HAROLD SALAS
Bilingual: English and Spanish
Cell: (424) 201-9367 | Email: [email protected]@usa.com
10+ Years Experience in
Records Management Administration, Contract Administration, Financial Analyst and Billing
SUMMARY10+ years experience with Toyota Financial Services working with active and charged off commercial accounts. My experience uniquely qualifies me to excel as a Records Management Administrator.I have a proven track record in records management, having served as an interdepartmental administrator with a focus on overseeing the divisions, maintenance, and retrieval of records. My expertise includes administering and maintaining compliance with paper and electronic records management using Toyota’s Atlas Records Retention system, SAP and Access. I have also served as a subject matter expert on database programs used in our division, preparing special and recurring reports and proposals for records development plans. In addition, I have managed the preservation of records and information management programs, establishing overall direction and providing leadership in the deployment of records technology.
My other key skills also include:
Page 1 of 3PROFESSIONAL EXPERIENCENCMA LA South Bay Chapter continuing Education and other Consulting Assignments
March 2018 - Present
National Contract Management Certification - Los Angeles South Bay Chapter
►Knowledgeable of Contract and Subcontract Management and how to work it from beginning to close
out. Also knowledgeable on the economic, social, political, and business customs related to Government
Procurement that affects contracting in domestic and international environment; Concepts of contracting
and distinguish between commercial and government contracting; Familiarization with Government FAR
and DFAR, and other Governmental terms and conditions.
►Analyze approach to Government Contract negotiation; knowledge of buyer and seller rights and
obligations under Uniform Commercial Code (UCC); FAR/DFAR; Implementation of provisions and clauses.
Other consulting assignments include:
South Bay Professional Association: Computer Trainer and Coach.
Cargomatic, Long Beach, CA: Financial Analyst.
Quinn Emanuel Law Firm, LA - CA: Financial Analyst.
Digital Realty, LA - CA: Financial Analyst.
Torrance Unified School District, Torrance, CA: Computer Lecturer/Trainer and Coach: Teaching Linux OS.
Financial Investment/Collection Analyst and Technology Consultant March 2018 - Present
Financial Planning and Investment Analysis (FP&A) executive with expertise in compelling forecasts, price cost analysis, risk management, 1035 exchange, and in-house training for business development.
Toyota Financial Service (Commercial Finance), Torrance, CA and Plano, TX 10/2007 - 01/2016 Collection, Investment, Financial Sr. Analyst
· Perform lead role in negotiations with fleet lease client to resolve account issues. If no solution is obtained the account is charged off and records are collected reviewed and forwarded to outside legal counsel.
· Worked with Regional Sales Managers and client executives to address contract financing concerns as needed.
· Supervise, train, organize, and evaluate the performance of assigned staff to effectively conduct:
o Document client communication
o Analyze client accounts for balance discrepancies
o Utilize key customer service strategies to overcome account issues
o Audit client records to ensure accuracy for orderly storage or further disposition
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EDUCATION & CERTIFICATIONUniversity of California Irvine, Irvine, CA. Data Science Certification
California State University Dominguez Hills, Dominguez Hills, CA Bachelor of Arts: Communication
COMPUTER SKILLSExcel: XLOOKUPS, VLOOKUPS, macros, functions, pivot tables, and others. Applied financial experience to produce quality results in my account reviews. Analytical skills (Power BI, Tableau, KNIME and others) for market data analysis.
MS Office 365, LibreOffice and G-Suite (advanced features for all 3 suites).
SAP (ERP, BI and CRM).
ETL (Extract, Transform, Load) field mapping, aggregation, conditioning, cleansing, analyzing, and modeling to meet business requirements using Tableau, Excel, KNIME & other applications.
Established analytic and problem-solving skills used to interpret operational data and process mapping.
PROFESSIONAL AFFILIATIONNCMA (National Contract Management Association)- VP of Communications and Website Administrator (author), Board Member since 2019.
