Manuel Munoz: in Irvine, CA

Generated client invoices, vendor PO's, and bills associated with professional services engagements. Performed ongoing revenue recognition as delivery is performed. Completed any financial adjustment, correction and reconciliation of financials. Provided proper handoff to the Client Service Center for project resource assignment. Performed data clean-up and ongoing maintenance efforts focused around project data integrity and recouping of unrecognized revenue.

Developed new accounts and grow existing customer sales in assigned territory. Visited existing and potential customers. Provided customer service by addressing customer concerns and identifying customer needs. Offered the benefits of the company to prospective customers. Developed and delivered sales presentations. Maintained records of site visits and customer contacts. Helped track customer orders by communicating with suppliers and logging information into the database. Check competitor prices on items to help determine our selling price. Increased the customer base by maintaining relationships with existing customers and by developing new relationships with small business owners.

Supported the execution of tactical marketing activities (trade, brand, digital). Worked together with the commercial team to understand market movements in order to support growth strategies. Led brand or geographic market research. Collected and analyzed data on target market sectors, industries, and economic conditions periodically. Researched market conditions and identify potential factors affecting investment. Monitored and updated media content (online and offline) for brands in specific geographies. Managed Marketing department budget. Maintained and organized the literature inventory for customer and agencies, reduced waiting time by 10%.

Oversaw financial and operational data and KPIs to measure and compare the efficiency and profitability of partners. Supported month and quarterly end close process and ensured the accuracy of KPIs and financial information. Performed valuation on business investments (ongoing and as requested) Developed, performed and managed all aspects of KPIs, cost benefit analysis and financial planning Developed and maintained comprehensive and summary reports to support new acquisitions and business development. Supported the management team and the finance team in developing annual operating budgets. Streamlined month end close process, improved its accuracy, and reduced time of process by 15%.

Prepared financial reports, schedules and exhibits according to the company reporting requirements to support the accounting, treasury and business development departments. Oversaw budget and forecast process and tracked expenses and revenues to analyze variance between actual vs. budget and forecast. Proactively identified issues and opportunities to improve business performance. Supported external auditors in completion of annual financial audits. Improved forecasting accuracy and reduced time spent processing by 20%. Recommended to evaluate profit and cost efficiency and developed a culture of cost awareness at all business levels. Selected to provide training and oversee the process of importing data into Hyperion.

Assisted the Cash Manager with cash administration, liquidation reports, and cash management issues. Prepared cash over and short reports and analyzed daily cash flows and closing entries to ensure accuracy. Oversaw all online banking services and bank fees. Automatized the daily cash and credit card closing; reduced time spent processing by 75%.