Accountant and substitute customs agent with over 15 years of expertise in accounting and public finance. Specializes in international trade and compliance, optimizing financial operations for enhanced efficiency. Proven track record in driving organizational growth through strategic financial management and analysis. Personable financial leader skilled in developing highly effective teams and managing daily branch operations with efficiency and a focus on client services. Well-versed in identifying areas in need of improvement and implementing actionable solutions to drive revenue and reduce expenditures. Aiming to fulfill a professional role to leverage several years of related experience.
Overview
2026
2026
years of professional experience
Work History
Assistant Branch Manager
Shenmao America Inc
El Paso
03.2025 - Current
Assisted in daily branch operations and staff management tasks.
Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Monitored daily operations of the branch including sales, customer service, inventory control.
Conducted reviews and evaluations for cost-reduction opportunities.
Analyzed competitors and market trends to facilitate business growth.
Developed invoicing systems and internal controls to boost billing efficiencies.
Designed sales and service strategies to improve revenue and retention.
Bookkeeping
Nexos Bookkeeping and Taxes
El Paso
02.2021 - 12.2023
Worked closely with program management on budgets, programs, and financial reporting
Owned monthly analysis of GL reconciliation, and performed adjustments as needed
Streamlined preparation and review of the GL through automation, saving 23 hours monthly
Analyzed balance sheet accounts, and posted monthly journal entries, complying with GAAP
General Manager
Corporativo Aduanero Importex S.A de C.V
Ciudad Juarez
12.2010 - 06.2015
Supervising, coordinating and optimizing all operational and strategic activities within the agency, ensuring compliance with customs legislation, operational efficiency and business profitability.
Strategic Management and Planning Define and execute the agency's commercial strategy, establishing short-, medium-, and long-term objectives.
Compliance with Standards and Regulations Ensure compliance with customs laws and regulations, both national and international, to avoid sanctions and ensure the correct execution of operations
Operations Management Supervise the daily management of customs operations, including tariff classification, customs clearance, and management of the necessary documentation for imports and exports.
Financial Management Supervise the agency's budget and financial statements, ensuring the profitability and sustainability of the business. Control operating costs and negotiate rates with suppliers, ensuring that profit margins are adequate.
Personnel Management Lead, motivate and supervise work teams, which include customs agents, administrative staff, and other agency collaborators.
Customer Service and Business Relations Maintain close relationships with customers, suppliers, and customs authorities to ensure effective communication and timely problem resolution.
Innovation and Continuous Improvement Promote innovation in operational processes, looking for ways to automate and improve efficiency in customs procedures.
Risk Management Identify operational, financial, or legal risks that may affect the agency, developing mitigation plans for each.
Reports and Reports Prepare periodic reports on the agency's performance, presenting financial, operational and customer satisfaction analyses to senior management.
Legal Representation and Institutional Relations Represent the agency before government authorities, customs and other relevant institutions, ensuring that the agency is aware of new regulations or changes in legislation.
Accountant Manager
Corporativo Aduanero Importex S.A . de C.V.
Ciudad Juarez
12.2004 - 12.2010
Responsible for managing the relationship between the customs agency and its clients, ensuring compliance with customs regulations, and facilitating the smooth flow of goods across borders. This role is highly focused on logistics, regulatory compliance, and client satisfaction in the import/export process.
Relationships Client, Serves as the primary point of contact for clients, addressing their questions and concerns regarding customs and import/export procedures. Build and Maintain strong relationships with clients to ensure satisfaction and loyalty. Ensure that clients understand the services provided and the regulatory requirements they must follow.
Logistics Coordination Work with clients and teams to ensure smooth and timely customs clearance of goods. Manage shipments and track the status of goods to prevent delays or issues at customs. Work with transportation companies and other logistics partners to facilitate the movement of goods.
Issue resolution proactively identifies potential issues related to customs clearance, tariffs, taxes, or other compliance matters. Liaise with customs authorities and other relevant stakeholders to resolve problems or delays in the import/export process. To avoid penalties, advise clients on resolving discrepancies, such as classification issues or validation concerns.
