Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jose Gomez

West Valley City,UT

Summary

Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.

Overview

52
52
years of professional experience

Work History

Financial Analyst

Primerica
Bountiful, UT
01.2001 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Licenses
  • Life Insurance
  • 6
  • 66
  • Variable Annuities
  • Index Annuities

Chief Financial Officer

The Point Church, Inc.
Kearns , Utah
04.2015 - Current
  • Oversaw budgets, payroll and accounts payable and receivable.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Prepared accurate financial statements at end of quarter.
  • Created, planned and implemented policies and procedures to increase productivity and maximize return on investments.

Business Owner/Operator

West Valley Watch Repair
W.V.C. , UT
03.1984 - 12.2002
  • Oversaw end-to-end business processes to maintain proficiency and profitability.
  • Served as primary point-of-contact with suppliers and contractors to achieve inventory expectations.
  • Monitored staff performance, providing final-say assessment over inquiries.
  • Served as principal stakeholder over organization's complete operations.
  • Oversaw business budget planning and administration, accounting functions, purchasing and bi-weekly payroll to handle financial needs.

Accountant

American Express
Salt Lake City, UT
08.1982 - 12.1984
  • Gathered financial information, prepared documents, and closed books.
  • Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
  • Reconciled accounts and reviewed expense data, net worth and assets.

Watchmaker

Bulova Watch Repair
Queens, NY
01.1978 - 12.1980
  • Studied timepieces to understand current conditions and consulted with customers about service histories
  • Verified final repair quality by using meters to test functionality of various parts of finished timepieces
  • Refurbished visual aspects of watches by polishing and cleaning metal and glass faces and bands
  • Improved performance by adjusting timing regulators with small-point hand tools
  • Cleaned, rinsed and dried timepiece parts using solutions and ultrasonic or mechanical watch-cleaning machines
  • Disassembled timepieces to inspect for defective, misaligned or rusty parts
  • Fabricated parts for watches and clocks using small lathes and other machines
  • Repaired or replaced broken, damaged or worn parts on timepieces using drill presses and hand tools
  • Provided quotes to customers based on detailed inspections and identification of necessary repairs, material costs and time involved
  • Maintained performance by oiling moving parts of watches and clocks
  • Removed, cleaned and replaced external components such as glass faces
  • Replaced non-working parts and repaired lubricated components after dissembling watches and watch parts
  • Completed basic watch adjustments and replaced bands
  • Replaced components with care to avoid damaging delicate internal workings of timepieces
  • Selected and disassembled specific aspects of watches to complete repairs using watch drivers and demagnetization machines
  • Adjusted timing regulators using truing calipers, watch-rate recorders and tweezers
  • Set dial and hands onto watch while adhering to tight manufacturing tolerances
  • Oiled moving parts of timepieces
  • Tested timepiece accuracy and performance using meters and other electronic instruments

Education

Master of Science - Watchmaking And Jewelry Making

Joseph Bulova School of Watchmaking
Queens, NY

Bachelor of Arts - Accounting And Finance

Hunter College of The City University of New York
New York, NY

High School Diploma -

Roosevelt High School
Roosevelt, NY
06.1973

Skills

  • Advanced Financial Analysis

Languages

Spanish
Native or Bilingual

Timeline

Chief Financial Officer

The Point Church, Inc.
04.2015 - Current

Financial Analyst

Primerica
01.2001 - Current

Business Owner/Operator

West Valley Watch Repair
03.1984 - 12.2002

Accountant

American Express
08.1982 - 12.1984

Watchmaker

Bulova Watch Repair
01.1978 - 12.1980

Master of Science - Watchmaking And Jewelry Making

Joseph Bulova School of Watchmaking

Bachelor of Arts - Accounting And Finance

Hunter College of The City University of New York

High School Diploma -

Roosevelt High School

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Jose Gomez