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Financial Analyst with 5+ years in finance and administrative roles
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Competencies
Performed profit and loss reviews and supported financial reporting processes.
Handled documentation, data entry, invoicing, and correspondence in fast-paced environments.
Conducted meetings, maintained stakeholder relationships, and provided client assistance.
Led initiatives to optimize reporting and accounting closing tasks to improve efficiency.
Utilized systems such as SAP, CRM Dynamics, CORE, and BIMS for client, financial, and operational data management.
Education
Languages
Summary
Experienced analyst skilled in financial reporting, process improvement, and administrative operations across diverse sectors.
Key Achievements
- Led continuous improvement initiatives at Nestlé to enhance process efficiency.
- Ensured regulatory compliance and accurate client documentation at Fortaleza Inmuebles.
- Supported onboarding, banking operations, and administrative functions across multiple institutions.
Experience
Decision Support Sr. Analyst
Rate and review of the result (Profit and Loss)., Support the monthly publication of reports., Comply with the tasks of the monthly accounting closing schedule., Lead continuous improvement actions to gain time and quality in the process., Conduct monthly meetings with stakeholders.
Backoffice Analyst
Verify the integrity of regulatory documents for investor onboarding., Register clients in CORE, SAP, CUMPLO360, CRM Dynamics systems according to department procedures., Sales invoicing., Operational support to Compliance and Sales departments., Worked effectively in fast-paced environments., Paid attention to detail while completing assignments.
Operations Assistant
Reception, verification, filing, and storage of documents issued by the banking institution., Processing of service commission payments in the area., Weekly required to run standardized reports from various systems., Participation in the inventory of custody assets., Provided administrative support with accurate document preparation and data entry.
Administrative Assistant
Restocked supplies and placed purchase orders to maintain adequate stock levels., Telephone and email (Spanish and English) assistance to suppliers and clients., Data entry into BIMS, XERO, ABACO Contable systems., Issuance of Virtual Invoices with TESAKAsystem., Petty cash reconciliation and bank reconciliations., Payroll processing.