Carlos Miguel Gonzalez Calderon
Financial Managaer
Mexico City
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Experienced financial professional with a strong background in invoicing, payments, accounts receivable, and client onboarding. Skilled in managing invoicing processes, ensuring compliance with regulations, and streamlining workflows to enhance operational efficiency. Proven track record in tax reporting, reconciliation, and cross-functional collaboration, with expertise in financial software such as SAP, IFS, Facturify and CTMS. Strong communicator, adept at handling client issues, leading teams, and delivering accurate, timely financial reports.
Overview
7
7
years of professional experience
Work History
Financial Lead in Advertising
Uber
01.2025 - Current
- Maintain relevant systems, internal calls, and invoice log with status updates, follow-up details and any other relevant information related to Accounts Payable.
- Provide guidance to the Accounts Payable Analysts to allow them to give accurate services and responses to queries.
- Create reports and metrics to improve control of the processes and support management decisions.
- Have a weekly call to assign the tickets we are going to work in the team
- Communicate with the team to ensure awareness and understanding of policies and regulations of the company.
- Conduct regular one-on-ones with direct reports to review individual performance, the performance of their team and offer ongoing developmental coaching.
- Create a positive work environment through employee engagement; resolve employee relation issues.
- The care of the escalations
Financial Specialist
DB Schenker
01.2024 - 01.2025
- Completed control of accounts payables and receivables, including the registration of all income transactions in IFS software and Dynamics, validating payments in our accounts and sending the payment complements via emails, generating invoices in CTMS before sending them to clients.
- Validated the total amount of services to be paid, ensuring accuracy and control of monthly payments for accounts payable, and coordinating with vendors to gather payment information.
- Conducted customer analysis on trending payments, account disputes, and general account performance.
- Monitored the Collections Status, ensuring timely action and resolution of outstanding items.
- Coordinated across teams (cash applications, invoicing, disputes, D&D, sales) to ensure timely resolution of customer issues and prevent delays.
- Provided MDM support for creating new customer records.
- Executed outbound calls and other communications to customers for queries, requests, and disputes.
- Communicated with stakeholders and customers via email, telephone, and video conferences, maintaining clear and professional interactions.
- Identified risks on customer accounts and developed proactive action plans to mitigate potential issues.
- Reconciled customer accounts to ensure accurate financial records and timely payments.
- Provided justification for ICP gaps within the group and collaborated to ensure clarity and resolution.
Assistant Manager Accounts Payable
Genpact
11.2022 - 12.2023
- Followed up with customers regarding past-due payments and updated client billing information as needed.
- Generated and processed billing invoices promptly and accurately.
- Performed timely self-assessments for OTC controls, ensuring 100% control effectiveness.
- Maintained documentation for compliance reporting and audit purposes.
- Analyzed revenue by customer, service, and volume mix to support decision-making.
- Managed revenue closure and certification processes, ensuring compliance and accuracy.
- Posted tax entries related to collections in accordance with company policies.
- Trained and coached new team members, ensuring consistent adherence to best practices.
- Established and followed up on key performance indicators (KPIs) related to functional processes, ensuring cross-functional collaboration.
- Participated in testing and implementing improvement initiatives, focusing on lean and efficient processes.
- Collaborated with internal teams to streamline processes and resolve issues, ensuring smooth operations.
- Guaranteed the accurate upload of invoices to both external and internal portals for proper tracking and processing.
- Collaborated on various OTC process standardization and improvement initiatives.
- Managed data requests within the OTC domain, assessing impact, and following up on resolutions.
Financial and Invoicing Specialist
Rohlig Logistic
10.2022 - 11.2022
- Presented plans and metrics detailing payments and accounts receivable status for each client, documenting movements, and preparing invoices. Led weekly presentations highlighting issues and corresponding solutions, improving team knowledge through regular certifications.
- Validated the correct application of payments and invoice registrations, ensuring accuracy in total amounts and currency.
- Managed client onboarding by collecting and verifying documentation to ensure compliance with all necessary processes.
- Acted as the liaison between internal and external departments to ensure seamless onboarding and ensure invoicing procedures adhered to organizational policies.
