Carlo E. R.

Carlo E. R. Email and Phone Number

VP Finance and Accounting @ Plano, TX, US
Plano, TX, US
Carlo E. R.'s Location
Plano, Texas, United States, United States
About Carlo E. R.

Highly accomplished in maintaining a good working relationship with clients and work effectively with client management and staff at all levels to gather information and to perform restructuring services. Skilled in managing, directing, and monitoring client services teams on multiple engagements; plan, execute, direct, and, complete engagements in a wide variety of industries; and manage to budget. Strong leadership, business development, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and, presentational skills. Fluent in Spanish and English.

Carlo E. R.'s Current Company Details
IQ Financial Services, LLC

Iq Financial Services, Llc

VP Finance and Accounting
Plano, TX, US
Carlo E. R. Work Experience Details
  • Iq Financial Services, Llc
    Vp Finance And Accounting
    Iq Financial Services, Llc
    Plano, Tx, Us
  • Iq Financial Services, Llc
    Vp Finance & Accounting
    Iq Financial Services, Llc Nov 2010 - Present
    Plano, Tx
    Accountable for the administrative, financial, and risk management operations of the company, to include the development of a financial and operational strategy, metrics tied to that strategy, and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.• Assist in formulating the company's future direction and supporting tactical initiatives.• Monitor and direct the implementation of strategic business plans.• Develop financial and tax strategies.• Manage the capital request and budgeting processes.• Develop performance measures that support the company's strategic direction.• Participate in key decisions as a member of the executive management team.• Maintain in-depth relations with all members of the management team.• Manage the accounting, human resources, investor relations, legal, tax, and treasury departments.• Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package.• Supervise acquisition due diligence and negotiate acquisitions.• Oversee the issuance of financial information.• Personally review and approve all corporate tax forms 1120’s, 941/940, Sales Tax, Property Tax, 1096/1099, W-2’s/W-4’s, with the appropriate governmental agencies.• Understand and mitigate key elements of the company's risk profile.• Monitor all open legal issues involving the company, and legal issues affecting the industry.• Construct and monitor reliable control systems.• Ensure that the company complies with all legal and regulatory requirements.• Ensure that record keeping meets the requirements of auditors and government agencies.• Report risk issues to the audit committee of the board of directors.• Maintain relations with external auditors and investigate their findings and recommendations.• Monitor cash balances and cash forecasts.• Arrange for debt and equity financing.• Invest funds.
  • Samsung Telecommunications America
    Account Manager
    Samsung Telecommunications America Aug 2007 - Mar 2010
    Plano, Tx
    Managed accounts worth $65 million annually in revenue for Samsung. Acted as a single point of contact in order to strengthen business relationships and improve inter-company processes. Strategic overview of service planning activity and actively participate in the management of client visits and regular service reviews. Active participation in the change management process to drive continuous service and product improvement. Responsible for negotiating Master Purchase Agreements (contracts) with customers. Ensure operational controls are in place and monitored against service level agreements and contract terms and conditions (adherence to policies, operating procedures, control standards). Accountable for planning new product introduction, weekly production, and operations meetings on a weekly and ad hoc basis (current process worth about $500K a month).• In charge for providing return volume forecast to better prepare for production purposes, saved about 10% cost on parts and equipment per year.• Responsible for ensuring customers are being billed properly after equipment is repaired according to contract; have found over $245K in erroneous charges to customers.
  • Jpmorgan Chase
    Client Service Reorganization, Manager
    Jpmorgan Chase Jul 2002 - Aug 2007
    Dallas, Tx
    Maintained strong client relations and cross-sell services within the assigned group of clients. Maintained a good working relationship with clients and worked effectively with client management and staff at all levels to gather information and to perform restructuring services. Gained understanding of client operations, processes, and business objectives, and utilize that knowledge on engagements. Experienced in the areas of financial modeling. Experienced in restructuring/turnaround work. Managed, directed, and monitored client services teams on multiple engagements; planned, executed, directed, and completed engagements in a wide variety of industries; and manage to budget. Managed, developed, trained, and mentored staff on projects and assess performance for engagements and year-end reviews.• Reviewed and executed Service Level Agreements (SLA) each time a new client came on board, and reviewed existing SLA’s when clients reached their full year commitment with the Firm.• Improved the reject process through the creation and implementation in the reject spreadsheet further mitigating future losses to the bank. Reduced exposure rate from 30% to 10% and have saved the bank over $10 million exposure after implementation.• Responsible for Response Control and Instruction Validation databases used to control risk associated with Corporate Reorganization instructions (both databases combined contains over $1 billion exposure). Reduces exposure from 20% to 10% after implementation.• Experienced with customer servicing with national and international clients. Decreased customer complaints by 30%.

Carlo E. R. Education Details

Frequently Asked Questions about Carlo E. R.

What company does Carlo E. R. work for?

Carlo E. R. works for Iq Financial Services, Llc

What is Carlo E. R.'s role at the current company?

Carlo E. R.'s current role is VP Finance and Accounting.

What schools did Carlo E. R. attend?

Carlo E. R. attended University Of Phoenix, University Of Phoenix.

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