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Financial Analyst

Accounting & Finance

Accomplished financial and business analyst; analytical, detail-oriented, and team player with extensive experience obtaining and utilizing data to build comprehensive forecasting models and ad-hoc performance reports presented to owners or senior management for decision making. Possess strong understanding of accounting, analytics, and investments. Also skillful in project management, cost savings, and performance improvements. Self-starter eager to learn and master the tasks and tools needed to excel in each position. CPA candidate; skilled communicator; and computer savvy in SAP, QuickBooks, Tax Software, Web Intelligence, Business Objects, Dataquick, MS Excel, MS Word, and MS PowerPoint. Bilingual in English and Spanish.

- 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.

Accounting Tutor

- 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.

Tax Preparer

- 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.

Administrative Assistance

- 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.

Expert in Analysis of Locations of Payphones

- 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.

Expert in Analysis of The Traffic, Profit, and Elasticity

Find out detailed information about Otto Davila, Financial Analyst in Los Angeles, CA

Otto Davila: Financial Analyst in Los Angeles, CA

Otto Davila

East Los Angeles College

Pontifical Catholic University of Peru