Edwin R. Vélez Agosto
Cayey, Puerto Rico
Summary
Experienced Financial Manager with background in diverse financial functions involving budgeting, forecasting, strategic planning, and risk management. Possess strong analytical skills to drive business operations and financial strategy. Consistently implement effective solutions that improve overall organizational performance. Display strong interpersonal skills and a collaborative approach to problem-solving.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Manager
Flagship, Honda
Cayey, PuertoRico
09.2023 - 07.2024
- Measured loan submissions based on quality control plans and investor regulatory compliance standards.
- Cultivated relationships with external stakeholders such as bankers or investors in order to secure additional funding sources if needed.
- Created reports for executive financial reviews.
- Reviewed contracts, agreements, and other legal documents for accuracy and compliance with regulations.
- Prepared monthly, quarterly, and annual reports to ensure compliance with regulatory bodies.
- Analyzed financial performance data to identify trends and develop forecasts.
- Managed accounts receivable and payable processes to ensure accurate reporting of financial transactions.
Financial Manager
BREMEN
Caguas, Puerto Rico
03.2021 - 09.2023
- Communicated with stockholders or other investors to provide information or raise capital.
- Measured loan submissions based on quality control plans and investor regulatory compliance standards.
- Managed financial planning and analysis by handling key metrics, analyzing data and providing ideas for new initiatives.
Financial Manager
Hyundai
Cayey, Puerto Rico
04.2018 - 04.2020
- Measured loan submissions based on quality control plans and investor regulatory compliance standards.
- Prepared Required Minimum Distribution (RMDs) for clients.
- Prepared monthly, quarterly and annual financial statements for management review.
- Managed financial planning and analysis by handling key metrics, analyzing data and providing ideas for new initiatives.
Sales Manager
Villa Real Auto
Vega Baja, Puerto Rico
02.2010 - 06.2017
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Enhanced sales volume through skilled support to both new and inactive customers.
- Established ambitious goals for employees to promote achievement and surpass business targets.
Administrative and Sales Manager
MVP
Cayey, PR
01.2007 - 06.2010
- Trained, coached, and mentored junior sales personnel to ensure success in their roles.
- Identified and developed new markets for products or services.
- Created and presented monthly reports to management on sales performance.
- Implemented process changes to streamline sales department workflow.
- Managed daily operations of sales department, including supervision of staff members.
- Participated in negotiations with vendors regarding product purchases or contracts.
Education
BBA - Business Administration
Universidad Ana G. Méndez
Gurabo05-1997
Skills
- Financial reporting
- Financial analysis
- Data forecasting
- Contract review
- Relationship building
- Problem solving
- Effective communication Spanish and English
- Team leadership
- Negotiation
- Communication management professional
- Loan processing
- Financial planning
Certification
- Universidad de Sagrado Corazón, Strategic Sales Course
Languages
Spanish
First Language
English
Advanced
C1
Timeline
Financial Manager
Flagship, Honda
09.2023 - 07.2024
Financial Manager
BREMEN
03.2021 - 09.2023
Financial Manager
Hyundai
04.2018 - 04.2020
Sales Manager
Villa Real Auto
02.2010 - 06.2017
Administrative and Sales Manager
MVP
01.2007 - 06.2010
BBA - Business Administration
Universidad Ana G. Méndez