Summary
Overview
Work History
Education
Skills
Languages
Timeline
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SERGIO MARTINEZ

SURREY,British Columbia

Summary

Results-oriented Senior Corporate Accountant with 5 years of experience in accounting, problem-solving and organizational-related settings. Quick and eager learner with acute attention to detail and consistent track record of identifying process improvements to drive quality, accuracy and efficiency.

Overview

7
7
years of professional experience

Work History

Financial Controller

Racksteel Inc
Langley, British Columbia
11.2023 - Current
  • Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
  • Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
  • Analyzed financial data and generated accurate financial statements on a monthly basis.
  • Managed the preparation of budgets, forecasts, cash flow analysis, trend analysis and other related activities.
  • Developed strategies to improve profitability by analyzing current trends in revenue and expenses.
  • Maintained general ledger integrity through review of account balances and transactions ensuring accuracy of information reported in the financial statements.
  • Assisted in developing best practices for overall corporate governance processes and procedures.
  • Performed detailed variance analyses between actual results versus budget and forecast estimates.
  • Identified areas for improvement within the finance department operations and processes.
  • Evaluated potential investments and acquisitions from a financial perspective and recommended appropriate action plans.
  • Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
  • Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
  • Developed annual budget and compared actual expenses against projected budget.
  • Monitored accounting, payroll and financial reporting activities.
  • Coordinated timely collections with appropriate project managers and customers to manage cash flow.
  • Created internal controls and corrective actions to reduce risk or deficiencies.
  • Reviewed sales numbers and calculated commissions.
  • Improved billing and month-end reporting processes.
  • Evaluated collection reports to determine collections status and outstanding balance amounts.

Senior Financial Analyst

Regency Fireplace Products
Delta, BC
11.2022 - 11.2023
  • Worked cross-functionally with internal departments to align and validate data inputs.
  • Prioritized and expedited assigned work to meet changing business circumstances.
  • Established financial policies and procedures to set standards for compliance.
  • Analyzed complex financial information to offer recommendations to management, driving decision-making.
  • Prepared monthly, quarterly, and annual financial reports for management review.
  • Established key performance indicators to monitor progress towards organizational goals.
  • Advised senior management on making informed decisions regarding capital investments.
  • Assisted with project and site-related objectives, including acquisition, operating financing, financial controls, systems integration and audits.

Senior Corporate Accountant

Regency Fireplace Products
Delta, BC
03.2021 - 11.2022
  • Established system-wide accounting policies and control procedures to maintain accuracy and compliance with IFRS and ASPE.
  • Delivered financial analysis and reports to convey fiscal soundness and operating effectiveness to executive team.
  • Integrated financial information into business decision-making processes.
  • Supervised team of 3 accounting professionals across task delegation, project leadership and performance management.
  • Managed centralized accounting functions, financial reporting and internal audits in compliance with GAAP.
  • Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities.
  • Developed and documented business processes and accounting policies to maintain and strengthen internal controls.
  • Maintained accurate accounts for cash, fixed assets and other transactions.
  • Oversaw full accounting cycle and prepared applicable financial statements.
  • Cross-trained employees, enabling completion of priority tasks during personnel absences.
  • Researched changes in laws to maintain adherence to financial regulations.
  • Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
  • Review and record monthly, quarterly and yearly journal entries prepared by intermediate and junior staff.
  • Review monthly reconciliations prepared by intermediate and junior staff.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Prepare consolidation financial statements, including input and communication of results to parent company through FRANGO / COGNOS system and supporting reconciliation between internal financial statements and FRANGO/COGNOS system.
  • Prepare monthly, quarterly and yearly internal consolidation packages for internal stakeholders and external statutory audit purposes.
  • Prepare period-end variance analysis to explain fluctuations in accounts.
  • Maintain general ledger account mapping as well as general ledger maintenance including account additions and deletions.
  • Assist with fulfilling auditor requests to support the timely completion of quarterly reviews and the year-end audit.
  • Actively seeking out ways to streamline processes, reduce financial and business risks and promote the optimization of accuracy by developing automated processes within the finance department.
  • Lead special projects within the financial reporting group as assigned by the director of finance.

Intermediate Accountant

Regency Fireplace Products
Delta, BC
05.2018 - 03.2021
  • Prepare bank reconciliation on a daily basis to ensure transaction accuracy. Discrepancies were to follow up with the appropriate parties until the problem was resolved.
  • Prepare monthly, quarterly and yearly journal entries for financial reporting purposes.
  • Prepare monthly, quarterly and yearly general and subledger reconciliation for the financial reporting package.
  • Assist Accounts Receivable with the daily processes to ensure collections are accurately recorded.
  • Provide Accounts Payable team with appropriate general ledger accounts to be used in invoice entry for correct expense allocation.
  • Prepare and roll-forward period-end working papers that effectively contribute to a smooth and fast closing process.
  • Participate in the creation of workflows with the objective of improving Accounts Payable processes, substantiating a future investment of a new management system.

Junior Accountant - Accounts Payable

Regency Fireplace Products
Delta, BC
09.2017 - 05.2018
  • Process high-volume invoices for 6 branches located in the United States and Australia.
  • Review and assess invoices received from branches for correct expense allocation.
  • Prepare weekly cheque runs to ensure payments are received by vendors in a timely manner that would otherwise disrupt the manufacturing and logistic of the company.
  • Upload payment instructions to the bank for payment disbursement.
  • Print physical cheques on a weekly basis.
  • Process and record corporate credit card statements.
  • Prepare monthly credit card and invoice accruals for period-end.
  • Perform reconciliation of all accounts payable ledgers and resolve discrepancies.

Education

CPA Candidate - Finance

CPA Western School of Business
Vancouver, BC

Skills

  • Problem-Solving achieved by analyzing the situation, determining its cause and selecting and implementing a suitable solution
  • Analytical Skills that involve the use of logical reasoning, research and creativity that identify and define problems
  • Organized Thinking Skills that allow me to have the time to properly handle a task to a satisfying completion

Languages

English
Full Professional

Timeline

Financial Controller

Racksteel Inc
11.2023 - Current

Senior Financial Analyst

Regency Fireplace Products
11.2022 - 11.2023

Senior Corporate Accountant

Regency Fireplace Products
03.2021 - 11.2022

Intermediate Accountant

Regency Fireplace Products
05.2018 - 03.2021

Junior Accountant - Accounts Payable

Regency Fireplace Products
09.2017 - 05.2018

CPA Candidate - Finance

CPA Western School of Business

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