Customer Service Sales

Nataly Valdez, MBA

*** ** **** ******, *** #1-305-***-****

Miami, FL 33137 ********@*****.***

EDUCATION

Florida International University, Chapman Graduate School of Business -

Miami, FL

Master of Business Administration (MBA), Concentration: Finance and

Accounting December 2009

GPA: 3.89

Coursework:

. Corporate Finance

. Global Finance

. Business Analysis & Decision Making

. Financial Analysis & Reporting

. Business Ethics

. Accelerated Financial Accounting

. Operations and Systems Management

. Legal Environment of Business

. Corporate Taxation

. Strategic Management

. Corporate Simulation

Florida International University - Miami, FL

Bachelor of Business Administration (BBA), Major: Finance August 2006

GPA: 3.4

WORK EXPERIENCE

University of Miami ? Miami, FL

Associate Director of Finance / Senior Financial Analyst ? 02/2010 -

Present

Responsible for all financial and administrative functions of the Wallace H

Coulter Center, which is funded by a $10 Million private grant.

. Prepare monthly and quarterly financial and budgetary reports.

. Analyze records, trends and costs, revenues and expenses, and

budgetary variance of all center accounts.

. Oversee the preparation of the annual operating budgets for all center

accounts.

. Handle all human resources functions for the center.

. Approve all budgets submitted for funding as well as set up new

accounts as funding is granted.

. Financial analysis of revenue streams resulting in forecasting reports

dictating sustainability of business model.

. Development of cost (recharge) sheets and tracking of expenses and

cost recovery of service core facilities within the center.

. Perform review of the center and core facilities' overall operations,

focusing on deficiencies, and proposing courses of action to improve

operational efficacy.

. Prepare budgets for grant funding submissions to various agencies.

. Compile, review, and submit grant proposals for funding electronically

and via paper submission.

. Reduced the annual operating budget for two consecutive years by 15%

and 18%, respectively without compromising the operational efficacy of

the center.

. Developed a centralized administrative and financial infrastructure

that reduced the response time to requests from an average of 4 days

to an average of 1.5 days, effectively improving administrative

productivity by 62%.

Senior Accountant ? 08/2008 - 01/2010

. Prepare annual operating budgets for all center accounts.

. Perform monthly financial reconciliations of over 20 center accounts

at any given time.

. Process all purchasing orders and submit invoices to accounts payable

for payment.

. Prepare journal entries, closing entries, and salary distribution

reports as part of the monthly closing process.

. Approve timecards for hourly employees in the department.

. Prepared operational budgets that were within a 5% favorable variance

to actual costs for two consecutive fiscal years.

Tradewinds Power Corp ? Miami, FL

Staff Accountant ? 1/2008 - 8/2008

Responsible for the monthly reconciliation of all General Ledger accounts,

monthly filing of sales and used tax, recording of all journal entries, and

reconciliation of all bank accounts.

. Prepare monthly bank reconciliations for all accounts and 3 branches.

. Perform biweekly reconciliation of commercial line of credit.

. Perform monthly review and reconciliation of all balance sheet general

ledger accounts.

. Prepare account activity analysis for auditors and interact with

external auditors every quarter.

. Assist in preparation of annual budget presentations and quarterly

sales forecasts for senior management.

. Assist in producing annual consolidated financial reports for all

three branches.

. Performed 3 months of bank reconciliations, eliminated variances, and

prepared the accounts for the year-end closing within a one month time

frame.

. Implemented a cash disbursement reconciliation process to improve the

recording of cash payments from customers which discovered a $6000

theft by a then current employee.

Account Receivables Coordinator ? 10/2006 - 1/2008

. Perform posting of all payments received for all 3 subsidiary

branches.

. Perform account analysis and reconciliations of over 1,500 individual

accounts.

. Prepare and manage daily cash transaction reports of all 3 subsidiary

branches.

. Responsible for reconciling all discrepancies related to the month-end

closing process of all account receivables.

. Perform a monthly analysis and maintenance of assigned general ledger

accounts.

. Responsible for a wide varieties of special projects including:

o Assist with the monthly bank reconciliations for all 3

subsidiary branches.

o Participate in the analysis of assets and liabilities for new

customers requesting lines of credit.

o Complete trade references for current accounts.

o Assist in the collection of receivables on delinquent accounts

. Reduced the 60+ days delinquent receivables by 23%, from approximately

$1.3 Million to $1 Million, while maintaining current receivables

liquid

BankAtlantic ? Miami, FL

Customer Service Manager ? 4/2004 - 10/2006

. Responsible for the management of a staff of 20.

. Process consumer and commercial loans and perform loan closings.

. Perform monthly audits of all teller cash boxes, monetary items, dual

control items, and safety deposit boxes and prepare subsequent

paperwork.

. Responsible for performing opening and/or closing procedures at the

store daily.

. Responsible for daily individual coaching sessions on sales

strategies with an assigned group of 10 staff members.

. Coached employees on effective sales and communication skills ranking

our branch the highest in low-interest deposits in Miami-Dade County

for three consecutive operating quarters.

PERSONAL QUALIFICATIONS

. Ability to multitask and prioritize with appropriate sense of urgency

while meeting multiple deadlines in a fast-paced environment.

. Strong written and verbal communication skills.

. Ability to professionally interface with all levels of the

organization and across all departments

. Advanced knowledge of Microsoft Word, Excel, and PowerPoint.

. Certified to prepare personal income taxes.

. Fully bilingual in English and Spanish.

REFERENCES

Norma Sue Kenyon, PhD

Director, Wallace H Coulter Center for Translational Research

Email: *******@***.*****.***

Tel: 305-***-****

Type: Professional

Jose Da Silva, PhD

Associate Scientist, Wallace H Coulter Center for Translational Research

Email: ********@*******.***

Tel: 305-***-****

Type: Professional

Ashaki Bronson

Branch Manager, BankAtlantic

Email: ********@************.***

Tel: 305-***-****

Type: Professional

Contact this candidate