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Work experience

Feb 2017Present

Senior Accounting Analyst

This position supports the organizations accounting and financial objectives by ensuring the consistent application of accounting policies and procedures; performing internal revisions; supporting Regional Director of Accounting, (RDA) ensure timely, accurate reporting by the ALG companies in the region (AM Resorts, Unlimited Vacation Club, Amstar & Travel Impressions); and ensure timely completion of annual financial and fiscal audits and tax filings.

Responsabilities:

  • Assist BU standardize accounting reporting, policies and procedures
  • Assist RDA in defining/documenting appropriate Local and ALG Accounting Policies and Procedures
  • Supervises Policies and Procedures ALG defined ALG by are appropriately introduced/follow by Business Units (BUs) and that staff are trained as required
  • Assist with BUs to ensure they are generating accurate, comparable and timely financial reporting.
  • Supervise accuracy of BU financial ledgers and accounting processes
  • Help BU with Financial Statements notes and adjustments.
  • Assist BU by Defining and implementing appropriate close procedures
  • Support RDA on the following of BU annual fiscal and financial audits
  • Assist RDA in resolving control and reporting issues identified by RDA and/ or external auditors
  • Advise in the standardization of technologies, processes, and positions.
  • Follow up on the implementation of audit recommendations
  • Assist as the local resource for all BU questions regarding Reporting Templates, Policies and Procedures
  • Perform other related duties as required and assist with any special projects as and when required.
  • Liaise with external advisors on the supervision of statutory financial information
  • Assist RDA in the revision of new contracts, addendums or add-ons that have accounting impact.

Sep 2011Feb 2017

Audit Senior

Provide assurance services to the firm's portfolio of international and local clients. Responsible for the execution of PwC's risk based audit approach and leading audit teams during the fieldwork (using strong interpersonal, communication and project management skills). In addition, provide a variety of non-assurance services to the firm's clients while developing my technical knowledge and methodology as well as having the opportunity to work with a number of high profile institutions.

Test scores and grades:

  1. TOEIC iBT 960 points.
  2. TOEFL iBT 550 points.

Promotions and awards:

  1. Promoted from auditor to Audit senior on July 2015
  2. Performance feedback overall rating: outstanding (Tier 1).
  3. Promoted from auditor to Audit semi-senior on July 2014.
  4. Performance feedback overall rating: high-performance (Tier 2).

Project management:

Toyota (August 2014 - 2015): Financial statement audit of Toyota's car dealership offices in Cancún & Mérida.

  • Accomplishments:
      • 4.7% improvement in revenue recognition process which impacted on the company's financial statement's cut-off assertion. 
      • Corporate governance implementation from fraud risk analysis.
      • Risk analysis resulting in payroll related entity creation as a way of moving on to safer employee management & payroll practices.
      • Operation analysis resulting in transfer pricing study need & implementation.
      • 25% improvement in internal control processes regarding sales (group-policy enforcement).
      • Improvement in legal department's measuring process regarding claims and litigation probability in order to ensure compliance to Mexican GAAP.

    MERA Corporation (June 2012 - present): Financial statement audit of corporate group companies in Cancún, Puerto Vallarta, Cozumel, Mérida, Veracruz, Toluca, Guadalajara, Ecuador & Colombia.

    • Accomplishments:
      • 23.5% improvement on impairment analysis, resulting in true and compliant financial information regarding fixed assets and related expenses.
      • 23.5% improvement on going concern analysis (implementation of financial rations & other related laws in the company's regular process), resulting in true and compliant financial information regarding equity under Mexican GAAP.
      • 64.7% improvement on deferred income tax calculation process resulting in an overall improvement on accruals recognition process.
      • Control deficiency weakness detection, 10% improvement on inventory internal control policies and 20% improvement on expenses internal control design.

    Meliá Hotels International (November 2011 - present): Financial statement audit of hotel in Cozumel, Puerto Vallarta, Cancún, Playa del Carmen & Los Cabos.

    • Accomplishments:
      • Overall improvement on impairment analysis process, resulting in 55.3% benefit from depreciation expense application on fixed assets.
      • 30% improvement on fixed assets recognition method for Mexican GAAP compliance.
      • 100% improvement in compliance with Mexican GAAP under NIF B-8 regarding consolidating financial statements.
      • 40% improvement on Mexican group company's financial statements by promptly analyzing going concern assumptions & eliminating the risk which by extension eliminated the qualified opinion.

