Luis L.

Luis L. Email and Phone Number

Accounting professional specializing in data analytics, investment analysis, and wealth management. @ Self Employed Investor
Orlando, FL, US
Luis L.'s Location
Greater Orlando, United States, United States
Luis L.'s Contact Details
About Luis L.

Accountant with experience in aerospace & defense, entertainment, and information technology. SAP Business Warehouse, Oracle PeopleSoft, Oracle BI Discoverer, Oracle Hyperion, Corporate Governance, and U.S. GAAP knowledge. Professionally trained in accounting with a master's degree in Economic Crime and Forensics (ECF). As part of my diversification effort, I have completed an MBA in Business Systems and Analytics. Former member of the U.S. Navy with experience in payroll and accounting.

Luis L.'s Current Company Details
Self Employed Investor

Self Employed Investor

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Accounting professional specializing in data analytics, investment analysis, and wealth management.
Orlando, FL, US
Employees:
106
Luis L. Work Experience Details
  • Self Employed Investor
    Self Employed Investor
    Orlando, Fl, Us
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  • Self Employed Investor
    Investment Analyst
    Self Employed Investor Sep 2015 - Present
    Conducts research analysis on publicly traded companies listed on the NYSE and NASDAQ.Analyzes companies' financial performance to identify short- and long-term trends. Incorporates data analytics to evaluate trade volume, price fluctuations, and corporate action Manages an investment portfolio encompassing healthcare, energy, industrials, financials, and technology.* Manages an investment portfolio valued at over $---K with a 75% conversion rate.* Last 90 days, strategic investment strategies generated a 70% return.* Increased investment portfolio value by more than 15% in the last 3-months.
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  • Career Break
    Caregiving
    Career Break May 2017 - Apr 2024
    Spending time away from work to focus on my growing family. Completed professional development courses online for career advancement purposes.
  • Fiserv
    Senior Billing Analyst
    Fiserv Oct 2016 - May 2017
    Milwaukee, Wisconsin, Us
    Keep accurate records of projects and bill clients accurately for software products and services, including monitoring project progress and changes. Maintain proper procedures for maintaining, processing, and recognizing hardware revenues in accordance with Fiserv policies and GAAP. Determined the proper accounting treatment for recognizing revenue for software solution contracts.* Worked closely with Finance Manager to incorporate process improvements strategies that helped the department reduce labor time in processing accounting work.
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  • Hilton Grand Vacations
    Staff Accountant
    Hilton Grand Vacations Jun 2015 - Sep 2015
    Orlando, Fl, Us
    Performed full cycle of accounting activities related to the production of financial statements; including creating and posting journal entries, analyzing financial results, and writing financial narratives. Ensured that all deadlines are met and all deliverables are completed with a high-quality product. Partnered with operational departments to ensure contracts are processed effectively, for appropriate revenue recognition.Prepared balance sheet account reconciliations related to assigned area of responsibility. Ensured all schedules are completed timely and efficiently. Verified that all reconciling items are researched and resolved promptly. Processed credit card refunds. Responsible for cash over/short tracking and notifications.Processed daily income journals to the General Ledger. Worked effectively with team members within Accounting and across departments to effect changes and complete special projects required as part of company-wide goals and objectives.Identified opportunities for improvement by reviewing current processes for automation, consolidation or re-engineering. Performed ad-hoc reporting, analysis, and modeling as requested by the management.
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  • Bny Mellon
    Pricing Specialist
    Bny Mellon Dec 2014 - Feb 2015
    New York, Ny, Us
    Pricing assets for clients holding securities.Handling valuation processing, data validation, and daily file releases.Researching and validating vendor files to increase coverage.Responding to inquiries from valuation clients; research pricing exceptions and variances.Liaise with client accounting and global vendors regarding price challenges and account inquiries.Conducting security set-up and maintenance; cross-check and validate peers work on security set-up.Conducting securities research using industry market data sources. Performing data quality review and validation for client securities.
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  • Lockheed Martin
