Roberto Estrada
Oklahoma City,OK
Summary
Accomplished Accounting Manager with a proven track record at MONTE R. LEE AND COMPANY, enhancing financial accuracy through streamlined processes and meticulous budget management. Skilled in financial reporting and staff leadership, successfully reduced overtime by 80% and led system integrations, demonstrating exceptional internal controls and variance analysis expertise.
Overview
18
18
years of professional experience
Work History
Accounting Manager
MONTE R. LEE AND COMPANY
Oklahoma City, OK
11.2022 - Current
- Prepare financial statement reports, manage banking accounts, and reconcile. (monthly and YE)
- Researching period variances in revenue, cost, and expenses
- Enhanced financial accuracy by implementing streamlined accounting processes and procedures
- Formulate meticulous budgets, forecasts, and variance analyses
- Prepared journal entries to record in the general ledger and maintained consistent documentation, Oversee A.R., process A.P., and employee expenses
- Process payroll and benefits coordinator (70 employees).
Senior Accounting Manager And Tax Advisor
R & J Consultores Integrales C.A.
Maracaibo, Venezuela
06.2010 - 11.2022
- Company Overview: (Remote part-time since January 2019)
- Preparation of Tax and Accounting planning for nine clients
- Supervises jointly with the Accountant's and Finance manager's administrative and internal control processes to prevent financial errors and losses
- Provided budget administration with detailed expense analyses and report reviews (in 35 % of cases found unnecessary or overcharged expenses)
- Audit Payroll and contracted services audit for 12 clients
- Collaborate with regulatory representatives to complete accurate filings and maintain compliance
- Implementation and Setup of Accounting and Payroll software (QuickBooks, Peoplesoft, A2 Software, Saint, Galac)
- Conduct hiring and training process of new employees for eight clients
- (Remote part-time since January 2019)
Accountant And Finance Manager
ILLUSION'S COMERZIALIZACION Y VENTAS C.A.
Maracaibo, Venezuela
06.2007 - 06.2010
- Results presentation for the Board of Directors and stakeholders
- Oversee and control Bank accounts, accounts payable, accounts receivable, Fix Asset, Payroll, Budget, General Ledger, Financial Report Analysis, and Financial Consolidation
- 80% reduced Over Time in 1 year
- Led successful integration of financial systems following the merger, ensuring continuity and accuracy of financial reporting
- Identified significant tax savings opportunities by conducting in-depth research on applicable deductions and credits
- Assessed requisitions each month to ensure accuracy and reconciled transactions (Inventory in Transit, International Purchases, Products in process, and exchanges currency) 15M U.S Dollars value per month
- Leader Accounting and Treasury new project software implementation (18 users)
- Controller of 2 international branches (Colombia and U.S.)
Education
Jr. Accountant Course -
Oklahoma State University
Oklahoma City, OK05.2022
MBA - Taxation
University Dr. Rafael Belloso Chacin
Maracaibo, Venezuela05.2005
Certified Public Accountant (Venezuelan CPA) - Accounting
University Dr. Rafael Belloso Chacin
Maracaibo, Venezuela05-2000
Skills
- Financial reporting
- Month-end reporting
- Staff management
- General ledger accounting
- Benefits Administration
- Variance Analysis
- Internal Controls
- Account reconciliation
- IFRS and GAAP requirements
- Payroll management
- AP and AR management
- Budget management
- System development
- Staff training and development
Personal Information
Title: Accountant (Foreign CPA)
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Accounting Manager
MONTE R. LEE AND COMPANY
11.2022 - Current
Senior Accounting Manager And Tax Advisor
R & J Consultores Integrales C.A.
06.2010 - 11.2022
Accountant And Finance Manager
ILLUSION'S COMERZIALIZACION Y VENTAS C.A.
06.2007 - 06.2010
Jr. Accountant Course -
Oklahoma State University
MBA - Taxation
University Dr. Rafael Belloso Chacin
Certified Public Accountant (Venezuelan CPA) - Accounting
University Dr. Rafael Belloso Chacin
Similar Profiles
Roberto EstradaRoberto Estrada
Staff Accountant at Monte R. Lee And Company.Staff Accountant at Monte R. Lee And Company.
ANNETTE NICELYANNETTE NICELY
Line Operator - Quality Analytics at Del Monte Foods CompanyLine Operator - Quality Analytics at Del Monte Foods Company
ALEJANDRO DE LOAALEJANDRO DE LOA
Food Safety & Quality Supervisor at Monte Vista Farming Company LLCFood Safety & Quality Supervisor at Monte Vista Farming Company LLC
Kathleen CerrilloKathleen Cerrillo
Administrative Assistant at Oklahoma Human ServicesAdministrative Assistant at Oklahoma Human Services
Rebecca Jean PoeRebecca Jean Poe
Head Clinical Technician at Oculoplastic Surgeons of OklahomaHead Clinical Technician at Oculoplastic Surgeons of Oklahoma