    Svitzer Américas Ltd. (November 2012 - present): Financial statement audit of corporate offices (MAERSK subsidiary) in Miami, Florida and Santo Domingo, República Dominicana.

    • Accomplishments:
      • 5% improvement on bare-boat and time charter contract control.

    Carpenter Technology (October 2014 - present): Financial statement audit of Mexican corporate offices in Mexico city, Guadalajara, Monterrey & Querétaro.

    • Accomplishments:
      • Local GAAP compliance (100%) by implementing consolidation process in compliance with NIF B-8, without precedents.
      • 18% improvement in Employee Benefit provision (pension plan, seniority premium & termination indemnity) in compliance with NIF D-3.
      • Deferred tax accuracy improvement by 32% by a prompt application of the asset & liabilities method included in NIF D-4.

    Project participation:

    1. Grupo Sunset Vacation World Resorts and Vacation Experiences (Financial statement audit in Cancún, Quintana Roo)
    2. Core Lab Services (Financial statement audit in Villahermosa, Tabasco)
    3. Unlimited Vacation Club (Financial statement audit in Cancún, Quintana Roo and La Romana, República Dominicana)
    4. AM Resorts (Financial statement audit in Cancún, Quintana Roo)
    5. Mullen Real State Holdings (Financial statement audit in Huatulco, Puerto Vallarta, Costa Rica & Philadelphia)

    Apr 2010Jul 2011

    Human resources clerk (Internship)

    Payroll elaboration, staff management, payroll related taxes calculation and journal entry registration in company´s accounting software (Contpaq) in Cancún, México.

    Jan 2008Nov 2008

    Sales marketing executive (Internship)

    Half time telemarketing sales executive staff in charge of international outbound and inbound clients focused on target clients of prelaunched publicity Canadian and American campaigns of OMNI Hotels.

    Education

    20152017

    Bachelor's degree in Accounting & Finance

    The Public Accounting and Finance department brings together two closely related areas that make up a professional prepared to evaluate and make decisions about the pertinence, veracity and quality of the tax & financial information of an organization with the purpose of directing and controlling the flow of monetary resources, provide reliable data that allows management to make tactical and strategic decisions about the conduct of the organization itself and ensure compliance with tax obligations.

    Universidad La Salle Cancún

    Aug 2008Jul 2011

    Bachelor of Business Administration

    Description:

    Designed to give a broad knowledge of the functional aspects of a company and their interconnection, while also allowing for specialization in a particular area. Exposure to a variety of "core subjects" allowing to specialize in a specific academic area while developing practical managerial skills, communication skills and business decision-making capability.

    Honors & Awards:

    1. First place at Universidad del Caribe's organizational experiment (September 2012): An economics simulator of the competitive environment in which a company is involved based on supply and demand, the goal was to obtain the largest amount of revenue under the time given, i performed as project manager which meant that i had to be in charge of all the team members performance, coordinating their efforts in order to succeed and the company's overall results.
    2. Event manager & coordinator (September 2009): Organization and coordination of Bester Consulting Group's event called "Círculos de calidad y E.M.E.T.E".
    3. Student Government Association's vicepresident (October 2010): Familiar with all the responsibilities of the President and ready to preside when called on.
    4. Student Government Association's treasurer (October 2009): Official custodian of the money and the trustee of the accounts and must be able to explain the budget to members.

    Test scores and grades:

      • 9.3 GPA

    Skills

    Interpersonal comunication

    Active listening, difference negotiation/resolution, feedback culture (asked and given), work with others and cooperation.

    Planning & organization

    Forecast and prediction, identification and gathering of appropriate resources, thorough background information research, strategy development, detail oriented, task coordination and completion, deadline meeting, multitasking and effective project management.

    Management and leadership

    Leading and directing others, training and coaching of subordinates, conflict management, aid for team member goal achievement, effective delegation, decision making and implementation and policy enforcement.

    Self-taught

    Proficient self-taught person proven through work experience in PwC.

    PowerPoint

    Proficient computer literacy proven through work experience in Microsoft PowerPoint slides.

    Word

    Proficient computer literacy proven through work experience in Microsoft Word documents.

    Lotus Notes

    Proficient computer literacy proven through work experience in Lotus Mail & Workspace applications.

    Excel

    Proficient computer literacy proven through work experience in Microsoft Excel spreadsheets.

    Anual USD compensation package

    (in thousands)