Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Louis Ortiz

Woodside ,NY

Summary

Dynamic Finance Manager with a proven track record at Major World, excelling in financial management and verbal communication. Expert in identifying discrepancies, enhancing compliance, and streamlining financial processes. Skilled in budget forecasting and fostering customer satisfaction, I significantly improved month-end efficiency and accuracy, demonstrating a strong ability to adapt and drive results.

Overview

20
20
years of professional experience

Work History

Finance Manager

Major World
02.2004 - 05.2024
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.

Education

Architecture

New York City College of Technology
Brooklyn, NY

Skills

  • Budget forecasting
  • Financial budgeting
  • Customer satisfaction
  • Internal controls
  • Financial management
  • Financial analysis
  • Verbal and written communication
  • Credit analysis
  • Regulatory compliance
  • Financial modeling
  • Insurance products
  • Sales enablement
  • Lender relationships
  • Deal structuring
  • Customer service
  • Sales professional
  • Willing to learn

Languages

Spanish
Native or Bilingual

Timeline

Finance Manager

Major World
02.2004 - 05.2024

Architecture

New York City College of Technology
Louis Ortiz