CONTACT INFO

TEL: 786-***-****

ad3s5u@r.postjobfree.com

Located in Miami, FL USA

SKILLS

Management and leadership

Problem solver

Time management

Communication

Great ability to multitask

Attention to detail

Professional work ethic

Planning and organizing

Adaptability

Dependable

Team player

Critical thinking

QuickBooks Word Excel PowerPoint

Outlook Windows IOS Salesforce

CRM

LANGUAGES

Fluent in English & Spanish

EDUCATION

Bachelor’s degree in Economics

Carabobo University, Venezuela

GUILLERMO CUMARES

PROFESSIONAL EXPERIENCE

June 2023 – Current

Senior Accountant Sport & Prevention, Miami, USA

- Preparing financial statements

- Creating quarterly and annual reports to be filed with NAIC

- Highly skilled at drafting income statements and balance

- Generate reports for auditors

- Managing bank reconciliations

- Performed reconciliation and analysis of balance sheet reports

- Create P&L statements and balance sheets

- Accounts payable

- Create accurate forecasts and budgets

Aug 2020 – June 2023

Financial Services Operations Manager TBS Financial, Miami, USA

- Financial planning

- Investment strategic planning

- Leading and managing the financial advisor team

- Managing and coordinating the daily operations of the business

- Set quarterly goals

- Preparing monthly, quarterly, and annual reports

- Customer satisfaction

- Implement staff evaluation and oversee productivity

- High Knowledgeable base in retirement plans (IRA, ROTH IRA, 401K, and Annuity)

- Risk analysis

- Ensured client satisfaction

Sept 2016 – Aug 2020

Agency Compliance Specialist MassMutual, Fort Lauderdale, USA

- Oversee Life, Long Term Care, and Disability applications.

- Establish, implement, drive, and manage new business processing

- Conduct internal audits

- Knowledge or experience with state, FINRA and other regulatory bodies regulations relating to Anti-Money Laundering

- Oversees process improvements in the Claims and Fraud investigation functions

- Supported the compliance team in special projects

- Collaborate with cross-functional teams to update policies and procedures in response to regulatory changes and business needs.

- Identify areas of non-compliance and implement corrective actions.

Contact this candidate