ACCOMPLISHMENTSAggressive analytics and project management took Toyota from a 25% delinquency down to a record low of 1.5%
$3M in past due balances recovered for Toyota
$50M plus in charged off balances resolved for Toyota
Proposals were submitted with cost and approved to produce a state of the art website for the
(NCMA LASB)
National Contract Management Association, Los Angeles South Bay. One of eighty chapters nationwide at https://www.ncma-lasb.org
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Bilingual: English and Spanish
Cell: (424) 201-9367 | Email: [email protected]@usa.com
10+ Years Experience in
Records Management Administration, Contract Administration, Financial Analyst and Billing
SUMMARY10+ years experience with Toyota Financial Services working with active and charged off commercial accounts. My experience uniquely qualifies me to excel as a Records Management Administrator.I have a proven track record in records management, having served as an interdepartmental administrator with a focus on overseeing the divisions, maintenance, and retrieval of records. My expertise includes administering and maintaining compliance with paper and electronic records management using Toyota’s Atlas Records Retention system, SAP and Access. I have also served as a subject matter expert on database programs used in our division, preparing special and recurring reports and proposals for records development plans. In addition, I have managed the preservation of records and information management programs, establishing overall direction and providing leadership in the deployment of records technology.
My other key skills also include:
- Litigation Analysis and Management.
- Legal Documentation Research and Analysis.
- eDiscovery Evidence and Forensic.
- Collection.
- Contract Administration.
- Complex Data Management Preservation.
- Subject matter expert on Atlas Record Retention, SAP (ERP, BI, CRM), Excel and MS Access
- Identify and resolve disputed / billing related issues.
- High proficiency with the Microsoft Office suite (Excel, Word, and PowerPoint).
- Strong quantitative skills; well-developed written and verbal communication skills.
- Gather and synthesize data for deliverables to senior staff, division heads and headquarters in Japan.
- Monitor & communicate credit & payment concerns to management.
- Submit customer refund requests, prepare, and review account adjustments, resolve customer discrepancies and short/over payments.
- Contribute to due diligence to evaluate potential managers and strategies.
- Assist Operations team with managing administrators, custodian, and auditors.
- Coordinate with head of Compliance to ensure the trusts are in compliance with the provisions of ERISA and with applicable regulations and directives of the IRS, DOL, DOD, Department of Treasury, and other regulatory agencies.
- High level of attention to detail and organization.
- Self-starter comfortable managing multiple projects at a time.
- Conducts all activity in a manner consistent with company’s business policies and procedures, including standards for business practices and ethics.
Page 1 of 3PROFESSIONAL EXPERIENCENCMA LA South Bay Chapter continuing Education and other Consulting Assignments
March 2018 - Present
National Contract Management Certification - Los Angeles South Bay Chapter
►Knowledgeable of Contract and Subcontract Management and how to work it from beginning to close
out. Also knowledgeable on the economic, social, political, and business customs related to Government
Procurement that affects contracting in domestic and international environment; Concepts of contracting
and distinguish between commercial and government contracting; Familiarization with Government FAR
and DFAR, and other Governmental terms and conditions.
►Analyze approach to Government Contract negotiation; knowledge of buyer and seller rights and
obligations under Uniform Commercial Code (UCC); FAR/DFAR; Implementation of provisions and clauses.
Other consulting assignments include:
South Bay Professional Association: Computer Trainer and Coach.
Cargomatic, Long Beach, CA: Financial Analyst.
Quinn Emanuel Law Firm, LA - CA: Financial Analyst.
Digital Realty, LA - CA: Financial Analyst.
Torrance Unified School District, Torrance, CA: Computer Lecturer/Trainer and Coach: Teaching Linux OS.
Financial Investment/Collection Analyst and Technology Consultant March 2018 - Present
- National Contract Management Association Los Angeles South Bay Chapter: Website Developer
- South Bay Professional Association: Computer Trainer and Coach.
- Cargomatic, Long Beach, CA: Financial Analyst.
- Quinn Emanuel Law Firm, LA - CA: Financial Analyst.
- Digital Realty, LA - CA: Financial Analyst.
- Torrance Unified School District, Torrance, CA: Computer Lecturer/Trainer and Coach: Teaching Linux OS.
Financial Planning and Investment Analysis (FP&A) executive with expertise in compelling forecasts, price cost analysis, risk management, 1035 exchange, and in-house training for business development.
Toyota Financial Service (Commercial Finance), Torrance, CA and Plano, TX 10/2007 - 01/2016 Collection, Investment, Financial Sr. Analyst
- Supervise and track the Iron Mountain offsite records storage strategy; perform regular audits of offsite records storage; and design and assess the filing and retrieval system for inactive hardcopy records for active and former clients, as needed.
