Sergio Leo
Albuquerque,NM
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
8
8
years of professional experience
Work History
Senior Accountant
Enlace Comunitario
Albuquerque, NM
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 (Contract)
Robert Half Non-Profit
Albuquerque, NM
01.2018 - 09.2021
- 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
- Developed and implemented budget policies, procedures, and controls to ensure compliance with organizational objectives.
- Developed annual budget and compared actual expenses against projected budget.
- Analyzed financial information to forecast future revenues, expenses, and cash flow.
- Maintained a high level of confidentiality when dealing with sensitive financial information.
- Compiled current budget data from estimated revenues, expenses and prior budgets.
Finance Manager
Leos Roofing
Los Lunas, NM
01.2017 - 07.2021
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Built financial models to allocate resources, forecast cash and investment needs and make capital budgeting decisions.
- Implemented process improvements to streamline the month-end close process.
- Assisted with monthly closing procedures including journal entries, accruals, amortizations.
- Developed and implemented financial strategies to maximize profits and reduce costs.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Monitored labor costs and overhead expenses to ensure accuracy of budget forecasts.
- Identified opportunities for reducing costs through improved operating efficiencies or better pricing from suppliers.
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 (Contract)
Robert Half Non-Profit
01.2018 - 09.2021
Finance Manager
Leos Roofing
01.2017 - 07.2021
Bachelor’s degree -
Similar Profiles
Sergio LeoSergio Leo
Senior Accountant at Enlace ComunitarioSenior Accountant at Enlace Comunitario
Dianela Santiesteban ÁlvarezDianela Santiesteban Álvarez
Voluntaria en Apoyo Contable y Atención al Cliente at Proyecto ComunitarioVoluntaria en Apoyo Contable y Atención al Cliente at Proyecto Comunitario
Catherine A. AvilaCatherine A. Avila
4th Grade Lead Teacher - Language & Writing at Enlace Academy4th Grade Lead Teacher - Language & Writing at Enlace Academy