Microsoft Excel
Christopher Ray Medina
Sunnyside,NY
The secret of success is to do the common thing uncommonly well.
John D. Rockefeller Jr.
Summary
Experienced accountant and finance professional with more than 15 years of success. Skilled in uncovering opportunities to improve financial growth, risk management and internal controls when managing all accounting functions. Prepared to bring talent and expertise to organization offering opportunities for advancement.
Overview
14
14
years of professional experience
Work History
Controller
Parx Acquisitions LLC
02.2022 - Current
- Managed payroll data entry and processing for 3000+ employees to comply with predetermined company guidelines.
- Oversaw accounts payable and receivable operations for multi-industry business with $500k in monthly expenses.
- Led financial audits, ensuring compliance with regulations and improving accuracy of financial reporting.
- Collaborated with senior leadership to align financial strategies with organizational goals and operational objectives.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and budget management.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Financial Analyst
Cloud Equity Group
06.2023 - 10.2024
- Analyzed financial data to identify trends and provide actionable insights for investment strategies.
- Evaluated portfolio performance, presenting findings to senior management for strategic decision-making.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Evaluated proposed projects' ROI using NPV, IRR, and other financial metrics, helping prioritize initiatives with maximum value potential.
- Led financial due diligence for potential M&A activities, ensuring thorough evaluation of targets.
Accounting Manager/Financial Analyst
WBJH Properties and Wavelengths Recovery
06.2019 - 01.2022
- Mentored junior accounting staff, fostering professional growth and enhancing team performance through training initiatives.
- Managed journal entries, collection efforts, reconciliations, and payroll processing for 200+ employees.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Conducted detailed variance analysis to identify areas of improvement in financial performance.
- Supported financial director with special projects and additional job duties.
Staff Accountant
HealthCare Resource Group
07.2013 - 05.2019
- Managed monthly financial close processes, ensuring timely and accurate reporting.
- Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
- Assisted in budget preparation, providing accurate forecasts for revenue and expenses based on historical trends.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Correctly coded and billed medical claims for various hospital and nursing facilities.
Accounts Receivable Clerk
Healthcare Billing Solutions
11.2012 - 07.2013
- Managed invoicing and billing processes to ensure timely payments from clients.
- Analyzed aging reports to identify overdue accounts and initiate collection efforts.
- Assisted in month-end closing procedures, ensuring accurate financial reporting.
- Processed medical claims accurately, ensuring compliance with insurance policies and regulations.
- Collaborated with external auditors to provide information for audit process.
Education
Master's degree - Finance
- GPA: 4.0
- Member of Fordham Finance Society - Participating in financial theories research. Collaborating with professors and students on research. Assisting professors with sample tests and case studies. Recruiting new members. Participating in investment challenges. Attending conferences and webinars.
Bachelor's Degree - Finance
- GPA: 3.6
- Member of CSULB Beach Investment Group (B.I.G.) - Managing the Risk-Return tradeoff on the Forty-Niners Student Managed Investment Fund (SMIF). Performing a Mean-Variance Analysis, stock valuation (DCF method or DDM) of companies in the healthcare industry. Performing financial analysis and comparing financial ratios. Performing a regression analysis on stock returns.
Skills
- Bookkeeping
- Expense control
- Regulatory compliance
- Financial Statement & Ratio analysis
- Asset Management
- Payroll processing
- Preparing financial statements
- Cash flow management
- Staff management
- Audit preparation
- Financial forecasting
- Budget preparation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Honors and Awards
Beta Gamma Sigma International Business Honor Society, member March 2023 – present
Beta Alpha Psi & Accounting Society, member January 2021 – present
Accomplishments
- Directed a team of 15 in overseeing accounting operations for firms with multi-state presence.
- Facilitated the acquisition of an entity worth $2.1m by performing in-depth feasibility analyses and grew it by 20% YoY through economies of scale.
- Optimized workflow and reduced variances by recommending and introducing new accounting software.
Software
Quickbooks
Sage Intacct
Languages
English
Native or Bilingual
Timeline
Financial Analyst - Cloud Equity Group
06.2023 - 10.2024
Controller - Parx Acquisitions LLC
02.2022 - Current
Accounting Manager/Financial Analyst - WBJH Properties and Wavelengths Recovery
06.2019 - 01.2022
Staff Accountant - HealthCare Resource Group
07.2013 - 05.2019
Accounts Receivable Clerk - Healthcare Billing Solutions
11.2012 - 07.2013
Fordham University - Master's degree, Finance
California State University-Long Beach - Bachelor's Degree, Finance