Gerardo Botello
Garland,TX
Summary
ENTERPRISING, HARD-WORKING AND RESULTS ORIENTED PROFESSIONAL with over 30 years of progressive functional, general management, and financial accounting experience in manufacturing and food processing, with notable success in cost reduction initiatives. Proven expertise in driving efficiency and productivity through evaluation of financial management systems and implementation of process improvements, process design and reengineering. Backed by solid credentials (BBA in Finance, MBA in General Management) as well as MS Office Suite. Fully bilingual in Spanish.
Overview
34
34
years of professional experience
Work History
Chief Financial Officer
CRJ Management LLC
01.2015 - Current
- Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
- Directed technological improvements, reducing waste and business bottlenecks.
- Oversaw budgets, payroll, and accounts payable and receivable.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Managed and led direct reports to handle controllership, treasury and corporate finance functions.
- Analyzed operational issues and implemented corrective action to maximize profits.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
- Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
- Developed future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
- Assessed company resources to keep business funded and nurture relationships with investors, lenders and key partners.
- Communicated business performance, forecasts and strategies to investors and shareholders.
Revenue Management Analyst
UPS
01.2010 - 01.2015
- Collaborates with Sales and Pricing personnel as needed to gather relevant data not included in the PQRs
- Responsible for pricing and costing of bids in order to stay competitive in the market using spreadsheet analytics generated from costing system
- Maximized contribution on bids
- Evaluates and analyzes customers’ shipping requests to gain a comprehensive understanding of customers’ needs and recommend UPS services
- Conducts market research and makes recommendations regarding pricing policies
- Maintains historical pricing data on the organization and its competitors
- Work closely with account executives for developing incentive strategies
- Meets with the Analyst group and Senior Analyst to conduct internal training
- Sends contracts to Legal for review when required to evaluate any customized contract language requested by customers
- Revises contract language and structure as necessary to gain agreement between UPS and customers
- Completed and submitted recommendations of a process improvement study for streamlining the Revenue Management appeal process and provided conceptual redesign of the pricing system.
Fund Manager & Equities Trader
GBS Capital Management
01.2002 - 01.2010
- Conceptualized, developed, and implemented firm’s portfolio management standards, including sell discipline approach, assuring a group review and move forward recommendations on any investment that declines over 8% from cost or recent market high
- Proposed and facilitated meetings with investors to discuss investment strategies
- Managed clients regarding investment strategies
- Researched markets and applied relevant findings gathered from investment analyst
- Gathered information about stocks, bonds, futures, options and other financial instruments
- Evaluated the potential of financial instruments
- Located potential clients who may be interested in selling or purchasing financial instruments.
Financial Manager
La Favorita Foods
01.1998 - 01.2002
- Responsible for the financial management and P&L for the enterprise, directing financial management functions including development of monthly/yearly financial statements, financial forecasts, accounts payable/receivables, and budgets
- Administer all financial management systems, evaluating and integrating new applications
- Reviewed general ledger and made adjustments for month-end closing and settlement of inventory, in conjunction with external CPA firm
- Created and monitored business plan with cash flow projections
- Provided administrative support for personnel requisitions, capital requests, and budget preparations.
Financial Analyst
La Ideal Foods
01.1990 - 01.1998
- Closed and prepared monthly financial statements and cost reports
- Performed monthly account reconciliations and monitored general ledger transactions
- Reconciled sales reports with available inventory and production orders
- Worked in collaboration with external CPA firm to ensure accuracy and integrity of financial information in support of overall business objectives
- Saved more than 40% in annual material costs by hedging on wheat prices, shielding the company from wheat price increases
- Provided owners with analysis that showed how a simple modification to existing equipment could increase production output by 35% while increasing labor inputs by only 10%.
Education
MBA - General Management
University of Dallas
Irving, TexasBBA - Finance/Economics
Southern Methodist University
Dallas, TexasSkills
- Budget Development
- Financial Reporting
- Fiscal Management
- Business Forecasting
- Financial Administration
- Sales Tax and Income Tax Preparation
Technology Summary
- MS Office with Advanced Excel skills
- Intermediate MS Visio
- Python
- SQL
- VBA
- Tableau
Personal Information
Title: Financial Analyst
Timeline
Chief Financial Officer
CRJ Management LLC
01.2015 - Current
Revenue Management Analyst
UPS
01.2010 - 01.2015
Fund Manager & Equities Trader
GBS Capital Management
01.2002 - 01.2010
Financial Manager
La Favorita Foods
01.1998 - 01.2002
Financial Analyst
La Ideal Foods
01.1990 - 01.1998
MBA - General Management
University of Dallas
BBA - Finance/Economics
Southern Methodist University
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