Luis Gustavo Moreno Ulloa
Financier And Accountant
Querétaro
Summary
Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Detail-oriented Accountant with 1+ years effectively maintaining accurate accounting information for large-scale financial organizations. History working as part of financial team to manage diverse financial functions, tax management and reporting. Works closely with executive management on complex mergers and acquisitions and divestitures.
Overview
1
1
years of professional experience
6
6
years of post-secondary education
2
2
Languages
Work History
Accountant Staff
Lazzeri Villalon
Querétaro
09.2023 - 12.2024
- Reconciled accounts and reviewed financial data, taxes, and payments.
- Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, in-voicing, cash, and banking reconciliations.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Prepared and filed tax forms to meet needs of customers.
- Handled day-to-day accounting processes to drive financial accuracy.
Staff Auditor
Deloitte
Querétaro
04.2023 - 07.2023
- Prepared audit reports and distributed to respective stakeholders.
- Evaluated company's policies to determine how well standards adhered to best practices.
- Implemented all data into spreadsheets.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Interviewed auditees to gather data needed to conduct audits.
- Executed audit phases and entered data into accounting software for analysis.
Finance Intern
Migo Foodz
Querétaro
08.2021 - 12.2021
- Tracked financial transactions to update balance sheets with accurate, current information.
- Analyzed financial data and presented meaningful insights to senior management.
- Monitored revenue, risk and capital allocations for financial transparency and balance.
- Implemented system for tracking payments on projects and contracts.
- Tracked budget forecasts and monitored budget performance.
- Delivered guidance on financial regulations and requirements.
Education
Accounting And Finances - Finance
Universidad Anáhuac
Querétaro 08.2018 - 05.2024
Skills
Calculating liabilities
Accomplishments
Started a Diploma in 2020 oriented to entrepreneurship and business leadership. In which I was vice-president of public relationships for a whole year. Due May 2024
Timeline
Accountant Staff
Lazzeri Villalon
09.2023 - 12.2024
Staff Auditor
Deloitte
04.2023 - 07.2023
Finance Intern
Migo Foodz
08.2021 - 12.2021
Accounting And Finances - Finance
Universidad Anáhuac
08.2018 - 05.2024
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