Sergio Rochac Email & Phone Number

Rockville, Md, Us

Falls Church, Virginia, United States

Greater Philadelphia Area

Leadership and Strategic Analysis• Established financial structure, developing and managing budgets, creating departments, clarifying strategy, and improving resource allocation. • Managed all staff, led team meetings, assigned employee client portfolios, and oversaw IT, marketing, internal accounting, and administrative functions resulting in an effective team structure.• Led strategic recruitment, marketing, cybersecurity initiatives, and interdepartmental projects, improving effectiveness and updating company standards, processes, and responsibilities.• Built and maintained corporate dashboard to support P&L management with revenue and expense metrics, actual to budget and forecast data, and employee bandwidth and performance KPI’s.• Performed qualitative and quantitative analyses using data from Karbon CRM to create individual client analyses leading to improved forward planning.Business Performance and Process Improvement• Evaluated workflows, procedures, policies, and practices identifying areas of improvement and recommending business transformation opportunities increasing profitability and reducing labor costs.• Developed revenue models to analyze profit margin by customer and employee and conducted monthly audit to ensure accuracy of revenue and expenses. • Prepared monthly financial, operational, and management reports, including variance, labor, productivity reports, and managed company KPI’s leading to clarity of business operations and direction. Stakeholder Engagement and Team Building• Transformed business culture by developing employee benefits packages and performance/feedback frameworks resulting in increased retention, morale, and efficiency. • Collaborated with marketing and technology teams to develop new website and onboard Karbon CRM solution.

Arlington County, Virginia, United States

Management and Process Improvement• Managed 20-30 audits yearly, analyzing financial documents, interpreting business activities, and correcting methodologies to address discrepancies and results.• Developed audit strategy by vetting audit candidates, forecasting audit-generated revenue, and improving processes and guidelines to enhance audit investigations, increasing closing rates each year.• Improved standard audit excel template, reducing errors and making it easier to distinguish flagged information for peer review.Researched and assessed property taxes utilizing county databases, Virginia DMV, Accurint, and other jurisdictions to ensure a correct assessment of tax. Customer Service and Training• Supported customer appeals of complex audits by clarifying results, explaining discrepancies and requirements, creating a path to resolution.• Assisted Spanish-speaking customers with business tax compliance inquiries and requests, clarifying expectations of tax responsibilities, liabilities, and becoming their point of contact.• Trained new audit staff by reviewing calculations and methodologies, assigning audits of various business types and complexities, and coaching through customer meetings.

Arlington County, Virginia, United States

Arlington County, Virginia, United States

Master Of Science (M.S.), Accounting And Financial Management

B.S., Financial Economics

Activities and Societies: Men's Club Soccer