Steve Velasquez Email and Phone Number
Steve Velasquez work email
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Steve Velasquez personal email
I'm excited to make LA my permanent residence and it's great to be back and get reacquainted with colleagues and I'm thrilled to hit the ground running. As you review my current career - I'm proud of my accomplishments and look forward utilizing my strengths and knowledge with your organization. I'm very much a team player, team building, mentor, strategic thinker, goal oriented, deadline driven, and dedicated to an organization. I'm an experienced professional whose knowledge affords me the opportunity to excel through financial statement preparation, P&L analysis (actual vs. budget), automation through software enhancements, accounts payable, accounts receivables, fixed assets, CUSO's, team building, cross-training, mentoring, budgeting, forecasting, profitability, auditing, internal controls, and a thorough understanding of US GAAP. Over the years I worked closely with staff to enhance workflows which compliments efficiencies through cost reductions, policy and desktop written procedures, and finally, collaboration and strong communication with all department heads to include senior management and CEO, and buy-in from associates to meet corporate goals & objectives respectfully. Also identifying areas of opportunity to increase income & reducing expenses for an acceptable ROI (corporate goals).
Skillsetgroup
View- Website:
- skillsetgroup.com
- Employees:
- 93
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SkillsetgroupPasadena, Ca, Us
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ControllerSkillsetgroup Feb 2024 - PresentSanta Ana, California, Us• Develop, analyze and present financial reports • Manage staff of three• Provide accurate, concise and insightful reporting and forecasting of the financial position of the organization• Ensure efficient and effective performance of all aspects of finance and accounting including timely month-end and year-end processing, including accounts receivable and accounts payable • Coordinate and lead the annual audit process, liaison with external auditors• Collaborate with CEO and partners on strategic initiatives and direction• Responsible for cross-training staff on all facets of the department duties and responsibilities • Manage all third-party relationships with lenders• Drive EBITDA growth as the organization looks for strategies to improve operational efficiencies and reduce costs
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Shift Team LeadBuffalo Wild Wings Apr 2023 - PresentAtlanta, Georgia, Us• Friendly and charismatic personality as greeter, cashier• Fast and accurate service with prompt follow-up with customers• Punctual, great attendance, and a team player• Supportive of management changes and implementation of directives -
Senior AuditorCarr, Riggs & Ingram Feb 2022 - Nov 2022Enterprise, Al, Us• Audit clients in New Mexico and Texas to comply with acceptable accounting standards • Address any deficiencies to GAAP (Generally Accepted Accounting Principles)• Recommend and ascertain proper guidance on revenue & expenditure recognition• Guidance with current changes to regulatory compliance -
ControllerNutmeg State Financial Credit Union May 2020 - Sep 2021Rocky Hill, Connecticut, UsManaged a staff of two for a mid-size credit union (remote) managing accounts payable, accounts receivable, fixed assets and responsible for validating the financial statements at month-end. Collaborated with the VP of accounting on high-level projects and budgeting. Also all duties adhoc. -
Project ManagerRescare Workforce Services May 2019 - Sep 2019Louisville, Ky, UsResponsible for all accounting functions, budgeting, forecasting, for a company that was extraordinary to assist people to find work. Managed a staff of one which includes accounts payable, accounts receivable, fixed assets, and closing the books each month-end. In addition, I supported the Project Director in high level duties & responsibilities for our corporate office in Kentucky. Worked with all facets of the operations (lending, HR, operations to ensure all relevant information has been received for accurate representation of the financial statements. -
Project AccountantRescare Workforce Services May 2019 - Jul 2019Louisville, Ky, Us• Direct staff of one; Responsible for month-end closing, payroll reconciliation (bi-weekly) for accuracy• Creating Journal entries (JE) for all facets of the Las Cruces branch• Responsible for budgeting and forecasting for multiple revenue streams on a monthly basis with corporate and cash flow estimates• Validating all relevant data for accuracy to ensure all entries were recorded accurately for their respective P&L statements for proper reporting to corporate headquarters • Responsible for reconciling corporate credit card charges for multiple expenditures throughout the Las Cruces facility• Liaison for internal and external audits from the State of New Mexico and corporate in Louisville, Kentucky • Responsible for managing all eligible clients for work place funds (finding alternative employment) with the policy and procedures for compliance with the State of New Mexico and government agencies• Approved all Accounts Payable invoices for proper GL coding related to expenses• Work closely with Project Director related to changes with personnel and or expenditure reductions and future planning• Other duties as assigned
