Helta Leon

Part of the Star Alliance Team managing Revenue of $40M

• Forecasted trends and recommended improvements based on financial risk analyses.
• Established and enforced controls on revenue and expenses to protect company assets.
• Drove revenue stream development through strategic collaboration and partnerships.
• Analyzed financial data regarding product performance and customer performance and developed reports for key stakeholders.
• Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
• Responsible for the portfolio's long-term financial health and growth
• Establish strategies with the operations team to meet results
• Oversee accounting operations in the portfolio
• Analyze trends to reduce financial risks associated with making investment or spending decisions
• Monitor the performance of the portfolio, including creating reports using business software.

Part of the Star Alliance Team managing two clients finances generating Revenue of $40M

• Manage all accounting and financial matters, including financial reporting, cost accounting, auditing, budgeting, and forecasting for twenty-two-line stations
• Analyze year-over-year spending variances to assist with the budgeting process
• Build strong relationships with all levels of the organization to ensure operational effectiveness
• Work with Senior leadership and clients directly implementing new systems and training all managers on new projects
• Gather supporting backup for monthly client billings, generate client billing based on contractual requirements, and provide support in resolving client billing issues
• Responsible for all transactions for weekly, monthly, and annual close, ensuring contract compliance, accuracy, and integrity of results at the unit/district/region/division level
• Responsible for the monthly/quarterly/year-end closing process to ensure accuracy
• Collaborate with decisions and problem-solving according to corporate policies, procedures, and business plans
• Provide unit management with recommendations for action and modifications to financial procedures, plans, and controls.

At United Airlines, managing the finances of 7 Hubs and 22 Line Stations

• Work closely with operations teams to set targets and identify cost-saving opportunities to achieve savings
• Collaborate with general managers to support overall unit goals and objectives
• Support the Director of Operations and Area General Manager with special projects as needed
• Monitor and ensure accountability for financial performance, processes, and policies
• Following corporate policies, we have implemented operational processes and procedures to support financial transactions and internal controls
• Provide training to new General Managers across the portfolio
• Monitor Sales, Credit Card transactions, menus, and promotions in the POS System (Owned by the Client)
• Upload monthly billing to the client platform to ensure the collection of receivables
• Ensure all transactions are recognized in the correct period and allocated in the proper cost center
• Ensure inventory control processes follow the segregation of duty
• Prepare and present monthly management reports to the Client
• Ensure accurate and timely month and year-end close activities
• Manage month-end and annual financial close.

The Partner has made the company its single service partner for all its locations worldwide; we managed seven hubs and 22-line stations, serving approximately 35,000 passengers daily.

• Examine financial records to verify details of registered transactions
• Analyze and interpret budgeting trends compared to our Daily Financial Activity Reports
• Assist in the implementation of corrective action plans developed during an audit
• Assist in the monthly/quarterly/year-end close process to ensure accuracy and integrity of results at the unit/district/region/division level
• Generate, prepare, and review special reports and respond to data requests from management
• Performed unit audits and participated in the audit process, including assisting in identifying and resolving audit-related issues
• Support General and District Managers to ensure accurate results and help improve profitability
• Provide support in resolving client billing issues and managing/collecting receivables
• Ensure accuracy and timeliness of financial data and statistics, including operating and administrative budgets
• Ensure that the responsibility area's assets, liabilities, revenues, and expenses are accurately reported and accounted for
• Interact with Corporate Financial Services and clients to resolve invoicing and payment/remittance issues
• Maintain records and reports necessary to comply with Company, Government, and accrediting agency standards, regulations, and codes
• Support all line stations with projects, invoicing, sales, accounts payable, Client billing, UFS, and loading the financial flash for multiple units.

Sodexo at John G Shedd Aquarium is the exclusive food service provider; we manage over 100 employees in this location, serving over 6,000 people daily, generating a revenue of 12M annually

• Manage daily corporate finance activities
• Compile and analyze financial reports for three internal locations by supporting the business in producing accurate financial and management accounting information on which leadership makes economic decisions
• Issue Weekly Operations Report
• Conduct weekly analysis between Weekly Operating Report and Financial Activity Report to ensure accuracy
• Conduct a weekly reconciliation of the open accounts receivables
• Prepare accounting entries, process online transfers, record daily sales, manage inventory reports and entries, and reconcile accounts payable and receivable
• Issue invoices to customers, ensure receivables are collected promptly, and handle payment transactions for all catered events
• Maintain accuracy of Fix Assets and Balance Sheets
• Process payroll promptly
• Provide administrative support to management as requested
• Count funds in cash drawers and calculate total payments received daily
• Monitor and ensure accountability for financial performance, processes, and policies.

Sodexo at Bank of America provided integrated food and manages the cafeteria, conference centers and the internal deliveries in 43 floors, serving approximately 3,000 people daily, which generated a revenue of 1.8 million

• Maintain an orderly accounting filing system
• Provide monthly information to corporate of union accruals, Deferred Income Log, and other reports
• Post weekly vacation availability reports for our employees according to union requirements
• Calculated variances from the budget and reported significant issues to management as requested
• Ensure that sales prices and promotions went through the POS System correctly
• Pay supplier invoices promptly
• Maintain all reports and records concurrent with Cash Management, Accounts Payables, Accounts Receivables, Inventory and Transfers
• In the absence of the General Manager, I managed the kitchen and catering staff.

Sodexo provided café and catering services in this location; we served approximately 500 internal employees, generating a revenue of 100K annually

• Maintain an accurate inventory of all food, supplies, and equipment
• Monitor food production and service to ensure that planned menus are followed, and substitutions comply with meal requirements
• Responsible for weekly menu planning
• Publication and distribution of menus
• Conduct mandatory Food and Physical T.OP.S
• Training sessions for all food services
• Assure implementation of sanitation, safety procedures, and compliance with the HACCP Plan in all phases of the food service operation
• Develop procedures for adequately receiving, storing, and distributing food and supplies
• Perform other related duties or responsibilities as assigned by the General Manager and Vice President of Operations
• Develop and administer accurate accounting procedures and records to control and manage money, food, labor, supplies, and other costs
• Manage six hourly employees of the kitchen staff
• Responsible for performance management, constructive counseling, and employee relations issues.

Sodexo operated three full-service restaurants and one cafeteria within Sears Tower; we employed fifty employees with revenue of $2.5 million annually

• Responsible for overseeing accounting procedures, internal controls (implementing, monitoring, enhancing), and database management
• Randomly audits workflow to ensure that all accounting transactions are appropriately authorized
• Supervise and prepare monthly journal entries and financial statements
• Assure internal control compliance
• Train staff on internal control procedures; assist Controller as needed
• Review monthly closing process
• Worked on special projects, if requested; assisted with yearly audit preparation.