Otto Davila: Financial Analyst in Los Angeles, CA

- Developed and explained forecasting models to assess value of targeted businesses and real estate properties to support acquisition decisions. - Prepared and presented financial reports to owners. - Analyzed financial statements to recommend business performance optimization or cost reduction. - Managed accounting duties to maintain five companies’ books on a periodic basis including account receivables/payables, bank reconciliations, and payroll. - Enforced commercial lease agreements with tenants to collect unapplied rent increases, CAM charges, or apply another lease provision. - Prepared AD-HOC reports or analyses as requested by owners.

- Tutored students to enhance their understanding of complex (GAAP) accounting concepts to improve academic performance. - Assisted students with homework problems and projects. - Prepared each student’s progress journal after tutoring sessions.

- Prepared individual federal and state income tax returns maximizing (minimizing) customers’ tax refunds (tax liabilities) in compliance with current tax law. - Reviewed past tax returns and filed amended tax returns to get unclaimed tax refunds. - Answered client’s queries regarding tax codes and appropriate deductions. - Contacted the IRS to address customers’ issues and inquiries when needed.

- Assisted with bookkeeping duties. - Prepared clients’ profit and loss as part of their loan modification package. - Identified potential clients through analytical procedures to offer loan modification or short sales programs. - Followed up on loan modification case status with servicer on a weekly basis.

- Managed and organized team to manage higher workload of analysis of locations to sale payphones requested by the sales supervision. - Worked within cross-functional teams to sell and install wireless indoor payphones in remote locations to comply with telecom concession contract and avoid penalties. - Coordinated with and requested from supplier demanded quality on the Geographic Information System (GIS) project. - Gathered data from diverse sources and designed methodology to identify promoters of improperly used residential phone-lines as payphones. - Managed databases of improperly used phone-lines in order to formalize them and mitigate loss on business unit income.

- Designed pricing studies of payphone local distance tariffs, and calculated payphone access charges. - Collaborated with the Controller to price the tariffs on residential phone lines involving supplementary and added-value services to comply with regulation-demands. - Collected data of traffic and analyzed promotional local and long-distance tariff from payphones offered to the public. - Forecasted and analyzed new business models to create new telecom retailer. - Prepared financial forecasts and economic analysis reports of investment projects in order to seek approval from the investment committee. - Managed, controlled, and supported collective payphone cost and traffic related reports dedicated to the Regulator to centralize the information and prevent potential issues. - Had key roll on auditing procedures by the regulator in coordination with company’s regulatory department.