Valeria - Consultant with 5+ years of experience in insurance, accounting and tourism

Managua, Managua Department, Nicaraguaen

Prepared financial statements, business plans, and budgets for clients at Guzman & Associates

Managed contract revisions, signings, and follow-ups at Helios Entertainment

Published on CazVid

Summary

Experienced consultant in insurance, accounting, and tourism sectors with a strong background in contract management, financial analysis, and regulatory compliance. Skilled in client advisory, project documentation, and event coordination.

Key Achievements

Provided regulatory and legal support for investment projects with the Nicaraguan Tourism Board

Skills

Financial AccountingAdvanced

Maintains and updates accounting books and prepares financial reports for clients.

Contract ManagementAdvanced

Revises, prepares, and signs client contracts, ensuring compliance and follow-up.

Client Consultation & AdvisoryIntermediate

Provides clients with advice on insurance plans, tax issues, and investment laws.

Event Planning & CoordinationIntermediate

Organized events and training sessions for Merkur Gaming and tourism promotion projects.

Regulatory and Legal Support

Experience

Consultant

Guzman & Associates Company (Insurance and Accounting)

September 2024

Administrative duties: compliance, filing and payments., Revise, prepare and sign the contracts of clients., Realize payments and follow up of the contracts., Prepare financial statements, business plans and budgets for clients., Regularly undertaking audits, involving the analysis of the organisation's accounts, current practices and files., Keeping the accounting books in order and updated., Advising on and dealing with tax issues, DGI and Alcaldia Managua., Advising clients on Insurance’s plans (life, medical, auto, retirement and internationals).

Office Administrator

Helios Entertainment S.A.S

July 2015 - July 2018

Revise, prepare and sign the contracts of the current and new clients., Realize payments and follow up of their contracts., Prepare the advertising material for the company., Administrative duties: compliance, filing and payments.

Compliance and Marketing Assistant

Merkur Gaming Colombia S.A.S

September 2012 - December 2014

Revise, organize and update all documents of the potential clients., Follow up of the contracts, signing dates and renovations., Organizing events and trainings in Bogotá and Medellín., Prepare the advertising material for the company and press releases.