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Customer Service Executive Assistant

Location:
Katy, TX
Posted:
December 19, 2022

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Resume:

INTERNATIONAL FINANCE, TAX, HUMAN RESOURCES AND STRATEGIC

MANAGEMENT CAREER

+15 Years of experience in Oil & Gas Industry, Auditing, Finance and Business Consulting, Hotel Operations, Newspaper Industry, HR Consulting and Project Leadership. Demonstrated Capabilities in Team Leadership, Work Organization, and Successful Execution of Strategic Goals. Possesses strong Negotiation, Interpersonal Communication and Commercial skills. Computer Proficiency (Office suite, ERP’s and other software) Multi Language (English, Spanish, Italian and French)

CORE KNOWLEDGE & SKILL AREAS

• International Tax & Finance

• Auditing, Finance, Accounting & Consulting (GAAP and IFRS)

• International HR and Organizational Consulting

• Project Leadership/ Cost tracking / Budgeting

• Third Party Negotiations

• Coaching, Team Training & Mentoring (Certified Int. Coach)

• Highly energetic, self-starter professional

• Proficient in ERP Systems (SAP, Microsoft GP, Adm Cloud, Microsoft Navision and others)

PROFESSIONAL EXPERIENCE

Global Evolutions Professionals (GEPRO) -Dominican Republic / March 2018 – Current (Consulting Industry) FINANCE AND HR MANAGER (Currently remote)

Global Corporate solutions related to: Finance, Accounting, Tax, Human Resources and Legal Consulting; as well as, Headhunting, Executive Coaching, Commerce and General benefits. Provide leadership and coordination of company financial planning, debt financing, and budget management functions and ensure company accounting procedures and reporting conform to International accounting principles, optimizing corporate resources creating leadership and organizational development plans, promoting an ideal work environment in order to achieve the best performance and productivity of team contributing to the fulfillment of vision, mission and strategic plan of the organization.

Management: Organization, Administration and Control. Entrepreneurship: Capacity and willingness to develop, organize and manage a business, creating leaders focused on achievements and results.

Leadership: Persuasion, influence, strategies and actions. Coaching and Mentoring: Tools to success.

Change management: Strategies to change corporate paradigms and organizing companies ERPs: Certified to Implement ERP’s solutions for small, medium and large companies Key Achievements

Successful in the ERP’s implementation to small, medium and wide companies.

Established new procedures for HR/Finance/Tax savings and compliance.

Optimized client resources with strategic planning.

MS. MARLYN SOCORRO

Katy, TX 77494

Mobile: +1-361-***-****

*************@*****.***

Talent acquisition optimization

Accompaniment to formulate business strategies, financial goals and objectives of the company, ensuring stability and sustainability growth of clients.

Management and development of top management executives, as well as succession planning

Promotion of achievement motivation based on team work

Guidance on the management of organizational changes, ethics, values, innovation, customer service, employee commitment (corporate identity), diversity and multiculturalism

Representation of the Corporation on public and private Institutions Position Profile

• Directing all aspects of accounting operations, overseeing all transactions related to general ledger, receivables, payables, payroll and financial reporting.

• Direct and coordinate Company’s financial planning and budget management functions

• Recommend benchmarks for measuring the financial and operating performance

• Monitor and analyze monthly operating results against budget

• Oversee daily operations of the finance and accounting department

• Manage the preparation of all financial reports

• Manage the preparation of financial outlooks and financial forecasts

• Provide strategic guidance around capital financing options to support company growth needs.

• Prepare financial analysis for contract negotiations and product investment decisions

• Ensure compliance with local, state, and federal budgetary reporting requirements

• Work with department managers to develop five year business plans

• Establishing short- and long-range departmental goals, objectives, policies, and operating procedures

• Design, establish, and maintain an organizational structure to effectively accomplish the departments goals and objectives

• Serve on planning and policy-making committees

• Serve as primary government liaison relative to financial issues

• Coordinate financial audits and provide recommendations for procedural improvements

Corporación Avícola del Caribe, LTD- Dominican Republic / Aug 2015-Feb 2018 (Poultry & Manufacturing Industry) FINANCE PROJECT LEADER AND HR MANAGER

Optimize corporate resources creating leadership and organizational development plans, promoting an ideal work environment in order to achieve the best performance and productivity of the team contributing to the fulfillment of the vision, mission and strategic plan of the organization.

Key Achievements

Successfully performed as member of Board of Directors, managing a direct team of 50 people and indirect of 3,000 people.

Successful in the implementation of a company–wide new ERP system (Finance & Operations).

