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Iñaki Herrera

Iñaki Herrera

Financial Analyst

42 years old
Driving License
Cork (P51P6WY) Irlanda
Employed Available
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
  • 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.
  • -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.
  • 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.
  • 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.
  • • 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.
  • 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, ...).
  • 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