WILLIAM RIVERA LOPEZ
TRUJILLO ALTO
Summary
Accounting and Marketing professional with a Master's degree in Business Administration and Accounting. Proven expertise in financial analysis, decision-making, data management, and marketing strategies. Extensive experience in accounting, customer service, and sales, with a strong focus on delivering accurate financial insights and innovative marketing solutions. Dedicated to optimizing business performance and driving growth through data-driven decision-making. Highly skilled in both accounting and auditing, with broad experience managing financial records, conducting audits, and ensuring compliance with financial regulations. Strong analytical skills to evaluate data accuracy and integrity, coupled with proficiency in various accounting software. Successfully improved financial reporting processes in previous roles, leading to enhanced efficiency and reliability of financial information.
Overview
15
15
years of professional experience
Work History
Accountant/Auditor
Bella Group
Cataño
08.2022 - Current
- Conducted in-depth financial analysis, including bank reconciliations and cash flow management.
- Analyzed accounts receivable, developed strategies to enhance cash collection, and reduce outstanding debts.
- Collaborated with sales and service departments to ensure accurate and timely invoice processing, improving overall financial efficiency.
- Validated sales registers and monitored inventory subsidiaries, ensuring accurate financial reporting.
- Assisted in financial planning by preparing journal entries and conducting account analysis for audits.
- Supported both internal and external audits, providing critical financial insights and ensuring compliance with financial regulations.
- Performed general ledger reconciliations on a timely basis.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Posted financial data in Excel spreadsheets and managed inventory.
- 40 Hour per week
Parts Salesman
Bella Group
San Juan
11.2013 - 08.2022
- Managed inventory and performed financial reconciliations for parts, contributing to inventory optimization.
- Developed customer-focused strategies that increased sales and improved customer satisfaction.
- Monitored financial transactions related to parts invoicing, enhancing the accuracy of financial records.
- Utilized CDK software for operational tasks, improving the efficiency of financial tracking and reporting.
- Developed relationships with vendors to ensure the best pricing for parts.
- Collaborated with other departments to improve processes and procedures related to ordering and stocking parts.
- 40 Hour per week
Administrative Assistant
Universidad de Puerto Rico
Rio Piedras
01.2010 - 01.2013
- Supported administrative operations, including the processing of financial documents and data management
- Provided detailed financial reports to support departmental decision-making
- Coordinated meetings and assisted in the preparation of financial presentations
- Maintained office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- 40 Hours per week
Education
MASTER OF BUSINESS ADMINISTRATION -
UNIVERSIDAD ANA G. MÉNDEZ
GURABO, PR05-2022
MASTER OF SCIENCE - ACCOUNTING
UNIVERSIDAD ANA G. MÉNDEZ
GURABO, PR12-2021
BACHELOR'S DEGREE - BUSINESS ADMINISTRATION WITH A CONCENTRATION IN MARKETING
UNIVERSIDAD DE PUERTO RICO
RÍO PIEDRAS, PR05-2013
Skills
- Financial Analysis & Reporting
- Budgeting & Forecasting
- Marketing Strategy Development
- Data Analysis & Management
- Critical Thinking & Problem Solving
- Proficiency in CDK & SAGE Software
- Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Leadership & Team Collaboration
- Auditing
- Tax Preparation
- GAAP Accounting
- A/P and A/R
Timeline
Accountant/Auditor
Bella Group
08.2022 - Current
Parts Salesman
Bella Group
11.2013 - 08.2022
Administrative Assistant
Universidad de Puerto Rico
01.2010 - 01.2013
MASTER OF BUSINESS ADMINISTRATION -
UNIVERSIDAD ANA G. MÉNDEZ
MASTER OF SCIENCE - ACCOUNTING
UNIVERSIDAD ANA G. MÉNDEZ
BACHELOR'S DEGREE - BUSINESS ADMINISTRATION WITH A CONCENTRATION IN MARKETING
UNIVERSIDAD DE PUERTO RICO
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