    Senior Labor And Payroll Analyst
    Lockheed Martin Mar 2013 - Sep 2013
    Bethesda, Md, Us
    Collected data, allocate costs, and prepare reports that maintain the company's labor accounting system. Ensured labor costs are allocated according to established procedures. Analyzed, researched and corrected labor accounting entries and successfully resolved discrepancies between labor and payroll under aggressive deadlines.Worked with employees, training and human resources to ensure employees are knowledgeable and compliant in labor recording. Clear suspense hours and collaborated with compliance staff to ensure processes are compliant with the time reporting policies and procedures.Communicated with managers to determine proper labor accounting treatment and resolves open time reporting issues.Reconciled general ledger accounts. Reconciled payroll costs from labor entries. Collected and processed time reports and labor-related adjustments for Lockheed Martin.Audit cost for allowability in compliance with Federal Acquisition Regulations (FAR). Reviewed and updated documented procedures to ensure adequate internal controls exist and are functioning properly.Software usedSAP ECC, Microsoft Excel, TIBCO WebFocus BIExcel Skills usedAdvanced Formulas (VLOOKUP, Array Formulas, Journal Entry Uploads into SAP)Created excel templates and workbooks to process and monitor labor cost transfers
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  • The Walt Disney Company
    Accounting Associate
    The Walt Disney Company Aug 2012 - Jan 2013
    Burbank, Ca, Us
    Supported Participant Reporting Team in processing financial data provided by the 3rd Party Operating participants and other Disney Front of House systems to determine the rents and reimbursements due on a scheduled basis, based on the terms and conditions of the agreements.Verified revenues reported by each of the 55 Participants that were part of the assigned segment portfolio from both the parks and resorts in all lines of business. Oversee receivables and subsequent dispute resolution. Completed audit and calculation of weekly and monthly rent obligations for each participant.Processed journal entries, prepared account reconciliations and assisted with ad-hoc reporting requests and projects related to the Balance Sheet and technical accounting guidance.Maintained, updated, and filed contracts for assigned portfolio participants. Required to interpret contract terms, payment considerations and establish accounts in accordance with agreed upon language and schedules.Followed aging balances with each participant to maintain receivables accounts in SAP ERP within the policies approved by the company.Processed payments and invoices of rent and operating / maintenance fees in SAP ERP according to the contract specifications for each participant within portfolio. Processing sponsorship invoices in SAP ERP related with special events, i.e., Food & Wine Festival.Identified process improvements and leads various efficiency projects. Assisted with interim and year-end PwC audit.
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  • Social Security Administration
    Legal Assistant Intern
    Social Security Administration Jun 2009 - Sep 2009
    Baltimore, Md, Us
    Provided administrative support for administrative law judges and attorneys during hearings and appeals process.Prepared legal documents for administrative review. Ensured the delivery of mail correspondence to claimants.Managed claimant's case inquiries, contacted attorneys, performed mailroom duties and document verification.Handled 20% increase in work volume. Cleaned up filing backlog. Speeded processing of important documents.
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  • Darden
    Accounting Processor
    Darden Nov 2006 - Jul 2008
    Orlando, Fl, Us
    Generated financial reports, reviewed information for accuracy, and audited financial data; including adjustments to cash, credit cards, gift cards, accounts receivable, and accounts payable transactions.Researched and corrected errors in out of balances between systems. Handled all company guests and employee invoices and processed interdepartmental charges.Prepared cash reports, credit card slips for off-site storage, and maintain up-to-date records to facilitate easy retrieval of data for research.Reconciled weekly restaurant liquor checks.Performed special audits to assist in internal controls and random audit procedures. Made and received calls with interdepartmental staff and restaurant managers.
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  • Us Navy
    Disbursing Clerk
    Us Navy Oct 1999 - Oct 2003
    Washington, Dc, Us
    Managed payroll and accounting databases to ensure proper disbursement and collection of government funds. Provided information to individual Navy members regarding their pay and entitlements.
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Luis L. Skills

