Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Software Proficiency
Timeline
Generic

Jose Leon

Shafter,CA

Summary

Dynamic finance professional with a proven track record at Adventist Health System, excelling in budget management and financial reporting. Skilled in risk assessment and variance analysis, I implemented cost-reduction strategies that enhanced operational efficiency. Known for strong problem-solving abilities, I effectively prepared financial statements to drive executive decision-making.

Overview

7
7
years of professional experience

Work History

Finance Manager

Adventist Health System
Delano, CA
04.2022 - Current
  • Coordinated with other departments within the organization regarding budgeting matters.
  • Evaluated and managed financial risks, implementing strategies to mitigate adverse impacts on the organization.
  • Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
  • Prepared and analyzed financial statements to inform executive decision-making.
  • Implemented cost-reduction strategies to optimize spending and increase efficiency.
  • Created monthly performance metrics that tracked key performance indicators.
  • Conducted variance analysis to identify discrepancies between actual and budgeted performance.

Business Development Analyst

Adventist Health System
Bakersfield, CA
04.2021 - 04.2022
  • Analyzed large datasets with statistical methods and software programs.
  • Maintained positive working relationship with fellow staff and management.
  • Implemented strategies to take advantage of new opportunities.
  • Analyzed key performance indicators to identify effective strategies.
  • Maintained accurate records of all data collected during analysis processes.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.

Accountant

Albert and Associates, LLP
Wasco , CA
07.2018 - 04.2021
  • Performed general ledger reconciliations on a timely basis.
  • Wrote reports, authored papers and organized supporting documentation.
  • Managed and trained team members to enhance audit department performance and increase operational efficiency.
  • Reviewed financial information detailing assets, liabilities, and capital.
  • Assisted in the preparation of tax returns by gathering necessary information from clients and maintaining organized files with documents related to taxes.
  • Created journal entries accurately and timely for month end close processes.

Education

Bachelor of Science - Accounting

California State University, Bakersfield, CA, US
9001 Stockdale Hwy
08-2015

Skills

  • Financial reporting
  • Financial forecasting
  • Variance analysis
  • Risk assessment
  • Cost reduction
  • Budget forecasting
  • Budget management
  • Team player
  • Work with minimal supervision
  • Time management

Affiliations

  • Coaching Recreational Sports
  • Fitness
  • Board Games

Languages

Spanish
Professional

Software Proficiency

  • Oracle Cloud
  • Microsoft Suite, Advanced Excel Skills
  • Tableau
  • SQL Server Management
  • Power BI
  • Cerner

Timeline

Finance Manager

Adventist Health System
04.2022 - Current

Business Development Analyst

Adventist Health System
04.2021 - 04.2022

Accountant

Albert and Associates, LLP
07.2018 - 04.2021

Bachelor of Science - Accounting

California State University, Bakersfield, CA, US

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Jose Leon