Advisory services provide to clients on customs tariffs, regulations, duties, and taxes to help them optimize costs and compliance. Offer strategies to clients for managing customs processes more efficiently, such as advising on tariff classifications, customs valuation methods, and potential exemptions.
Reporting and documentation, preparing detailed reports on customs activities, including clearance statuses, duties paid, taxes, and tariffs. Maintain accurate records of client transactions, documents, and communication for audit purposes. Ensure that the agency complies with all legal regulatory record-keeping requirements.
Oversee the billing process, ensuring that clients are accurately invoiced for services rendered, including customs duties taxes, and other related charges.
Negotiate service agreements with clients, ensuring that terms are clear and beneficial for both parties. Manage contracts related to customer brokerage services, ensuring compliance with agreed-upon terms and conditions.
Account executive
Irvin Truck Service And Warehouse Inc
El Paso
Serve as the primary point of contact for clients, ensuring effective communication and a high level of customer satisfaction.
Identify new business opportunities within existing accounts and potential new clients.
Oversee the execution of client orders from receipt through to fulfillment, ensuring that orders are processed accurately and on time.
Monitor inventory levels for assigned clients to ensure adequate stock and avoid stockouts or overstocking. Collaborate with clients to forecast inventory needs and develop inventory management strategies. Ensure proper documentation of inventory movements within the warehouse and ensure clients' products are correctly labeled, stored, and tracked.
Maintain accurate records of client orders, inventory levels, billing, and other key data. Provide clients with regular reports on inventory levels, order statuses, and performance metrics (e.g., on-time deliveries, order accuracy). Prepare sales reports, forecasts, and activity updates for management to track sales performance and client needs.
Provide excellent customer service to both new and existing clients, addressing inquiries, providing solutions, and ensuring a seamless service experience. Ensure that clients' needs are met by customizing services and offerings to match their unique requirements.
Assist with invoicing clients for warehouse services, ensuring that billing is accurate and timely. Monitor and track payments, resolve any billing issues, and ensure that clients' accounts are in good standing. Collaborate with finance or accounting teams to manage pricing, billing structures, and financial reporting.
Work closely with internal teams (logistics, operations, marketing, etc.) to ensure that client requirements are communicated and met effectively. Collaborate with warehouse management to address operational challenges or areas where performance can be improved.
Education
Bachelor In Accounting - Minor In International Business
The University Of Texas At El Paso
El Paso, Texas
12.2024
Associate Of Arts - Accounting, Business and Economics
El Paso Community College
El Paso, Texas
06.2020
Bachelor In Law - Social Sciences
Universidad Autonoma de Ciudad Juarez
Ciudad Juarez, Mexico
06.2014
Master in Taxes - Accounting
Universidad Autonoma de Chihuahua
Chihuahua, Mexico
06.2007
Bachelor in Accounting - Accounting
Instituto Tecnologico De Ciudad Juarez
Ciudad Juarez, Mexico
06.2003
Skills
Financial reporting
Bookkeeping
Tax knowledge
General ledger management
Problem solving
Budgeting and forecasting
Accounting software
Microsoft Excel
Automation tools
Financial product sales
Goals and performance
Market analysis
Accounting software
Accounts payable
Sales development
Attention to detail
Excellent work ethic
Financial analysis
Languages
English
Professional
Spanish
Native/ Bilingual
Timeline
Assistant Branch Manager
Shenmao America Inc
03.2025 - Current
Bookkeeping
Nexos Bookkeeping and Taxes
02.2021 - 12.2023
General Manager
Corporativo Aduanero Importex S.A de C.V
12.2010 - 06.2015
Accountant Manager
Corporativo Aduanero Importex S.A . de C.V.
12.2004 - 12.2010
Account executive
Irvin Truck Service And Warehouse Inc
Bachelor In Accounting - Minor In International Business
The University Of Texas At El Paso
Associate Of Arts - Accounting, Business and Economics
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