Jesus "Jesse" Romo, Cpa, Csm Email and Phone Number
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Specialize in the development of complex models using desktop tools to automate, standardize and streamline processes to address forecasting, planning, reporting, budgeting, intelligence and analysis needs with an emphasis on reducing turnaround time while ensuring accuracy.
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Sr. Manager, Data GovernanceAmerican Bureau Of Shipping (Abs) Aug 2022 - PresentSpring, Texas, Us• Design and establish an enterprise-wide modern data governance program utilizing a collaborative people-first approach to promote data security, quality, ownership, and literacy.• Activate tooling and change management to catalog our data assets and serve as the foundation for single source of truth master data record sets across the ABS group of entities. -
Financial Reporting Transformation ManagerGranite Construction Dec 2020 - Aug 2022Watsonville, California, Us• Financial Reporting Transformation management converting legacy reporting to automated SSAS solutions for faster turn around time, consistency and accuracy while utilizing PowerBI for data visualization.• Data Governance management ensuring data quality and change management to minimize risk in reporting. -
Director - Application DevelopmentAig Retirement Services Aug 2018 - Jun 2020Houston, Texas, UsDigital Transformation Project: Defined Contribution Services• Data subject matter expert and scrum team member in Agile project incorporating technical infrastructure to add Defined Benefit services to AIG’s portfolio of Defined Contribution services.• Identified and catalogued all tables and field elements in scope.• Liaised with third party vendor to synchronize data definitions across tables and systems.• Developed process flows related to data flow.• Advised technical developers as needed while working across two-week sprints and tracked in Jira.• This role was eliminated once project was completed due to reduction in force.Digital Transformation Project: Salesforce Sales Cloud Implementation• Data subject matter expert, business process expert and scrum team member in Agile development project building out Salesforce Sales Cloud.• Provided first level direct support for all executive and end users during rollout of Salesforce Lightning Sales Cloud for 150+ users across departments including sales, marketing, relationship management, pricing, consultant relations and more.• Prepared and delivered training to C-Suite, team and end users.• Managed resolution of help desk requests by accepting, facilitating, resolving and escalating during early system adoption.• Served as Salesforce System Administrator. -
Director - Data GovernanceAig Retirement Services Sep 2017 - Aug 2018Houston, Texas, Us• Developed master data dictionary using Talend Data Catalog including the framework for the identification of field elements, data stewards, processes, capabilities and terminology to establish lineage.• Inspected data for data quality issues and made recommendations for remediation.• Identified Gold Source data for ingestion to Hadoop Data Lake.• Position and department were eliminated and role was transitioned to Application Development Department. -
Director - Strategic Planning And AnalysisAig Retirement Services Oct 2013 - Sep 2017Houston, Texas, Us• Maintained cross-functional partnerships with executives and subject matter experts in operations, finance, marketing, distribution, compliance and IT to drive various high priority strategic projects and ad-hoc analyses.• Led a 5-week emergency installation of Salesforce Sales Cloud for the executive sales team and served as system administrator.• Led a comprehensive 6-month review of business processes from prospect to de-conversion by the Salesforce Integration and Transformation Center team.• Managed the disaster recovery / business continuity plan documentation project for corporate compliance.• Developed complex models and analyses to support immediate ad-hoc discovery and analysis needs. -
Director - Finance/Management ReportingAig Retirement Services May 2007 - Oct 2013Houston, Texas, Us• Transformed manual processes and created data warehouse solution in Access and Excel to standardize reporting for weekly presentation of investment net flows and analysis for 8 regional Vice Presidents, 53 districts and 2,000 financial advisors with $82B in assets under management.• Developed a custom budget allocation model for annual plan sponsor deposits and surrenders by region, district, plan sponsor and product.• Partnered with field executive management to develop scorecards and analyses for monthly performance management. -
Director - AccountingPhilip Services Corporation (Psc) Jan 2006 - May 2007Houston, Texas, Us• Managed the accounting system conversion plan from JDE World and One World to Oracle 11i (AR, AP, FA and GL).• Staffed and managed 13 accountants in newly created shared service accounting department.• Created the framework for a comprehensive accounting policy and procedure manual.• Accounted for 10 legal entities by managing the preparation of monthly financial statements, close calendar, reconciliations and post close review sessions for analysts, accountants and operation leads. -
Manager - Financial Planning And AnalysisBmc Software Nov 2004 - Jan 2006Houston, Texas, Us• Partnered with country controllers in Argentina, Brazil, Mexico and Canada to consolidate, analyze and present financial reporting in US and local currency.• Transformed existing reporting, variance analysis, forecasting and budgeting into standardized processes by developing custom Access and Excel models.• The Americas International Region and Manager position were eliminated. -
Manager - Sales AnalysisCoca-Cola Enterprises, Inc. Nov 2001 - Nov 2004Atlanta, Georgia, Us• Process owner and division team leader on Uniform Forecasting Process project that standardized forecasting of Volume, Sales, Cost of Goods Sold and Gross Profit.• Served as system administrator for newly developed forecasting application.• Developed custom sales reporting application in Access and Excel.• Developed consolidated data warehouse for budgeting, reporting and analysis.• Prepared and presented month end financial narrative, walk forward and analysis package.• Developed intranet website for report and analysis distribution. -
Financial AnalystBmc Software Sep 2000 - Oct 2001Houston, Texas, Us• Developed custom sales reporting and analysis tool using both Oracle and manual data extracts in Access and Excel to standardize and automate while reducing turnaround time.• Developed custom commissions audit model in Access to identify over and under payments in Oracle Incentive Compensation module for compensation adjustments.• Prepared and presented month end sales reporting package to executive management.• Prepared and maintained $900 million quota allocation model for teams in North America, Mexico, Argentina and Brazil. -
Finance ManagerCoca-Cola Enterprises, Inc. Mar 1998 - Sep 2000Atlanta, Georgia, Us• Prepared analysis, reporting and forecasting on income statement and balance sheet accounts.• Developed automated variance analysis models in Access and Excel reducing turnaround time.• Managed and maintained custom analysis models.• Hired as Sr. FP&A Analyst and promoted to Finance Manager.
Jesus "Jesse" Romo, Cpa, Csm Skills
Jesus "Jesse" Romo, Cpa, Csm Education Details
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University Of Houston-DowntownAccounting
Frequently Asked Questions about Jesus "Jesse" Romo, Cpa, Csm
What company does Jesus "Jesse" Romo, Cpa, Csm work for?
Jesus "Jesse" Romo, Cpa, Csm works for American Bureau Of Shipping (Abs)
What is Jesus "Jesse" Romo, Cpa, Csm's role at the current company?
Jesus "Jesse" Romo, Cpa, Csm's current role is Data Governance Leader.
What is Jesus "Jesse" Romo, Cpa, Csm's email address?
Jesus "Jesse" Romo, Cpa, Csm's email address is je****@****ail.com
What schools did Jesus "Jesse" Romo, Cpa, Csm attend?
Jesus "Jesse" Romo, Cpa, Csm attended University Of Houston-Downtown.
What skills is Jesus "Jesse" Romo, Cpa, Csm known for?
Jesus "Jesse" Romo, Cpa, Csm has skills like Financial Analysis, Accounting, Finance, Analysis, Budgets.
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