Alan A. Gomez
Donna
Summary
Detail-oriented and data-driven professional with 5+ years of experience in Financial Analysis and Modeling, Accounting, and Process Improvement. Proven ability to design and implement financial dynamic dashboards, optimize financial reporting systems, and streamline operations to enhance productivity. A fast learner with a strong ability to adapt to new tools and scenarios, mastering them quickly to meet organizational needs. Adept at using data insights to drive business decisions, collaborate with stakeholders, and influence outcomes.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Staff Accountant
IDEA Public Schools
02.2023 - Current
- Designed and maintained automated financial statements using SQL-integrated Excel workbooks, reducing reporting time from a full day to mere minutes, enabling a stronger focus on data analysis
- Created and delivered accurate financial reports and analysis, ensuring clarity and highlighting period-to-period changes for stakeholders
- Analyzed account variances, presented insights, and set future expectations for stakeholders, including the Finance Committee and Board of Directors
- Delivered custom reports tailored to stakeholder needs using advanced Excel features, including dynamic arrays, pivot tables, and complex formulas, to drive data-driven decision-making and strategic planning
Accounting Clerk
IDEA Public Schools
07.2021 - 02.2023
- Implemented a dynamic intradepartmental time-recording dashboard, enabling efficient analysis of task durations
- Developed a cross-departmental report for recording accruals, improving accuracy and reducing errors in accrual and reversal identification
- Led the design of an interactive lease coding dashboard, streamlining data recording processes
Staff Accountant
Lone Star National Bank
08.2019 - 12.2020
- Streamlined management approval workflows, reducing processing time by 60%
- Enhanced documentation and analysis processes for company assets, enabling accurate valuation and recordkeeping
Bookkeeper
Ben Cantu & Associates
02.2019 - 08.2019
- Improved reconciliation processes for federal tax accounts, increasing efficiency and client satisfaction
- Developed interdepartmental time-tracking dashboards, enhancing billing accuracy and operational transparency
Education
Bachelor of Business Administration - Accounting
University of Texas Rio Grande Valley
12.2019
Skills
- Financial Analysis
- Financial Modeling
- Advanced Excel
- VBA
- Pivot tables
- Power Query
- Power BI
- Dynamic arrays
- Complex formulas
- SQL
- PowerPoint
- Data visualizations
- Automating reports
- Creating custom dashboards
- Streamlining workflows
- Automation
- Innovative solutions
- Presenting financial insights
- Stakeholder collaboration
- Cross-functional teams
Certification
- Google Data Analytics Certificate
- From Excel to Power Bi Certificate
Timeline
Staff Accountant
IDEA Public Schools
02.2023 - Current
Accounting Clerk
IDEA Public Schools
07.2021 - 02.2023
Staff Accountant
Lone Star National Bank
08.2019 - 12.2020
Bookkeeper
Ben Cantu & Associates
02.2019 - 08.2019
Bachelor of Business Administration - Accounting
University of Texas Rio Grande Valley