Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Zachary J. Romal

Georgetown,TX

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Making sure to have a team first attitude, because at the end of the day the better the team does the better the company does. Strive to bring that attitude daily and better grow the people around me.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Officer/ Director of Finance

Nerfherder Distribution/Omni Labs
10.2022 - Current
  • Hired and developed a team responsible for accounting, collections, AP, and FP&A
  • Reworked entire Chart of Accounts and departmental classifications specific to business needs and applied this retroactively from inception to YTD to enable insights into specific cost centers to identify and resolve leaks
  • Reworked entire Chart of Accounts and departmental classifications specific to business needs and applied this retroactively from inception to YTD to enable insights into specific cost centers to identify and resolve leaks
  • Drove strategy, planning, and execution for 2023 reorg targeting inefficient cost centers that reduced payroll 5% without impacting revenue or productivity
  • Introduced monthly financial reviews in form of consolidated financials, this was a snapshot of all company entities
  • Defined and implemented standard month-end close process, iterated process to improve efficiency, and trained teams
  • There was no close process, was able to implement 7-day close after strong training.
  • Forecasted operating costs for scheduled projects by strategizing with other departments.
  • Developed annual budgets in collaboration with department heads
  • Created and implemented effective accounting systems, best practices and policies.
  • Managed team of 2 finance and operations professionals, with day-to-day responsibility for contracting, order processing, forecasting, budgeting, reporting and analysis.
  • Oversaw administrative staffing by recruiting, interviewing and onboarding new personnel.
  • Updated general ledger with latest entries.
  • Reconciled balance sheets and streamlined best practices for balance sheet processes.

Senior Accountant/ Head of collections

Astralabs/Newchip
09.2021 - 10.2022
  • Handling Payroll for 150 employees
  • Hiring a team of accountants- majority at staff level
  • Setting up a customer financing program
  • Staff Training – Trained the staff account to senior accountant level to assist with bookkeeping
  • Month End close
  • Collections
  • A/R Process
  • 1099
  • Taxes
  • Handled fixed assets and depreciation - All the company computers and furniture I was required to handle the depreciation
  • Create prepaid schedules
  • Forecasting- working with sales department forecasting revenue
  • Budgeting- Setting up budgets for each department

Senior Accountant (Consultant)

FP, Consulting
10.2020 - 09.2021
  • Handled Payroll for students- 530 in said program
  • Procurement contracts
  • Handled Facility management- helped hire an employee for the position
  • Worked with vendors to set up payment
  • Approved all payroll taxes and payments
  • For one client I handled a reconciliation project, reconciled a 5-million-dollar trust account
  • Set up month end close process
  • Forecasting
  • Financial analyst preparation for one client
  • Lease accounting 842
  • Handling Branch rent for all practices
  • Employee expenses
  • Pre-paid rent reconciliations
  • Deferred rent reconciliations
  • Working with Auditors
  • Working remote
  • Prepared monthly journal entries and reconciliations.
  • Reconciled accounts and created documents for monthly closure procedures.

Senior Accountant

Amherst Holdings LLC
03.2020 - 10.2020
  • Working with property leasing portals to handle accounts payable
  • Using concur to help with travel reimbursements
  • Sets up spreadsheets and/or other required work papers to support journal entries to the general or subsidiary ledgers
  • Coordinates the monthly closing of the modules in Yardi
  • Performs independent research into errors in coding of expenses monthly and develops correcting entries as needed
  • General Ledger reconciliations
  • Book Property Taxes
  • Property accounting
  • Franchise tax payments to respected states
  • Mergers with new companies
  • Acquired new properties for rent
  • Managed all branch rent
  • Worked with our acquisitions team on buying new rental properties across America
  • Worked with acquisitions team to acquire new subsidiary companies
  • Forecasting rent payments for rental properties
  • Working with teams on project budgets, how much funds were left and what investments needed to be made to ensure funds were available
  • Completed year-end closing processes with controllers and external auditors.
  • Reconciled accounts and created documents for monthly closure procedures.

Accountant

The Range
12.2018 - 02.2020
  • Accounts Payable/Accounts Receivable
  • Submitted invoices set up a net 30 schedule for Receivables and Payables
  • Payroll- ADP software to handle payroll for 45 employees
  • Prepaid Schedule
  • Handled 300k in prepaid expenses did the corresponding journal entry and the end of the month
  • Reconciliation
  • Initiated Wires and ACH payments
  • Restructured salaries and hourly pay due to promotions, demotions, or overpayments
  • Vendor Maintenance
  • Update vendor information
  • Set up vendor payment information
  • Reimbursements for employees and petty cash
  • Insured that Facilities manager and Purchaser had sufficient serialized supplies for daily operations
  • Handled weekly sales Tax Transfers
  • Handled 1099, W2 and all other tax forms for employees
  • Set up new employees in payroll
  • Issued Refunds and reimbursements to customers for returned sales and memberships
  • Ability to carry out multiple tasks and meet deadlines for month end
  • Handled all fixed assets, including company building depreciation
  • Firearms inventory- handled inventory related to firearms and paying vendors
  • Worked with ATF to ensure accuracy of what was sold between the federal government and The Range
  • Worked with each department setting up budgets
  • Forecasted sales, salaries future trends
  • Presentations to investors
  • Worked Independently was the only Accountant.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

