Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Andrea Ceron

Cambridge,WI

Summary

Confident, analytical, creative, customer-driven, and team-oriented with an Associate Degree in Finance and a concentration in Risk Management & Insurance. Strong finance background with multiple Microsoft certifications and extensive experience with various computer applications. Proven ability to provide exceptional customer service, well-versed in managing multimillion-dollar business operations for the State of Wisconsin Environmental Improvement Fund program. Consistently achieves financial goals by optimizing frameworks and fostering cohesive teams. Known for excellent reporting, record keeping, and relationship-building abilities.

Overview

10
10
years of professional experience

Work History

Capital Finance Officer

State of Wisconsin-Department of Administration
09.2022 - Current
  • Collaborated with team members on annual audits, resulting in a smooth process and positive feedback from external auditors.
  • Maintain current legal and financial disclosure data which impact on bond rating considerations necessary for the State to quickly access capital markets.
  • Maintained confidentiality in handling financial state-wide sensitive information.
  • Reduced financial risk by implementing robust internal controls, for debt payment collection and making improvements to the process by contracting outside vendors to handle incoming payments.
  • Established strong relationships with key Investment bankers, negotiating favorable terms to benefit the organization''s bottom line.
  • Direct and coordinate the state agencies involved with the transfer and investment of bond sale proceeds.
  • Work directly with the Environmental Improvement Fund program for the State, providing around $200M in loan dollars for projects around the State of Wisconsin related to the EIF.
  • Make presentations to local governing bodies and officials on the structure and operation of the state EIF loans.
  • Work with trustees, issuing agents, paying agents,and others to ensure proper documentation with respect to transactions and post-issuance compliance.
  • Collaborate in the preparation for requesting debt authority to the legislature.
  • Liaison for the Continuous Improvement program within the Division of executive budget and finance.

Financial Specialist

UW Credit Union
01.2021 - 09.2022
  • Achievement in scorecard results by exceeding goals for product sales & referrals
  • Acquire, develop, and build member relationships following members for life philosophy
  • Appropriately analyze member needs, educate members about financial choices, and recommend appropriate financial products and services
  • Maintain high degree of knowledge in all credit union products and services
  • Actively participate in member ‘courtesy calling' and ‘new account follow-up activities'
  • Exhibit high degree of ‘mobility' when developing and expanding member relationships
  • Assist with underwriting loans in accordance with the company guidelines while implementing risk assessment
  • Communicate approximately 8-10 daily loan approvals and denials to members
  • Responsible for ensuring that all loan applications, accounts, and member transactions are accurate, complete, and appropriate for member request
  • Assist Spanish speaking members and provide top-notch service to all UWCU current and new members

Property Damage Claims Representative

Sedgwick CMS
09.2018 - 01.2021
  • Company Overview: Amazon
  • Process over 700+ auto property damage and mid-level injury claims; assess damage, issue payment, and ensure claim files are properly documented and correctly coded based on policies
  • Develop and maintain action plans to ensure state required contract deadlines are met to ensure appropriate and timely resolutions
  • Daily professional communication with insured clients and claimants
  • Advanced ability to review and assess property damage estimates, total loss evaluations, and related expenses to effectively negotiate first and third-party claims
  • Assist clients and claimants in all states within the United States, as well as the Spanish speaking community
  • Amazon
  • Analyzed information gathered by investigation and reported findings and recommendations.

Restaurant Supervisor

Benvenuto’s Italian Grill
02.2017 - 03.2020
  • Performed employee Reviews
  • Assist with hiring
  • Managed approximately 20 employees per shift
  • Establish a standard for training new and existing employees
  • Willing to jump into the action when needed - Bartending/Serving, etc
  • Execute proper dining room management to support servers in delivering an efficient and timely dining experience for every members/guests

Au Pair

AuPairCare Live-In Childcare
07.2016 - 04.2019
  • Provided transportation for host children
  • Facilitated daily educational obligations of the host children
  • Monitored behavior of the children throughout the day and provided a behavioral report to parents daily
  • Implement Spanish as a second language for host children as an extra curriculum activity

Administrative -Finance Intern

Tecniruedas Colombia S.A.
01.2015 - 07.2016
  • Assisted payroll department with monthly payment cycles
  • Regularly assisted billing department setting up payment plans with customers/associates
  • Actively translated financial documents for international markets
  • Collaboratively worked with multiple colleagues within the organization crew to achieve national/international objectives
  • Ultimately was appointed to create the organization's business plan for the upcoming year (2017)

Education

Associate of Applied Science - Finance

Madison Area Technical College
Madison, WI
05.2020

Bachelor of Science - Finance & International Business Major

Completed 3 Semesters At Uniempresarial
Bogota, Colombia
12.2018

Skills

  • Financials Analysis
  • Attention to Detail
  • Service-Oriented
  • Critical and analytical Thinking
  • Verbal and Written Communication
  • Risk Assessment
  • Customer Expectations Management
  • Client Confidentiality
  • Honest and Ethical
  • Bank Reconciliation
  • Cash Flow Management
  • Investment Management

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Capital Finance Officer

State of Wisconsin-Department of Administration
09.2022 - Current

Financial Specialist

UW Credit Union
01.2021 - 09.2022

Property Damage Claims Representative

Sedgwick CMS
09.2018 - 01.2021

Restaurant Supervisor

Benvenuto’s Italian Grill
02.2017 - 03.2020

Au Pair

AuPairCare Live-In Childcare
07.2016 - 04.2019

Administrative -Finance Intern

Tecniruedas Colombia S.A.
01.2015 - 07.2016

Associate of Applied Science - Finance

Madison Area Technical College

Bachelor of Science - Finance & International Business Major

Completed 3 Semesters At Uniempresarial
Andrea Ceron