Summary
Overview
Work History
Education
Skills
Websites
Additional Skills And Certifications
Timeline
Generic

VIANEY MONARREZ

Dallas

Summary

Dynamic Accounting and Finance Manager with a proven track record, excelling in financial forecasting and strategic planning. Demonstrated expertise in financial data analysis and process improvement, driving significant cost savings and enhancing operational efficiency. Adept at effective communication and collaboration, fostering strong relationships to achieve organizational goals.

Overview

14
14
years of professional experience

Work History

ACCOUNTING /FINANCE MANAGER

CBRE
Dallas
08.2023 - Current
  • Leads the financial and strategic forecasting for US benefit insurance programs, assisting company segments in financial management by projecting future revenue and expenses
  • Prepares insightful presentations to examine trends and expense fluctuations, engaging leadership in strategic reviews
  • Supports the accounting and operations for US benefit programs of over $570m, taxes, and other payroll-related transactions
  • Manages compensation and benefits during the monthly close, collaborating with the different Segments of the company
  • Ensures compliance with and continuous improvement of robust accounting and reporting processes
  • Participates in key accounting projects and deliverables to guarantee reporting accuracy and adherence to departmental deadlines
  • Serves as the primary/secondary liaison with internal and external auditors on accounting issues
  • Prepares key internal financial reports and collaborates with the different segments of the company to clarify variances
  • Responsible for creating and analyzing the IBNR process on a quarterly basis
  • Collaborates with internal teams to identify optimal practices and evaluate the effects of implemented changes
  • Conducts thorough reviews of internal account balance reconciliations to ensure accurate transaction recording, thereby supporting company objectives and driving process innovation
  • Fostered strong relationships with both internal and external stakeholders to enhance shareholder value by boosting productivity and efficiency

LEAD FINANCIAL ANALYST

AT&T
Dallas
08.2019 - 08.2023
  • Responsible for tracking health and welfare expenses to meet annual targets
  • In charge of budgeting, forecasting (OLs, long-term planning) benefit plans for 90% of the company's workforce of over $1b per year
  • Conducted data analysis on claim expenses to explain fluctuations
  • Created presentations to review trends with leadership, which led to strategic planning proposals
  • Calculated taxes imposed to the company on behalf of all those employees participating in the health and welfare plans
  • Responsible for creating the IBNR accrual calculation on a semi-annual basis
  • In charge of interpreting and evaluating data to find gaps and conduct in detailed analysis to save costs or allocate expenses accurately
  • Partnered with external groups to determine best practices and impacts in any mergers or company's divestitures
  • Reviewer of internal account balance reconciliations to ensure all transactions are recorded/recognized correctly, which helps to meet company goals and leads to innovation of processes
  • Collaborated with internal and external groups internal to build excellent relationships and increase our shareholders value by increasing efficiency in productivity

LEAD ACCOUNTANT

AT&T
Dallas
07.2015 - 08.2019
  • Records, reconciles, and monitors bank deposits and payment activity to confirm legitimacy of transactions and ensure they meet predefined policies and regulations
  • Accountable for assisting internal groups by accurately updating and delivering payment data on time
  • Assists External and Internal Auditors by explaining internal processes
  • Responsible for reconciling and explaining balance changes of Assets and Liabilities for leadership
  • This information is utilized during town hall meetings
  • In charge of providing payment information to several accounting organizations
  • Reliable for reporting issues within AT&T's data warehouse, a Benefits database tool utilized to design employee medical plans
  • Identified $100M mismatched of claims (carrier claims did not match the employee eligibility provided by the administrator of the plan)
  • This task was fundamental for the accurate calculation of trends and rates in the company's Health and Welfare plans
  • Conducted monthly analysis on claim expenses to explain fluctuations
  • Responsible for the semi-annual estimates and interpretation of incurred claims not yet paid
  • Participates in quarterly meetings with vendors to stay up to date on projects and meet projected deadlines
  • Lead Manager for special projects in the Benefit Finance Group to implement new strategies in order to meet company goals

FINANCIAL ANALYST I

AT&T
Dallas
12.2010 - 07.2015
  • Accountable for overseeing the refund check cancel and reissue request process
  • Perform audits to ensure the Auto and Security Deposit Refund automation works properly
  • Ensured employees follow processes and procedures within our guidelines by analyzing the quality of our daily performance
  • Partnered with other teams within the organization to resolve customer refund requests
  • Collaborated with management to resolve any inconsistencies and identify new opportunities to develop our team members
  • Responsible for investigating missing and misapplied payments to prevent service interruption and a negative customer experience
  • Responsible for submitting problem reports and communicating the findings to the team
  • Led projects to reduce customer refund and remittance cases to identify cost avoidance
  • Committed to increase profits by meeting company goals and innovating processes
  • Processed refunds electronically at a rate of 33% driving a minimum cost avoidance of $5,000 annually
  • Worked with Analyst in project to prevent excessive credits and duplicate refunds (MIL), which resulted in refund savings to the company of around 1 million dollars
  • Also, assisted in collecting data to reduce Schedule Payment cases

Education

BACHELOR'S DEGREE - ACCOUNTING, MINOR IN BUSINESS ADMINISTRATION

The University of Texas at El Paso (UTEP)

Skills

  • Financial forecasting
  • Financial reporting
  • Trend forecasting
  • Financial data analysis
  • Budget management
  • Expense analysis
  • Data analysis
  • Strategic planning
  • Process improvement
  • Attention to detail
  • Problem solving
  • Month-end reporting
  • Year-end closing
  • General ledger accounting
  • Effective communication
  • Team collaboration

Additional Skills And Certifications

  • Proficient in Microsoft Office: Excel, PowerPoint, Word, Access, Outlook, Teams, Power BI.
  • Other Platforms: Tableau, PeopleSoft, Cadency, Alteryx, Mango, Business Intelligence, Business Objects, SAP, Hyperion ESSBASE/SmartView, Financial Data Warehouse (FDW), Oracle, CAPS, CFAS, ERP, SharePoint, QuickBooks.

Timeline

ACCOUNTING /FINANCE MANAGER

CBRE
08.2023 - Current

LEAD FINANCIAL ANALYST

AT&T
08.2019 - 08.2023

LEAD ACCOUNTANT

AT&T
07.2015 - 08.2019

FINANCIAL ANALYST I

AT&T
12.2010 - 07.2015

BACHELOR'S DEGREE - ACCOUNTING, MINOR IN BUSINESS ADMINISTRATION

The University of Texas at El Paso (UTEP)

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VIANEY MONARREZ