Leonardo Treviño
Mathis
Summary
Finance professional with comprehensive background in managing accounting operations and financial reporting. Proven ability to streamline financial processes and ensure compliance with regulatory standards. Known for fostering team collaboration and delivering reliable results, adapting seamlessly to evolving business needs. Key skills include general ledger management, financial statement preparation, and regulatory compliance.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Senior Staff Accountant/Controller, Interim-CFO
Amistad Community Health Center
08.2022 - Current
- Prepared accurate financial statements at end of month to summarize financial health and organizational performance.
- Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of organizational assets and cash management.
- Collaborated with CFO to develop operational budgets and controls, recordkeeping systems and investment management.
- Implemented cost reduction initiatives and process improvements to optimize efficiency and productivity.
- Advised other executive leaders on strategies and intelligence to form relationships, understand current performance and set agenda for execution.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Delivered forward-thinking and bold insights to enhance business assets and report financial metrics.
- Devised systems to monitor, evaluate and track operational achievements.
- Mentored junior accountants, facilitating professional development and enhancing team performance.
Grant Program Coordinator & Accountant
Amistad Community Health Center
03.2018 - 08.2022
- Established and maintained electronic files for grant-funded projects for tracking and reporting.
- Worked with directors and grant program staff to implement established grant compliance policies and procedures.
- Implemented program-level departmental policies and procedures and managed budgets to support educational program and curriculum .
- Planned, administered and controlled budgets and produced financial reports.
- Coordinated, created and prepared routine administrative research.
- Managed post-award services and oversaw federal grant awards for compliance with uniform guidance and grant-specific requirements.
- Developed and maintained relationships with funding agencies to enhance grant opportunities.
Public Health Educator
Texas A&M AgriLife Extension
02.2013 - 03.2018
- Maintained accurate and complete records to document program activities and outcomes.
- Promoted available resources and connected individuals with services.
- Developed and distributed health education materials to increase awareness and understanding.
- Participated in community outreach activities to promote health education initiatives, graduating over 1,000 limited resource families in program completion.
- Developed and implemented health education programs to promote healthy lifestyles and prevent chronic diseases.
- Gave public talks on importance of health education and specific disease prevention and treatment strategies.
- Built partnerships with community organizations to expand reach and impact.
- Created and implemented budget and resource allocation plans to achieve cost-effectiveness and efficiency.
- Created pamphlets, videos and other health education materials to promote health awareness and preventive health practices.
Foster Care Provider
Connections, Inc.
05.2011 - 01.2013
- Reduced problem behaviors with positive reinforcement and supportive techniques.
- Transported kids to mandated therapy, extracurricular activities and medical appointments.
- Supported education of children under care through consistent attendance to school and attentiveness to homework assignments.
- Improved children's health by preparing healthy meals and snacks.
- Taught older children about money, driving and other important life skills.
- Intervened in crisis situations and counseled children experiencing emergencies and disruptive incidents.
- Implemented research-based interventions and strategies to support positive behavior and social-emotional development.
Real Estate Agent
Century 21 Lee Real Estate
06.2008 - 02.2011
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Communicated with clients to understand property needs and preferences.
- Advised clients on market conditions and property value for informed decision-making.
- Conducted comprehensive market analysis to identify opportunities for investors.
- Liaised between buyers and sellers to provide positive experiences for both parties.
- Developed and presented proposals to clients to raise awareness of potential real estate investments.
- Studied property listings, interviewed prospective clients, accompanied clients to properties and discussed condition of sales.
- Followed-up escrow process, coordinated contingency removal of property inspection and maintained timely closing of escrow.
Education
Master of Science - Accounting
Western Governors University Texas
Austin, TX12-2026
Bachelor of Science - Accounting
Western Governors University Texas
Austin, TX05.2022
Skills
- Innovative and Visionary
- Data Research and Analysis
- Change and Growth Management
- Improve Policies
- Financial Management and Reporting
- Internal Audits
- Business Operations Analysis
- Accounts Payable and Accounts Receivable
- GAAP Accounting Practices
- Payroll processing
- Preparing financial statements
- Staff management
Certification
- Not-for-Profit Certification I, American Institute for Certified Public Accountants - 26 Certificates
- Nationally Board Certified Health and Wellness Coach, National Board of Medical Examiners - 2020 - 2023
- Functional Medicine Certified Health Coach, Institute for Functional Medicine - 2019
Languages
Spanish
Timeline
Senior Staff Accountant/Controller, Interim-CFO
Amistad Community Health Center
08.2022 - Current
Grant Program Coordinator & Accountant
Amistad Community Health Center
03.2018 - 08.2022
Public Health Educator
Texas A&M AgriLife Extension
02.2013 - 03.2018
Foster Care Provider
Connections, Inc.
05.2011 - 01.2013
Real Estate Agent
Century 21 Lee Real Estate
06.2008 - 02.2011
Master of Science - Accounting
Western Governors University Texas
Bachelor of Science - Accounting
Western Governors University Texas
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