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
Vessel Entry and Clearance Specialist at Department Of Homeland Security, CBPVessel Entry and Clearance Specialist at Department Of Homeland Security, CBP