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Guillermo
Bank reconciliations analyst
Contacto
Competencias
Applied advanced data analysis techniques to interpret financial data, identify trends, and support decision-making processes.
Constructed complex queries for data extraction and manipulation in relational databases to support analytical reporting.
Developed dashboards and visual reports presenting key metrics for stakeholders to facilitate strategic insights.
Produced detailed financial reports aligning with regulatory standards and internal requirements.
Worked effectively with cross-departmental teams to deliver data-driven solutions and improve workflows.
Educación
Resumen
Experienced Data Analyst skilled in data visualization, SQL, and financial reporting. Adept at turning complex data into actionable insights, supporting strategic decisions, and improving reporting efficiency.
Logros Clave
- Led development of dashboards that enhanced report accuracy and usability for client portfolios.
- Streamlined data collection processes reducing reporting time by 20%.
- Collaborated with cross-functional teams to improve data quality and analytics workflows.
Experiencia
Bank reconciliations analyst
In charge of making the monthly bank reconciliations for different accounts., Downloading weekly bank movements and feed the spreadsheets in order to keep the reconciliations accounts updated., Report about discrepancies between the bank statements and the reconciliations page.
Guest relations specialist
Agent in charge of assisting guest with their hotel reservations including relocations if needed., Bring support to hotels regarding guest reservation, cancellations, and penalty collections., Support guest with fraudulent reservations.
Customer service agent
Agent in charge of helping guests with problems regarding their airplane reservations., Make plane reservations and charge credit cards upon reservation competition., Find missing luggage trough airports and reroute luggage to the right destination.
Financial planner
Consultant for over 20+ clients with life insurances and retirement plans., Build security plans for new members including life insurance policies and money management.
Office manager
Assistant for Hispanic immigrant involving the nationalization process., Handling 10+ clients accounts including bookkeeping, basic accounting in accordance with the US GGAP, audits and tax preparations., Use QuickBooks for bookkeeping of framing, siding, concrete, drywall and general contractor companies., Use of intuit TurboTax for tax preparation of over 50+ clients and 10+ companies., Use of intuit Credit karma for individuals in order to increase credit score., Aid in the filling of LLC ́s, request for tax identification number, adjustment of status., filling of forms I-20, I-130, I-9, I-485, I-765, I-140, I-589, translations, apostille and notarization of documents.
Entrepreneur
Provide services for people or companies regarding taxes, legal aid, translations, including filling form DS-160 for nonimmigrant so the can request their United States visa for their first time or for their renewal., Use of Microsoft excel for accounting purposes, creation of macros and dynamic.