IBM PAX
Andrew Perez
Financial Analyst
West Covina,CA
Summary
A results-driven financial professional with a strong background in financial analysis and review within the construction and manufacturing sectors. With extensive experience managing multi-million-dollar regions, I specialize in providing actionable insights that enhance operational efficiency and drive profitability. My ability to analyze branch performance, develop strategic financial recommendations, and lead cross-functional teams has resulted in optimized business decisions and sustained growth. Adept at collaborating with senior management and delivering clear financial reporting, I am committed to improving financial integrity and aligning business strategies with organizational goals.
Overview
10
10
years of professional experience
5
5
Financial Experience
Work History
Financial Analyst
Quinn Company
04.2024 - Current
- Served as Financial Consultant for a $200M region, the second-largest division at Quinn Company, providing strategic financial insights to drive profitability and operational efficiency.
- Analyzed branch performance and provided strategic recommendations to improve operational efficiency and profitability.
- Perform analysis on 6 regional branches by variance analysis and year over year business change.
- Supported the monthly close process by conducting thorough reviews of journal entries, ensuring accuracy and compliance in preparation for year-end financial reporting.
- Performed annual budget process by modeling out branch performance to ensure projections align with board of directors forecast and growth plan.
Senior Credit Analyst
Quinn Company
12.2022 - 04.2024
- Implemented companywide Credit Policy which included: new account evaluation guidelines, sole proprietor evaluation, new collection guidelines, credit hold guidelines, financial evaluation, and RPO deals.
- Secured credit reports, credit references, joint check agreements, and financial statements to establish credit limits for 1023 new accounts.
- Created Exceeded Credit Limit Report as well as High-Risk Account tracker for CFO and management team to forecast where future collection issues may arise and recommended collection recommendations.
- Allied with the sales team to assess large trade agreements and negotiate credit line increases for high-value customers, both existing and prospective.
- Collaborated with in house counsel in legal affairs when dealing with customers that were filing for Chapter 11, 7, and Subchapter 5 as well as evaluating financial strength of customers being sent to legal.
- Partnered with Associate General Counsel to create and deliver presentations across all company divisions, focusing on best practices for interdepartmental collaboration.
Corporate Credit Risk Analyst
Makita USA
06.2021 - 12.2022
- Achieved a milestone by collecting $7.2 million in accounts receivable during my initial year.
- Sustained effective management of 800+ Rescom and Outdoor power and electric accounts, delivering consistent service and account stability throughout the U.S.
- I led a team of four collectors who secured the highest portion of total AR at 32%, achieving the highest performance among seven collection teams in 2022.
- Successfully led my collections team to sustain a optimal AR record, with $0 reported as bad debt for fiscal year 2022.
Education
MBA - Business Sustainability
California State Polytechnic University, Pomona
Pomona, CA 08.2024 - 08.2026
Bachelor of Arts - Finance, Real Estate, Business Law
California State Polytechnic University, Pomona
Pomona, CA 08.2019 - 12.2022
Skills
Microsoft Excel
undefinedTimeline
MBA - Business Sustainability
California State Polytechnic University, Pomona
08.2024 - 08.2026
Financial Analyst
Quinn Company
04.2024 - Current
Senior Credit Analyst
Quinn Company
12.2022 - 04.2024
Corporate Credit Risk Analyst
Makita USA
06.2021 - 12.2022
Bachelor of Arts - Finance, Real Estate, Business Law
California State Polytechnic University, Pomona
08.2019 - 12.2022
Professional Association
National Association of Credit Managers (NACM)
- Member
Software
D&B
CODA
Excel
Power Point
AS400
Power BI
Work Preference
Work Type
Full TimeImportant To Me
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