Established new procedures for HR/Finance/Tax savings and compliance.

Guidance on the management of organizational changes, ethics, values, innovation, customer service, employee commitment (corporate identity), diversity and multiculturalism

Representation of the Corporation on public and private Institutions

Maintained excellent relationship with External Auditors, Tax Authorities, Lawyers, Insurance Brokers, and others.

Maintained leadership and excellent relationship with the Team Position Profile

• Accompaniment to the Company’s Presidency to formulate business strategies, financial goals and objectives, ensuring stability and sustainability growth of the company

• Direct all aspects of accounting operations, overseeing all transactions related to general ledger, receivables, payables, payroll, Tax and financial reporting for the ERP’s Project purposes

• Direct and coordinate Company’s financial and HR planning and budget management functions

• Prepare financial analysis for contract negotiations and product investment decisions

• Work with department managers to develop business plans

• Monitor and analyze operating results against budget with Presidency

• Oversee daily operations of the finance and accounting department to be compared with strategies defined by Presidency

• Serve on planning and policy-making committees

• All activities inherent to Finance and Human Resources of the Corporation

• Represent the company externally to government agencies, auditors, and the general public

• Recruit, train, supervise, and evaluate Leaders and department staff

• Other finance and administrative duties as required

C.A Diario Panorama, Maracaibo – Venezuela / Aug-2010 – July-2015 (Newspaper Industry) FINANCE CONTROLLER AND PROJECT LEADER

Be focused on designing, implementing and improving new financial and Tax systems and processes, assuring the effective performance of financial department of the company. Key Achievements

Successfully managed more than 30 people (direct reporting team of Finance Department)

Successful in the implementation of a company–wide new ERP system

Established new procedures for finance/tax savings and compliance

Successful in Managing commercial accounts in excess of US$ 60 MM and a significant reduction on the aging of accounts receivables

Successful in Managing accounts payables with more than 2,000 suppliers getting a significant and expense reduction

Successful in the implementation of new cost controls

Successful in Audit Planning and reviewing for the group of companies

Managed and Lead important projects for the corporation and assisted in legal requirements

Maintained excellent relationship with External Auditors, Tax Authorities, Lawyers, Insurance Brokers, and others

Maintained leadership and excellent relationship with the Team Position Profile

• Lead the Finance Department which is composed by the following divisions: a) Accounts Receivable, b) Accounts Payable, c) Invoicing, d) Taxes and e) Treasury

• Responsible for all projects that involve Finance Department: Implementing Microsoft Dynamics GP10, Sirius Media for Newspaper Distribution Management, Sirius ADV for Advertising Management, Sirius CRM for Newspaper Subscriptions Management, Creating and implementing new accounting plan with cost controls, new financial procedures, budgeting and forecasting

• Ensure and contribute that preparation of Financial Statements are completed monthly and on a timely basis in accordance with the IAS and IFRS

• Ensure that all taxes and other statutory or regulatory charges are declared and paid in accordance with requirements following the special tax payer calendar

• Ensure that all aspects of the group of companies are in compliance with domestic legal policies including but not limited to taxes (income/property etc)

• Manage any external audit requirements

• Participation in the general management of the business by interaction with all directors, managers and other members of the company

Sun Village Beach Resorts, Puerto Plata – Dominican Republic / Oct-2003 – Nov-2009 (Hospitality Industry) CORPORATE LEGAL AND FINANCE MANAGER

Be focused upon compliance and accuracy with the highest ethical and responsible position with the ability of supervise the good standing of the Corporation through solid knowledge and experience on Accounting Principles and Legal procedures as well as programs and operating controls of the administrative management, preparation and analysis of financial statements and strategic planning tools of management.

Key Achievements

Successfully managed more than 20 people (direct reporting team of Finance Department)

Successful in saving a total amount of US$ 1,700,000.00 in Local Taxes

Established new procedures for tax savings and compliance

Successful in Managing, Preparing and Analyzing Consolidated Financial Statements and Individual Financial Statements of more than 20 companies that compose the Corporation from the year 1999 to 2003 of the Elliott Group of companies in order to make them auditable for Investor Presentation.

Successful in Audit Planning and reviewing for all groups of companies

Managed very important projects for the corporation and assisted in legal requirements.

Managed Insurance negotiations

Created, Developed and managed the virtual legal documents filing of the Corporation.

Maintained excellent relationship with Tax Authorities, Lawyers, Insurance Brokers, and others.

