Ingrid Calvo Shadid
* ******* **. **** *, Vernon, NJ 07462
ab8ycw@r.postjobfree.com
Objective
Seeking a professional environment that would allow me to demonstrate, utilize, challenge and expand
my knowledge and skills in the world of Business and Finance.
Career Path
Executive Assistant/Financial Analyst
Grupo Empresarial Sama (Company dedicated to investments in the local and international markets
with more than 30 years in the industry).
Position: Executive Assistant of General Manager, January 2001 – December 2002
Description: Calendar Management. Arranged travel schedules and reservations. Interacted
with clients, Managers and other Executives. Managed mail, emails and faxes. Prepared and
audited expenses reports, commissions and others reports required. Managed companies’
confidential information.
Position: Investment Consultant / Financial Analyst, January 2003 March 2011.
Description: Managed investment portfolios for valuable customers, considering
opportunities in stock and bond markets in USA, Europe and Latin America. Managed the
trust deeds for the company, including incomes, expenses and investments. Assisted the
President’s office in special and confidential assignments. Collaborated with Accounting,
Auditing and other Departments on specific assignments
Accomplishments: Member of the Strategic Plan and budgeting group. Part of the team responsible
for research and analyzed new business acquisition.
Extra curricular activities: March 2008 – March 2010, President, Employees Association. March
2007 – March 2008, representing employer in the Employees Association, Fiscal reviewer, Board of
Directors Position.
Management
Hilife S.A. (Company dedicated to entertainment with seven years in the Industry)
Position: Executive Manager, June 1992 January 1998.
Description: Managed Accounting, Financial and Human Resources Departments.
Accomplishments: Established cash internal controls and accounting procedures. Turned the
company on one of the most innovative entertainment locations in the area.
Banking
Banco de Costa Rica (Bank of Costa Rica national, public bank).
Position: Auditor, New Systems Analyst, June 1990 June 1992.
Description: Auditing data and procedures verification, old vrs. New banking computer systems.
Auditing tellers without previous notice.
Accomplishments: Conveyed and successfully convinced management of the importance of
implementing administrative procedures and detailed user guides for the new systems.
Prior work experience available upon request
Skills
Bilingual English/Spanish both oral and written.
Proficient in MS Office, Excel, Word and Power Point. Knowledge of Access and other MsO
products.
QuickBooks, Boss and other accounting software programs.
Team Player with excellent communication and written skills.
Ability to lead by example and quick to resolve situations.
Excellent organizational and analytical skills, ability to manage multiple projects and deadlines.
Capable of working independently or under minimal supervision.
Notary Public in New Jersey.
Mutual Funds Consultant, Camara Nacional de Sociedades de Fondos de Inversión, Costa Rica.
License No. 305.
Education
Degree: Graduate Certificate (Licenciatura) in Banking and Finance. Universidad Fidelitas, Costa
Rica. December 1996. Areas of study: Financial Analysis, Feasibility Studies, Banking Services and
Products, Loans and Mortgages, Investments in Stock and Bond Markets.
UnderGraduate: Bachelor in Business Administration. Universidad Fidelitas, Costa Rica. December
1993. Areas of study: Economy, Accounting, Marketing, Human Resources.
High School: High School Diploma. Colegio Los Ángeles, Costa Rica. March 1979 December 1983
Other studies: Economy. Universidad de Costa Rica. December 1988. Areas of study: Economic
theories and tendencies, Economic Analysis, Economic worldwide crisis.
Extra curricular activities: July 1985 – July 1986, President of the Students Association of
Economics Science Careers, Universidad de Costa Rica. July 1984 – July 1985, Secretary of the
Students Association of Economics Science Careers, Universidad de Costa Rica.
References are available upon request