Alberto Trejo
Cornelia
Summary
Dynamic CFO with a proven track record at Peanut Body LLC, specializing in strategic financial planning and cash flow management. Successfully reduced operational costs by implementing innovative financial processes, enhancing profitability and driving revenue growth.
A strong leader committed to mentoring teams and fostering client engagement for sustainable business success.
Strategic finance leader with robust experience in corporate financial management and strategic planning. Strong focus on team collaboration, driving financial performance, and adapting to changing business needs.
Expertise in financial analysis, budgeting, risk management, and compliance. Known for reliability and achieving significant results through effective leadership and strategic decision-making.
Experienced with optimizing operational workflows and driving efficiency improvements. Utilizes strategic planning to align company goals with operational capabilities. Track record of managing cross-functional teams to achieve targeted outcomes.
Diligent Manager with strong background in overseeing daily operations and ensuring optimal efficiency. Proven ability to streamline processes and enhance productivity through effective leadership. Demonstrated expertise in team management and strategic planning.
Experienced with team management and leadership. Utilizes effective communication to motivate and guide teams. Track record of implementing strategies that enhance team performance and productivity.
Professional leader prepared for this role. Proven ability to guide teams towards achieving objectives and enhancing productivity. Reliable and adaptable, fosters collaborative environment. Known for strategic planning and conflict resolution.
Knowledgeable with solid background in coordinating logistics marine operations. Proven track record of optimizing supply chain processes and ensuring timely delivery of goods while maintaining cost efficiency.
Professional worker with strong experience in logistics and marine operations. Skilled in efficiently loading and unloading goods, ensuring accurate inventory management, and maintaining safe work environment. Dependable team player known for adaptability and focus on meeting goals. Possesses strong physical stamina, attention to detail, and ability to work under pressure.
Overview
14
14
years of professional experience
1
1
Certification
Work History
CFO
Peanut Body LLC
08.2022 - Current
- Oversaw budgets, payroll, and accounts payable and receivable.
- Reduced operational costs by identifying areas for improvement and implementing cost-saving measures across various departments.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
- Spearheaded the implementation of a new financial reporting system, resulting in more accurate and timely data for decision-making purposes.
- Managed relationships with external auditors, ensuring a smooth and efficient annual audit process with minimal findings or issues identified.
- Oversaw the preparation and submission of all tax filings, mitigating potential risks associated with noncompliance.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Mentored finance team members, fostering a culture of professional growth and skill development within the department.
- Enhanced cash flow management through the development of robust forecasting models, ensuring optimal liquidity for business operations.
- Evaluated investment opportunities diligently, contributing to informed decisions regarding potential projects and their expected returns.
- Drove revenue growth by developing pricing strategies that maximized both sales volume and profitability.
- Negotiated favorable terms with vendors and suppliers, achieving significant savings on procurement expenses.
- Streamlined financial processes by implementing automation and reducing manual tasks, leading to increased efficiency and accuracy.
- Presented financial results to board members and investors during quarterly meetings, maintaining transparency in communication regarding company performance.
- Refined internal control procedures, strengthening the overall integrity of financial data captured within the system.
- Collaborated cross-functionally with other departments to drive process improvements that positively impacted bottom-line results.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Oversaw business-wide changes to modernize procedures and organization.
- Analyzed industry trends and tracked competitor activities to inform decision making.
General Manager
Trejo and Sons Equipment Corp
09.2017 - 12.2021
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Formulated policies and procedures to streamline operations.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Implemented effective cost-saving measures to reduce overhead expenses without compromising quality or service.
- Implemented robust inventory management systems to optimize stock levels and minimize waste/costs associated with excess product storage.
- Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.
- Accelerated digital transformation by overseeing adoption of cloud-based solutions, improving data accessibility and security.
- Cultivated strategic partnerships with industry leaders, enhancing brand credibility and access to new customer segments.
- Improved operational efficiency by streamlining workflow processes and adopting cutting-edge technology.
- Boosted employee retention by developing comprehensive benefits package and fostering positive work environment.
- Reduced time to market for new products by optimizing development processes and enhancing cross-functional team collaboration.
- Enhanced customer satisfaction with introduction of customer feedback system, leading to service improvements and repeat business.
- Spearheaded development of new market strategy, significantly enhancing brand recognition and customer base with innovative advertising campaigns.
- Enhanced team collaboration and communication by introducing new project management tool, leading to more efficient project completions.
- Implemented sustainability initiative, reducing energy consumption and waste, and promoting eco-friendly practices.
- Led team to exceed sales targets, implementing motivational incentives and comprehensive training programs.
- Oversaw successful launch of new product lines, coordinating between departments to ensure unified approach and timely delivery.
- Addressed customer complaints and feedback with immediate action, turning dissatisfied customers into loyal patrons.
- Negotiated with suppliers to secure better pricing, reducing operational costs while maintaining product quality.
- Optimized supply chain logistics, ensuring timely delivery of products and significantly reducing transportation costs.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Assisted in recruiting, hiring and training of team members.
- Trained and guided team members to maintain high productivity and performance metrics.
