Daniel Lomeli Email & Phone Number

Houston, Texas, United States

Houston, TX, US

Provide finance & accounting services to small to mid-sized companies in the Houston area.

Tomball, Texas, US

• Managed a small team of three accounting professionals onsite in La Porte, and oversaw the accounting function at seven sites in Texas and Louisiana through designated Office Managers and served as a Finance partner to.
• Managed the month-end close cycle for the Gulf Coast region, totaling eight sites.
• Responsible for day-to-day finance and accounting operations for the region (AR, AP, GL, PR).
• Led the delivery of the annual operating and capital budgets for a $100M division.
• Developed and managed weekly bottom-up rolling forecast.

St. Louis, Missouri, US

• Managed a finance and accounting team of 39 with a collaborative and mentoring approach. This team was allocated across seven countries and three divisions. Responsible for facilitating and ensuring budgetary control.
• Standardized the quarterly & annual forecasting process by partnering with the business unit leaders across all disciplines to thoroughly understand the key drivers of each market. This increased the accuracy of the.
• Directed the development and maintenance of the budget process and the ongoing review of proposed capital spending including ROI, NPV, and payback analysis, to ensure resources were properly allocated.
• Led the training of non-financial groups in the budget and forecasting processes.
• Consolidated and prepared monthly management reports in US GAAP. Presented results to CEO, CFO, and Executive Team.
• Partnered with Sales and Strategy/Corp Development teams to assess market analysis trends to identify risks and opportunities for executive decision support.

St. Louis, Missouri, US

• Managed a finance and accounting team of 21 with a collaborative and mentoring approach. This team was allocated across five countries and two divisions. Led the budgeting, forecasting, management reporting and.
• Managed month end close cycle for Coatings & Linings divisions including revenue recognition, project cost review & project setup.
• Performed and led detailed analysis of material, yields, labor, productivity, overhead absorption, and spending.
• Managed the statutory requirements in Saudi Arabia, Mexico, Canada, Chile, and reconciled the financials back to US GAAP.
• Led divisional cash management and AR collection efforts.
• Reviewed, approved, and proposed capital investments for the Coatings and Lining divisions in alignment with corporate overall strategies.

Stafford, Texas, US

• Responsible to lead the post-acquisition transition of the organization into a self-funded cash management model across the globe by designing and implementing an effective and reliable cash flow forecast.
• Led financial transition activities including ERP system integration, chart of account integration, and bank account transitions for multiple locations across the globe.
• Led the alignment of management reporting to new parent company model.
• Evaluated business model and identified executable opportunities to improve profitability.
• Optimized working capital by focusing on improving AR collectability, inventory utilization and vendor management.
• Developed new policy for CAPEX expenditures including analysis of ROI, NPV, IRR.

Stafford, Texas, US

• Led the global budget and forecast activities for a $150 million segment of an Australian publicly traded organization. Managed a finance and accounting team of 40 across three divisions and 11 countries., and oversaw.
• Reconciled local accounting reports to US Generally Accepted Accounting Principles.
• Led financial divestiture of ALS Oil & Gas by working closely with investment banker, investor, and ALS management team.
• Managed full cycle month end close process for ALS Oil & Gas segment for multiple worldwide locations.
• Led quarterly and annual compliance reporting by working closely with both internal & external auditors.
• Worked with commercial, operations, and sales teams on customer bid proposals.

Houston, TX, US

• Developed budgets, forecasts, and other business and division level financial reports for Surface business segments with a total revenue of + $2 Billion.
• Evaluated profit plans, operational documentation, and financial statements, to provide recommendations to senior management for cost savings and other profitability opportunities for multiple worldwide Surface.

Houston, TX, US

• Managed full cycle month end close process for a $1 billion dollar publicly traded organization.
• Managed a team of 7 across USA and India.
• Led quarterly and annual compliance reporting by working closely with both internal & external auditors.
• Sarbanes-Oxley compliance

Responsible for finance and accounting operations for the North America district.

Bachelor Of Business Administration (Bba), Accounting

Master Of Business Administration (Mba), Investment Management

Master Of Business Administration (Mba), Finance, General