Daniel Esquivel
Houston,TX
Summary
Highly organized Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting. Knowledgeable about AP/AR, contract administration, budgeting and all other aspects of successful financial operations. Talented team builder and supervisor with expertise to develop and maintain consistent, accurate and legal accounting structures.
Overview
2
2
Languages
1
1
Certification
14
14
years of professional experience
Work History
CDL Relocation Specialist
Atlas Van Lines
05.2023 - Current
- Coordinated relocation logistics for clients, ensuring seamless transitions across domestic and international moves.
- Developed customized relocation plans tailored to individual client needs, enhancing overall customer satisfaction.
- Negotiated with vendors and service providers to secure competitive pricing and quality services for clients.
- Managed multiple client cases concurrently while maintaining strict attention to detail and exceptional organizational skills, resulting in successful relocations.
- Conducted post-move follow-ups with clients to assess their satisfaction levels and gather feedback for continuous improvement efforts.
- Streamlined relocation processes by implementing efficient organizational strategies, resulting in reduced stress for clients.
- Conducted thorough assessments of client needs to recommend suitable resources and support throughout the relocation process.
- Provided emotional support to clients during the relocation process, understanding the challenges they faced and offering practical solutions to ease their burden.
- Provided ongoing support to clients post-relocation, ensuring they were settled comfortably into their new homes and communities.
- Improved customer satisfaction ratings by consistently delivering outstanding service throughout the entire relocation process.
- Assisted clients in navigating the complex process of international relocation, addressing any legal or cultural challenges that arose.
- Developed strong partnerships with local businesses to provide additional resources and support for relocating clients during their transition period.
Revenue Management Specialist
Performance Relo Group LLC
06.2019 - 04.2024
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
- Created reports to track performance metrics such as average daily rate, occupancy rate, and RevPAR.
- Bill and audit all invoices billed to our vendors in all markets.
- Distribute 48 hour & non-48-hour Independent Contractor (IC) job revenue from Bill of Lading and Rating sheet using Excel spreadsheets and DocuWare. (Paperless system)
- Complete non-48-hour Contractor audits, due on the 1st and the 16th of each month.
- Post to and maintain 48 and non-48-hour IC accounts in QuickBooks Accounting system.
- Process and post commission recaps, chargebacks, credits, claims, and adjustments to IC’s QB accounts as well as transferring the data to DocuWare.
- Work with responsible parties to set up and control IC advances and disbursements via Comdata.
- Resolve any discrepancies and reconcile IC’s QuickBooks accounts with their final PC23 commission statements twice each month.
- Oversee distribution of IC statements twice each month.
- Follow established procedures for Independent Contractors’ debits, credits, and adjustments.
- Analyze, audit, and utilize IC QuickBooks accounts and Statements to help ICs manage their funds and to help minimize negative balances and advances to IC’s.
- Ensure all expenses and chargebacks are processed according to company policy.
- Assist in preparation of all reports used to manage IC’s and company drivers.
- Process the startup of new Contractors as well as the closeouts of those departing.
- Audit and process company driver expenses sent in from each of the service centers/drivers.
- Audit all incoming paperwork prior to sending to rating to check that everything is accurate.
- Notifying the appropriate departments when jobs are set to post for 48-hour contractors and when/if the paperwork does not qualify.
- Audit OOP List twice a month for old contract drivers for the twice monthly OOP audit to ensure that the correct jobs are being paid.
- Check all incoming invoices for packing material and truck rentals to make sure they are accurate and prepare all necessary chargebacks or credits. Including keeping track of packing material picked up by drivers on the 48-hour contract.
- Loading & recording advances and driver payments via Comdata and QB.
- Run, print out, and scan the weekly Comdata reports for company drivers to the corresponding service centers and send the original to the Accounting Department.
Assistant Parts Manager
Service King Collision Center
07.2017 - 12.2019
- Assist with servicer advisors parts ordering
- Establish a positive working relationship with each customer and employee
- Maintain professional appearance and demeanor in accordance with company standards.
- Make sure End of Month part returns are process before deadline.
- Ensure that all morning delivery parts are check in at a high volume.
Account Executive - Payables and Receivables
Group 1 Automotive
01.2014 - 06.2017
- Maintain Daily Deposit’s
- Maintain Credit Card Receivable Schedule
- Maintain & Balance Cash Clearing Schedule for each store assigned
- Post Daily Bank Detail including NSF Checks
- Process Credit Override request from vendor’s
- Set-up or Update customer files for credit card
Supply Chain Analyst
Pg Professional Golf
01.2013 - 12.2013
- Highly motivated and positive attitude while working within the Supply Chain industry
- Problem solving, analytics, and logistics as well as the ability to be able to communicate both verbally and in writing in a clear and concise manner.
- You must be familiar with Microsoft Office, Excel and Outlook
- Gathers and interprets relevant data (costs, productivity, demand patterns, etc.)
- Coordinates delivery schedules and other supply chain activities
- Keep up with warehouse inventory every Friday.
Education
BBA - Business Administration
University of Houston
Houston, TX12-2014
Skills
- Customer Relationship Development
- Financial Management
- Revenue Generation
- Cash Flow Management
- QuickBooks Experience
- Business Development
- Financial Administration
- Account Analysis Expertise
- Budget Forecasting
- Risk Analysis
- Data Analysis
- Goal Setting
- Proactive and Focused
- Prioritizing and Planning
- Relationship Building
- Operational Reporting
- Customer Service
- Willing to Learn
- Strategy Development
- Decision-Making
- Quality Assurance
- Critical Thinking
Certification
- Active Class A CDL
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Education and Training
other
Timeline
CDL Relocation Specialist
Atlas Van Lines
05.2023 - Current
Revenue Management Specialist
Performance Relo Group LLC
06.2019 - 04.2024
Assistant Parts Manager
Service King Collision Center
07.2017 - 12.2019
Account Executive - Payables and Receivables
Group 1 Automotive
01.2014 - 06.2017
Supply Chain Analyst
Pg Professional Golf
01.2013 - 12.2013
BBA - Business Administration
University of Houston