Summary
Overview
Work History
Education
Skills
Tools And Software Proficiency
Bookkeeping Experience
Languages
Timeline
Generic

Elvia Martinez

Summary

Highly skilled Senior Financial Analyst with 20+ years of experience in financial analysis, cost accounting, and auditing. Proven expertise in budgeting, forecasting, financial reporting, and bookkeeping. Adept at identifying cost-saving opportunities, improving financial processes, and ensuring compliance with industry regulations. Seeking bookkeeping opportunities to leverage extensive financial expertise in supporting businesses with accurate financial management.

Overview

63
63
years of professional experience

Work History

Senior Financial Analyst

Ortega Strategy Group
03.2025 - Current
  • Conducts in-depth financial analysis and reporting to support business decision-making
  • Develops financial models to optimize budgeting and forecasting
  • Ensures accuracy in financial statements, identifying discrepancies and resolving them efficiently

Bookkeeping & Freelance Experience

Freelancer
01.2025 - Current
  • Manages bookkeeping tasks for small businesses, including accounts payable/receivable, and reconciliations.
  • Utilizes QuickBooks, Excel, and financial software for accurate record-keeping

Senior Financial Analyst & Auditor

Southwest Marine
01.2017 - Current
  • Managed financial audits, ensuring compliance with regulatory requirements
  • Performed risk assessments and provided strategic financial recommendations
  • Developed cost analysis reports to improve operational efficiency
  • Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
  • Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.

Cost Accountant

Schlage Lock Company
01.1962 - Current
  • Conducted cost analysis and budgeting to enhance financial planning
  • Analyzed manufacturing costs, identifying key areas for cost reduction
  • Prepared financial statements and assisted in audit processes

Education

Bachelor of Industrial Management - Industrial Management

University of Baja California

Skills

  • Financial Analysis & Reporting
  • Budgeting & Forecasting
  • Cost Accounting & Expense Management
  • Auditing & Compliance
  • Bookkeeping & Reconciliation
  • Variance Analysis
  • Process Improvement
  • Advanced Excel & Financial Software

Tools And Software Proficiency

  • QuickBooks
  • Excel
  • Oracle
  • Financial Reporting Tool
  • Access
  • Wild Apricot

Bookkeeping Experience

Manages bookkeeping tasks for small businesses, including accounts payable/receivable, and reconciliations., QuickBooks, Excel, financial software.

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Senior Financial Analyst

Ortega Strategy Group
03.2025 - Current

Bookkeeping & Freelance Experience

Freelancer
01.2025 - Current

Senior Financial Analyst & Auditor

Southwest Marine
01.2017 - Current

Bachelor of Industrial Management - Industrial Management

University of Baja California

Cost Accountant

Schlage Lock Company
01.1962 - Current
Elvia Martinez