Karla M. Toledo
San Pedro
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Partner
Timeless Brands SA De CV
San Pedro Garza Garcia, NL
06.2022 - 04.2024
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Develop, coordinate, and execute thematic projects in the food industry with global brands such as Sanrio, Mattel, and Hasbro.
Finance Manager
Capita Works LLC
Remote
03.2020 - 04.2021
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Reviewed documentation and identified financial discrepancies where applicable.
- Mentored junior finance staff, fostering professional development and strong team dynamics.
Independent Consultant
Owner
Tijuana
04.2014 - 01.2020
- Handled confidential customer business and operational information.
- Managed multiple projects concurrently, ensuring timely delivery and high-quality results.
- Assisted clients in identifying new market opportunities, leading to successful expansion efforts.
- Consulting for a construction company.
Finance Manager
Gass International LLC
Remote
01.2009 - 04.2014
- Reviewed documentation and identified financial discrepancies where applicable.
- Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Finance Director
Hospital Angeles De Tijuana SA De CV
Tijuana B.C.
11.2005 - 08.2013
- Assisted with recruiting, interviewing, and hiring new department employees.
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial healthy.
- Mentored junior finance team members, fostering a culture of continuous learning and professional development within the department.
- Successfully managed multiple audits, ensuring accurate financial information was presented to external parties without discrepancies or delays.
- Established and enforced controls on revenue and expenses.
Staff Tax Accountant
Deloitte
Tijuana, B.C.
01.2004 - 11.2005
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Audited client financial records to determine tax liability.
- Performed analysis on inventory, accounts receivable and accounts payable balance sheet accounts.
Education
MBA - Finance
Cetys Universidad
Tijuana, BC09.2011
Tax - Taxation
Universidad Autonoma De BC
Tijuana06.2011
CPA - Accounting And Business Management
Universidad Autonoma De BC
Tijuana08.2005
Skills
- Customer Relationship Building
- Marketing
- Performance Analysis
- Knowledgeable in Quickbooks and SAP Accointing Systems
- Critical Thinking
- Prioritizing and Planning
- Proactive and Focused
- Financial reporting and analysis
Certification
- Excel Training - Instituto Tecnologico de Estudios Superiores en Monterrey Jun 2022
- Marketing Management Johanness Kepler Universitat Linz Sep 2012
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
Partner
Timeless Brands SA De CV
06.2022 - 04.2024
Finance Manager
Capita Works LLC
03.2020 - 04.2021
Independent Consultant
Owner
04.2014 - 01.2020
Finance Manager
Gass International LLC
01.2009 - 04.2014
Finance Director
Hospital Angeles De Tijuana SA De CV
11.2005 - 08.2013
Staff Tax Accountant
Deloitte
01.2004 - 11.2005
MBA - Finance
Cetys Universidad
Tax - Taxation
Universidad Autonoma De BC
CPA - Accounting And Business Management
Universidad Autonoma De BC