Open to opportunities

Vicente Lobo

@vicentelobo

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Detail-oriented accounting professional with expertise in AR and credit.

United States

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What I'm looking for

I am seeking a role that offers growth opportunities and values collaboration.

I am an accounting and finance professional with a strong background in accounts receivable, credit analysis, and compliance. My experience spans various roles, including my current position as an AR Staff Accountant at Yeti Cycles, where I manage global accounts receivable, ensuring a 90% current receivables rate through strategic communication and precise payment posting. My commitment to accuracy and timeliness has earned me recognition as a top performer in my field.

Previously, I worked as a Credit Analyst at Consolidated Electrical Distributors, where I managed a large portfolio of customer accounts, analyzing credit risk and maintaining professional relationships with contractors and vendors. My role as a Financial Advisor at Northwestern Mutual allowed me to develop strong client relationships, providing tailored financial advice based on thorough market analysis. I hold a Bachelor of Arts in Economics from Kenyon College, where I graduated with honors and was recognized on the Dean's List.

Experience

Work history, roles, and key accomplishments

Current

AR Staff Accountant

Current

Yeti Cycles, LLC.

Apr 2023 - Present (2 years 2 months)

Managed global AR across hundreds of dealers, maintaining an average 90% current receivables rate through strategic communication and accurate payment posting. Prepared cash flow, borrowing base, sales, audit task, and PRN reports.

Accounts Receivable Cash Flow Management Bank Reconciliation ERP Systems Microsoft Excel

Credit Analyst

Consolidated Electrical Distributors, Inc.

Mar 2022 - Present (3 years 3 months)

Managed a portfolio of thousands of customer accounts for delinquency and timely payment. Collaborated effectively with client accounting departments, resolving payment disputes and forming successful plans for repayment.

Risk Management Dispute Resolution Client Relationship Management

Financial Advisor

Northwestern Mutual

Jun 2021 - Present (4 years)

Fostered successful relationships with clients, providing them with best interest financial advice. Performed and interpreted technical analyses to best understand market trends and inform client recommendations.

Financial Advice Client Relationship Management Market Analysis

Education

Degrees, certifications, and relevant coursework

Kenyon College

Bachelor of Arts, Economics

Grade: 3.80/4.0 GPA; Dean’s List (2017-2021)

Activities and societies: Participated in NCAA Division III NCAC Varsity Lacrosse from 2017-2020, committing 20 hours per week.

Completed a Bachelor of Arts with Honors in Economics, complemented by a minor in Mathematics. Coursework included Micro- and Macroeconomic Theory, Money and Financial Markets, Advanced Econometrics, and Data Analysis.