Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Carlos E Herrera

Hillsboro,OR

Summary

Professional Summary

  • Meticulous and analytical researcher with over 25 years of accounting experience
  • Experienced in blending educational expertise with hands-on application
  • Recognized as an adaptive team player with:

*Extensive knowledge in data collection

*Skilled in confidential document management

*Effective at implementing problem-solving strategies

*Strong understanding of supply chain modules and SOX compliance requirements

*Demonstrated abilities in financial analysis and modeling

  • Adept at leveraging analytical skills to:

*Drive business growth

*Consistently meet team objectives

*Enhance operational accuracy using advanced financial tools

  • Proficient in industry-standard software, including:

*PeopleSoft / ONE LINK

*SAP

*Coupa

*EDI

*Hypatos

Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.

Overview

13
13
years of professional experience

Work History

Financial Analyst III /E-Commerce Specialist

Kaiser Permanente
Portland, OR
07.2022 - Current
  • Analyzed financial data to support strategic planning and decision-making.
  • Prepared detailed budget forecasts, enhancing resource allocation efficiency.
  • Facilitates and enhances data processing by performing advanced data uploads; coordinating with team members to verify and organize diverse datasets; reconciling complex discrepancies across data sources; and escalating issues to management while collaborating with other departments as necessary.
  • Conducted variance analysis to identify trends and recommend corrective actions.
  • Collaborated with cross-functional teams to streamline reporting processes and improve accuracy.
  • Presented actionable insights to senior management, influencing key strategic decisions.
  • Strong history of using complex data techniques and technology to give useful information. experience with Excel, Power Query, and visualization tools like Power BI to make workflows better and help people make better decisions and to make processes easier and find opportunities that will help the business grow
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Oversees the end-to-end data management process, maintenance, and reconciliation; independently verifies information for accuracy; and responds to moderately complex data requests from multiple departments to support business operations.
  • Engages in cross-functional and external collaboration to drive effective business decisions; provides strategic recommendations, resolves complex issues, and escalates critical risks when necessary. Monitors progress and outcomes to ensure alignment with objectives. Supports the creation of work plans that address business priorities and deadlines.

FP&A Analyst III / E-Commerce

Kaiser Foundation Health Plan
Portland, OR
11.2016 - 07.2022
  • Enhanced financial reporting accuracy through complex trend analysis and data evaluations.
  • Identified variances through financial analysis and summarized key findings effectively.
  • Implemented financial planning concepts to improve control and decision-making processes.
  • Streamlined underwriting policies through interdepartmental collaboration, enhancing operational efficiencies.
  • Cultivated cost reductions and improved productivity across various operational functions.
  • Coordinated with vendors and management to resolve payment issues and maintain relationships.

EFT Coordinator

Cambia Health
Portland, OR
06.2016 - 11.2016
  • Ensured accuracy in EFT transactions by balancing daily settlements and c-notes.
  • Resolved EFT failures promptly, notifying impacted business partners as necessary.
  • Established EFT processing for providers and pharmacies based on requests.
  • Reviewed and finalized pre-note approvals, implementing necessary system changes.
  • Managed electronic records transfer, notifying Provider Representatives as per protocol.
  • Conducted thorough reviews and audits, reporting findings according to department policies.

Accounts payable Lead

Columbia Sportwear Company
Portland, OR
11.2015 - 02.2016
  • Streamlined payment processes by delegating daily tasks and managing budget reports.
  • Ensured accurate payment and coding by reviewing invoices and expense accounts.
  • Maintained vendor records and ensured compliance with current tax identification regulations.
  • Performed month-end journal entries and verified vendor check details for accuracy.
  • Enhanced communication within departments by addressing accounts payable and credit card inquiries.
  • Resolved discrepancies by investigating variances and correcting errors efficiently.

Accounting Supervisor

Nike, Inc
Hillsboro, OR
11.2013 - 06.2015
  • Ensured timely payments by managing Accounts Payable Department effectively.
  • Trained staff on accounting standards and improved routine performance.
  • Delegated daily assignments based on department priorities and operational needs.
  • Maintained EDI customer issues for enhanced communication and resolution.
  • Submitted daily reports using SAP software, ensuring accuracy and compliance.
  • Streamlined record transmissions to customers, meeting operational timelines.

Education

Associate of Business Administration - Accounting, Finance

Portland Community College
Portland, OR
05-2027

High School Diploma - undefined

Aloha High School
Beaverton, OR
06-1990

Skills

  • Verbal and Written Communication
  • Evaluation of Marketing Campaigns
  • Detail-Oriented
  • Data Collection and Analysis
  • Logical Thinking
  • Team Collaboration
  • Statistical Analysis
  • Problem Solving
  • Relationship Building
  • Dependability
  • Corporate Communications
  • Microsoft Office Suite
  • Financial software
  • Microsoft Excel
  • Financial and operational reporting
  • Financial statement analysis
  • Statistical analysis
  • Data analysis
  • Analytical research
  • Organizational Savvy
  • Team Focused
  • Account reconciliation
  • Report creation
  • Strong organization
  • Analyzing performance
  • Finance
  • Compiling data

Languages

Spanish
Native or Bilingual
Portuguese
Limited Working

Timeline

Financial Analyst III /E-Commerce Specialist

Kaiser Permanente
07.2022 - Current

FP&A Analyst III / E-Commerce

Kaiser Foundation Health Plan
11.2016 - 07.2022

EFT Coordinator

Cambia Health
06.2016 - 11.2016

Accounts payable Lead

Columbia Sportwear Company
11.2015 - 02.2016

Accounting Supervisor

Nike, Inc
11.2013 - 06.2015

High School Diploma - undefined

Aloha High School

Associate of Business Administration - Accounting, Finance

Portland Community College