Summary
Overview
Work History
Education
Skills
Certification
Languages
Custom
Timeline
Generic

PATRICIA GREGO

Miami,FL

Summary

Goal-driven Chief Financial Officer with strong history of achieving both financial and non-financial business goals using effective controls and successful planning. Offering 15 years of experience in Business Administration. Excellent record of guiding leadership on strategic management

Overview

9
9
years of professional experience
1
1
Certification

Work History

Owner

Nakoa LLC
Miami, FL
04.2018 - Current
  • Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
  • Verified accuracy of vendor invoices against purchase orders prior to payment processing.
  • Developed strategies to reduce costs while improving efficiency within the accounting department.
  • Processed accounts payable and receivable transactions.
  • Conducted monthly bank reconciliations.
  • Maintained and reconciled general ledger accounts.
  • Resolved billing discrepancies with vendors or customers promptly.
  • Posted journal entries to the general ledger system accurately and timely.
  • Ensured accuracy in all accounting entries and records.
  • Provided assistance in preparing tax returns annually.
  • Reconciled intercompany accounts on a regular basis.
  • Performed basic accounting, payroll and bookkeeping services to manage business operations.
  • Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
  • Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Received and recorded cash, checks and transfers.
  • Maintained accurate financial records using QuickBooks software.
  • Prepared and processed invoices, bills, and payments timely.

Chief Financial Officer

Tua Minority Builders LLC
Miami, FL
07.2015 - 01.2022
  • Actively participated in board meetings as an executive member.
  • Represented organization at industry events and conferences.
  • Identified new market opportunities and potential partnerships.
  • Established key performance indicators to measure success.
  • Conducted regular performance reviews for senior management team.
  • Ensured regulatory compliance and risk mitigation strategies.
  • Fostered a culture of innovation and continuous improvement.
  • Built strong relationships with stakeholders to ensure support.
  • Oversaw financial performance, reporting, and forecasting activities.
  • Led cross-functional teams towards achieving organizational goals.
  • Managed overall operations, budgeting, and resource allocation.
  • Developed and implemented strategic plans to drive company growth.
  • Fostered collaboration and development of new practices by business leaders.
  • Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
  • Optimized supply chain to reduce materials costs and improve distribution.
  • Oversaw requisition and procurement processes to guide purchasing decisions.
  • Completed analysis of company financial data and produced industry reports outlining metrics and results.
  • Created and implemented best practices to standardize internal processes and procedures.
  • Provided strategic and financial growth advice to other company executives.
  • Formulated and delivered financial and budget reports for investors, partners and stakeholders.
  • Guided internal audits, risk assessments and compliance monitoring.
  • Sourced, installed and implemented new accounting systems to streamline operations.
  • Managed company-wide budgets, payroll, accounting and other financial operations.
  • Prepared accounts and conducted audits according to regulatory requirements.
  • Reviewed contracts prior to execution by the company to ensure they are financially sound decisions.
  • Oversaw cash flow management activities including accounts receivable and payable processing, payroll administration and banking functions.
  • Provided strategic advice on capital structure, debt financing, investments, acquisitions, divestitures and other corporate finance matters.
  • Created annual budgets and monitored performance against them to ensure objectives were achieved.
  • Analyzed business operations, trends, costs, revenues, financial commitments and obligations to project future revenues and expenses.
  • Ensured compliance with federal, state and local laws regarding taxation and reporting requirements.
  • Identified cost saving measures through analysis of existing operational procedures.

Accounting Manager

Grotaminarda LLC
Doral, FL
07.2018 - 05.2021
  • Oversaw accounting functions including accounts payable and receivable.
  • Recommended new financial and accounting software packages. replacing various non-integrated offerings.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
  • Oversaw cash flow, controlled costs and financial matters.
  • Reconciled and reviewed operations databases and accounting system records to calculate and determine accurate monthly revenues.
  • Handled accounting operations such as updating journal entries, pursuing collections and reconciling accounts.
  • Verified and posted account transactions to prepare checks and maintain accounting ledgers.
  • Prepared month-end closing entries for detailed reporting and recordkeeping.
  • Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
  • Reviewed general ledger accounts for accuracy and compliance with GAAP.
  • Advised senior management on potential investments or other finance related matters.
  • Identified areas of improvement in the existing accounting system and recommended changes accordingly.
  • Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.
  • Coordinated external audits by providing required documents on time.
  • Developed and implemented effective accounting policies and procedures.
  • Conducted regular reviews of existing processes and procedures and suggest improvements when necessary.
  • Created reports summarizing current financial status by collecting analyzing and presenting key data points.

Education

Bachelor of Science - Business Administration

Universidad Santa Maria
Caracas, Venezuela
07-2005

Skills

  • Business Administration
  • Staff Management
  • Financial Reporting
  • Operational management
  • Excellent Communication
  • Attention to Detail
  • Decision-Making
  • Self Motivation
  • Active Listening
  • Policies and Procedures
  • Organizational Skills
  • Analytical Thinking
  • Interpersonal Skills
  • Process Improvement
  • Financial Leadership
  • Organizational Development

Certification

  • Licensed Real Estate - 2024
  • Certified Quickbooks Pro Advisor, Intuit - 2023
  • La Escuela del Trader - Futures- Training - 2021
  • Seminario Creando Riqueza - Options -2021
  • GBC Stock Market & Penny Stocks Training - 2019
  • Licensed Life Incl Variable Annuity - 2019

Languages

English
Full Professional
Spanish
Native/ Bilingual

Custom

Current Clients: 

  • Tua Minority BUilders LLC
  • Grotaminarda LLC
  • A & P Group Solutions LLC
  • Vfoodstylist Consulting LLC
  • Smart Auto Parts LLC

Timeline

Accounting Manager

Grotaminarda LLC
07.2018 - 05.2021

Owner

Nakoa LLC
04.2018 - Current

Chief Financial Officer

Tua Minority Builders LLC
07.2015 - 01.2022

Bachelor of Science - Business Administration

Universidad Santa Maria
PATRICIA GREGO