Results-driven Senior Financial Associate with several years of experience and a proven track record of success in project management, client relations, and team leadership. Adept at driving initiatives from conception to completion, while ensuring adherence to quality standards and timelines. Strong communicator with a talent for building and nurturing productive relationships.
Overview
5
5
years of professional experience
3
3
Certificate
Work History
Financial Consulting Senior Associate
RSM US LLP
San Salvador, El Salvador
08.2024 - Current
Led an Accounts Payable (AP) project for a major Puerto Rican casino, increasing on-time vendor payments from 30% to 95% within six months, significantly improving vendor relationships, and operational efficiency.
Authored an AP process manual, reducing invoice errors from 60% to 4%, while accelerating team onboarding, and decreasing training time by 40%.
Optimized invoice processing workflows, reducing the average invoice approval time from 3 days to 1 day, streamlining cash flow, and improving vendor satisfaction.
Implemented email categorization rules for the AP inbox, cutting vendor response times from 14 days to just 1 day, and improving communication efficiency by over 90%.
Developed a vendor database, improving tracking and reducing invoice processing times from 7 days to 2 days, increasing operational efficiency by 70%.
Financial Consulting Associate
RSM US LLP
San Salvador, El Salvador
01.2022 - 08.2024
Reduced invoice processing times by 30% by streamlining the accounts payable (AP) workflow, enabling faster approvals, and contributing to a 15% improvement in cash flow timelines.
Resolved over 95% of client disputes and complaints within strict deadlines, leveraging proactive communication and conflict resolution strategies, which increased client satisfaction scores by 30%.
Improved month-end reporting accuracy by managing balance sheet account reconciliations, ensuring all supporting documentation was delivered on time, and reducing errors by 15% during audits.
Created organized schedules for month-end closing tasks, including prepaid expenses and fixed assets, reducing reconciliation times by 20%, and improving accuracy compared to client benchmarks.
Designed a matrix to simplify invoice tracking, cutting review times by 25%, and improving data accessibility, resulting in a 10% reduction in late payments.
Bookkeeper
Uassist.ME
San Salvador, San Salvador
06.2021 - 12.2021
Recovered overdue accounts receivable by addressing invoices over six months past due, enabling the company to bill and collect over $75,000 in aged accounts, improving cash flow by 30% within three months.
Streamlined client communication processes, maintaining daily interactions, and resolving 90% of inquiries within 24 hours, increasing client satisfaction scores by 25%.
Took proactive ownership of overdue accounts receivable, generating detailed reports and invoices, and personally contacting clients to recover over $25,000 in outstanding payments, reducing average payment delays by 40%.
Managed daily banking transactions and classified accounts accurately, reconciling an average of $10,000 daily, with a 100% error-free rate, ensuring seamless financial operations.
Established email filtering rules in Outlook, reducing response times to client emails by 50%, and ensuring correspondence was routed to the correct department with a 100% accuracy rate.
Event Leader
Tech Club
San Jose, Costa Rica
01.2017 - 08.2019
Organized and led the Innovation Festival from scratch, attracting over 200 high school students to present more than 40 innovative projects, positioning it as the university’s largest student-led event.
Launched a STEAM initiative that engaged over 150 female high school students, encouraging them to explore engineering fields like computer science, chemical engineering, and industrial engineering, with 70% of participants expressing interest in related university programs afterward.
Built a comprehensive database of over 350 students and their interests, increasing engagement rates by 60%, and enabling the university to better align its programs with student aspirations.
Coordinated a panel of 10 external judges, including leaders from innovative companies and university representatives, to evaluate 5 finalist projects through elevator pitches, awarding prizes to the top three.
Planned and executed all event logistics, delivering an exceptional experience for over 250 attendees, including catering, interactive campus tours, and workshops, achieving a 95% satisfaction rate based on post-event surveys.
Education
Bachelor of Science - Business Administration, Major in Finance
Universidad Latinoamericana de Ciencia y Tecnologia (ULACIT)
San Jose, Costa Rica
10.2021
Skills
Sage Intacct Proficiency
Proficient in Oracle NetSuite
Oracle Fusion Applications
Billcom
Expense Management
ADP Payroll Processing
Blackline Software Proficiency
SharePoint
Account reconciliation
Bookkeeping
Certification
Scrum Fundamentals Certified (SFC)
Six Sigma Yellow Belt
EFSET English Certificate 77/100 (C2 Proficient)
Languages
Spanish
First Language
English
Proficient (C2)
C2
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Consulting Senior Associate
RSM US LLP
08.2024 - Current
Financial Consulting Associate
RSM US LLP
01.2022 - 08.2024
Bookkeeper
Uassist.ME
06.2021 - 12.2021
Event Leader
Tech Club
01.2017 - 08.2019
Bachelor of Science - Business Administration, Major in Finance
Universidad Latinoamericana de Ciencia y Tecnologia (ULACIT)
References
References available upon request.
Hobbies and Interests
Traveling to new countries, immersing myself in diverse cultures, and discovering the unique stories and traditions that shape each place. Exploring local gastronomy is a key part of my travel experiences.
Watching movies is more than just entertainment for me; it’s an opportunity to dive into storytelling, explore different perspectives, and appreciate the creativity behind film production.
Associate - Assurance NAS Canada at RSM US LLP, RSM Delivery Center (India) Private LimitedAssociate - Assurance NAS Canada at RSM US LLP, RSM Delivery Center (India) Private Limited