Accounting Analyst Data Analysis

JUAN GUZMAN

+1-720-***-**** **********@*******.*** Denver, CO 80221

Horne LLP Denver, CO

QA/QC Accounting Analyst

**/**** - **/****

• Maintained up to date knowledge of products and assistance programs. Handled customer calls and responded to applicants queries about services, program malfunctions, and billing.

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Complied with federal, state and company policies, procedures, and regulations regarding the California Rent Relief Program.

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Performed accounting functions for the program including budgeting and approving of funding for program participants.

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Kilgore Cihon Advisor Group Denver,

CO

Client Associate

06/2020 - 08/2021

Managed and opened 401k accounts for new participants. Conducted all troubleshooting and answered questions for all 401k members.

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Oversaw the opening requirements for client accounts including: 150 IRAs, 55 individual accounts, 65 employer 401K accounts, 25 life insurance contracts and 10 annuities for employers and individual clients

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Developed and maintained software client information on Redtail and Salesforce.

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• Train new employees on CRM software to deliver high quality service. Merrill Lynch/ Bank of America 80221,

CO

Summer Analyst Program/ Client

Associate

06/2018 - 10/2019

Assigned to weekly projects regarding analyses of SMA and ETF portfolios, Excell projects including Vlookup and annual forecasting projections

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Analyzed companies financial performances through development of ratios, helped small companies analyze their business performance and market conditions to create forecasts.

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United States Navy US

Aviation Administration Petty Officer

01/2011 - 01/2015

Served as lead for 15 enlisted personnel while performing overseas missions in the Pacific fleet (Japan, South Korea, China, Thailand, Philippines, Malaysia, Guam, and Australia)

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Part of the administrative data analysis team; created formulas and maintained fight hour data in MS Excel, maintained flight records for 12 aircrafts, created flight planning schedule for deployment, ran meetings and presented data analysis to top brass pilots and chiefs on a weekly basis

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Responsibilities include logistic flight planning, recordkeeping, maintenance planning in accordance with data analysis, and training and managing 8 junior sailors

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Created and implemented training procedures to enhance skills of personnel.

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• Reviewed publications to stay current with changing requirements. Bachelor of Science in Finance and Management

Experience

Education

JG

Metropolitan State University of Denver Denver, CO December 2019

GPA: 3.5

November 2009

Accounts Payable/ Accounts Receivable/ Accounting

Ledger/ Salesforce

• • Customer Support/Service

• Financial Services • Asset Management

• Credit Analysis • Military Service

• Customer Relations • Retail Sales Customer Service

• Staff Training • Customer Relationship Management

• Call Center Operations

• Bilingual: English & Spanish (written & oral)

Skills

Languages

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