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Portfolio Analyst Lead Trainer

Location:
Elgin, TX
Salary:
The average of the market in this field.
Posted:
October 26, 2021

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Resume:

Roberto Felix Berrospi

Elgin, Texas *****

(C) 512-***-**** (E) ado530@r.postjobfree.com

Summary

Hardworking and reliable Financial field with strong ability in problem solving and Technical skill. Offering critical-thinking, organizational skill and adaptability. Highly organized, proactive and punctual with team-oriented mentality.

Highlights

Detail, deadline, and results-oriented

Able to work independently or as a team member

Education experience in import and export industry

Computer IT Support & Network Administration Experience

Experience in statistical analysis of expenditures and accounts

MS Office

Fluent in Spanish

Professional Experience

Elgin Independent School

Department: Maintenance Elgin, Texas

General Manteinance February 2017 - Countinuous

Conducting routine inspections of premises. Performing preventative maintenance. Handling basic repairs, paint and maintenance.

Lexus of Austin (3 years of Service) Austin, Texas

Department: Building Maintenance

Building Maintenance Supervisor October 2015- October 2016

Oversee and conduct maintenance and repairs of buildings and its facilities at both Lexus of Austin and L Motors locations.

Facilitate services with local companies in contract with Lexus that provide preventative and corrective maintenance services.

Responsible for buying supplies, parts, and equipment needed for customers, maintenance, and cleaning of buildings.

Department: Parts

Parts Assistant December 2014-October 2015

Packed and mailed vehicle parts to different companies in Austin and in Texas.

Identified and separated completed part orders and invoices for drivers to coordinate delivery to customers.

Received, processed, and stocked new inventory; verified and compared payments of parts to invoices for submission of completed transactions to cashier.

Conducted inventory and proper placement of all vehicle parts in storage facility.

Department: Custodial

Custodian September 2013-December 2014

Cleaned interior and exterior of buildings including offices, breakroom, showroom, bathrooms, and windows.

Inventoried and maintained proper storage and organization of cleaning supplies.

National Provias, Ministry of Transport and Communications Lima, Peru

(14 Years of Service)

Department: Accounting and Finance

Financial Accounting Assistant III August 2008-March 2011

Managed checkbooks of accounts for financing sources.

Determined and tracked budget expenses with accuracy and transparency before issuing checks for payment obligations.

Received, checked and properly classified accrued supporting documentation for the issuance of checks, payment receipts and withholdings for providers and beneficiary companies

Utilized Siaf Systems to follow stages of payment for vouchers, checks, notes, cancellations, letter orders, debit, credit notes, and codes of interbank accounts of suppliers.

Reconciled monthly checks for accurate bank statement distribution.

Accounting and Budget Assistant January 2004 – August 2008

Correlated appropriations for specific programs with appropriations for divisional programs, including items for emergency funds.

Reviewed operating budget periodically to analyze trends affecting budget needs.

Coordinated payroll and resource allocation for financing sources.

Reviewed budgetary data for accuracy and consistency with goals and objectives.

Analyzed monthly reports on actual investment performance and compared with budgeted projections.

Department: IT

Networks and Communications Specialist March 2000-December 2003

Handled network configurations after hours and on weekends to alleviate downtime and maintain smooth operations.

Installed and supported hardware and software, including desktops, servers and printers.

Resolved tickets efficiently at rate of 80% closures per day by using [Type] process.

Established policies and procedures for publishing Web pages and applications in conjunction with content creators and related areas.

Network Administrator and User Support July 1997 - February 1999

Administering the IT department’s policies and procedure.

Provide comprehensive technical support to almost 24 offices around my country and over 1000 employees.

Disassembled computer systems to troubleshoot and resolve hardware issues.

Explained technology-related details in easy-to-understand terms to individuals from all walks of life and in various job positions.

Fund for Social Development Cooperation Administration Lima, Peru

Assistant Trainer of rural communities in Peru 1996-1997

Accompanied trainees to training site to prepare for classroom training, handing out materials per lead trainer.

Consulted with training leaders to identify and assess training needs associated with changes in business policies and procedures.

Managed daily communications including maintenance of calendar and appointments.

Assisted with updating training materials to digital, reflecting technology advances.

Cosapi Data Lima, Peru

Warehouse Manager IT Services 1995-1996

Controlled stock and custody of computer parts and equipment.

Managed and responsible for replacement and backup equipment to different companies to fulfill contract needs.

Provided information to shipping and receiving personnel regarding inventory stock.

Generated repeat business through development of devoted customer service to loyal clients.

Consultant Blosier Lima, Peru

Data Entry 1993-1995

Compiled data from source documents prior to data entry.

Compiled and formatted data requested to generate and present reports on contact details, transaction history and basic data trends over time.

Discussed project scope and objectives with supervisors to understand particular data needs and develop input guidelines maximizing database impact while excluding irrelevant data.

Acquired background clearance to meet government-based position requirements.

Education

Pontificia Universidad Catolica del Peru 2004 - 2006

MBA – Strategic Business Management

National University of San Marcos, Lima, Peru 1992 – 2002

Bachelor of Science-Economics

Idat Technological Institute of Lima, Peru 1991 - 1994

Computer and Information Technology Certification

CFA Institute 2021

Registered to take the Level I CFA exam in May 2022



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