Manager Customer Service

LUIS MEDINA, MBA

*** *. ******* **. *** ***

Burbank, CA 91506

Cell Phone: 818-***-****

E-mail: ********@*****.***

PROFESSIONAL SUMMARY

Multitasking, resourceful management professional with distinguished career including applying and reporting in accordance with US Accounting standards; responsibility for maintaining all company financial records; budgeting and forecasting. Hands-on, motivational, dynamic, energetic leader, people-person, and enthusiastic team player. Spearheaded teams in the design, re-design, and launch of leading-edge software systems and solutions. Proven ability to strengthen relationships with management as well as build consensus across multiple organizational levels.

EXPERIENCE

LatinEscapes LLC,

Traveling Industry

Temple City, CA 2009 – 8/2011

Responsible for analyzing and evaluating business and/or system processes and functional requirements for Travel Agency, provide client support during system development and implementation, and develop and maintain service level agreements. Maintain and change business processes, with an understanding of the business processes of assigned partners and how they relate to Revenue Cycle functional areas.

Controller

Uses professional concepts in accordance with company objectives to solve complex problems in creative and effective ways (revenue recognition, processing disbursements, financial reports, and controlling). .

• Responsible for the financial statements, financial planning and budget management.

• Provided financial information for Audit purposes coordinating with external auditors and federal and state agencies.

• Directs the development of comprehensive and strategic business cases with cost/benefit dimensions of proposed projects that are used at management and executive levels for funding and scope decisions.

• Prepared and distributed revenue reports, including market segmentation analysis, production reports, and preferred guest program analysis.

• Improved reporting standards implementing cash flow analysis, and statistical and financial records,

• Responsible for tax information reporting (federal and state) wages and non-wages payments.

. Prepared appropriate documentation to communicate and validate information for management decisions, auditors, and reconciliation of accounts.

• Accountable to track, monitor, and report results of financial operations to senior management.

Fiscal and Operational Manager

The Athenaeum at Caltech

Hospitality Industry

2003 – 2008 (5 years)

Lead and perform the financial functions for 79-years old private club (“The Athenaeum”) located inside a 116- year old, world-renowned university (Caltech). The club counts over 4,000 dues-paying members and Caltech departments within the Caltech, JPL and NASA communities. Venues comprised include fine and casual dining and bars/lounges, high volume banquets and catering, and a hotel on premises.

- Responsible for establishing business and financial strategies, analysis of operating results and new business opportunities, including capital budget, forecasting and financial control models.

- Worked closely with Operations managers on managing production costs as well as general and administrative costs to improve efficiencies and reduce costs.

- Advise senior management on the financial implications of business activities; make recommendations to strategically enhance financial performance; collaboratively develop operating policies and procedures and improvement programs for the attainment of corporate objectives.

- Provide profitability analysis, financial guidance and support to Executive team.

- Responsible for the budget of company operations, as well as investigated and critiqued variances to determine cause and response to insure appropriate decision making purpose.

- Elaborated ad-hoc as well as integrated financial reports for management, including the preparation of the Annual Report and supporting schedule for Annual Audit.

- Successfully coordinated financial audits with internal and external auditors.

- Managed payroll for more than 200 employees and managers.

- Worked with different departments to enhance efficiency and operations including schedules, assignments and control of personnel.

- Created a culture of accountability and discipline.

- Successfully completed the implementation of new Accounting system for three restaurants and Hotel (property management).

Finance and Operational Manager

Sigue Corporation

Financial Industry

2001 – 2003 (2 years)

Conducted, supervised, and managed the functions for a 12 year old, $900M international money transfer company through thousands of dedicated agents in 48 U.S. states with a network of more than 20,000 agents and partners to Mexico, Central and South America, and the Caribbean . Monitored, controlled, and recorded of all financial activities (sales, purchases, salaries and expenses. Lead the monthly consolidation process with subsidiaries overseas (Mexico).

- Full responsibility for all of the functional business elements of the operations (i.e., legal, finance, systems and security operations) on a daily basis.

- Ensuring high quality services are consistently provided by the Company in a timely and cost effective manner to all customers.

- Managing the financial performance of daily operation including revenue, cash flow and P& L statements to ensure the profitability of our operations.

- Processed monthly commissions and the production of statements according to company policy.

- Reconciliation of bank accounts as well as agents’ accounts providing support and resolving differences, charges, adjustments, and charges back.

- Maintained internal control over Mexico subsidiary in terms of cash flow, contracts, and expenditures.

- Identified and resolved currencies issues (FSB52) – adjustments from net income, and effective hedges of foreign exchange.

- Responsible of cash disbursement to foreign entities and control over funds and application.

- Identified opportunities to streamline processes (reduced Collections department staffing from 12 people to 8 people), and cost control inside different units of the company.

- Consolidated financial statements with Mexico subsidiary (balance sheet, income statement, statement of stockholders’ equity, and statement of cash flows.

- Coordinated with Sales and Marketing areas to recognize trends and impulse revenues and reduce expenses.

- Implemented the conversion of accounting system to Great Plains Dynamics, as well as customized financial reports

Manager of Finance

WorldCash Technologies, Inc.

Financial Industry

2000 – 2001 (1 year)

Implemented and managed all financial aspect of an entrepreneurial start-up at UPFC. Created a proprietary cost-effective system/solution for the global (largely Hispanic) electronic money transfer market.

- Planned and created the finance department of the organization from scratch. Built and developed the different areas implementing processes and procedures and controls.

- Designed and worked with consultants in the implementation of information technologies systems to enhance the process and control of revenues.

- Coordinated and managed projects (implementation of accounting software, cost reductions, implementation of new procedures).

- Developed and implemented new policies and procedures for all areas involved in Operations such as New Agents, Customer Service, Accounting and Collections, ACH Processing and Bank Reconciliation.

FIRST DATA CORP. (Orlandi Valuta Division of Western Union), Cerritos, California. 08/1994-05/2000

Financial Reporting Manager

Directed staff of three responsible for financial administration and management information reporting. Responsible for strategic planning, budgeting, reporting, investment analysis, financial systems, audits and special investigate work for Corporate Executives. Responsible for the accounting and financial reporting of $120M international money transfers company. Managed the accounting of 2.5M transactions totaling $800M in wire transfers annually. Managed and mitigated risk associated with electronic payment process through creation and enforcement of payment policies and procedures. Evaluated and implemented new procedure for collecting data (daily sales) used to transfer funds to subsidiaries in Mexico, leading a cross functional teamwork for improving quality, efficiency, and reducing funds transfer costs by $1M.

EDUCATION & CREDENTIALS

Master of Business Administration

University of Redlands 2005 - 2006

University of Garcilaso de la Vega – CPA, Lima-Peru

OTHERS: Experienced in systems conversions/implementations, sophisticated electronic spreadsheets (macros, pivot tables, vlook-ups) and GL applications (Oracle, Microsoft Dynamics-Great Plains, Accpac, Northstar for Clubs, Clarus), Windows 2000, Microsoft Windows, Excel, Word, Access, Power Point, Visio 2000, Quickbooks, Peachtree, ADP system and Kronos (payroll system).

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