Héctor M SIERRA DE JESUS
Paseo Las Brisas Calle Costa Azul, San Juan
Summary
Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.
Overview
19
19
years of professional experience
Work History
SVP Controller
CFG Partners
10.2021 - Current
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Used Oracle to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
Accounting Director
CFG Partners
07.2020 - 10.2021
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Prepared and presented financial reports to inform senior management and board of directors.
- Reviewed contracts financially impacting company and counseled executive leaders on impact contracts would have on company operations.
- Researched and analyzed tax developments and applications to specific business situations.
- Monitored budget allocation and expenditures to enforce compliance with company policies.
Assurance Senior Manager, Senior manager
ERNST & YOUNG, LLP
12.2008 - 07.2020
- External auditor with more than has 11 years of public accounting experience serving with large, complex clients across a broad range of industries.
- Manage multiples 360 accounts.
- Key clients include (but are not limited): $2B subsidiary of global public distributor of pharmaceutical products and medical devices company, financial services, and subsidiaries of public manufacturing and healthcare companies, non-for profit and public university among others
- Work in conjunction with the audit partners in the planning, preparation, and monitoring of the audit practice’s revenue forecast
- Prepare fee estimates and lead in fee negotiations
- Lead audit planning and audit results communications to our client’s Board of Directors and/or Audit Committees
- Effective integrating different service lines to increase the economic return on the audit engagements
- Oversee in conjunction with the audit partners the office’s hourly billing rates, recruiting, and overall audit quality on the office’s audit engagement
- Participated in audit quality sessions for the EY San Juan office
- Member of the firm’s knowledge network and a frequent leader of the EY San Juan office and EY Southeast Region’s technical education programs on accounting and auditing matters
Mutual Funds Administrator
Banco Popular de Puerto Rico
12.2006 - 12.2008
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Maximized year-end tax benefits by efficiently managing cash flows.
- Directed corporate decision-making and planning by monitoring and setting policies and procedures to optimize fiscal performance.
- Projected monthly cash expenditures through efficient budgeting and detailed document reviews.
- Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Formulated strategic plans and supported tactical initiatives to execute cost-savings deliverables.
- Prepared corporate fiscal and business plans to help strategically direct business operations and strengthen controls.
- Used Oracle to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
Education
Licenses & Certifications
05.2009
Bachelor’s Degree - Business Administration, Accounting and Finance
UNIVERSITY OF PUERTO RICO
RIO PIEDRAS, PUERTO RICO05.2006
Skills
- Rules and Regulations
- Strategic Planning
- Recruiting and Hiring
- Policy and Procedure Development
- Public Speaking
- Banking and Analysis
- Critical Thinking
Affiliations
Puerto Rico CPA Society
Nominated and member of the Ernst & Young National Assurance Instructor Excellent Program
Timeline
SVP Controller
CFG Partners
10.2021 - Current
Accounting Director
CFG Partners
07.2020 - 10.2021
Assurance Senior Manager, Senior manager
ERNST & YOUNG, LLP
12.2008 - 07.2020
Mutual Funds Administrator
Banco Popular de Puerto Rico
12.2006 - 12.2008
Licenses & Certifications
Bachelor’s Degree - Business Administration, Accounting and Finance
UNIVERSITY OF PUERTO RICO