Summary
Overview
Work History
Education
Skills
Timeline
Generic

Esmeralda Ramon

Pearland

Summary

Seasoned Chief Financial Officer focused on helping companies accomplish missions and drive growth. Expansion-minded professional versed in navigating complex financial challenges.

Overview

30
30
years of professional experience

Work History

Chief Financial Officer

TRIOFAB, INC / TRIO NETS, INC.
01.2014 - Current
  • Oversee budgets, payroll, and accounts payable and receivable.
  • Track cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
  • Implement cost reduction initiatives and process improvements to optimize efficiency and productivity.
  • Analyze operational issues and implemented corrective action to maximize profits.
  • Conduct detailed analysis of company financial information and oversaw preparation of related reports.
  • Set and monitored effective financial policies to analyze company financial strengths and weaknesses and propose corrective actions.
  • Direct budget development, budgetary controls and recordkeeping to make informed financial decisions.
  • Develop future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
  • Create, plan, and implement policies and procedures to increase productivity and maximize return on investments.
  • Prepare accurate financial statements at end of quarter to summarize financial health and business performance.
  • Improve cash flow, retired debt and built cash reserves to control costs and enhance benefits.
  • Analyze inventory strategy, reduce expenses and renegotiate contracts with vendors to increase profit margin.
  • Direct budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Oversee accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information.
  • Oversee production, pricing and distribution activities to generate profit for company.
  • Initiate back-and-forth communication to negotiate and approve contracts and agreements.
  • Conduct detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
  • Complete in-depth analyses of risks to control company profile, enhance systems and track legal concerns.
  • Develop and oversee yearly budgets and capital structure of company to determine best mix of debt, equity and internal financing.
  • Create and deploy initiatives to outperform revenue targets and increase company value.
  • Prepare year-end fixed asset schedule to create positive impact on shareholders, creditors and investors.
  • Spearhead contract negotiation and financing to complete high-priority projects and realize target outcomes.
  • Establish and maintained strong relationships with customers, vendors and strategic partners.
  • Manage financial, operational and human resources to optimize business performance.
  • Formulate and executed strategic initiatives to improve product offerings.
  • Develop innovative sales and marketing strategies to facilitate business expansion.
  • Oversee business-wide changes to modernize procedures and organization.
  • Found performance- and merit-based evaluation system to assess staff performance.
  • Communicate business performance, forecasts and strategies to investors and shareholders.
  • Devise and presented business plans and forecasts to board of directors.

Forensic Accountant

UHY Advisors
07.2003 - 12.2013
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Sifted and sorted through evidence and recorded findings.
  • Maintained litigation database and document organization for family law cases.
  • Organized evidence, exhibits, motions and subpoenas to support cases and prepare for trial.
  • Managed exhibits, evidence and data related to family law legal proceedings.
  • Used document review tools to discover and inspect records.
  • Prepared, indexed and developed exhibits.

Litigation Analyst

UHY Advisors
07.2003 - 12.2013
  • Maintained litigation database and document organization for family law cases.
  • Collected data from client media and various sources to prepare for litigation.
  • Organized evidence, exhibits, motions and subpoenas to support cases and prepare for trial.
  • Managed exhibits, evidence and data related to family law legal proceedings.
  • Uploaded data into excel models for review and pre-processing.
  • Prepared, indexed and developed exhibits.
  • Created custom documents to allow for repeat use as master documents.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
  • Interviewed clients to obtain information relevant to cases.
  • Collaborated with attorneys to develop strategies for each case.
  • Assisted attorneys with reviewing and organizing witness reports.
  • Prepared various exhibits for attorneys for meetings and legal resolutions.
  • Reviewed Deed of Trust, Title Commitment and prior bankruptcies documents.

Treasury Analyst

Encompass
07.1998 - 07.2003
  • Communicated with bank members and auditors on accuracy and timeliness of financial reports.
  • Handled cash flow, debit and interest schedules and bank accounts.
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
  • Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
  • Analyzed financial patterns and made accurate predictions.
  • Presented forecasting and financial reports to corporate executives and clients.
  • Created and maintained precise and accurate models, charts and reports.
  • Coordinated with financial advisors to develop long-term investment strategies.

Bank Officer

JPMorgan Chase
07.1993 - 07.1998
  • Assisted branch manager during their absence
  • Managed and opened checking, saving and line of credit accounts.
  • Contacted potential clients to pursue sales and gather funds.
  • Represented bank at community events to establish strong ties and promote business.
  • Supervised branch operations and made continuous improvements in each area.
  • Upheld stringent bank standards for loans, money handling, and legal considerations.
  • Met with clients to generate new business and negotiate contracts.


Education

BBA - Accounting And Finance

University of Houston
Houston, TX
05.2003

Skills

  • Operational Management
  • Budget Development
  • Fiscal Management
  • Business Forecasting
  • Operational Decision Making
  • Accounting Principles Understanding
  • Reporting Skills
  • Accounting Principles

Timeline

Chief Financial Officer

TRIOFAB, INC / TRIO NETS, INC.
01.2014 - Current

Forensic Accountant

UHY Advisors
07.2003 - 12.2013

Litigation Analyst

UHY Advisors
07.2003 - 12.2013

Treasury Analyst

Encompass
07.1998 - 07.2003

Bank Officer

JPMorgan Chase
07.1993 - 07.1998

BBA - Accounting And Finance

University of Houston

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Esmeralda Ramon