Iñaki Herrera
Financial Analyst
46 years old
Driving License
Cork (P51P6WY) Ireland
Professional Status
Employed
Available
About Me
Able to respond flexibly and empathetically to customer needs, managing their expectations effectively. Strong interpersonal skills, written and oral communication skills. Accuracy and attention to detail. High learning agility. Proactive, analytical and pragmatic approach to problem solving. Able to work under pressure, excels whilst working in challenging and demanding fast paced environments who is motivated by deadlines, targets and time scales juggling short deadlines, multiple priorities and concern for maintaining standards. Good time management skills. Effective prioritization showing ability to be flexible whilst meeting customer needs and managing their expectations. Able to respond to and anticipate customer needs. A proven team player, with the ability to work on own initiative. Continually displays high levels of energy and an impeccable work ethic and attitude
O2C/ Account Receivable Analyst
Eli Lilly
January 2016
to November 2018
Cork
Ireland
- Active use of SAP on my daily basis
- Monthly preparation of aged debt management reports of public and private debt: extensive review, analysis and presentation
- Execute sales order credit release
- Public debt management and collection. Liaising and working with the different hospitals and public state.
- Analyse customer ageing through FSCM in order to analyse collections priorities activities such as extensive review/analysis of customer ageing.
- Contacting customers and negotiating payment plans.
- Bank Conciliation: Account investigation. Research and resolve payment discrepancies and unallocated cash. Monthly General Ledger and Sub ledger, customers’, and bank accounts reconciliations.
- Liaising and working closely with other departments located in different countries and supervising them to establish and development a teamwork plan (more than 10 people).
- Run SOX and Business controls.
- Dealing with audit requests from the internal and external auditors. Ensuring all activities are compliant with audit requirements.
- Strongly involved in implementing the processes related to Novartis acquisitions
- Master Data Management • Coordinate initiation and validation of O2C master data requests with local affiliates.
•Complete master data process changes using enablers and SAP.
•Adhere to Sarbanes Oxley (SOX) & Business control requirements & ensure adherence to Global, Regional & Local policies.
•Continuous improvement to further enhance procedures and achieve best practice.
•Serve as subject matter expert and “go to” contact for all aspects of customer master data.
•Understands, advises and reports master data implications and consequences to manager.
Accountant
NVA Asesores
April 2013
to June 2013
Temporary Work
Aviles
Spain
- -Accounting and representation customers in tax matters before the AEAT (state tax authorities)
-Advising customers in tax issues.
Accountant
Gabinete Jurídico, Tributario y Empresarial S.L.P
March 2012
to June 2012
Temporary Work
Oviedo
Spain
- -Accounting and representation customers in tax matters before the AEAT (state tax authorities)
-Advising customers in tax issues.
AdministrationTax
Gijon City Hall.
May 2011
to November 2011
Full-time
Gijon
Spain
- Checking records tax assessments in Tax Management.
- Assisting clients with tax return preparation and tax advisory matters on salary
- Carrying out the management and verification of the payment of property taxes.
Customer Adviser
Caja Rural de Asturias
January 2010
to March 2010
Temporary Work
Gijon
Spain
- Responsibility for driving Branch sales across all areas of personal banking.
- Managing daily transactions, giving advice and referring customers to the correct adviser.
- Attention to commercial banking clients, receipts and payments services
- Undertook coaching in respect of sales techniques and product knowledge.
- Information Products and financial services.
- Opening of contracts, deposit accounts, Loans and Credit, Bank Guarantees, electronic banking, and pension funds, Securities and Exchange
- Collection of taxes, fees and Social Security contributions.
- Discount Management, comfirming, Advance credit.
Senior Financial Adviser
Banesto (Santander Group)
July 2004
to June 2009
Full-time
Asturias
Spain
- • Business Development Manager Individuals and SMEs:
- Advice and sale of financial products:
o Asset products (mortgages, personal loans, lines of credit, commercial discount, leasing, rental, ...)
o Liabilities products (fixed-term deposits, pension plans, cash surplus placement, investment funds, complex savings products).
- Risk Analysis and management for individuals and SMEs. Responsible for customer dunning requirement.
- Advice and sale of financial products:
- Tax advice on banking products.
- • Marketing of basic banking products,
- opening of accounts, direct payroll and pensions, permanent receipts orders, credit and debit cards and general insurance (life, home, car, ...).
- opening of accounts, direct payroll and pensions, permanent receipts orders, credit and debit cards and general insurance (life, home, car, ...).
- Administrative direction.
- Management, development and retention of customer database. Creation of a client portfolio.
