LEONEL GRACIA

Distributor of products and services in the pest management industry.

• Supervised daily accounting operations, ensuring compliance with financial regulations and company policies.
• Led month-end closing processes, coordinating cross-departmental activities for accurate financial reporting.
• Developed financial analysis process for OpEX.
• Improved overall financial reporting by streamlining Fixed Assets, CAPEX, Payroll and Revenue recognition.
• Collaborated with department heads to develop forecasts and budgets.
• Trained new (and other department’s) employees on accounting principles and company procedures.
• Prepared working papers and standardized accrual schedules to be used as supporting documentation and reduce monthly and quarterly close time.
• Generated monthly and quarterly financial statements for executive review.

Accounting Firm specialized in venture-stage startups.

• Prepared monthly financial statements and supporting documentation for 8 clients.
• Oversaw payroll for two clients in multiple platforms.
• Developed Budget vs Actuals (BvA) reporting (with key metrics such as MRR, ARR, Churn) and presented to clients.
• Streamlined accounting workflow for new clients by increasing efficiency through proper documentation, processes and adequate training of the clients' teams on best practices.
• Provided training and supervision for international and domestic staff accountants.
• Updated external workpapers used in the preparation of the month-end adjusting and accrual entries.
• Assisted in state and local tax filings.

International Insurance Holding Company incorporated in Colorado and publicly traded

• Prepared GAAP Investment Reporting on a quarter/annual basis.
• Performed detailed reviews of GAAP 10-Qs/10-Ks.
• Prepared the quarterly Statutory filings for 2 subsidiaries.
• Reduced closing time for quarterly close by 30% by implementing new consolidation procedures and developing financial reporting templates in ORACLE
• Evaluated financial systems to control and eliminate risks, resulting in 70-80% reduction of overall exposure
• Oversaw and trained staff accountants on company procedures, period-end accrual entries and software
• Maintained compliance with 35 states and federal governments and regulators.
• Stretch Project (2020): Data Analytics Supporting Business Development - 1. Prepared market analysis to display the potential of a new internal sales team. 2. Developed ROI analysis for a new Customer Experience department based on historical data, competitor reports, salary expenses and tool/software costs. 3. Developed a commissions calculator for new sales and existing opportunities.

Online Advertising Agency / AdTech

• Developed and enforced accounting controls for internal and external audits.
• Compiled daily and monthly gross profit reports and general ledger accounts on a timely basis.
• Oversaw invoice upload and accounts receivable process generating 200+ invoices for 90+ account executives on a monthly basis.
• Reconciled revenue from multiple reports and prepared monthly commission reports.
• Managed and prepared adjusting and accrual entries for month-end closing.