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Financial Reporting Customer Service

Location:
West Chester, PA
Posted:
October 31, 2025

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Resume:

Jun **** Oct ****

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Mar **** Dec 2023

Katherine Fabiola Ugalde Anchia

Professional Summary

Bilingual dynamic professional with a proven track record at Amazon, excelling in problem solving and team collaboration. I leverage strong organizational skills and am always committed to deliver impactful results in fast paced environments. Work Experience

Customer Service Representative

Amazon Costa Rica, Heredia

Delivered support to customers via phone, email, and chat, resolving inquiries related to products, services, billing, and technical issues with professionalism and empathy. Handled escalated cases with tact and efficiency, collaborating with cross-functional teams to ensure timely resolution and follow-up.

Utilized CRM systems to document interactions, track issues, and identify recurring trends for process improvement.

Provided product education and troubleshooting guidance, empowering customers to resolve issues independently when appropriate.

Supported training initiatives by mentoring new hires and sharing best practices to enhance team performance.

Financial Reporting Specialist

Bill Gosling Outsourcing Real Cariari, CR

Enhanced financial reporting accuracy by streamlining processes and implementing automation tools.

Maintained a strong understanding of industry best practices and emerging trends in financial reporting to ensure continued relevance of company processes. Improved internal controls for financial reporting, reducing errors and increasing efficiency.

Conducted thorough reviews of financial transactions, identifying discrepancies and taking corrective actions as needed.

Supported management decision-making with timely and accurate financial reports. Created and maintained precise and accurate models, charts and reports. Case Manager/Operations Manager

Movate Heredia, CR

Conducted thorough assessments of clients' situations, identifying issues, goals, and necessary interventions.

Recommending strategies to cut costs and increase revenue. Educated clients on available programs, benefits, and services, empowering them to make informed decisions about their needs.

Maintained accurate documentation on all cases, ensuring compliance with regulations Spring City, PA 19475

+1-267-***-****

*****************@*****.***

Nov 2018 Jul 2019

and confidentiality requirements.

Monitored ongoing cases closely, adjusting case management strategies as needed based on evolving circumstances or new information.

Liaising with logistics to organize dispatch and delivery, optimizing for cost and efficiency.

Analyzing operation management processes to identify and implement improvements. Customer Service/Sales Team Lead

Sykes Enterprises Philadelphia, USA

Overseeing and supporting sales administration.

Handling all aspects from product launch to shipping. Addressing customer complaints and handling order modifications, cancellations, and returns.

Generating and maintaining detailed records of orders, invoices, payments, and customer communication.

Working with inventory management to check product availability and reserve stock. Increased sales revenue by implementing targeted sales strategies and team training sessions.

Maximized revenue generation by proactively identifying upselling opportunities within existing accounts.

Cultivated a positive team culture by encouraging open communication channels, celebrating successes, and recognizing individual achievements. Supported sales account managers by providing accurate and detailed reports. Education

High School Diploma

Colegio Nocturno De Siquirres Costa Rica

Skills

Multitasking Problem-solving abilities

Time management abilities Adaptability and Flexibility Team Collaboration Organizational Skills

Team Collaboration Organizational Skills

Languages

English, Native

Spanish, Bilingual or Proficient (C2)



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