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ControllerWater And Power Community Credit Union Jan 2018 - Aug 2018Los Angeles, Ca, UsTo support the vision, mission, goals, and values of the credit union by delivering high quality service, both internally and externally to members. The position is responsible for assisting the CFO in the planning, directing, organizing, and control of the financial activities of the organization. This position calls for an impressive leader to develop, implement, and maintain outstanding accounting systems, practices, controls, and procedures that conform to accounting standards and regulatory requirements. A core responsibility of the position is develop, mentor, and train the Accounting team.Key Competency Areas:Leadership and Team DevelopmentProblem Solving & AnalysisResponsivenessInitiative and MotivationProcess ImprovementsService OrientedProject ManagementResponsibilities and Duties:Oversees the daily operation of the accounting departmentStaff DevelopmentFinancial ReportingAudit Compliance (External audits - NCUA and DBOAutomate GL account reconciliations Tax ReturnsCall Report Filings (5300)Define and Implement Procurement Solutions -
Director Of AccountingFirst Entertainment Credit Union Dec 2016 - Mar 2017Los Angeles, California, UsResponsible for month-end close process, ensure accuracy of accounting entries, revenue and expense recognition, and proper capitalization of assets. Prepares and/or reviews all financial statements and reports for Management, Board of Directors, and reports for regulators, ensure all financial statements, reporting, activities that comply with Generally Accepted Accounting Principles (US GAAP) and regulatory requirements; manages the Allowance for Loan Losses (ALL) monthly analysis including associated reports for validation. Makes recommendations for performance improvements, maintains and utilize Profit Star for budget and profitability analysis, participates in the annual budget and mid-year forecast by assisting in the compilation of the operation budget for each area of the Credit Union and make recommendations based on past trend performance.Responsible for budget performance by monitoring income/expense allocation, preparing and analyzing timely monthly detailed financials and providing written and verbal insight on financial performance to the VP of Finance and SVP-CFO. Also responsible for planning and implementing changes in the accounting system. This includes evaluating the chart of accounts for better financial presentation, and oversee all internal and external audits (CPA's, NCUA, and DBO) respectively. -
Director Of General AccountingKinecta Federal Credit Union Jan 2015 - Mar 2016Manhattan Beach, Ca, UsDirected and managed a staff of eight, responsible for all facets of accounting that includes: investment activity, accounts payable, fixed assets, accounts receivable, month-end closing; for parent and three subsidiaries, income statement variance analysis, audit and approve GL account reconciliations, calculate the ALLL for troubled debt restructured loans, develop policies & desktop written procedures, cross-training, ad hoc reporting, employee development, and accruals. Work with FVP-Controller to maximize efficiencies through automation and streamline workflows. In addition, I thrive to interact with my respected business partners across the organization, and work closely with Loan Accounting and financial reporting to maximize productivity and collaboration. -
Accounting ManagerOrange County'S Credit Union Apr 2003 - Jan 2015Santa Ana, Ca, UsDirected and managed a department of four associates, responsible for the preparation of financial statements, liaison to external CPA opinion audits, writing policies & procedures, mentoring associates, implemented corporate operational projects (i.e., converted to the Federal Reserve Bank as our primary bank; business credit card initiative); assist the CFO in annual operating budget; analyze workflows and make recommendations/changes to maximize our efficiency ratio; cross-trained all associates for their personal growth and knowledge. -
CfoUsc Credit Union Mar 1989 - Aug 2002Los Angeles, Ca, UsAssisted CEO in annual operating budgets, created workflows and improved on the systems with other departments within the organization. Was the liaison to external, internal, and regulatory audits; wrote procedures and audited to ensure they were being followed; improved profitability while changing vendors and simplify to process for efficiencies, invested funds, cash management, liquidity management; Asset Liability Management (ALM).
Steve Velasquez Skills
Steve Velasquez Education Details
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University Of Phoenix, Tempe, AzConcentration In Accounting
Frequently Asked Questions about Steve Velasquez
What company does Steve Velasquez work for?
Steve Velasquez works for Skillsetgroup
What is Steve Velasquez's role at the current company?
Steve Velasquez's current role is Controller - Skillset Group, LLC.
What is Steve Velasquez's email address?
Steve Velasquez's email address is sv****@****cta.org
What schools did Steve Velasquez attend?
Steve Velasquez attended University Of Phoenix, Tempe, Az.
What are some of Steve Velasquez's interests?
Steve Velasquez has interest in Economic Empowerment, Politics, Education, Environment, Human Rights, Animal Welfare, Health.
What skills is Steve Velasquez known for?
Steve Velasquez has skills like Financial Accounting, Auditing, Operations With Corporate Projects, Policy Writing, Job Coaching, Banking, Budgets, Risk Management, Analysis, Accounting, Cash Management, Finance.
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