Daniel Hernandez
Hockley,USA
Summary
Experienced Financial Analyst with strong background in budgeting and forecasting at CBRE. Demonstrated success in financial management and process optimization, utilizing advanced Excel skills to streamline workflows. Skilled in providing actionable insights and promoting collaboration, resulting in improved operational performance across teams.
Overview
12
12
years of professional experience
Work History
Financial Analyst
CBRE
Hockley, TX
11.2021 - 01.2025
- Developed financial models for accruals, forecasting, and budgeting across 100 sites with $60 million budget.
- Led month-end close processes, including journal entries and reconciliations, ensuring accuracy.
- Delivered executive-level variance analyses and presentations to senior leaders, enhancing performance across operations and finance teams.
- Built and maintained advanced financial models while managing a $60 million budget across 100 sites.
- Conducted detailed financial analyses to assess operational changes, trends, and improvement opportunities.
- Reviewed annual budgets and monthly forecasts, achieving 98% forecast accuracy through collaboration with operations team.
- Optimized workflows using Excel (VLOOKUP, PivotTables, SUMIFS), Smartsheet, and Adaptive, reducing reporting time by 20%.
- Facilitated efficient month-end close by reconciling accounts and addressing discrepancies promptly.
Facilities Coordinator
CBRE
Houston, TX
10.2019 - 11.2021
- Managed financial oversight across multiple sites, analyzing forecasts and historical data for budgeting support.
- Executed month-end close processes, ensuring accurate reconciliations and compliance in expense reporting.
- Collaborated with leadership to enhance processes and train vendors on general ledger coding.
- Evaluated accruals and forecasts, identifying trends to inform strategic planning decisions.
- Processed journal entries during month-end close, maintaining accuracy in financial reporting.
- Contributed to annual budgets by integrating operational data for comprehensive financial planning.
- Streamlined vendor cost tracking using Service Insight7 and JDE to improve budget control.
- Communicated effectively with general managers regarding upcoming repairs and projects.
Electrical Trainee 4
ISC Constructors
Deer Park, TX
04.2019 - 07.2019
- Resolved worksite safety hazards to minimize risk exposure.
- Collaborated in team-based environment to successfully complete projects.
Accounts Payable
Rencon, LLC
Houston, TX
08.2017 - 09.2018
- Oversaw invoice matching and GL coding, ensuring financial accuracy through reconciliations.
- Executed invoice reconciliations and aligned GL accounts with budgets to maintain fiscal integrity.
- Managed procurement costs while resolving discrepancies, supporting effective budgeting processes.
- Presented cost-saving insights from procurement data analysis to leadership for strategic decision-making.
- Improved cash flow by managing past-due invoices and enhancing vendor communication strategies.
- Processed payroll and expense reports accurately and timely to uphold financial records.
- Supported budgeting efforts by collaborating with vendors and senior procurement staff to address issues.
- Ensured financial accuracy through meticulous processing of payroll and expenses.
Bank Teller
Wells Fargo
Houston, TX
03.2016 - 08.2017
- Balanced cash drawers daily, ensuring audit-ready transaction records.
- Processed deposits and withdrawals with precision, reconciling totals efficiently.
- Delivered financial insights to customers, driving product promotions to achieve sales goals.
- Supported branch revenue targets by presenting product benefits to clients.
- Adapted swiftly to banking systems while maintaining compliance with security standards.
Aviation Operations Specialist
United States Army
Fort Campbell, KY
05.2013 - 05.2015
- Coordinated mission-critical operations, analyzing data to inform tactical planning.
- Maintained detailed logs and reports to ensure compliance in high-stakes environments.
- Delivered actionable recommendations based on operational data analysis to improve mission outcomes.
- Managed precise records to support audits and facilitate strategic decision-making.
Education
MBA - Finance
Texas A&M University – Corpus Christi
Corpus Christi, TXBachelor of Arts - Business Admin., Accounting
Florida Institute of Technology
Melbourne, FL03-2017
Skills
- Financial planning and analysis
- Financial management
- Project management
- Data analysis and variance
- Budgeting and forecasting
- Month-end close and reconciliation
- ERP systems expertise
- QuickBooks proficiency
- Excel expertise
- Process improvement
- Attention to detail
- Adaptability to new systems
Accomplishments
- Achieved positive feedback by introducing Smartsheet for CWA/RFPO Projects which optimized workflows and becoming a one stop shop for important documents.
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Financial Analyst
CBRE
11.2021 - 01.2025
Facilities Coordinator
CBRE
10.2019 - 11.2021
Electrical Trainee 4
ISC Constructors
04.2019 - 07.2019
Accounts Payable
Rencon, LLC
08.2017 - 09.2018
Bank Teller
Wells Fargo
03.2016 - 08.2017
Aviation Operations Specialist
United States Army
05.2013 - 05.2015
MBA - Finance
Texas A&M University – Corpus Christi
Bachelor of Arts - Business Admin., Accounting
Florida Institute of Technology
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