Data Entry Management
Resume:
Gloria Garcia
************@*****.***
Profile Summary: Finance expert with extensive knowledge in some processes who has provided comprehensive financial forecasting and analysis to senior management experience in financial analysis, forecasting, policy & procedure development, and business development.
• Well versed and cultured in international financial affairs with a vast exposure to Latin American, Caribbean, and European markets spanning over 52 countries.
• Knowledge of marketing strategies and trade marketing
• Displays high level of professionalism interfacing with all levels of an organization
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Venmer taxLLC
Manager Assistant Miami Fl 09/15/2022 -06/30/2024
• Consulted with customers to assess needs and propose optimal solutions.
• Put together realistic budgets based upon costs and fees for successfully operating business.
• Oversaw business administration, accounting functions
Merrill Lynch / Client Associate. Miami-07/17/2017 -06/30/2022
• Provide top quality service to clients and for complete administration of client financial accounts and associated money movement
• Prioritize and organize workflow, as well as corroborate all facets of the operation and administration of client accounts.
• Set up new investment accounts
• Preparing customer packets, initial trust distributions and other trust installation tasks respond to questions regarding accounts, policies and procedures
• Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy
• Process client requests (wires, checks, journals, etc.)
Offer administrative and office management support to the team
• Assist with establishing online access for statements, confirms, and other services
• Complete necessary filing and maintain client files
Machin Mechanical Services &Controls/ Account Officer. Miami
March 2016-June 2017
• Prepares account entries by compiling and analyzing account information.
• Documents financial transactions by entering account information.
• Recommends financial actions by analyzing accounting options.
• Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.
• Maintains accounting controls by preparing and recommending policies and procedures.
• Reconciles financial discrepancies by collecting and analyzing account information.
TFS RENTAL CAR/ General Manager / Miami
December 2013-May 2015
• Administer financial, and logistical operations of the branch
• Supervise and maintain productivity standards and operational efficiency
• Ensure the development and implementation of all financial policies, procedures, and controls
• Establish effective productivity standards based on analysis of financial data and business trends
• Achieves financial objectives by forecasting requirements, budgeting operating cost, analyzing variances, and initiating corrective actions.
Gaher Global Export/ Director of operations
Dec 2011-Dec 2013
Doral FL
• Supervise and assist logistical operations, staffing, inventory and planning.
• Certify international transactions are in compliance with current foreign policy and procedures
• Achieve 8% increase in monthly revenue over 6 months by designing a business plan aimed to maximize efficiency and profitability
• Analyze and forecast monthly and quarterly finance reports
Employee Mobility Services/ International Account Receivable
Mar 2007-Dec 2011 Miami
• Handle over $8.5m in international corporate account transactions for clients in 52 countries
• Evaluate client data and identify all financial and logistical discrepancies in the collection and allocation of payment
• Diplomatically report relevant account information to clients and partners allocated globally
• Aid in development and implementation of updated transaction policies and procedures which improved order turnaround time by 18% in the first 6 weeks
Banco Del Caribe/ Risk Analyst /. Valencia- Venezuela
Jan 2000-May 2003
• Examine and interpret statistical reports to senior management
• Predict future trends based on current market developments and advise the management accordingly to plan effective strategies.
• Analyze, verify and validate necessary documents used to assess value at risk and minimize the risk to the bank and client
• Compile clear and concise reports showing the proposed plan of action for existing and potential clients
• Keep excellent communication and relations from client to Vice President through the review and decision process.
Certifications
Real Estate Agent
Education
Metropolitan University (USA) M.B.A IN Accounting 4.00
2012-2014
Universidad de Carabobo(VE)
MASTER’S DEGREE Quality and business Productivity
2000-2002
Universidad de Carabobo(VE)
MBA in Finance
1999-2001
Universidad de Los Andes(VE)
Bachelor in Economics
1992-1997
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