Aldo Serna Email & Phone Number

Guanajuato, Mx

• Created a more customer oriented organization with increased responsiveness. Developed a digital system that would allow us to keep track of potential clients and efficient ways to follow up with them.• Developed sales and business-client´s relationships strategies that resulted in a 78% net profit increase in a 6 to 9-month period. These strategies also improved client´s retention greatly.• Created an inventory system that allowed all branches to have online access and efficiently generated reports for analysis statements.• Substantially augmented business sales by implementing sales strategies based on emotion, and by taking advantage of the service approach that I developed within the company.• Implemented a plan for human relations that enhanced the recruitment process and extensively reduced associate´s rotation.• Created a monthly result statement that allowed us to evaluate the growth of the company and helped us predict future economic conditions for the business. This forecasting plan helped us evaluate the operation´s performance to increase revenue.• Reduced operational costs and increased profits considerably by restructuring and innovating in the industry.

Guanajuato, Mx

• Supervised the cash accounting team to ensure that all duties are being completed on time and with high quality, to facilitate interpretation and operations within the Finance department.• Prepare and supervise monthly traditional bank reconciliations for all bank accounts ranging in thousands of transactions per week, per account and cash summary schedules. Also, I took care of the treasury duties and was responsible for assigning funds needed for several accounts ranging in the millions of dollars.• Analyzed, examined, and interpreted various account records, compiled financial information, and reconciled reports and financial data, to keep control and balance within the reports and the accounting system.• Prepared yearly and quarterly audit schedules for fixed assets and prepaid amortizations. Support the preparation for the annual audit with our independent audit firm, as well as periodic audits by lenders or regulatory bodies.• Assisted in training of new associates, delegating adequate assigned duties.• Ensured compliance with accounting deadlines.• Processed journal entries and performed accounting corrections to ensure accurate records.• Made several procedures to reconcile accounts to provide efficiency and guidance to new associates, in both English and Spanish.• Prepared financial reports to reflect the cash flow of the company on a daily basis, while maintaining the highest levels of compliance.