Henry J Chavarria
Richmond,CA
Summary
Detail-oriented project management professional with a proven track record of forecasting projects to drive company success. Proficient in reporting methods and supporting cross-functional teams and managers across departments. Possessing extensive knowledge of accounting procedures, effectively reporting on life-to-date spending and trend analysis through informative financial reports, offering valuable insights into project lifecycles.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Tax Prepared
Zamora’s agency
01.2023 - 05.2025
- Prepare and file individual and small business tax returns using Drake Tax software.
- Review and analyze client documents to ensure accurate and complete tax returns.
- Provide tax advice and guidance to clients based on their specific financial situation.
- Managed financial statements and coordinated daily office operations and ability.
- To meet and exceed customer need by providing timely, effective, and empathetic support.
Financial Analyst
Samuel Merritt University
06.2021 - 12.2022
- Analyze organization growth strategies and business plans to support senior executives and the Board in making significant decisions and achieving Samuel Merritt University’s strategic goals.
- Conduct research, collect information, and prepare analyses to inform business planning.
- Develop and document detailed financial effectiveness and progress of newly implemented plans.
- Support project management and metrics to successfully implement and evaluate complex projects.
- Conducted by multi-disciplinary teams. Prepare presentations for senior management and the Board of Directors.
Project Management Specialist
Honeywell Intelligrated
11.2007 - 11.2020
- Improved efficiency and accuracy of Project Management by overhauling cost and budget reports.
- Allocated project cost and revenue budgets, ensuring accurate reporting.
- Created various cost and labor reports for managers and translated them into reports and presentations for appropriate audiences.
- Provides financial analysis on project cost variances for plan vs. actual and identify inappropriate charges by resources not captured in the Job estimate and makes appropriate corrections in ERP System.
- Compiled data, including hardware, software, staffing, and maintenance costs, as well as PO, and contract.
- Analyzes accounting transactions and records the resulting accounting entries.
- Responsible for the completion of monthly cost analysis including actual and budget analysis.
- Tracked cost-to-date analysis of margin, cost variance, and estimates to completion.
- Supported the Project Managers with weekly and monthly financial reviews.
- Analyze labor utilization for better project performance.
- Prepare monthly and quarterly variance analysis.
- Assist in setting up processes, procedures, and training.
- Assisted in preparing the monthly forecast.
- Utilizes KPI metrics and data to provide insights and recommendations.
- Focus on providing high quality customer service and support to internal and external customers.
Education
Bachelor of Science (BS) - Accounting and Finance
Universidad Nacional Autonoma De Nicaragua
Skills
- Expense tracking
- Financial Management
- Project organization
- Problem resolution
- MS Office
- Trent Analysis
- Account Reconciliation
- Forecasting
- Expense reporting
- Advance Microsoft Excel
- Oracle Software and database
- Financial Reporting
- Generally Accepted Accounting Principal (GAAP)
Certification
PITIN Certified
Timeline
Tax Prepared
Zamora’s agency
01.2023 - 05.2025
Financial Analyst
Samuel Merritt University
06.2021 - 12.2022
Project Management Specialist
Honeywell Intelligrated
11.2007 - 11.2020
Bachelor of Science (BS) - Accounting and Finance
Universidad Nacional Autonoma De Nicaragua
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