Open to opportunities

David Morera

@davidmorera

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Experienced accountant with a strong background in financial analysis.

Costa Rica

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What I'm looking for

I am looking for a role that offers opportunities for growth and challenges in financial management.

I am a dedicated accountant with over a decade of experience in financial management and auditing. My journey began at KPMG, where I honed my skills in overseeing financial statement audits for various companies, ensuring compliance with GAAP and IFRS. This role allowed me to develop a keen eye for detail and a strong understanding of complex accounting issues.

After my time at KPMG, I took on the role of Accountant Manager at Compañía Palma Tica, where I led the accounting team through month-end and annual close processes. I focused on improving efficiency and accuracy in our accounting practices, while also managing accounts receivable, accounts payable, and payroll. Currently, I am working at Clyde Companies, where I continue to leverage my expertise in financial analysis and process automation to drive improvements in our accounting operations.

Experience

Work history, roles, and key accomplishments

Current

Accountant

Current

Clyde Companies

Feb 2023 - Present (2 years 5 months)

Prepared and analyzed monthly, quarterly, and annual close processes, including journal entries and reconciliations, while collaborating with external auditors on financial statements and tax filings. Actively involved in automating accounting processes and assisting with various regulatory filings and union dues.

Financial Analysis Journal Entry Account Reconciliation Tax Preparation Process Automation Financial Reporting Regulatory Compliance Payroll Microsoft Excel

Accountant Manager

Compañía Palma Tica

Aug 2015 - Jul 2022 (6 years 11 months)

Led month and annual close processes, managing and coordinating the accounting team while overseeing accounts receivable, accounts payable, payroll, and inventory. Assisted with cash requests, annual forecasts, and budgets, performing monthly and annual variance analysis to provide operational insights. Maintained and improved accounting processes, contributing to the development and implementatio

Accounting Management Team Leadership Accounts Receivable Accounts Payable Payroll Management Inventory Management Budgeting Forecasting Forecast Variance Analysis Internal Controls

Auditor

KPMG

Sep 2012 - Aug 2015 (2 years 11 months)

Oversaw financial statement audits for large and mid-size companies, ensuring compliance with GAAP and IFRS, and executing testing of client controls and financial statement account balances. Identified and resolved complex accounting issues for clients, enhancing financial reporting accuracy and compliance. Participated in and scheduled annual inventory and property physical counts, assisting wit

Financial Audit GAAP IFRS Internal Controls Financial Reporting Compliance Account Reconciliation Inventory Management Client Management Data Analysis

Education

Degrees, certifications, and relevant coursework

Universidad Latina de Costa Rica

Licenciatura, Accounting

Completed a Licenciatura degree, which is equivalent to a Master's degree. The program provided a comprehensive understanding of accounting principles and practices.