Erick Torres
Suisun City
Summary
Seasoned analyst with over 5 years of experience in optimizing office procedures, overseeing operations, and financial development. Skilled in financial analysis, budgeting, business analysis, bookkeeping, AP/AR processing, and business correspondence coordination. Disciplined and systematic professional thrives in high-pressure, team-based atmospheres.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Finance & Operations Analyst
Intrepid Ascent
03.2024 - Current
- Manage and complete month-end financial closing procedures, including expense reconciliation, invoicing, budget reporting, and monthly cash flow analysis.
- Conduct frequent analyses of the company's financial health by utilizing different financial ratios and predetermined KPIs for the company.
- Assist in the creation of budgets for resource allocation on projects while taking into consideration aspects such as travel costs, billable rates, and cost per FTE.
- Maintain a comprehensive financial model on a daily basis to conduct detailed analysis using different plausible scenarios.
- Assist with payroll actions such as payroll drafts, update important state information regarding employment, and complete payroll for all subcontractors.
- Create and implement financial and operational SOPs for future reference and standardization.
- Presented strategic recommendations based on financial insights to executive leadership for informed decision-making.
- Respond to all correspondence sent from state and federal government entities on behalf of the company.
Office Manager
Self-Storage Unlimited
11.2021 - 03.2024
- Conduct and oversee office operations for managing client correspondence, payment schedules, and data communications.
- Monitored payments due from clients, and promptly contacted clients with past-due balances on a scheduled basis.
- Oversaw receiving and organizing correspondence, answering and forwarding calls, and creating business invoices, letters, and records.
- Administered payroll, and maintained proper documentation of employee personnel.
- Intermediate AP/AR, set up new vendors, processed invoices, and coded to the G/L.
- Publish and review financial statements and reports from end-of-day, weekly, and monthly closing reports for accuracy, discrepancies, forecasting, and budgeting purposes.
- Audit financial and statistical reports for budgeting and analysis of the business.
Business Associate Intern
Socotra Capital
06.2023 - 08.2023
- Create business and loan opportunities for loan originators through multiple lead channels.
- Work with investors, and establish rapport with multiple real estate entities.
- Collaborate effectively with team members on team projects for real estate loan transactions.
- Create real estate loan scenarios to further progress loan opportunities for real estate development.
- Provide daily and weekly reports regarding performance and goals.
- Determine appropriate LTV and LTC ratios, depending on the type and size of the loan.
Assistant Department Manager
Sportsman's Warehouse
08.2018 - 11.2021
- Efficiently met business targets to provide streamlined operations performance.
- Supervised critical tasks, including budget implementations, employee reviews, training, and scheduling for projects.
- Obtained scanned records and uploaded them into company databases.
- Transfer written information into databases to maintain consistent, accurate client records and project details.
- Trained employees on additional job positions to maintain coverage of roles.
- Organized initiatives, drafted documentation, and enforced compliance with best practices.
- Completed internal and external audits according to established procedures, federal, and state law.
Fabricator
Granite Transformation
09.2015 - 08.2018
- Set up and operated production equipment according to daily work orders and safety procedures.
- Inspected each completed fabrication project to verify adherence to blueprint and procedural specifications.
- Followed Occupational Safety and Health Administration (OSHA) regulations to promote a safe work environment.
- Inserted and positioned materials and clamped, spliced, and fitted parts using hand and power tools.
- Retrieved correct materials from product inventory to perform various fabrication duties.
- Carved high-quality patterns and shapes from stone materials according to blueprint designs.
- Reviewed work order documents, technical models, and requirements and specifications to complete precise cuts and achieve accurate results.
- Worked cohesively with various materials by understanding how the different stone is structured and naturally chip.
Education
Bachelor of Science - Business - Finance
California State University - Sacramento
Sacramento, CA12.2023
Associate of Science - Business Administration
Napa Valley College
Napa, CA12.2021
High School Diploma - undefined
Angelo Rodriguez High School
Fairfield, CA06.2015
Skills
- Business Development
- Investment Analysis
- Financial Analysis & Modeling
- Data Analysis
- Bookkeeping
- CRM and ERP Software Management
- AP/AR Processing
- GAAP Principles
- Tableau & Excel Proficient
- Bilingual (Spanish)
- Budget Analysis & Modeling
Certification
- Bloomberg Market Concepts (BMC) - 2023
- Rippling Certified: Payroll Administration - 2024
Timeline
Finance & Operations Analyst
Intrepid Ascent
03.2024 - Current
Business Associate Intern
Socotra Capital
06.2023 - 08.2023
Office Manager
Self-Storage Unlimited
11.2021 - 03.2024
Assistant Department Manager
Sportsman's Warehouse
08.2018 - 11.2021
Fabricator
Granite Transformation
09.2015 - 08.2018
Bachelor of Science - Business - Finance
California State University - Sacramento
Associate of Science - Business Administration
Napa Valley College
High School Diploma - undefined
Angelo Rodriguez High School