1. Roberto
J.
Tejeda
Cudahy,
WI.
53110
•
(414)366-­‐1068
•
rotejeda23@gmail.com
OBJECTIVE
To
obtain
a
position
in
the
finance
and
accounting
department
of
a
global
company
and
apply
current
skills
while
building
a
long-­‐term
business
career
and
driving
positive
results.
EDUCATION
University
of
Wisconsin
Milwaukee,
Milwaukee,
WI
2010-­‐2014
B.A.,
Business
Administration
(Finance
and
Marketing
Majors)
Milwaukee
Area
Technical
College,
Milwaukee,
WI
2004-­‐2008
Associates
Degree
in
Business
Management
EXPERIENCE
Pentair
Plc.,
Glendale,
WI
Jun
2011-­‐Present
Pentair
is
a
Fortune
500
global
leader
manufacturer.
Over
the
course
of
3
years
quickly
advanced
from
intern
to
Credit
Analyst
II
taking
on
more
responsibility,
greater
and
more
complex
portfolios
covering
4
different
business
platforms
with
a
diverse,
global
customer
base.
Credit
Analyst
II
Nov
2014
–
Present
• Take
lead
role
in
the
Credit
Line
Review
Process
for
140+
Tier
1
accounts
over
$250,000
and
submit
credit
line
recommendations
for
Upper
Management
approval
• Conduct
credit
investigations
with
an
emphasis
on
financial
statement
analysis,
review
of
D&B,
Cortera
and
other
credit
reports,
to
establish
optimal
credit
lines
and
approve
payment
terms
for
new
accounts
as
needed
• Contact
customers
to
obtain
current
financial
information,
resolve
collections
or
order
compliance
issues
and
maintain
strong
customer
relationships.
Utilize
Spanish
speaking/reading/writing
skills
in
daily
communications
• Recommend
process
improvements
to
management
and
cross
functional
teams
• Monitor
assigned
account
base
frequently
throughout
the
day
to
review
orders
for
credit
release
and
review
credit
lines
if
accounts
are
held
due
to
credit
exposure
• Build/Improve
month
end
reports
and
communicate
to
manager
and
sales
team
• Manage
collections
on
large
international
and
project
accounts
portfolio
(300+
accounts,
$19M
USD,
and
approximately
1,750
monthly
transactions)
utilizing
Get
Paid
collection
strategies
and
disputes
module.
Able
to
improve
current
AR
from
79%
to
89%
in
8
months
• Reconciled
past
due
balances
on
project
accounts
resulting
from
ERP
billing
errors
and
misapplication
of
payments
in
legacy
systems,
avoiding
bad
debt
write
offs
of
$73,000
and
bad
debt
recovery
of
$51,000
• Train
new
hires
in
credit
line
review
analysis/collections
• Mentor
summer
interns
on
company
culture
and
specifically
on
Tier
1
reviews
with
the
Credit
&
Collections
finance
major
intern
Credit
Associate
II
Sept
2013
–
Nov
2014
• While
attending
UWM
full-­‐time,
managed
$7.6M
AR
portfolio
consisting
of
230
international
customers
with
12%
or
$930K
delinquent
and
improved
it
to
2%
delinquency
or
$288K
on
a
$12.5M
portfolio
with
280
accounts
in
14
months
• Under
supervision
of
manager,
responsible
for
Tier
1
credit
line
reviews
of
97
accounts.
Created
master
spreadsheet
to
capture
multiple
accounts
and
cross
business
unit
activity.
Requested
financial
statements
from
customers
and/or
obtained
from
websites
if
public.
Analyzed
sales
data/forecasts
for
optimal
credit
lines.
Solicited
information
from
other
Pentair
GBU’s
on
shared
credit
lines

2. • Collaborated
with
sales
on
higher
risk
yet
strategic
accounts
to
maximize
sales
growth
while
mitigating
risk
• Effectively
utilized
strategy
steps
in
Get
Paid
collection
tool
to
provide
for
prompt
order
to
cash
cycle
and
adequate
protection
of
Pentair’s
investment,
while
maintaining
the
highest
level
of
customer
satisfaction
• Audited
aging
accounts
using
dispute
management
tools
for
credits,
duplicate
payments
and
residuals
errors.
Worked
with
team
members,
customer
care
and
other
departments
to
identify
root
cause
and
resolve
errors.
Contacted
customers
regarding
errors
in
payments,
refunds,
and
balances
due
• Prepared
documentation
for
offsets,
write
offs,
refunds
and
submitted
to
manager
for
approval
Credit
and
Collections
Intern
Jun
2012
–
Sept
2013
• Cross
trained
with
collectors
on
Get
Paid
tool
and
earned
responsibility
for
an
international
portfolio
• Learned
how
to
analyze
financial,
credit,
banking
and
sales
data
on
customers
in
order
to
set
optimal
credit
lines
• Reconciled
neglected
AR
balances
on
international
accounts
diligently
following
up
with
customers
for
backup
and
explanations
on
short
pays,
overpays
and
cash
misapplications
from
prior
years
• Participated
in
Pentair’s
Cross
Charge
Challenge
with
a
cross
functional
team
from
remote
manufacturing
facilities.
Created,
developed
pitched
and
defended
comprehensive
fast
growth
strategy
on
$4M
business
opportunity
to
executive
management,
developed
a
complete
launch
plan
involving
strategy,
tactics,
recommended
price,
distribution,
promotion
and
stocking
levels.
Demonstrated
strong
ability
to
analyze
complex
problems
Autozone
Inc.,
Cudahy,
WI
Apr
2011
–
Sep
2012
Parts
Sales
Manager
• Controlled
inventory
within
the
store,
reconcile
registers
at
the
end
of
day,
and
manage
petty
cash
• Effectively
supervised
a
team
of
2-­‐3
employees
per
shift
and
delegate
different
activities
• Trained
new
hires
in
different
areas
needed
• Established
good
customer
relations
with
Walk-­‐in
customers
and
commercial
accounts
• Improved
in
store
sales
by
offering
product
packages
to
help
customer
perform
the
DIY
job
right
Pitney
Bowes,
Milwaukee,
WI
Jan
2009
–
Mar
2010
Quality
Control
• Reviewed
for
legibility,
correct
date,
and
postage.
Checked
for
proper
endorsement,
class
of
mail,
and
complete
address
information
to
satisfy
USPS
requirements
• Identified
customers’
mail
by
using
meter
lists
and
other
tools
Midwest
Airlines,
Oak
Creek,
WI
Jan
2008
-­‐
Jan
2009
Reservations
Sales
Representative
• Provided
exceptional
service,
and
customer
satisfaction
• Answered
calls
professionally,
assisted
customers’
inquiries,
and
effectively
handled
large
volume
of
daily
bookings
• Solved
customers’
problems
as
fast
and
accurately
as
possible
PROFESSIONAL
SKILLS
• Language:
Fluent
in
English
and
Spanish
• Computer:
Proficient
in
Microsoft
Office,
JD
Edwards,
GetPaid
software,
Nintex
workflows,
PeopleSoft
• Business:
Customer
Focused,
Critical
Thinker,
Decision
Maker,
able
to
read
and
understand
financial
statements,
Analytical,
Process
and
Lean
oriented