Summary
Overview
Work History
Education
Skills
Timeline
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Alaina Veliz

Miami,FL

Summary

Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly, ready to learn in order to reaching business goals.

Overview

5
5
years of professional experience

Work History

Financial Analyst

Sunstate Bank
Miami, FL
08.2022 - Current
  • Utilized statistical, economic and financial principles and techniques to prepare reports and other requests.
  • Interpreted data to define financial trends and economic and business forecasts.
  • Analyzed complex financial information to offer recommendations to management, driving decision-making.
  • Verified documented and requested disbursements to facilitate payments.
  • Monitored balance sheets and income statements to evaluate financial performance.
  • Tracked employee payroll processes to verify timely reporting and avoid late fees.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Maintained accurate invoice summaries and collection records to enhance monitoring of billing and cash inflows.
  • Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
  • Identified discrepancies in financial data and recommended corrective actions to resolve them.
  • Analyzed trends in financial performance to identify areas for improvement.
  • Assessed potential risks associated with new investments or acquisitions.
  • Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
  • Monitored external environment factors impacting the organization's finances such as interest rates, exchange rates.
  • Assisted senior management in preparing timely reports for board meetings.

Community Service/Worship Dance Leader

Iglesia Bautista Manantial De Vida
Miami, FL
03.2021 - Current
  • Organized events and activities for members of the community to participate in.
  • Maintained records of all program participants, volunteers, and donations.
  • Developed and implemented strategies to improve team performance and productivity.
  • Created promotional materials such as brochures, flyers, and posters to advertise events.
  • Assisted with budgeting for various community service initiatives.
  • Managed social media accounts to communicate information about upcoming programs and activities.
  • Prepared and maintained budgets, personnel records or financial records.
  • Oversaw fundraising activities and preparation of public relations materials.
  • Lead ministries in order asses the best way to service the community.
  • Heavily involved with youth and children during their most formative years to guide and aid them in what is needed.
  • Monitored workflow processes and identified areas of improvement.

Teller

Sunstate Bank
Miami, FL
12.2019 - 05.2022
  • Personally assisted in PPP loan program and managed 346 approved applications.
  • Handled varies tax records and aided clients throughout their application
  • Maintained confidentiality of bank records and client information.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Trained employees on cash drawer operation.
  • Met sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
  • Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
  • Balanced vault, branch and other tellers in absence of head teller.

After-School Care Worker

Somerset dade
Miami Gardens, FL
01.2019 - 08.2019
  • Assisted children in development of social, communication and problem-solving skills.
  • Used positive reinforcement and behavior modeling to instill discipline in children.
  • Secured indoor and outdoor premises to protect children.
  • Communicated with parents about daily activities and any concerning behaviors.
  • Supported children's emotional and social development, encouraging understanding of others and positive self-concepts.

Education

BBA - Finance With A Minor in Business Analytics

Florida International University
Miami, FL
07.2022

Skills

  • Bilingual in Spanish
  • MS Office Proficient
  • Strong Sense of Banking Ethics
  • Excellent Communication Skills
  • Problem-Solving

Timeline

Financial Analyst

Sunstate Bank
08.2022 - Current

Community Service/Worship Dance Leader

Iglesia Bautista Manantial De Vida
03.2021 - Current

Teller

Sunstate Bank
12.2019 - 05.2022

After-School Care Worker

Somerset dade
01.2019 - 08.2019

BBA - Finance With A Minor in Business Analytics

Florida International University

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Alaina Veliz