Hi, I’m Luis.
I make financial information work smarter.

I specialize in optimizing accounting and financial processes, ensuring data integrity, regulatory compliance, and reliable reporting for decision-making.

With experience in audit, internal controls, and data analysis, I bring technical rigor and clarity to environments where precision and efficiency are essential.

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Journey

Jun 2024 - Present

ACR Senior

EY

  • Lead financial closing and reporting processes for multiple clients, ensuring accuracy and compliance with IFRS.
  • Develop and automate dashboards using Power BI and SAP to provide real-time insights into key performance indicators.
  • Partner with cross-functional teams to identify efficiency opportunities and implement process improvements that reduce cycle time.
  • Mentor junior analysts and promote knowledge sharing to enhance overall team capability.

Skills: Controllers, Financial Reporting, Analytical Skills, Financial Statements, Leadership, CaseWare Software

Dec 2023 - May 2024

SR Business Analyst

Cirion Technologies

  • Led preparation of forecasts, budgets and capital expenditure plans (Capex), providing strategic insights to senior management.
  • Conducted operational analysis to identify revenue and cost drivers and improve profitability.
  • Performed account analysis and reconciliations, ensuring the accuracy of financial records.
  • Delivered ad hoc reporting and analysis to support decision-making across business units.
  • Managed P&L analysis to monitor performance and identify improvement opportunities.

Skills: Financial Reporting, SAP FICO, Microsoft Excel, Data Analysis, SAP ERP, Financial Analysis, Microsoft Power BI

Nov 2022 - Dec 2023

Treasury Operator

Finance Sector

  • Managed daily banking relationships and cash positioning to ensure optimal liquidity.
  • Executed tax payments and regulatory filings in a timely manner.
  • Performed accounting reconciliations and cash settlements to maintain accurate records.
  • Conducted foreign exchange trading and hedging activities to mitigate currency risk.
  • Prepared daily and monthly cash position reports for management.

Skills: Financial Reporting, Analytical Skills, Cash Flow, Banking, Daily Reports, Variance Analysis, SAP FICO, Microsoft Excel, Data Analysis, SAP ERP, Microsoft Power BI

Jan 2022 - Nov 2022

Treasury Analyst

Centralab S.A.

  • Recorded and managed company expenses, ensuring proper classification and timely payment.
  • Prepared and maintained cash flow forecasts to inform management of liquidity needs.
  • Reconciled cash accounts and performed bank account analysis to ensure accuracy and compliance.
  • Collaborated with the accounting team to optimize processes and support decision-making.

Skills: Financial Reporting, Analytical Skills, Cash Flow, Banking, Daily Reports, Variance Analysis, Data Analysis

May 2020 - Feb 2022

Finance Analyst

AEA - Aparatos Eléctricos Automáticos SACIyF

  • Reconciled, adjusted, monitored and controlled banking and accounting accounts, ensuring accuracy of financial records.
  • Analyzed and managed customer accounts to reduce outstanding balances and improve collections.
  • Supervised closing of cash registers and treasury payments, ensuring proper cash management.
  • Recorded and analyzed bank transactions to provide insights for financial planning.
  • Evaluated customer creditworthiness and recommended credit limits to mitigate risk.

Skills: Finance, Financial Reporting, Analytical Skills, Banking, Variance Analysis, Data Analysis, Petty Cash

Aug 2019 - Oct 2019

Accounting Assistant

RefiPampa

  • Performed bank reconciliations and account analysis, ensuring accuracy of records.
  • Recorded and adjusted accounting entries in compliance with standards.
  • Analyzed and recorded collections through electronic payment systems (Postnet), contributing to complete income records.

Skills: Analytical Skills, Banking, Data Analysis, Bank Reconciliation, Final Accounts

May 2015 - Oct 2018

Accounting Financial Advisor

Nicodemo & Asociados

  • Provided financial accounting advice to clients, ensuring compliance with regulations.
  • Prepared and presented financial statements and management reports for decision-makers.
  • Managed the closing of accounting and financial years, ensuring accuracy and compliance.
  • Maintained comprehensive accounting records and documentation.

Skills: Financial Reporting, Analytical Skills, Cash Flow, Balance Sheets, Financial Statements, Data Analysis, Financial Analysis, Final Accounts

Oct 2012 - Apr 2015

Financial Analyst

Gobernacion de Yaracuy

  • Analyst in the Purchasing Department, preparing bids, files, and selection of suppliers
  • Payment Analyst, control of files, preparation of checks and transfers
  • Accounting Department, as Team Manager controlling the accounting, tax, fiscal year end

Skills: Team Leadership, Analytical Skills, Financial Statements, Microsoft Excel, Bank Reconciliation

Sep 2010 - May 2012

Accounting Assistant

Inversiones Hidrocal

  • Prepared accounting records and maintained financial documentation.
  • Issued sales invoices and ensured accurate billing.
  • Reviewed accounts receivable and payable and prepared tax declarations.

Skills: Analytical Skills

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