Experienced with financial analysis, investment strategies, and client advisory. Utilizes comprehensive financial planning techniques to optimize client portfolios. Strong understanding of market trends and effective communication with clients.
Overview
4
4
years of professional experience
Work History
Front Desk Assistant
Estevez & Associates Vision Center
01.2023 - Current
I serve as the primary point of contact for patients, delivering a welcoming atmosphere and ensuring a positive first impression, handle high call volumes daily.
I work closely with the medical team to support smooth office operations, addressing immediate needs and assisting with patient flow, maintain an organized reception area, ensuring patient records are up to date and adhering to privacy and security standards.
I resolve patient concerns and complaints with a focus on patient satisfaction and maintaining the clinic's reputation.
Accountant
Mariliet Consulting
08.2022 - 04.2023
Prepared and analyzed monthly financial statements, including balance sheets, income statements, and cash flow statements
Managed accounts payable and receivable processes, ensuring timely payments and collections
Ensured compliance with tax regulations and assisted in the preparation of tax returns
Conducted variance analysis and provided recommendations to improve financial performance
Travel Manager
Cubanacan Travel Agency
09.2020 - 05.2022
Ensured in-house employees or external clients reach their travel destinations on time and with the right accommodations
Booked hotels, flights, and car rentals; coordinated activities; and managed documentation refer to the clients stay and billing