Geraldine [Geri] Martinez
Albuquerque,NM
Summary
Seasoned Finance Professional with over [Number] years' experience in accounting and financial management. Expertise in [Area of Expertise] and developing long-term strategies to sustain business goals and grow revenues and profits. Demonstrated leadership skills that drive organizational missions and optimize business operations. Seeking to leverage background and results to take next career step with a respected organization.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Chief Administrative Financial Officer
A New Day Inc
Albuquerque, NM
09.2012 - 05.2024
- Ensuring compliance with applicable laws and regulations related to finance.
- Coordinating with outside vendors regarding payroll services or other areas as needed.
- Negotiated terms of financing arrangements with external partners such as banks or investors.
- Analyzed financial data to provide accurate projections for future funding needs.
- Ensured all spending was in accordance with approved budgets and contracts.
- Conducted regular audits of grant accounts to verify accuracy and compliance with applicable laws, regulations, and guidelines.
- Tracked progress of projects funded by grants to ensure timely completion.
- Supervised day-to-day workflow of employees in order to maximize productivity and maintain quality standards.
- Developed and implemented operational procedures to ensure quality standards are met.
- Collaborated with management team on long-term strategic planning initiatives for the organization.
- Ensured compliance with relevant laws, regulations, industry standards. related to the operation of the business.
- Reviewed job descriptions regularly to ensure accuracy of duties assigned to each position.
- Ensured compliance with federal, state and local employment laws.
Owner
Martinez Accounting Services
Albuquerque, New Mexico
04.2009 - 03.2015
- Posted journal entries to the general ledger system accurately and timely.
- Performed account analysis as required by management.
- Participated in special projects related to process improvements within the department.
- Conducted monthly bank reconciliations.
- Maintained and reconciled general ledger accounts.
- Managed installation of new computer systems, including hardware and software setup.
Controller
Guna International
Albuquerque, NM
06.2006 - 04.2009
- Coordinated month-end closing process in order to meet tight deadlines.
- Served as primary contact for external auditors throughout year-end audit process.
- Prepared consolidated financial statements at period end close including balance sheet reconciliations.
- Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
- Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
- Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
- Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
- Communicated regularly with other departments regarding supply chain activities.
- Liaised closely with third-party logistics providers regarding routing details of shipments.
- Ensured compliance with national regulations related to shipping goods abroad.
- Managed the loading and unloading of goods on vessels for export or import.
Staff Accountant
Kubiak & Associates
Albuquerque, NM
04.2004 - 06.2006
- Reconciled intercompany accounts on a monthly basis.
- Reviewed and analyzed financial statements for accuracy and compliance with standards.
- Assisted in the preparation of quarterly and annual budgets.
- Designed training programs tailored to specific client needs in order to help them reach their objectives.
- Identified opportunities for business growth through new products or services.
Staff Accountant
Meyners & Company
Albuquerque, NM
06.1999 - 04.2004
- Designed training programs tailored to specific client needs in order to help them reach their objectives.
- Identified opportunities for business growth through new products or services.
- Developed and presented business plans for clients to assist in the decision-making process.
- Reviewed corporate policies for compliance with applicable laws and regulations.
- Conducted strengths, weakness, opportunities and threats (SWOT) analyses to develop strategic plans for corporate level and business units.
Staff Accountant
Arthur Andersen & Co
Albuquerque, NM
05.1997 - 06.1999
- Reconciled intercompany accounts on a monthly basis.
- Evaluated existing processes for efficiency gains utilizing Lean Six Sigma principles.
- Designed training programs tailored to specific client needs in order to help them reach their objectives.
- Reviewed corporate policies for compliance with applicable laws and regulations.
- Developed operational plans that included budgeting, forecasting, and resource allocation.
- Analyzed financial records, including income statements and balance sheets, to assess performance of businesses.
Education
Associate of Arts - Accounting And Business Management
CNM
Albuquerque, NM05-1983
Computer Programming
Albuquerque Technical Vocational Institute [CNM]
Albuquerque, NMSkills
- Due diligence
- Internal Controls
- Cash Flow Management
- Financial Auditing
- Budgeting and financial management
- Cost Control
- Workflow Coordination
- Cost accounting
- Budget Forecasting
- Workflow Management
- Financial statement preparation
- Corporate Finance and Financial Management
- Budget Compliance
- Staff leadership and development
- Asset Management
- Staff Training
Certification
- UNM Anderson school of Management - Non Profit Management
- UNM Anderson School of Management - Human Service Management
Timeline
Chief Administrative Financial Officer
A New Day Inc
09.2012 - 05.2024
Owner
Martinez Accounting Services
04.2009 - 03.2015
Controller
Guna International
06.2006 - 04.2009
Staff Accountant
Kubiak & Associates
04.2004 - 06.2006
Staff Accountant
Meyners & Company
06.1999 - 04.2004
Staff Accountant
Arthur Andersen & Co
05.1997 - 06.1999
Associate of Arts - Accounting And Business Management
CNM
Computer Programming
Albuquerque Technical Vocational Institute [CNM]
Similar Profiles
Franklin JoseFranklin Jose
Cashier supervisor at Day to Day International Trading LLCCashier supervisor at Day to Day International Trading LLC
Jiawei LiJiawei Li
Truck Driver at Day to Day Logistics Inc.Truck Driver at Day to Day Logistics Inc.
Olivia FrazierOlivia Frazier
Customer Service Representative at One Day At A Time Day Support LLCCustomer Service Representative at One Day At A Time Day Support LLC
Ella BalderramaElla Balderrama
Personal Trainer at FreelancerPersonal Trainer at Freelancer
Spencer DeLaraSpencer DeLara
Car Detailer at SandiaSuds Auto DetailingCar Detailer at SandiaSuds Auto Detailing