- Serve as subject matter expert in the implementation and use of the document records management system, SAP reporting and MS Access database activity.
· Perform lead role in negotiations with fleet lease client to resolve account issues. If no solution is obtained the account is charged off and records are collected reviewed and forwarded to outside legal counsel.
· Worked with Regional Sales Managers and client executives to address contract financing concerns as needed.
· Supervise, train, organize, and evaluate the performance of assigned staff to effectively conduct:
o Document client communication
o Analyze client accounts for balance discrepancies
o Utilize key customer service strategies to overcome account issues
o Audit client records to ensure accuracy for orderly storage or further disposition
- Utilize Excel’s advance features to analyze large multimillion dollar client account activity (Account Reconciliation) Identify and resolve disputed / billing related issues.
- Recovered $50 Million Dollars for the company by implement business process flow improvements in the Loss Recovery department. This involved designing processes to escalate accounts to outside legal
- I extracted, transformed, and analyzed master data for charged off accounts using MS Access and MS Excel, increasing the performance of the Loss Recovery department by 50% and ensuring timely
- data captured from the SAP (ERP and CRM) to deliver impactful weekly and monthly reports and training to all division personnel, incorporating advanced functions such as pivot tables, macros, XLOOKUP, VLOOKUP, LAMBDA, and dynamic links. The article just reference discusses this as one of my solutions.
- 3M in past due balances recovered for Toyota by designing a workbook that streamlined the extraction, transformation, consolidation, and loading of data into customized invoices for a major client,
- My experience working with internal personnel, management, and major corporate client executives further demonstrates.
- As the Subject Matter Expert, managed and implemented data preservation holds of over 2,000 emails, hundreds of systems hold, forensic, and collection plans.
- Initiated project audit and analysis of huge files/records in Iron Mountain facility to ensure record retention policies are in compliance; generated charts and costs savings report to management.
- Implemented and streamlined processes and trained 7 teams to manage over 15 areas in litigation
- Handled regulatory examination requests with respect to litigation information in response to SEC.
- Conducted research, reviewed account history and documentation in response to attorney request.
- Organized and maintained records, data, and tracked litigation files for audit and record purposes.
- Examined, reviewed and executed retail, lease, and commercial sales contract.
- Contracts set-up and administration in accordance with company policies and legal requirements.
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- Accurately reviewed accounting record of monthly sale, profit, and commission on sold units to maintain precise inventory count for audit purposes; worked with various department managers.
- Executed and managed legal documents for accuracy and completion to ensure contractual risks are identified and meet compliance with Finance & Insurance policies.
- Administered legal documentation such as vehicle payoff; audited vehicle inventory and flooring cost; managed Ancillary Products; handled legal trade-in documentation.
EDUCATION & CERTIFICATIONUniversity of California Irvine, Irvine, CA. Data Science Certification
California State University Dominguez Hills, Dominguez Hills, CA Bachelor of Arts: Communication
COMPUTER SKILLSExcel: XLOOKUPS, VLOOKUPS, macros, functions, pivot tables, and others. Applied financial experience to produce quality results in my account reviews. Analytical skills (Power BI, Tableau, KNIME and others) for market data analysis.
MS Office 365, LibreOffice and G-Suite (advanced features for all 3 suites).
SAP (ERP, BI and CRM).
ETL (Extract, Transform, Load) field mapping, aggregation, conditioning, cleansing, analyzing, and modeling to meet business requirements using Tableau, Excel, KNIME & other applications.
Established analytic and problem-solving skills used to interpret operational data and process mapping.
PROFESSIONAL AFFILIATIONNCMA (National Contract Management Association)- VP of Communications and Website Administrator (author), Board Member since 2019.
ACCOMPLISHMENTSAggressive analytics and project management took Toyota from a 25% delinquency down to a record low of 1.5%
$3M in past due balances recovered for Toyota
$50M plus in charged off balances resolved for Toyota
Proposals were submitted with cost and approved to produce a state of the art website for the
(NCMA LASB)
National Contract Management Association, Los Angeles South Bay. One of eighty chapters nationwide at https://www.ncma-lasb.org
Page 3 of 3