DANIEL GUTIERREZ
San Antonio,TX
Summary
Dynamic Financial Analyst with extensive experience at Becton Dickinson, excelling in financial reporting and budget management. Proven track record in process improvement and cross-functional collaboration, delivering accurate financial statements and enhancing expense reconciliation. Adept at leveraging SAP expertise and effective communication to drive organizational success.
Overview
16
16
years of professional experience
Work History
Financial Analyst
Becton Dickinson
San Antonio, TX
07.2019 - Current
- Reviewed daily expenses and postings for errors in IT cost centers.
- Reconciled monthly recharge items with SAP postings across global organization.
- Managed monthly budgets and projections, communicating changes in workforce planning.
- Created financial reports in BPC and Power Bi for multiple segments within BD IT department.
- Hosted budget review meetings with directors from various organizational segments.
- Developed intercompany bot to automate generation of global intercompany invoices.
Head TNT Team coach
GOSA
San Antonio, TX
02.2015 - 05.2024
- Manage the team budget for the yearly team fees and competitions.
- Coach and manage team practices along with recreational classes on a daily basis.
- Junior Olympic Team coach certified working towards National coach certification through USAG.
- Successfully completed following courses, Pro First Aid, USOC Safe Sport, Developing Triple-Impact Competitors, and USAG Business foundations.
Accountant
Becton Dickinson
San Antonio, TX
07.2016 - 07.2019
- Reviewed payroll files and ADP uploads daily for errors and necessary corrections.
- Reconciled payroll details from ADP GlobalView with SAP postings monthly.
- Developed and implemented new payroll processes alongside Workday system integration.
- Generated monthly financial reports in HFM for multiple companies within BD organization.
- Managed monthly stock transactions through payroll and compiled annual vesting calculations.
Senior Accountant
UTHSCSA
San Antonio, TX
07.2015 - 07.2016
- Reviewed subaward agreements and verified that all budget calculations and certifications are in order on a daily basis.
- Gathered all information from sponsors and principal investigators to properly execute the contracts.
- Managed the close-out of expired projects and monitored the transfer of residual funds on a monthly basis.
- Created financial reports for principal investigators receiving AHA and ACS grants on a quarterly basis.
Accountant
LEWIS ENERGY GROUP
San Antonio, TX
07.2012 - 07.2015
- Processed monthly sales and use tax efficiently through newly developed procedures.
- Completed annual Form 2290 for all heavy highway vehicles.
- Recorded rig lease invoices monthly for drilling rigs in operation.
- Billed international companies monthly for rig usage.
- Managed monthly property tax accrual and prepaid insurance amortization.
- Executed bank reconciliations for multiple accounts each month.
- Finalized balance sheet reconciliations on a monthly basis.
Accountant
HEALTH TEXAS MEDICAL GROUP
San Antonio, TX
08.2010 - 07.2012
- Executed daily cash transactions for separate companies in Great Plains.
- Processed yearly unclaimed property filings with state comptroller.
- Recorded monthly fee-for-service entries, net medical revenue, and Cost of Goods sold transactions.
- Assisted in budget development using Forecaster and facilitated year-end closing processes.
- Generated financial statements in FRx Professional to ensure compliance.
Accounting Intern
FROST BANK
San Antonio, TX
09.2009 - 05.2010
- Managed Deposit Summary Recap reports for the Accounting department on a daily basis in order to keep track of daily transactions.
- Completed consolidated reports of condition and income for Frost Bank Consolidated on a quarterly basis in order to comply with the laws and regulations.
- Filed Sales and Use taxes for the Accounting department on a monthly basis in order to comply with in state and out of state regulations.
Education
M.S. - Accounting
Our Lady of the Lake University
BBA - Accounting
University of Texas – San Antonio
Skills
- Financial reporting and analysis
- Budget management and forecasting
- SAP expertise and general ledger accounting
- Expense reconciliation and cost allocation
- Process improvement strategies
- Team leadership and collaboration
- Effective communication skills
- Problem solving and analytical research
- Attention to detail and accuracy
- Cross-functional collaboration
- Time management and prioritization
- GAAP compliance and reporting standards
- Cost accounting principles
Activities
- Phi Theta Kappa Honor Society (Member)
- Golden Key Honor Society (President)
- Association of Latino Professionals in Finance and Accounting (Secretary)
- Hispanic Student Association (Treasurer)
- Beta Alpha Psi (Member)
- Honors Alliance (Member)
Timeline
Financial Analyst
Becton Dickinson
07.2019 - Current
Accountant
Becton Dickinson
07.2016 - 07.2019
Senior Accountant
UTHSCSA
07.2015 - 07.2016
Head TNT Team coach
GOSA
02.2015 - 05.2024
Accountant
LEWIS ENERGY GROUP
07.2012 - 07.2015
Accountant
HEALTH TEXAS MEDICAL GROUP
08.2010 - 07.2012
Accounting Intern
FROST BANK
09.2009 - 05.2010
M.S. - Accounting
Our Lady of the Lake University
BBA - Accounting
University of Texas – San Antonio