to fill. Became versatile on and off the field, furthermore, learned how to become accustomed to working in a new role almost daily

oIn the final semester at Florida International University, in a Student Managed Investment Fund class we used DCF models to evaluate the financial strengths and weaknesses of given companies in each sector of the stock market

oBloomberg Certified

o2-15 License Life Health & Annuities

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