Recruitment Assistant
Consequor E.T.T
September 2003
to December 2003
Temporary Work
oviedo
Spain
- Managing the recruitment and selection function including interviewing.
- Register new employees as a Social Security affiliates (Red Winsuite System)
- Execution of contracts and preparation of final settlement of the contract.
- Management of documents in the public service: INEM, Treasury of Social Security, Ministry of Labor, Banks, Asturian Institute of Labor Risks, Mutual Accidents.
- Recruitment
Master in “Information Systems & Accounting Analysis”
University of Oviedo
September 2012
to June 2013
The purpose of the Master is to provide the ability to:
• Mastering statistical techniques commonly used in the field of management and accounting analysis
• Manage accounting, administration and advice in accounting and tax matters.
• Perform the accounting operations necessary for the regularization of balance sheets, as well as for their integration or consolidation.
• Analyze media financing, including criteria for risk and uncertainty.
• Apply financial management and control techniques,
• Prepare studies or documents of an economic, financial or accounting nature relating to the company that may have effect in any Public Administration Agency
• Mastering statistical techniques commonly used in the field of management and accounting analysis
• Manage accounting, administration and advice in accounting and tax matters.
• Perform the accounting operations necessary for the regularization of balance sheets, as well as for their integration or consolidation.
• Analyze media financing, including criteria for risk and uncertainty.
• Apply financial management and control techniques,
• Prepare studies or documents of an economic, financial or accounting nature relating to the company that may have effect in any Public Administration Agency
B.A. (Hons), Business Administration and Management
University of Oviedo
September 2009
to June 2012
Business Administration and Management, General
Master in ”Direction and Management of Human Resources”
School Of Business Management (E.A.G.E)
January 2003
to September 2003
AREA OF HUMAN RESOURCE MANAGEMENT
Description, analysis and evaluation of jobs, performance evaluation, Competency Management, Adequacy person-job, career and succession plans, training plan, Recruitment, negotiation, leadership, communication, equipment, labor conciliation and family, equal opportunities, knowledge management, emotional intelligence ....
AREA OF LABOR LAW AND SOCIAL SECURITY
Wage labor, rights and duties, collective bargaining, recruitment, payroll and social security, offenses, disabilities, deductions, sindicalempresarial representation ...).
Description, analysis and evaluation of jobs, performance evaluation, Competency Management, Adequacy person-job, career and succession plans, training plan, Recruitment, negotiation, leadership, communication, equipment, labor conciliation and family, equal opportunities, knowledge management, emotional intelligence ....
AREA OF LABOR LAW AND SOCIAL SECURITY
Wage labor, rights and duties, collective bargaining, recruitment, payroll and social security, offenses, disabilities, deductions, sindicalempresarial representation ...).
- Basic Course on Prevention of Occupational Risks
- Basic Course Quality Management
- Technical English
Major in Finance
Management Accounting Techniques 200 hours
Basic Computer 30 hours
Office Automation 120 hours
Basic Computer 30 hours
Office Automation 120 hours
Corporate internal training courses taught by Banesto. (Spanish Credit Bank)
More than 200 hours of course time in sales training, prevention of financial risks, financial advising, financial product knowledge, taxation, team work, leadership and direction of team.
More than 200 hours of course time in sales training, prevention of financial risks, financial advising, financial product knowledge, taxation, team work, leadership and direction of team.
• Course "Practical Problems of the Income tax 2011". (45 hours). 2012
• Course "Training Income Tax 2010" (42 hours). 2011
• Course "Training Income Tax 2010" (42 hours). 2011
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Retail Banking
Good
-
Financial Modeling
Advanced
-
Credit Risk
Good
-
Credit
Good
-
Banking
Advanced
-
Negotiation
Advanced
-
Business Strategy
Good
-
Tax
Advanced
-
Team Player
Advanced
-
Positive
Advanced
-
Communicator
Expert
-
Honest
Expert
-
Hard Worker
Expert
-
Word
Advanced
-
Excel
Advanced
-
Microsoft Office
Expert
-
Apple Pages
Advanced
-
Apple Numbers
Advanced
-
SAP
Good
-
SAP SOX
Good
-
Accounting Program
Good
-
Spanish
Expert
-
English
Advanced
- Gabriel García Márquez
- Mario Puzo
- George R. R. Martin
- Comic
- Martin Scorsese
- Woody Allen
- Christopher Nolan
- Francis Ford Coppola
- John Ford
- John Huston
- Jazz
- Bossa Nova
- Soul / Funk
- Flamenco
- Rock Classic
