Sergio Leo
Houston,TX
Summary
A results-driven senior Accountant 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.
Goal-focused Accountant with a record of accurate reporting and budget management. Offering 8 years of experience handling finances for 2 locations. Processed payroll, budgets, reports, audits, journals, expenditures, and payments. Diligently maintains the latest training on tax regulations and legal issues impacting financial operations.
Overview
8
8
years of professional experience
Work History
Senior Accountant
Enlace Comunitario
10.2021 - 09.2025
- 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.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Completed year-end closing processes with controllers and external auditors.
- Processed all vendor invoices promptly in accordance with company policy.
- Oversaw monthly accounting close process for timely and accurate reporting of financial information.
- Resolved accounts with late or skipped payments by contacting account holders or delegating to accounts receivable clerks.
Senior Accountant (Contract)
Robert Half Non-Profit
01.2018 - 09.2021
- Trained and supported new hires to educate on process flow and interdepartmental procedures.
- Recruited, interviewed, and hired new accounts payable employees.
- Researched all invoices that were past due.
- Updated general ledger with latest entries.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Assisted team members in transitioning to new system through extensive training and one-on-one support.
- Tracked funds, prepared deposits and reconciled accounts.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Completed year-end closing processes with controllers and external auditors.
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
- GAAP compliance
- Financial statement review
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.
Languages
English
Full Professional
Spanish
Professional Working
Timeline
Senior Accountant
Enlace Comunitario
10.2021 - 09.2025
Senior Accountant (Contract)
Robert Half Non-Profit
01.2018 - 09.2021
Bachelor’s degree -
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