Open to opportunities

Gerardo Islas

@gerardoislas

Message

Detail-oriented accountant with expertise in financial analysis.

Mexico

Message

What I'm looking for

I seek a role that offers growth opportunities and challenges in financial management.

I am a dedicated accountant with a strong background in financial management and analysis. Currently, I work at Precision Financial, LLC, where I manage multiple clients' financial activities, including bank reconciliations and financial statement preparation.

Previously, I served as a Financial Accountant at Fitesa, where I played a crucial role in implementing CFDI v4.0 compliance and managing client invoicing. My analytical skills were further honed during my tenure as a Treasury Analyst at Polímeros Mexicanos, where I collaborated with various teams to optimize treasury activities and reduce liabilities. With a Bachelor's degree in Accounting and Finance from ITESM Campus Hidalgo, I bring a solid educational foundation to my professional endeavors.

Experience

Work history, roles, and key accomplishments

Current

Accountant

Current

Precision Financial, LLC

Oct 2022 - Present (2 years 8 months)

Responsible for various accounting activities for multiple clients, including bank reconciliations, vendor invoice processing, balance sheet reconciliations, and financial statement preparation. Designed a new process to expedite internal client invoicing.

Bank Reconciliation Invoicing Financial Statements Process Design

Financial Accountant

Fitesa

Dec 2020 - Oct 2022 (1 year 10 months)

Managed client payments and invoicing, followed up on overdue payments, and assisted in the implementation of CFDI v4.0 by testing client invoices for regulatory compliance. Reviewed budget projections based on client trends.

Payments Invoicing Budgeting Financial Reporting

Treasury Analyst

Polímeros Mexicanos

Aug 2020 - Dec 2020 (4 months)

Collaborated with A/P and A/R teams to plan treasury activities. Assisted with the SAP-Bank Interface implementation and analyzed cost of debt to reduce liabilities.

Treasury Management SAP

Financial Accountant

Fitesa

Mar 2019 - Mar 2020 (11 months)

Maintained cash flow projections within a 6% monthly variation and assisted in enhancing accounts payable and treasury management processes. Managed month-end tasks including accruals and depreciation.

Cash Flow Management Accounts Payable Treasury Management Financial Reporting

Assistant to the Chief Operating Officer

Polímeros Mexicanos

Jan 2018 - Oct 2018 (9 months)

Ensured timely payments to raw material vendors according to production schedules and optimized treasury management for the US branch to ensure cash inflows to Mexico.

Payment Vendors Treasury Management Cash Flow Forecasting Financial Planning

Education

Degrees, certifications, and relevant coursework

Instituto Tecnológico y de Estudios Superiores de Monterrey

Bachelor in Accounting and Finance, Accounting and Finance

2013 - 2017

Grade: 3.7

Completed a Bachelor in Accounting and Finance, focusing on financial analysis, accounting principles, and financial management. Achieved a GPA of 3.7, demonstrating strong academic performance.