Daniel Ortiz work email
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Detail-oriented finance professional with extensive experience in project accounting, revenue management and team leadership. Interested in budgeting and forecasting, Recognized for problem-solving abilities and a commitment to excellence.
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Accounting ManagerGenslerSan José, Cr
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Revenue ManagerGensler Aug 2024 - Present
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Project Accounting SpecialistGensler Jul 2022 - Sep 2024Costa Rica• Collaborate closely with Design Managers, clients, and consultants to address billing and financial matters.• Maintain and monitor project-specific budgets and performance metrics.• Serve as the subject matter expert in revenue, billing, transaction entries, G/L reconciliations, and month-end entries.• Assist the Regional Finance Director and Office Leaders in annual budgeting and forecasting.• Validate and analyze P&L statements against the budget.• Review and approve office and employee expenses.• Prepare management reports and lead monthly regional calls.• Lead the implementation of new processes in the LATAM region.• Oversee the borderless finance team. Act as a mentor and coach, providing training to new team members in the region
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Regional Project Accounting ManagerGensler Sep 2018 - Jul 2022Costa Rica• Oversee regional revenue entries and billing processes to ensure accuracy and efficiency.• Review transaction entries, GL account reconciliations, and period-end closings.• Prepare revenue projections to be used in budgeting process.• Validate and analyze P&L statements against budget projections for accuracy.• Prepare detailed management reports and lead monthly regional finance calls.• Monitor company metrics, providing insightful feedback and analysis to office leaders.• Lead the Regional Project Accounting team, ensuring compliance with company policies and local regulations.• Collaborate on global initiatives with senior leaders across the firm.• Coordinate with auditors, providing necessary support and documentation.• Train and mentor senior and key staff members in the region to enhance their skills and knowledge.
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Senior Project AccountantGensler Mar 2017 - Sep 2018Costa Rica• Lead project accounting for offices in Costa Rica, Mexico, Colombia, and Brazil.• Prepare and present materials for month-end calls.• Review and reconcile journal entries across multiple regional offices.• Compile necessary documentation for internal and external audits.• Train new project managers, finance, and administrative staff.• Ensure compliance with company policies by the Project Accounting team.• Resolve disputes with clients and suppliers effectively.• Generate and deliver various financial reports as needed.
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Project AccountantGensler Jan 2015 - Mar 2017Costa Rica• Manage billing for local and international projects for the Costa Rica office, ensuring alignment with contracts, deliverables, and billing schedules.• Review contracts to verify compliance with minimum requirements for project initiation, billing, and revenue recognition.• Monitor and follow up on accounts payable, accounts receivable, and review reimbursable expenses.• Create journal entries for transactions related to projects.
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Cash ApplicationPanther Global Group Jan 2014 - Dec 2014Costa Rica• Apply payments to outstanding invoices, accurately classify deductions, and follow up with clients to resolve any discrepancies.
Daniel Ortiz Skills
Daniel Ortiz Education Details
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Dirección De Empresas -
Dirección De Empresas
Frequently Asked Questions about Daniel Ortiz
What company does Daniel Ortiz work for?
Daniel Ortiz works for Gensler
What is Daniel Ortiz's role at the current company?
Daniel Ortiz's current role is Accounting Manager.
What is Daniel Ortiz's email address?
Daniel Ortiz's email address is da****@****ler.com
What schools did Daniel Ortiz attend?
Daniel Ortiz attended Universidad De Costa Rica, Universidad De Costa Rica.
What skills is Daniel Ortiz known for?
Daniel Ortiz has skills like Financial Accounting, Project Accounting, Financial Analysis, Business Administration, Business Strategy, Finance, Microsoft Project, Contabilidad, Microsoft Office, Microsoft Excel, Data Analysis, Visual Basic.
Who are Daniel Ortiz's colleagues?
Daniel Ortiz's colleagues are Stephanie Phares, Nelly Tarazona, Kelly Bogenschutz, Julia Martin Del Campo, Xiuwen Q., Trevor To, Cameron Lee.
Not the Daniel Ortiz you were looking for?
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Daniel Ortiz Alvarez
San José -
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Daniel Ortiz Calderón
San Jose, Costa Rica -
Jorge Daniel Varela Ortiz
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