Manny Ortega, Mba, Cgma, Cpa Email and Phone Number
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A passionate and relentless trilingual finance leader with vast experience of nearly 22 years in Finance and Accounting; a professional who performs beyond expectations in any multinational environment. My track record shows I am adept at managing all phases of the financial reporting process through proven leadership, which helps drive growth through strategic decision making. I am a top performer with a consistent track record of exceeding established goals and customers’ expectations. I’m an effective entrepreneurial team player with polished leadership, managerial, technical, interpersonal, verbal, written, and presentation skills.I am a visionary in setting business plans and programs and executing them with best results, this is just a few of my practical skill sets. I am also multi-faceted and skilled in aligning strategic initiatives with corporate targets, across revenue generations, cost control, financial reporting, staff development, and employee engagement. My success is visible from the results that I have achieved as an employee, executive officer, and business consultant. My proven track record of developing and nurturing strategic partnerships with the CFO/CEO and executive management in implementing process improvements needed to create efficiencies is extensive. Highly experienced in building, managing, and team leadership which makes for successful operational execution of projects.If you find my profile exciting and matching your needs, or interested in learning more about my background and experience, please contact me via LinkedIn or email me at ortegany@aol.com.CORE COMPETENCIES AND AREAS OF EXPERTISE: - Risk Management - Budgeting and Forecasting - Analytical Mindset - Project Management - Process Improvement - ERP Implementation/Support - Financial Reporting - US GAAP & IFRS Accounting -Global Operations - Compliance - People Management - Results Driven - Stakeholder Relations - Cost Reduction and Avoidance - Compliance, Audits US GAAP & IFRS
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International ControllerKoreUnited States
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Senior ConsultantRgp Sep 2019 - PresentIrvine, Ca, Us• Manage the creation of SOPs for the AP/AR/Billing, department for KORE Wireless.• Support the quarterly financial reporting package build up to be shared with the board of directors of TransAmerica.• Improved and streamlined the month/quarter budget to actual variance analysis and reporting. -
Corporate Financial ControllerYf Fc Apr 2021 - May 2023• Manage the financial, treasury, compliance, and business operations department of the company.• Implemented a Performance Reporting matrix/dashboard and P&L management.• Budget and Forecast processing for the region and individual operations.• Improved and streamlined the month/quarter/year end and external audit process.
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2Nd Vp & Latam ControllerOhio National Financial Services - Insurance Company Jan 2015 - Sep 2019• Completed the establishment of a Shared Service Center for the LATAM region, this led to the creation of a team focused on foreign (Chile, Brazil, Peru, Netherlands) financial reporting and treasury operations.• Reorganized the accounting & financial reporting department in Chile, Peru, and Brazil to streamline the close and financial reporting process, reducing closing time from 12 to 8 days including analytics.• Board of directors and various committees (Investments, Risk, Audit) member of foreign entities.Key Accomplishments Lead implementation of continuous improvement and internal risk control matrix implementation. Led the establishment of US GAAP and IFRS reporting, analytics, & US GAAP audit process. Implemented a Performance Reporting matrix (KPI’s) in partnership with the actuarial department. Lead the accounting position papers research; accounting memos on FASB pronouncements. Budget and Forecast processing for the region and individual foreign operations.
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ControllerState Trust Life Insurance Co. Jan 2013 - Jul 2014• Managed the financial, treasury, compliance, and business operations department of the company.• Responsible for KPI’s, presentation of financial statements, and executive reports to CEO.• Implemented “operation excellence” program which reduced reporting time by 30%.• Led the Accounting and Disbursement policies creation and implementation.