Accountant II/ Financial analyst I

Health and Human Services
08.2015 - 10.2018
  • Strong data presentation skills
  • Accounts Payable
  • Accounts Receivable
  • Budget reconciliations
  • Payroll
  • Bank Reconciliation
  • Per quarter a financial statement is made with excel to report the current funding levels for all project grants that HHSC handles
  • Work with programs to set up a quarterly budget, usually four in a fiscal year which goes from August to August
  • Performs regular variance analysis for expenses and budgets
  • Contribute to the development or improvement of systems to effectively track or capture data
  • Excellent communication skills with a creative outlook on how to get results
  • Experience with Oracle PeopleSoft
  • Worked with HHSC board of directors presenting grant budgets showing trends of each project grant
  • Handled interest payments for the entire state- showed board of directors interest payment trends analyzed what departments where behind the majority of late payments
  • Recommended how the state can address this issue
  • Ability to effectively present information and respond to questions from groups of managers, customers, vendors, business partners, board members, employees, and the general public
  • Handled juvenile HIV grants
  • Worked with program directors over budgets for each grant
  • Forecasted what would be left at the end of the year and noted if they needed to request more funds

Financial Analyst

MassMutual, Texas
06.2013 - 04.2014
  • Handling client information- Each new client I was able to meet with, was a new opportunity to help someone start a plan to their financial goals
  • Financial recommendations- prior to closing a sale, I would recommend some options to a client
  • Network Building- MassMutual taught me a great amount on how to grow a network and meet new clients
  • Built a portfolio to increase business
  • Extensive business building training and sales training.

Manager

Enterprise Rent a Car
07.2011 - 06.2013
  • Each client had an extensive budget that they were working with, each set of facts would need to be analyzed on a micro level
  • Since all personal finances are different, I would need to focus on a micro level
  • This entailed using Excel to crunch numbers and create a presentation to show said client
  • The process usually required one year of past data and three months of current data to see where the client lacked in personal finances and what reasonable changes, we could make to set them on the right path for their future
  • Started in management training program- each new hire of, starts out in the management training program
  • Built new accounts to grow branch operations-
  • Branch Finance- Tracking the metrics of the branch, using employee sales, insurance replacement, retail rentals and business conducted through our partners
  • I would create a weekly and monthly report using excel to track how the branch was doing and what could be improved
  • This was then given to the area manager and discussed, finding new ways to grow sales and find which areas were lacking and needed to be improved
  • Marketing with current accounts to grow current operations
  • Customer service and risk management-
  • Training of new employees
  • Budget analyst for each branch- Met sales-driven quotas and received high customer service scores
  • Using excel extensively to track branch sales, metrics and create reports to send to the group headquarters and my area manager each week
  • Responsible for the supporting key leadership
  • Reconciling monthly budget to actuals and providing concise and detailed explanations
  • Cost analysis or modeling of alternative commission/incentive plan design or quota levels.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.

Education

MBA -

University of Arizona
Tucson, AZ
02.2024

Bachelor of Science - Corporate Finance, Small business Analyst

University of Akron
Akron, Ohio
08.2009

Skills

  • Oracle, SAP, SQL, NetSuite, Yardi, People soft, QuickBooks
  • Excel (pivot tables, vlookups, queries, round function)
  • Budgeting/Forecasting
  • Financial modeling
  • Management and training
  • State Accounting system USAS
  • Payroll
  • Superior Time Management
  • Budget Analysis
  • Gross Margin Tracking
  • SOX Compliance
  • Staff Training

Affiliations

Tau Kappa Epsilon Fraternity


IMA- Institute of Management Accountants

Certification

  • CNP - Certified Notary Public

Timeline

Financial Officer/ Director of Finance

Nerfherder Distribution/Omni Labs
10.2022 - Current

Senior Accountant/ Head of collections

Astralabs/Newchip
09.2021 - 10.2022

Senior Accountant (Consultant)

FP, Consulting
10.2020 - 09.2021

Senior Accountant

Amherst Holdings LLC
03.2020 - 10.2020

Accountant

The Range
12.2018 - 02.2020

Accountant II/ Financial analyst I

Health and Human Services
08.2015 - 10.2018

Financial Analyst

MassMutual, Texas
06.2013 - 04.2014

Manager

Enterprise Rent a Car
07.2011 - 06.2013

MBA -

University of Arizona

Bachelor of Science - Corporate Finance, Small business Analyst

University of Akron

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Zachary J. Romal