- Implemented operational controls, mapping, and target-setting to streamline processes and enhance team efficiency.
- Delivered service in accordance with agreed-upon controls and procedures, ensuring a high level of service for both external and internal customers.
- Monitored metrics for invoice processes, including PO and buy-sell processes (Post GRs manually), ensuring timely and accurate entries.
- Ensured reconciliation of vendor statements, GIRIR clearing, and management of debit balances in the helpdesk area.
- Ensured payments were processed according to schedule and monitored accuracy for month-end activities.
- Delivered daily, weekly, and monthly reports on accounts payable metrics, providing timely and insightful data.
- Attended calls, led meetings, and reached agreements with clients located in various countries and regions.
SR Treasury Analyst
Nissei ASB
09.2021 - 02.2022
- Enhanced internal controls for payment processes to improve financial governance.
- Established efficient payment and collection processes, optimizing cash flow management.
- Managed invoicing processes, ensuring accuracy, compliance with Mexican taxation regulations, and timely documentation.
- Resolved invoicing issues and reconciled discrepancies using SAP.
- Maintained financial reports, records, and invoices using Microsoft Office Suite.
- Completed the migration of the payment and logistics processes, streamlining workflows and improving processing times.
- Managed bank accounts through electronic banking platforms.
- Approved accounts payable payments, ensuring accuracy and compliance with financial regulations.
- Conducted direct collection activities with clients, including the preparation of their account statements.
- Performed cost analysis to support financial decision-making.
- Applied deductions and amortizations to align with company policies and accounting standards.
- Processed payroll for commissions to team members across international locations.
- Prepared weekly reports detailing sales performance and the corresponding collection process.
PTP Accountant
Lufthansa
11.2018 - 08.2019
- Certified as Subject Matter Expert (SME) in the area of PTP accounting and invoicing processes.
- Monitored payroll for 1,300 employees, including payroll taxes and related invoicing.
- Registered monthly transactions, ensuring proper invoice management and documentation.
- Performed cleaning and reconciliation of accounting records to ensure accuracy.
- Cleared accounts, ensuring proper invoicing and financial documentation.
- Managed bank reconciliations, including clearance of bank charges and processing of 'Kassanovas' and 'Bankanovas.'
- Oversaw EDI channel processes, ensuring proper invoicing and compliance with company standards.
- Managed the registration of legal cases, vendor creation, and employee controls, ensuring invoicing compliance.
- Implemented monthly control measures and KPIs to track operational performance.
- Developed relationships with leading banks in the PTP area for smoother financial operations.
Education
Public Accounting & Finance
Universidad Tecnológica De Mexico
Industrial Engineering
Universidad Autónoma Metropolitana
Skills
SOFTWARE
Cherwell, IFS, Oracle, SAP, POWER BI, COI, CTMS, BC Dynamics, Cisco WEBEX, Facturify, Sales Force
BANK PORTALS
- Itau (Brasil)
- Bank of America (USA)
- Banamex (México)
- Monex (USA)
- MUFG (Japan)
Timeline
Financial Lead in Advertising
Uber
01.2025 - Current
Financial Specialist
DB Schenker
01.2024 - 01.2025
Assistant Manager Accounts Payable
Genpact
11.2022 - 12.2023
Financial and Invoicing Specialist
Rohlig Logistic
10.2022 - 11.2022
SR Treasury Analyst
Nissei ASB
09.2021 - 02.2022
PTP Accountant
Lufthansa
11.2018 - 08.2019
Industrial Engineering
Universidad Autónoma Metropolitana
Public Accounting & Finance
Universidad Tecnológica De Mexico
Similar Profiles
Alexander GilsonAlexander Gilson
Driver at UberDriver at Uber
Colton ForbisColton Forbis
Driver at UberDriver at Uber
Steven Lo PrestiSteven Lo Presti
Uber Partner at UberUber Partner at Uber
Charles JacksonCharles Jackson
Driver at UberDriver at Uber
Sergio RojasSergio Rojas
Vice President of Business Development at La HausVice President of Business Development at La Haus