Marco Tulio Ceballos Herrera

Responsibilities:
-Oversee financial processes, including closing books, monthly reconciliations, and preparing comprehensive reporting packages for clients.

-Serve as the main point of contact for clients and team members, ensuring timely communication and accurate resolution of inquiries.

-Manage process improvements, client onboarding, and quality assurance to maintain consistency and efficiency in accounting operations.

Achievements:
-Managed and maintained accounting relationships for four clients, ensuring accuracy, compliance, and exceptional client service.

-Conducted comprehensive reviews of accounting processes, including bank reconciliations, accounts payable (AP), and accounts receivable (AR), ensuring compliance with organizational and regulatory standards.

-Managed and supervised 4 accounting teams, ensuring the timely and accurate execution of their tasks.

Responsibilities:
-Process client invoices daily in our system, identifying duplicates and ensuring vendors are up-to-date for correct processing.
-Validate and correctly post tenant payments in the system, identifying and correcting errors, and escalating issues to the Senior Accountant when necessary.
-Obtain bank statements weekly, reconcile transactions, and mark unreconciled or overdue items for follow-up by the team’s General Accountant.

Achievements:
-Successfully registered over 2500 invoices in Appfolio, optimizing the accounts payable process and improving team efficiency.
-Successfully registered over 2500 tenant payments, ensuring accurate and efficient management of accounts receivable.
-Successfully completed over 5000 bank reconciliations and more than 250 financial diagnostics, significantly improving accuracy and efficiency in financial management.

Responsibilities:
-Supervise the income and expenses of university projects through financial indicators.
-Assist in the preparation of the university budget.

Achievements:
-Implemented Power BI to improve the visualization of the university's budget data.
-Optimized the report creation process required by SNIES through the use of Power BI.
-Reported over 10 university projects with low compliance for the budget department to take preventive actions.