- Interacted well with customers to build connections and nurture relationships.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Reported issues to higher management with great detail.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
Team Leader
Kubota Manufacturing of America
02.2013 - 09.2017
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
- Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
- Mentored junior staff members, helping them develop their leadership potential and advance in their careers.
- Provided ongoing support to direct reports, addressing concerns or questions promptly so they could remain focused on their tasks.
- Assisted in recruitment to build team of top performers.
- Coordinated resources effectively to meet project deadlines and achieve desired results.
- Facilitated decision-making processes within group through open dialogue and consensus-building techniques.
- Promoted culture of continuous improvement by encouraging feedback from all organizational levels and implementing actionable changes.
- Led cross-functional teams to execute projects on time, within budget, and with high-quality outcomes.
- Led by example, demonstrating commitment and professionalism that inspired team members to excel.
- Oversaw quality control measures, maintaining high standards for all project outputs.
- Developed risk management plans, minimizing potential project disruptions and ensuring timely delivery.
- Facilitated culture of continuous improvement, encouraging feedback and innovative solutions from all team members.
- Enhanced communication strategies, ensuring clear and timely information exchange within team and with clients.
- Enhanced team productivity by implementing efficient task delegation and regular performance evaluations.
- Improved operational workflows, enabling team to handle increased workloads without compromising quality.
- Motivated team members to surpass their targets, recognizing and rewarding their achievements.
- Fostered positive work environment, resulting in decreased employee turnover and increased team cohesion.
- Streamlined internal processes, reducing project completion times and increasing overall efficiency.
- Implemented comprehensive reporting system to track team performance and identify areas for improvement.
- Developed and executed training programs that significantly improved team skills and morale.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Conducted regular reviews of operations and identified areas for improvement.
- Educated staff on organizational mission and goals to help employees achieve success.
- Collected, arranged, and input information into database system.
- Developed effective improvement plans in alignment with goals and specifications.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Frequently inspected production area to verify proper equipment operation.
- Maintained database systems to track and analyze operational data.
- Generated reports detailing findings and recommendations.
- Created and managed project plans, timelines and budgets.
General Manager
PT Auto Sales LLC
01.2011 - 02.2013
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Developed and implemented strategies to increase sales and profitability.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Managed budget development, forecasting, and financial reporting processes to track progress towards organizational objectives accurately.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
- Formulated policies and procedures to streamline operations.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Implemented effective cost-saving measures to reduce overhead expenses without compromising quality or service.
- Managed budget implementations, employee evaluations, and contract details.
- Increased overall company efficiency by streamlining operations and implementing innovative managerial strategies.
- Implemented robust inventory management systems to optimize stock levels and minimize waste/costs associated with excess product storage.
- Analyzed market trends/data to identify potential opportunities for business growth within existing or emerging markets successfully.
- Accelerated digital transformation by overseeing adoption of cloud-based solutions, improving data accessibility and security.
- Boosted employee retention by developing comprehensive benefits package and fostering positive work environment.
- Reduced time to market for new products by optimizing development processes and enhancing cross-functional team collaboration.
- Led team to exceed sales targets, implementing motivational incentives and comprehensive training programs.
- Negotiated with suppliers to secure better pricing, reducing operational costs while maintaining product quality.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Assisted in recruiting, hiring and training of team members.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Supervised creation of exciting merchandise displays to catch attention of store customers.
Education
Superior University Technic - T.S.U Navigation And Operation Marines
Universidad Nacional Experimental Maritima Del Car
Catia La Mar, Venezuela09-2003
Skills
- Cash flow management
- Financial process improvement
- Financial strategy development
- Risk management proficiency
- Strategic financial planning
- Debt financing expertise
- Financial management
- Budget planning
- Business planning
- Management team leadership
- Client engagement
- Working capital management
- Sales growth
- New business development
- Operations management
- Staff development
- Logistics management
- Employee motivation
- Inventory management
- Teamwork and collaboration
- Problem-solving
- Attention to detail
- Loading efficiency
- Shipping and receiving
- Shipment processing
- Logistics analysis
- Customer service
- Shipment coordination
- Shipment tracking
Accomplishments
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of 50+ staff members.
- Increased daily productivity up to 5% for manufacturing line at Kubota Manufacturing of America.
- Optimized marketing and customer loyalty
Certification
- Certified Information Systems Security Professional (CISSP) – International Information System Security Certification Consortium.
- First Aid, CPR, and AED Instructor Certification – American Red Cross or American Heart Association.
- Hazardous Waste Operations and Emergency Response Standard (HAZWOPER) Certification – Occupational Safety and Health Administration approved providers.
- First aid assistance.
- Fire Extinguisher.
- Personal safety and Social Responsibilities.
- Personal Survival at Sea
Languages
English
Full Professional
Spanish
Native or Bilingual
Portuguese
Professional Working
Timeline
CFO
Peanut Body LLC
08.2022 - Current
General Manager
Trejo and Sons Equipment Corp
09.2017 - 12.2021
Team Leader
Kubota Manufacturing of America
02.2013 - 09.2017
General Manager
PT Auto Sales LLC
01.2011 - 02.2013
Superior University Technic - T.S.U Navigation And Operation Marines
Universidad Nacional Experimental Maritima Del Car
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