Jose Carlos Cruz Leyva
Hayward,CA
Summary
Results-driven accounting professional with over 15 years of experience in diverse accounting roles. Proven expertise in financial reporting, accounts payable/receivable, and budget management. Adept at utilizing accounting software such as [insert software names] to enhance accuracy and efficiency. Strong analytical and problem-solving skills, with a track record of improving processes and ensuring compliance. Excellent communicator with a commitment to delivering high-quality financial support and insights to drive organizational success.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Accounts Receivable and Payable Specialist
Pacific Agri-Products, Inc.
06.2021 - Current
- Accounts receivable
- Invoicing, payment collection, and customer account management. Proficient in using accounting software such as Canopy to ensure accurate and timely billing. Strong communication skills facilitate effective collaboration with clients to resolve discrepancies and enhance cash flow. Committed to maintaining accurate records and improving processes to support organizational financial goals.
- Accounts payables
- Proficient in invoice processing, payment approvals, and vendor relations. Skilled in utilizing accounting software such as Canopy ensuring accuracy and compliance in financial transactions. Strong analytical skills and a commitment to maintaining high standards of financial integrity.
Office Manager
Bay area seafood
01.2019 - 04.2021
- Accounts payable
- Review all invoices for appropriate documentation and approval prior to payment
- Work with accountants, program staff to determine coding of invoices and inquiries
- Payroll Process
- Checking time cards, discounts, registration of employees in ADP RUN
- Insurance renewal, follow-up to Worker comp claims
- Perform weekly check run following accounts payable processing schedule
- Processing payments for all requests, vendor invoices and employee expense reports
- Reconcile vendor statements and maintain strong vendor relationships: resolve incorrect payment allocations and other account disputes to ensure ongoing purchase ability
- Set-up and maintain ACH information for payees
- Produce all reports for month-end processing to ensure accurate accounting of all outstanding invoices
- General ledger account reconciliations
- Initiate stop payments and request cancelled checks from bank, as needed
- Submit positive pay activity to bank
- Ensure optimal use of corporate funds and maximize cash flow by paying invoices according to terms
- Assist with all audit inquiries, copies, etc
- Assist with expense accruals calculations
- Prepare monthly accounts payable Aging and Accounts Payable Closing Schedule
- Develop, implement and maintain systems, procedures and policies, including accounts payable functions to ensure adherence to company guidelines
- Perform additional duties as may be assigned
- Inventory management
- Review and record payments
- Analyze, examined, and interpreted records, compiled financial information, and reconciled reports and financial data
- Perform process analysis, and communicated recommendations to managemen
- Process journal entries and perform corrections to ensure accurate record
- Provide Claim Notification Notice on any claims
- Monitor Delivery teams for timely loading and stop completion
- Track productivity data, including but not limited to stops, mileage, routes, pieces, on time percentage, etc
- Maintain the upmost professional relationship with clients
- Provide assistance on various projects as required
- Confirm all loads day prior and that contractors arrive to complete loads on delivery date
Tax Advisor
GRUPO CREA-Fiscal
09.2017 - 12.2017
- Create financial reports and supported all areas of responsibility within a 5 person finance team
- Analyze, examined, and interpreted records, compiled financial information, and reconciled reports and financial data
- Perform process analysis, and communicated recommendations to management
- Process journal entries and perform corrections to ensure accurate record
- Taxes Federal and local
Accounting Cordinator
Linio group
06.2015 - 02.2017
- Create financial reports and supported all areas of responsibility within a 5 person finance team
- Analyze, examined, interpreted records, compiled financial information, reconciled reports and financial data
- Perform process analysis,communicated recommendations to managemen
- Process journal entries and perform corrections to ensure accurate record
- IFRS
Account Manager
INSTITUTO MEXICANO DE EJECUTIVOS DE FINANZAS S.C
01.2013 - 06.2015
- Create financial reports and supported all areas of responsibility within a 5 person finance team
- Analyze, examined, and interpreted records, compiled financial information, and reconciled reports and financial data
- Perform process analysis, and communicated recommendations to managemen
- Process journal entries and perform corrections to ensure accurate record
- Taxes Federal and local
Education
Master's - On-line
Universidad Tecnológica de Mexico
Mexico City10.2020
Bachelor's - Public Accountant
Universidad Tecnológica de Mexico
Ciudad de México12.2016
Skills
- Financial Reporting: Ability to prepare and analyze financial statements
- Inventory: receiving merchandise and control Accounts Payable/Receivable: Proficiency in managing invoices, payments, and collections
- Reconciliation: Expertise in reconciling bank statements and financial discrepancies
- Accounting Software: Proficiency in tools like QuickBooks, SAP,NETSUIT,CANOPY or Excel
- Analytical Skills: Strong ability to analyze data and provide insights
- Attention to Detail: High accuracy in financial record-keeping and reporting
- Regulatory Compliance: Understanding of financial regulations and compliance standards
- Communication Skills: Ability to effectively communicate financial information
Certification
Accounting II, 01/19, Present
Additional Information
Excel, SAP, Netsuite, Office, Quickbooks, CSB, Spanish
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Languages
Spanish
Native or Bilingual
Timeline
Accounts Receivable and Payable Specialist
Pacific Agri-Products, Inc.
06.2021 - Current
Office Manager
Bay area seafood
01.2019 - 04.2021
Tax Advisor
GRUPO CREA-Fiscal
09.2017 - 12.2017
Accounting Cordinator
Linio group
06.2015 - 02.2017
Account Manager
INSTITUTO MEXICANO DE EJECUTIVOS DE FINANZAS S.C
01.2013 - 06.2015
Bachelor's - Public Accountant
Universidad Tecnológica de Mexico
Accounting II, 01/19, Present
Master's - On-line
Universidad Tecnológica de Mexico
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