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Manager Global Financial ReportingThe Depository Trust & Clearing Corporation (Dtcc) Feb 2011 - Mar 2013Jersey City, Nj, Us• Manage the international financial/accounting and reporting department (staff of 12 accountants in 5 countries). • Responsible for the accounting close and financial regulatory reporting• Coordination with the Tax, Treasury, AR/AP departments for accurate delivery and information sharing. • Responsible for the creation and maintenance of the accounting policies and procedures of the department.• Supervise the outsourcing of accounting and reporting services, including taxes and statutory requirements -
International ControllerAvi-Spl Dec 2008 - Feb 2011Tampa, Fl, Us• Manage all the international financial operations; established the needed banking (treasury), and legal support.• Provided expertise for the international monthly/quarterly financial consolidation.• Developed accounting policy and procedures to be applied across all foreign entities.• Established revenue recognition policies, which were approved by external auditors and risk management• Established international subsidiaries/branches in seven countries, within planned time frame and under budget. • Implemented US GAAP accounting standards for monthly/quarterly reporting. -
Manager Global Finance SupportMetlife Nov 2005 - Dec 2008New York, Ny, Us• Oversaw the implementation, testing, and go-live phases of the finance platform for the company’s international operations. Supported the financial reporting in production environment.• Supervised the establishment of operational metrics / targets for headcount and operational expenses, created to track and implement best practices in the use of available resources; this reduced about $300k in costs.• Led the review of month-end accounting close, 10Q & 10K reporting.• Led the implementation of new accounting system for the European financial reporting of monthly/quarterly information.• Produced the company’s European operations consolidated financial information under local and US GAAP standards.• Spearheaded and led the implementation of the company’s accounting policies and procedures for the European operations, which reduced the go-live of Europe’s regional operations.• Implemented application of insurance accounting principles for revenue recognition, expenses capitalization, and other US GAAP & IFRS accounting standards, for the various insurance products (FAS 60, FAS, 97). -
Manager Of Global FinanceMetlife 2005 - 2008New York, Ny, Us
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Director Of FinanceNew York Life Insurance Company Jan 2000 - Nov 2005New York, New York, Us• Organized and conducted Financial, Operational & Managerial audits of 29 subsidiaries in the Pacific area.• Directed the establishment of trend analysis, strategic forecast of expenses and revenue tools for business reports, key to business manager and senior officers.• Identified and executed initiatives through segmentation to measure performance of individual agencies / partners. This initiative led to an increase in revenue of about 12% YoY.• Directed the financial and reporting process for the international operations, including conversion from local statutory standards to US GAAP compliant, as well as FX (foreign currency) translations.• Created and led the implementation of a financial reporting package known as “Performance Report” for all international operations; this tool help with the FX translation and US GAAP conversion, reducing closing time by 2 days.• Provided guidance and prepared monthly/quarterly/annual consolidations and analytics of financial statements and KPI’s, for the Asia and Latin America operations.• Promoted to Director of Finance after 18 months as Senior Accountant.
Manny Ortega, Mba, Cgma, Cpa Skills
Manny Ortega, Mba, Cgma, Cpa Education Details
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University Of TampaInternational Finance -
Baruch CollegeAccounting
Frequently Asked Questions about Manny Ortega, Mba, Cgma, Cpa
What company does Manny Ortega, Mba, Cgma, Cpa work for?
Manny Ortega, Mba, Cgma, Cpa works for Kore
What is Manny Ortega, Mba, Cgma, Cpa's role at the current company?
Manny Ortega, Mba, Cgma, Cpa's current role is International Controller.
What is Manny Ortega, Mba, Cgma, Cpa's email address?
Manny Ortega, Mba, Cgma, Cpa's email address is or****@****aol.com
What is Manny Ortega, Mba, Cgma, Cpa's direct phone number?
Manny Ortega, Mba, Cgma, Cpa's direct phone number is +181331*****
What schools did Manny Ortega, Mba, Cgma, Cpa attend?
Manny Ortega, Mba, Cgma, Cpa attended University Of Tampa, Baruch College.
What are some of Manny Ortega, Mba, Cgma, Cpa's interests?
Manny Ortega, Mba, Cgma, Cpa has interest in Economic Empowerment, Civil Rights And Social Action, Education, Environment, Science And Technology, Human Rights.
What skills is Manny Ortega, Mba, Cgma, Cpa known for?
Manny Ortega, Mba, Cgma, Cpa has skills like Accounting, Financial Reporting, Financial Analysis, Sarbanes Oxley Act, Sec Filings, Gaap, Variance Analysis, Financial Accounting, General Ledger, Internal Controls, Cash Management, Managerial Finance.
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