Unrestricted

Any Lazo, MBA

**** ***** ****** *******, ***. 306 407-***-****

Lake Mary, FL 32746 adhvq8@r.postjobfree.com

SELECTED ACCOMPLISHMENTS

• Saved approximately $20,000 by producing narratives and implementing SOX compliance for an entire organization triggered by acquisition.

• Saved approximately $18,000 by streamlining payment and revenue recording which also reduced the workload by 50%.

• Saved approximately $10,000 by streamlining student’s financial accts audit process.

• Established cash reconciliation process, which reduced manual entry errors by 92%.

• Standardized and automated all processes and procedures for a position for which I received no training for.

EDUCATION

Bachelor’s Degree in Accounting Expected Graduation – Spring 2021 Florida Atlantic University Boca Raton, FL.

MBA, Finance Concentration 2018

Rollins College – Crummer Graduate School of Business Winter Park, FL. Bachelor’s Degree in Business Management 2013

University of Central Florida Orlando, FL.

EXPERIENCE

Financial Analyst Nov. 2019 – Present

Siemens Energy Orlando, FL.

German multinational conglomerate company headquartered in Munich and the largest industrial manufacturing company in Europe with branch offices abroad valued at over $86B EUR.

• Developing/improving financial models.

• Supporting month end closings, journal entry, and general ledger.

• Developing forecasts and data analysis.

• Weekly review of region’s projects’ performance with PMs and branch manager.

• Supporting PMs with project performance analysis.

• Analyzing forecast variances.

• Recommend actions to maintain and/or improve financial performance.

• Implementing procedures to ensure accurate projects’ financial and strategic plans.

• Undertaking issues requiring detailed research and creativity.

• Reviewing productive approaches to issues evolving from financial and operational.

• Developing a conceptual framework assess issues and conflicts from normal day to day.

• Ensuring compliance with existing policies, procedures, and systems.

• Striving for standardized solutions and templates. Unrestricted

Analyst – Direct Margin Feb. 2018 – Nov. 2019

TruTeam (a TopBuild company) Daytona Beach, FL.

Nation’s top purchaser, installer, and distributor of insulation through its TruTeam and Service Partner businesses with over $615M in revenues.

• Performing margin analysis (material, labor, & revenue) based on forecast.

• Providing feedback to Direct Margin Manager on this analysis.

• Analyzing variances and/or trend performance, as well as, adhoc requests.

• Preparing, reviewing, and distributing consolidated financial statements.

• Reviewing consolidated and division financial statement and preparing adjs. as needed.

• Performing monthly and quarterly Flux analysis.

• Preparing Balance Sheet and Income Statement account reconciliations.

• Preparing and posting monthly and quarterly adjustments and accruals.

• Preparing trend analysis of accounts at consolidated and division level.

• Preparing reserves schedules to present to upper mgmt. for financial decision.

• Coordinating internal and external (PwC) auditing. Staff Accountant – ICFR Coordinator Oct. 2014 – Feb. 2018 L3 CTS Airline Academy Sanford, FL.

World-leading commercial aviation training solutions in the Aerospace and Defense Industry with $300 million in revenues.

• Ensured internal control over financial reporting within the division.

• Performed monthly, quarterly, and yearly testing, reporting results to Corporate.

• Monitored and tested Intl. Anti-Bribery policies, IT, HRIS, and soft COSO controls.

• Reported compliance matters to internal auditing at Corporate.

• Identified and coordinated process owners’ roles and responsibilities.

• Documented and implemented remediation plans.

• Reviewed accounts for accuracy and completeness.

• Prepared adjusting JE at month end.

• Accrual and re-classing of balance sheet accounts.

• Reconciled AP, assets and expense accounts.

Cash Reconciliation Consultant 2013 - 2014

Adventist Health System Altamonte Springs, FL.

Non-profit health care organization in the Healthcare Industry with over 80,000 employees and over $8 billion in revenue.

Accounts Payable Coordinator 2006 - 2011

Certified Mechanical Co. Apopka, FL.

Family owned air conditioning company providing the highest level of maintenance, repair and installation in the Central Fl. area in the Heating and Cooling industry with $5 million in revenue. SOFTWARE

Accounting/Financial Systems: SAP, Oracle/SplashBI, Trintech, QlikView, ADI, CRG Platform (FCM-Financial Compliance Mgmt.), Solomon, QuickBooks, PeopleSoft, Misa, ERP. MS Excel: High proficiency spreadsheets, Pivot tables, Sorting and Filtering, Conditional Formatting, Formulas, VLOOKUP, Goal Seek, Graphics, Understanding of Visual Basic, etc.

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