Disney Administrative Assistance Defense Industry Administrative Law Variance Analysis Retrieval Planning Market Financial Data Credit Cards Cost Accounting Sales Finance Sales Data Entry Work Under Pressure Redcine X Cost Vouchers Military Leadership Workbooks Finance Tight Deadlines Data Mapping Organizing Adjudication Work Ethic Construction Fraud Claims Sap Erp Suspense Legal Formulas Treatment Organizational Structure Gl Travel Florida Tax Preparation Revenue Personal Finance Financial Statements Insurance Planning General Ledger Contractors Securities Fraud New Account Sop Analyzer Data Mining Aid Spanish Auditing Cash Management Powerpoint Monitors Attorneys Accounting Bonds Fiserv Financials Detail Oriented Crime Settlement Theme Parks Portfolio Management Expense Budgeting Team Leadership Offering Futures Reports Analytical Abilities Account Reconciliation Balance Sheet Financial Accounting Budgeting Microsoft Excel Property Microsoft Outlook Bookkeeping Cash Sales Disability Insurance Demonstration Extract Orlando Oracle Financials Sap Financial Attention To Detail Bankruptcy Documentation Research Appeals Revenue Forecasting Hearings Accounts Payable Capital Controller Payroll Sox 404 Analysis Ratings Social Security Government Accounting Fraud Detection .net Computer Forensics Cpa Sap Ad Hoc Reporting Corporate Finance Journal Entries Debt Training Manuals Query Writing Cognos Financial Modeling Month End Business Analysis Communication Detail Shops Advertising Strategic Planning Active Operations Summaries Mason Account Maintenance Macro Microsoft Access Military Personnel Gift Cards Lake Homes Credit Foreign Languages Entertainment Revenue Recognition Compensation Issues Lockheed Martin Business Alliances Gaap Project Sarbanes Oxley Act Contractual Agreements Adventure Islands Oracle Discoverer Dod Accounts Receivable Financial Audits Nbc Pricing As400 Computer Proficiency Responsibility Policies And Procedures Rapport Labor Issues Business Units Efficiencies Peoplesoft Administrative Work History Navy Lotus Notes Interfaces Web Intelligence Tax Spreadsheets Government Prevention General Ledger Maintenance Guidelines Managing Accounts Windows Vista Credentials Pivot Tables Claim Financial Services Business Objects Compliance Mutual Funds Outlook Forensic Accounting Investment Strategies Microsoft Word Content Filtering Stocks Hospitality Judges Project Accounting Internal Controls Quality Results Special Projects Asset Disputes Restaurants Financial Analysis Legal Documents Invoicing Certified Fraud Examiner Financial Transactions Aerospace Financial Reporting Civilian Sap Bw Dodd Frank Fraud Securities Whistleblower Erp/crm Databases

Luis L. Education Details

  • La Salle University
    La Salle University
    Business Systems And Analytics
  • La Salle University
    La Salle University
    Economic Crime And Forensics (Ecf)
  • University Of Central Florida
    University Of Central Florida
    Accounting
  • Valencia College
    Valencia College
    Accounting

Frequently Asked Questions about Luis L.

What company does Luis L. work for?

Luis L. works for Self Employed Investor

What is Luis L.'s role at the current company?

Luis L.'s current role is Accounting professional specializing in data analytics, investment analysis, and wealth management..

What is Luis L.'s email address?

Luis L.'s email address is li****@****ail.com

What is Luis L.'s direct phone number?

Luis L.'s direct phone number is +140736*****

What schools did Luis L. attend?

Luis L. attended La Salle University, La Salle University, University Of Central Florida, Valencia College.

What are some of Luis L.'s interests?

Luis L. has interest in Social Services, Children, Political Science, Professional Certifications, Economic Empowerment, Politics, Research And Development Strategies, Electronics, Environment, Education.

What skills is Luis L. known for?

Luis L. has skills like Disney, Administrative Assistance, Defense Industry, Administrative Law, Variance Analysis, Retrieval, Planning, Market, Financial Data, Credit Cards, Cost Accounting, Sales Finance.

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