Summary
Overview
Work History
Education
Skills
Certifications And Skills
References
Timeline
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Sergio Leo

Sergio Leo

Albuquerque

Summary

A results-driven budget analyst with 10 years of experience in financial planning, budget forecasting, and fiscal management within governmental and corporate sectors. Adept at analyzing economic data, optimizing budget allocations, and ensuring compliance with regulatory standards. Strong expertise in data-driven decision-making, financial modeling, and cross-departmental collaboration.

Overview

7
7
years of professional experience

Work History

Senior Accountant

Enlace Comunitario
Albuquerque
10.2021 - Current
  • Develop and oversee multi-million-dollar budgets, ensuring alignment with organizational financial goals
  • Conduct detailed financial analysis and reporting to support executive decision-making
  • Monitor expenditures and revenue trends, identifying cost-saving opportunities and efficiency improvements
  • Collaborate with department heads to ensure accurate budget forecasting and financial planning
  • Ensure compliance with federal, state, and local financial regulations
  • Prepare presentations and reports for senior leadership and stakeholders
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.

Senior Budget Analyst

Robert Half Non-Profit
Albuquerque
01.2018 - 01.2021
  • Assisted in the development of annual budgets and financial projections
  • Conducted variance analysis to assess financial performance against forecasts
  • Provided strategic recommendations based on financial data trends
  • Led cross-functional teams in optimizing budget efficiency

Education

Bachelor’s degree -

Skills

  • Advanced Excel
  • SQL
  • Financial modeling
  • Budget forecasting
  • Cost-benefit analysis
  • Regulatory compliance
  • Risk management
  • ERP
  • Financial software
  • SAP
  • Oracle
  • Strong communication
  • Leadership skills

Certifications And Skills

  • Advanced Excel
  • SQL
  • Financial modeling
  • Budget forecasting
  • Cost-benefit analysis
  • Regulatory compliance
  • Risk management
  • ERP and financial software (SAP, Oracle, etc.)
  • Strong communication and leadership skills

References

References available upon request.

Timeline

Senior Accountant

Enlace Comunitario
10.2021 - Current

Senior Budget Analyst

Robert Half Non-Profit
01.2018 - 01.2021

Bachelor’s degree -

Sergio Leo