Gerardo Botello, MBA

Experience

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  La Favorita Foods

  Jan 1998 - Jan 2002

  Manager Financial Planning Analysis

  Closed and prepared monthly financial statements and cost reports. Performed monthly account reconciliations and monitored general ledger transactions. Reconciled general ledger accounts and sales reports with available inventory and production orders. Worked in collaboration with external CPA firm to ensure accuracy and integrity of financial information in support of overall business objectives. Saved more than 40% in annual material costs by hedging on wheat prices, shielding the company from wheat price increases. Provided owners with analysis that showed how a simple modification to existing equipment could increase production output by 35% while increasing labor inputs by only 10%. Show less

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  La Ideal Foods

  Jan 1998 - Jan 2002

  Finance Manager

  Responsible for the financial management and P&L for the enterprise, directing financial management functions including development of monthly/yearly financial statements, financial forecasts, accounts payable/receivables, and budgets. Administer all financial management systems, evaluating and integrating new applications. Reviewed general ledger and made adjustments for month-end closing and settlement of inventory, in conjunction with external CPAfirm. Created and monitored business plan with cash flow projections. Provided administrative support for personnel requisitions, capital requests, and budget preparations. Show less

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  GBS Capital

  Aug 2002 - Nov 2010

  Equity Research Analyst

  Conceptualized, developed, and implemented firm’s portfolio management standards, including sell discipline approach, assuring a group review and move forward recommendations on any investment that declines over 8% from cost or recent market high. Proposed and facilitated meetings with investors to discuss investment strategies. Managed clients regarding investment strategies. Researched markets and applied relevant findings gathered from investment analyst. Gathered information about stocks, bonds, futures, options and other financial instruments. Evaluated the potential of financial instruments. Located potential clients who may be interested in selling or purchasing financial instruments. Show less

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  UPS

  Oct 2010 - Jan 2015

  Revenue Management Analyst

  Collaborated with Sales and Pricing personnel as needed to gather relevant data not included in the price quote requests. Responsible for pricing and costing of bids in order to stay competitive in the market using spreadsheet analytics generated from costing system. Maximized contribution on bids. Evaluated and analyzed customers’ shipping requests to gain a comprehensive understanding of customers’ needs and recommended UPS services. Conducted market research and made recommendations regarding pricing policies. Maintained historical pricing data on the organization and its competitors. Worked closely with account executives for developing incentive strategies. Met with the Analyst group and Senior Analyst to conduct internal training. Sent contracts to Legal for review when required to evaluate any customized contract language requested by customers. Revised contract language and structure as necessary to gain agreement between UPS and customers. Completed and submitted recommendations of a process improvement study for streamlining the Revenue Management appeal process and provided conceptual redesign of the pricing system. Show less

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  Upwork

  Jan 2013 - Jan 2015

  Freelance Business Writer

  Independently engage with diverse clients to produce web-optimized content and materials, providing research, copy writing / editing, and multimedia content development for web sites, intranet sites, social media, and e-zines. Conduct in-depth client needs and requirements analysis to ensure content alignment with client business objectives. Create engaging, highly-readable material; perform meticulous editing and proofreading. Develop SEO solutions, including keywords and description tags.

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  CRJ Management, LLC

  Jan 2015 - now

  Chief Financial Officer

   Established and cultivated the accounting department, implementing comprehensive systems, processes, and infrastructure to ensure the seamless and efficient functioning of financial operations. Spearheaded the selection and implementation of Restaurant 365 ERP, streamlining processes, enhancing data accuracy, and improving financial visibility; oversaw the sourcing, evaluation, and implementation of the new ERP tool for a group of six restaurants. Developed and executed a comprehensive financial strategy for nine restaurants, successfully aligning it with the company's overarching objectives, resulting in consistent growth and profitability by reducing food cost from 45% to 30% of revenue and labor cost from 35% to 25% of revenue. Played a pivotal role in securing financial resources and managed capital allocation for expansion, resulting in a 20% revenue increase year over year by opening two restaurants. Oversaw the implementation of cost control measures that led to a reduction in operational costs without compromising quality or customer satisfaction. Guided a menu engineering project that resulted in a 15% increase in revenue. Instituted robust internal controls and financial compliance measures, leading to flawless audits and earning the trust of investors and board members. Show less

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  QuickBooks ProAdvisors USA LLC

  Jan 2015 - May 2016

  QuickBooks Certified ProAdvisor

  Review financial statements and analyze sales revenues, costs, expenses, and tax rates for all clients. Develop detailed spreadsheets to identify trends and develop forecasts. Consolidate and analyze monthly results and budgets to prepare income statement compilations. Setup depreciation schedules on QuickBooks Fixed Asset Manager. Established new forecasting tracking and management reporting system to improve capacity utilization and accuracy. Prepares and analyzes consolidated ad hoc reporting at all levels of clients on actuals, forecasts and prior fiscal year. Analysis of weekly operating statistics. Conducts thorough research and analysis of variances to ensure data accuracy. Responsible for developing financial modeling, financial statement analysis, decision modeling, reporting and ad-hoc analysis to support strategic initiatives. Support, analyze, and assist in the preparation and review of the client’s annual operating budget including: Detailed support and analysis of the company’s revenue forecast and departmental budgets, detailed support and analysis of balance sheet forecasts and the associated cash flow forecasts. Development of presentations to help summarize budget results in a comprehensive and easy-to-understand format. Assists in the continued development of budgeting, financial forecasting, operating plan and modeling tools. Analyzes actual operating results and identifies clients key financial and operating issues to be addressed; and resolved quantifies actual results versus forecast. Show less