Bryan Paez
West Des Moines,IA
Summary
Detail-oriented Accountant with 4 years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.
Overview
4
4
years of professional experience
Work History
Financial Advisor & Accounting Staff
Graceland University
2022.08 - 2023.08
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Business integrations, divestitures, or carve-outs including experience with quantitative and qualitative analysis
- Financial reporting, financial planning, order-to-cash, or purchase-to-pay
- Experienced in financial process benchmarking, finance organization design, process redesign, shared services, process outsourcing or transition service agreements.
Assurance Audit & Accounting Staff
Graceland University
2022.08 - 2023.08
- Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
- Maintained confidentiality, handling sensitive information discreetly throughout all stages of audit process.
- Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
- Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
- Followed established auditing processes to meet internal and regulatory requirements.
- Developed strong relationships with clients, building trust and ensuring high level of satisfaction during audit process.
- Identifying potential audit issues or unusual relationships in financial statements with detailed analytical trend analysis.
Tax Accounting Compliance & Reporting
Graceland University
2019.06 - 2022.08
- Managed team of payroll tax accountants, providing guidance and support to ensure accurate reporting.
- Optimized workflow within department, resulting in increased productivity among team members.
- Applying technical accounting knowledge to analyze account balances, reconciliations and other financial matter in course of closing accounts on monthly, quarterly or annual basis, thereby validating accuracy and completeness of accounting, and keeping work on schedule during close.
- Following up on status of deliverables and analyze issues preventing completion and working with others to problem-solve resolution to mitigate risk of late filing and other compliance related tasks.
- Executing tasks in continuous improvement projects to drive improved quality, visibility, efficiency and client experience, including analyzing current process performance and how to improve it
- Analyze manual journals entries to determine what could be eliminated through change in materiality thresholds or automated through technology
- Assisted in budget planning by providing forecasts on projected payroll tax expenses for upcoming fiscal years.
- Streamlined quarterly and year-end reporting processes for improved timeliness and accuracy in submissions.
Education
Master of Science - Data Science & Analytics
Graceland University
Lamoni, IA08.2023
Bachelor of Arts - Accounting And Business Management
Graceland University
Lamoni, IA05.2021
Associate of Arts - Accounting And Business Management
Ellsworth Community College
Lamoni, IA05.2019
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Client Relations
- Financial Forecasting
- Cash Handling
- Cash Flow analysis
- Market forecasting
- Fundamental Analysis
- Financial information systems such as SAP, Oracle, Hyperion, Cognos and/or other common systems
- Advanced knowledge of Microsoft Excel and IT concepts
- Ability to travel 30-40% to client locations
Languages
Spanish
Native or Bilingual
Timeline
Financial Advisor & Accounting Staff
Graceland University
2022.08 - 2023.08
Assurance Audit & Accounting Staff
Graceland University
2022.08 - 2023.08
Tax Accounting Compliance & Reporting
Graceland University
2019.06 - 2022.08
Master of Science - Data Science & Analytics
Graceland University
Bachelor of Arts - Accounting And Business Management
Graceland University
Associate of Arts - Accounting And Business Management
Ellsworth Community College
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