Benjamin Rocha
Boerne
Summary
Seasoned financial specialist with diverse experience in managing complex financial tasks and delivering strategic advice to optimize fiscal performance. Possess strong analytical skills, adept at risk assessment and implementing effective financial solutions to drive efficiency and productivity. Contributed significantly to team efforts by streamlining financial processes, improving accuracy in forecasting, and enhancing overall financial health of previous workplaces.
Overview
3
3
years of professional experience
Work History
Unclaimed Property Specialist
Ernst & Young
San Antonio
07.2022 - Current
- Created reports summarizing trends associated with customer account activity that may indicate potential liability exposure.
- Maintained detailed records and files related to all aspects of the Unclaimed Property program operations.
Education
High School Diploma -
Burbank High School
San Antonio, TX05-1989
Skills
- Due diligence processes
- Project management
- Process improvement ideas
- Account reconciliation
- Asset recovery expertise
- Escheatment regulations
Timeline
Unclaimed Property Specialist
Ernst & Young
07.2022 - Current
High School Diploma -
Burbank High School