Results-driven professional with strong capabilities in financial reporting and account management. Experienced in analyzing financial data to uncover insights and improve operational efficiency, ready to drive impactful outcomes.
Overview
1
Certificate
Work History
FMTO
Atizapán de Zaragoza, EstAtizapán de Zaragoza, Estado de Méxicoado de México
Prop Firm Accounts Manager
01.2026 - Current
Job overview
Managed client accounts, ensuring timely communication and support.
Collaborated with sales team to identify client needs and propose solutions.
Developed strong relationships with clients to enhance satisfaction and retention.
Prepared reports on account status and trends for management review.
Analyzed financial data to identify trends and variances, informing actionable improvements.
Developed reports delivering key insights into company's financial performance for strategic decision-making.
Coordinated billing processes to ensure accuracy and compliance with company policies.
Ensured accuracy of general ledger postings by reconciling accounts periodically.
Reviewed and approved monthly journal entries, account reconciliations, and financial statements.
Coordinated external audit activities by providing necessary information to auditors in a timely manner.
Managed relationships with banks and other third parties involved in finance matters.
Monitored compliance with government regulations regarding taxes, insurance coverage.
Assisted in preparation of various tax documents including income tax returns and sales and use tax returns.
Improved year-end inventory audit process to increase accuracy.
Analyzed financial data to identify potential areas of cost savings or revenue enhancement.
Created detailed forecasts for cash flow planning purposes.
Advised senior management on best practices for improving profitability.
Performed month-end closing activities such as accruals and amortizations.
Performed month-end closing activities such as accruals and amortizations.
CFO for Client (Private Investment Management Firm owning more than 15 Companies) at Goldstein & Loggia CPA's, LLCCFO for Client (Private Investment Management Firm owning more than 15 Companies) at Goldstein & Loggia CPA's, LLC