Jason R. Herrera
**** ******, *** *******, ** ***02 210-***-**** **********@*****.***
WORK & LEADERSHIP EXPERIENCE
American International Industries Los Angeles, CA
Regional Sales Manager (West Coast) June 2019 – Present
• Directly managed and develop a team of 14 sales representatives in the West Coast territory
• Assisted in the promoting of American International products that included ride alongs with sales reps, trade shows and demonstrations to customers.
• Educated team on current and recently released products, revenue generating strategies and customer resolutions.
• Developed and integrated sales programs for territory
• Provided accurate sales forecasts monthly to the marketing and planning team that allowed for sales growth on current and new products.
• Worked with customer service and accounts payable on communicating certain discrepancies to cus- tomers that needed to be escalated on a case by case basis.
• Developed positive relationships with owners and buyers
• Worked with retailers on private label items based on MOQ forecasts National Credit Union Administration San Antonio, TX Credit Union Examiner October 2017 – June 2019
• Plan, conduct, and complete examinations of federally insured and federally chartered credit unions. This includes analyzing credit union data to identify areas of concern, persistency of previous prob- lems, and risk to the National Credit Union Share Insurance Fund (NCUSIF).
• Completed examinations independently and assisted other examinations that required working as part of a team.
• Examiner in Charge (EIC) of 6 credit unions in district. This required planning, budgeting and en- gaging with credit union staff, managers and board of directors on a monthly and quarterly basis in order to verify action items were resolved along with answering any questions that may arise due to credit union growth.
Audit Experience San Antonio, TX
Internal/External Auditor, April 2012 – October 2017
• Big 4 Experience
• Reconciled General Ledger balances weekly to balance sheet for 600 locations nationwide
• Worked with Controller and Managers to resolve any issues or inquiries regarding adjustments
• Using MAS prepared reconciliation reports for external auditors at month end close
• Conducted weekly onsite internal audits nationwide. Once audits were completed, all findings and conclusions were reported to corporate on a monthly basis for management to review.
• Led teams of two for special projects that required more due diligence in research and compiling of data analysis that assisted the Asset Protection department in fraud findings. This resulted in a fraud investigation that saved the company over $45,000.00.
• Used SAP to conduct independent compliance audits (reviewed cash management, inventory control and work in process analysis). Once results were final this would result in risk assessments in excel that ranked each region for audit testing.
• Assisted in SAP implementation for all new acquired locations nationwide. Explained and educated store managers on audit policies and procedures which helped in safeguarding company assets. Alterman Electric San Antonio, Texas
Staff Accountant November 2011 – April 2012
• Utilized Crystal Reports for month end close for both accounts payable and accounts receivable
• Audited company credit card statements and presented fraudulent or unauthorized charges to Con- troller and CFO
• Assisted with payroll as needed for employee staff of 300+ employees Martin Ulisse Imports San Antonio, TX
Sales Manager November 2008 – November 2011
• Met with team on a monthly basis in each of their territories. This included ride alongs, sales pitches to retailers and corporate sales.
• Represented the company at various trade shows across the country
• Created sales programs for bulk pricing that involved corporate management input for market pene- tration.
• Utilized Key Performance Indicators (KPI’s) to ensure sales Reps met and exceeded sales goal creat- ed. This included weekly conference calls for status reports.
• Utilizing Nielsens static data was able to create the forecasting and budget for both the on premise reps of class B liquor stores and owners to assist in achieving sales goals.
• Responsible for building vendor/supplier relationships which included overnight/weekend travel to various regions for conferences and sales presentation with large distributors and retail accounts. Quota Achievements
FY19: $16 million in total team sales
EDUCATION
University of the Incarnate Word San Antonio, TX December 2008 Masters of Science - Accounting
University of the Incarnate Word San Antonio, TX December 2008 Bachelor of Business Administration - Accounting
SKILLS, ACTIVITIES & INTERESTS
Technical Skills: SAP, Crystal Reports, MAS, ROI, Cognos Activities: University of the Incarnate Word Alumni Board Member from 2011-2014