Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

DAVID PRESAS

Dallas,TX

Summary

Results-driven Project Accountant with extensive experience in team leadership and process optimization. Proven track record in enhancing operational efficiencies through innovative solutions. Expertise in investigating variances, approving expenses, and managing project costs. Strong commitment to budget maintenance and exceptional time management skills.

Overview

16
16
years of professional experience

Work History

National Accounts Project Accountant I

DuraServ
01.2022 - Current
  • Develop and oversee project budgets, conducting regular reviews to ensure adherence to financial constraints.
  • Manage the project's accounts payable and receivable functions.
  • Prepare and present detailed financial reports and statements for project stakeholders.
  • Oversee all financial transactions related to the project, ensuring accuracy and compliance.
  • Perform cost analysis and profitability assessments to optimize project financial performance.
  • Ensure compliance with all relevant financial regulations, standards, and internal policies.
  • Collaborate with project managers and team members to create and implement comprehensive financial plans.
  • Resolve financial discrepancies by thoroughly reviewing and analyzing account data.
  • Maintain accurate financial records by documenting transactions for future reference and audit purposes.

National Accounts Operation Lead I

DuraServ
01.2019 - 01.2022
  • Lead a team of 15-25 people and provided comprehensive training to new hires on customer and internal systems, as well as established best practices.
  • Developed and designed New Hire documents, handbooks, and quick reference guides.
  • Reengineered the company's operations procedures and migrated all work documents to Microsoft Teams.
  • Conducted nationwide training sessions to familiarize all offices with Microsoft Teams.
  • Devised a novel approach to track work orders in real-time throughout the entire process, enhancing efficiency and accuracy.
  • Formulated and implemented an Offices/Partners scorecard to monitor performance and identify areas for improvement.
  • Generated various reports and metrics from Service Channel in response to team requirements.
  • Spearheaded process changes and introduced innovative strategies, boosting company compliance metrics from 45% to 80% with all customers.

Regional Property Coordinator Manager

Mortgage Contracting Services
01.2015 - 01.2019
  • Oversaw a team of 28 individuals, which included 2 Team Leads and 4 data analysts.
  • Maintained regular communication with multiple clients, ensuring that they were informed about property status, equity, expenses, liabilities, and revenues.
  • Generated various inventory, loss, and invoice reports for future projections.
  • Resolved escalated calls and disputes with customers and local law enforcement.

Administrative Coordinator

Aim Your Way Nationwide Property Preservation
01.2014 - 01.2015
  • Coordinated and managed daily administrative tasks, including scheduling appointments, organizing meetings, and managing databases.
  • Managed and coordinated the logistics of client projects from start to finish, ensuring all deadlines were met.
  • Developed and implemented new processes to streamline operations and improve efficiency.
  • Maintained records of project progress, tracked budgets, and produced reports to keep management informed.
  • Conducted research to identify potential new clients and partners and assisted in the preparation of proposals.

Operations Process Lead I

J.P. Morgan Chase
01.2011 - 01.2014
  • Managed the end-to-end operational process for large-scale projects, ensuring all tasks were completed on time and within budget.
  • Developed and implemented new processes and procedures to improve efficiency and reduce costs.
  • Coordinated with cross-functional teams to ensure smooth project delivery, communicating with key stakeholders to keep them informed of progress.
  • Conducted regular performance evaluations and provided feedback to team members to support their professional development.
  • Developed training materials and conducted training sessions for new team members.

Data Entry/Document Processor I

J.P. Morgan Chase
01.2010 - 01.2011
  • Responsible for accurately and efficiently inputting financial data into various systems.
  • Conducted regular quality checks to ensure data accuracy and completeness.

Education

Some College (No Degree) - Accounting And Finance

Brookhaven Community College
Farmers Branch, TX

Some College (No Degree) - Civil Engineering

University of Texas At Austin
Austin, TX

Skills

  • Leadership and team management
  • Training and on boarding
  • Project management
  • Cost assessment
  • Financial analysis
  • Project setup sheets
  • Budget analysis
  • Project close outs
  • Project variance audits
  • Financial management
  • Business development
  • Job cost tracking
  • Contract management
  • Accounting software implementation
  • Cost analysis reports

Languages

Spanish
Professional

References

References available upon request.

Timeline

National Accounts Project Accountant I

DuraServ
01.2022 - Current

National Accounts Operation Lead I

DuraServ
01.2019 - 01.2022

Regional Property Coordinator Manager

Mortgage Contracting Services
01.2015 - 01.2019

Administrative Coordinator

Aim Your Way Nationwide Property Preservation
01.2014 - 01.2015

Operations Process Lead I

J.P. Morgan Chase
01.2011 - 01.2014

Data Entry/Document Processor I

J.P. Morgan Chase
01.2010 - 01.2011

Some College (No Degree) - Accounting And Finance

Brookhaven Community College

Some College (No Degree) - Civil Engineering

University of Texas At Austin

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