Milton Zelaya
@miltonzelaya
Financial analyst and assurance professional delivering GAAP-compliant, data-driven insights for client strategy.
What I'm looking for
I’m a Financial Analyst who leads end-to-end financial analysis for complex portfolios, including budget-to-actual variance evaluation, year-over-year performance trends, and cost-driver insights that directly inform client strategy and planning decisions. In assurance roles, I focus on risk-based variance analysis across revenue, expense, and operational KPIs and present findings to senior leadership to support forward-looking decisions.
I build advanced analytics workflows and financial models to accelerate insight discovery and improve reporting reliability, including cohort-level analyses to uncover patterns in period-over-period results. I also strengthen audit-readiness by ensuring GAAP-compliant reporting, validating data integrity, and improving internal controls through process improvement—reducing reporting deficiencies by 12% and enhancing close efficiency.
Experience
Work history, roles, and key accomplishments
Assurance Staff
Baker Tilly
Jun 2025 - Present (1 year)
Led financial analysis across a $970M+ asset portfolio, evaluating budget-to-actual variances, year-over-year trends, and cost drivers to inform client strategy. Identified process inefficiencies and control gaps, reducing reporting deficiencies by 12% and improving data reliability for management decisions.
Assurance Staff
Moss Adams
Oct 2023 - Jun 2025 (1 year 8 months)
Built advanced Excel-based analytics workflows using CCH Engagement to synthesize large datasets across a $3.2B asset portfolio, accelerating trend identification and streamlining reporting. Ensured accuracy, completeness, and GAAP compliance for quarterly and annual financial reporting while producing executive-ready variance narratives and financial models.
Accounts Receivable/Payable Admin
Ray Roberts Realty
May 2021 - Nov 2022 (1 year 6 months)
Maintained high accuracy across 320+ AP/AR accounts monthly through quality control reviews, reducing error rates and strengthening close efficiency. Streamlined invoice processing, account coding, payment tracking, and financial reporting documentation.
Education
Degrees, certifications, and relevant coursework
California State University, Long Beach
Bachelor of Science in Accountancy, Accountancy
Earned a Bachelor of Science in Accountancy from California State University, Long Beach (completed in May 2023).
Santa Barbara City College
Associate in Science, Business Administration
Earned an Associate in Science in Business Administration from Santa Barbara City College (completed in December 2020).
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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