Maintained leadership and excellent relationship with the Team

Established new procedures to ensure the promissory notes payments control and compliance in a timely basis Position Profile

• Be in charge of the Finance and Tax Audits Management for the 20 Dominican and 9 corporate companies of Elliott Group, including Management on the Consolidation of Financial Statements to be audited accordingly, to ensure annual audits are completed within the required time frames and that all related filings are completed

• Deal with DGII (Dominican Tax Authorities) regarding any Tax issues involving the Hotel and The Corporation

• Create contracts or agreements related with loans, rent, services rendered and others; following advises from the Legal counsels

• Responsible for the implementing, managing, reviewing and amending all internal controls and adjustments proposed by audit

• Cultivate and maintain a network of professional relationships with lawyers, accountants, auditors, bankers, insurance brokers and ensure they are kept apprised of matters pertaining to them on regular basis

• Responsible for the Insurance Management of the Corporation

• Ensure that all aspects of the group of companies are in compliance with domestic legal policies including but not limited to taxes (income/property etc)

• Supervise, mentor and manage direct reports and departments which include executive assistant and corporate accounting department

• Responsible for the implementing, managing, reviewing and amending all internal controls to safeguard against waste, theft, of revenues earned

• Responsible for the implementing, managing, reviewing and amending all cost control to ensure the maximization of revenue dollars while minimizing expenses

• Responsible for the accounting processes and functions of the group of companies

• Ensure that all inter-company transactions are recorded and balanced on a monthly basis

• Prepare as necessary monthly, quarterly, annual budgets and cash flows for presentation to management

• Analyze results on a monthly basis and prepare a management report explaining variances and commenting on projections

SIMCO CONSORTIUM (WOOD GROUP ENGINEERING LTD), Maracaibo-Venezuela -Aug 1998 – Dec 2001 FINANCE/ TAX, FIXED ASSETS CONTROLLER AND PROJECT MANAGER Key Achievements

§ Successfully managed more than 15 people (direct reporting team of Finance and Tax Department)

• Successful in saving a total amount of US$ 1,500,000.00 in Local Taxes

• Renewed stability and profitability after a prolonged span of financial hardship, ineffective business strategies and mismanagement

• Created and implemented new procedures for finance and tax savings

• Successful in negotiating with Municipal Tax Authorities

• Successful in negotiating with Major Tax Authorities

• Maintained excellent relationship with Tax Authorities, Lawyers, Insurance Brokers, and others

• Successful in negotiating unused tax credits with third parties in order to recoup money

• Created and implementing new procedures for Finance Department

• Maintained leadership and excellent relationship with the Company Team. Position Profile:

§ Overall responsibility on Finance/ Tax Regulations for the O&G Turnaround Business. 16 years contract with the principal O&G Company in Venezuela, which included: Refinery, Water injection, Water Treatment Plants, Construction and other Services.

§ Financial monthly reports and consolidations reporting to Headquarters (USA and UK).

§ Daily Financial Operations

§ Project Cost Tracking Actuals vs. Budget

§ Periodically reporting Actuals vs. Budget

§ Following up with 3rd party Contractor’s negotiations

§ Cost control on authorized spend by Project Element (Goods, Services, Overhead, External vs. Internal Costs) and other related costs.

§ Municipal Taxes

§ Income Tax returns and related reports

§ Financial and Tax Planning

§ Withholding Tax

§ Business Asset Tax, Value Added Tax

§ Everything related to Venezuelan Inflation Adjustments, Transfer Pricing, Tax on Dividends

§ Fixed Assets control

PRICE WATERHOUSE COOPERS, Maracaibo-Venezuela Aug 1996 – Aug 1998 FINANCE AND TAX AUDITOR

Key Achievements

• Maintained excellent relationship with clients.

• Managed a team of 10 people

• Successful in consulting and auditing multinational companies.

• Managed Joint venture projects with US companies Position Profile: Overall responsibility on Tax and Finance auditing to Oil & Gas Industry (Chevron, Noble Drilling, Shell, Wood Group, Bp, Cameron and more) and Turnaround business. EDUCATION

TOR VERGATA UNIVERSITY, Rome (Italy). Jan-02 – Jan -03 Master Degree: Corporate International Taxation Laws. (Diritto Internazionale Tributario dell’Impresa) RAFAEL BELLOSO CHACIN UNIVERSITY, Maracaibo (Venezuela). Sep-97 – Oct -99 Master Degree: Tax Management

RAFAEL URDANETA UNIVERSITY, Maracaibo (Venezuela). Sep-91 – Oct -95 Bachelor Degree : Business Administration



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