Summary
Overview
Work History
Education
Skills
References
Languages
Timeline
Generic

Carlos Patino

Gaithersburg,MD

Summary

Dynamic bilingual professional with financial industry experience in auditing, budgeting, risk assessment, accounting, and credit analysis. Demonstrates efficiency in project completion, ensuring timeliness and accuracy. Excels at cultivating and maintaining strong client relationships. Strong communication and problem-solving skills facilitate the translation of complex financial concepts.

Overview

5
5
years of professional experience

Work History

Financial Analyst

The Washington Post
Washington, DC
12.2024 - Current
  • Conducted comprehensive research on prospective and current clients to assess creditworthiness.
  • Reviewed and processed credit applications, analyzing financial documents and public records.
  • Audited client account setups in SAP and ECRM, ensuring accuracy and compliance.
  • Monitored daily reports to resolve discrepancies, maintaining billing integrity.
  • Collaborated with stakeholders to validate data and enhance information accuracy.
  • Automated customer account creation, improving order accuracy and reducing setup time by 20%.
  • Assigned sales representatives to advertising orders, ensuring commission accuracy.
  • Provided credit references as needed and maintained documentation for audits.

Accounting Specialist

The Washington Post
Washington, DC
10.2022 - 11.2024
  • Managed inbox for payments, transfers, write-offs, and refunds to ensure timely processing.
  • Verified refund batches by confirming payee details, payment methods, and amounts.
  • Initiated daily subscriber renewals to maintain accurate billing periods and account balances.
  • Updated subscriber rates, ensuring accurate transaction allocations prior to billing cycles.
  • Investigated and resolved Chase and AMEX chargebacks by analyzing dispute details.
  • Processed weekly payroll for delivery carriers while applying promotional rates and adjustments.
  • Provided responsive support to subscribers and corporate clients via phone and email.
  • Reported system bugs and tracked inefficiencies through JIRA tickets for resolution.

Accounting Coordinator

Martek Global Solutions, Inc.
Bethesda, MD
04.2022 - 09.2022
  • Processed comprehensive monthly payroll reports, including PTO, vacation, and benefits.
  • Utilized ADP for report generation and updates on employment statuses and pay rates.
  • Reconciled monthly credit card statements with organized and validated receipts for audits.
  • Maintained timely records of NDAs and TAs, tracking renewals and expirations effectively.
  • Coordinated collection of Certificates of Insurance from vendors to ensure compliance.
  • Categorized vendor and real estate documents for efficient record-keeping.
  • Generated financial reports in QuickBooks Desktop to inform business analysis.
  • Managed journal entries and reconciliations in QuickBooks, overseeing invoice processing.

Junior Accountant

mPower Technologies Inc
Gaithersburg, MD
09.2021 - 02.2022
  • Managed customer billing for goods and services, ensuring compliance with local regulations.
  • Processed expense reports, purchase orders, and invoices to support timely payments and expense tracking.
  • Collaborated with leadership to develop and implement a structured, efficient accounting process.
  • Performed monthly bank reconciliations to ensure the accuracy of financial records and resolve discrepancies.
  • Investigated and resolved discrepancies across Accounts Payable and Accounts Receivable, improving transaction accuracy and cash flow tracking.
  • Maintained profiles for new customers and vendors in the accounting system, supporting data management, and streamlining operations.

Junior Accounts Payable Accountant

Prescient Edge Corporation
McLean, VA
01.2021 - 08.2021
  • Supported monthly bank and credit card reconciliations by reviewing transactions and identifying discrepancies.
  • Organized records of executive expense receipts for audit and reporting purposes.
  • Served as the main point of contact for Spanish-speaking clients.
  • Facilitated the onboarding of new vendors by collecting W-9s and required documentation to ensure compliance and timely payments.
  • Communicated with vendors to obtain banking information, and process ACH payments.
  • Enforced internal financial controls and compliance procedures to support successful internal and external audits.
  • Investigated and resolved vendor payment discrepancies in coordination with the AP and procurement teams.
  • Provided basic IT troubleshooting and maintenance support for office systems and software.

Education

Bachelor of Science - Accounting

University of Maryland Global Campus
College Park, MD
08-2025

Associate of Applied Science - Accounting

Montgomery College
Rockville, MD
01.2020

Skills

  • CostPoint, QuickBooks, and SAP
  • Operative One and Salesforce
  • Microsoft Office Suite
  • Workday and ADP
  • iOS and Google Workspace
  • Adobe Creative Cloud
  • Dunn & Bradstreet and GuideStar
  • Dropbox and SharePoint
  • JIRA and Alteryx
  • Slack and Microsoft Teams
  • Cisco IP Communicator

References

Upon Request

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual
Portuguese
Full Professional

Timeline

Financial Analyst

The Washington Post
12.2024 - Current

Accounting Specialist

The Washington Post
10.2022 - 11.2024

Accounting Coordinator

Martek Global Solutions, Inc.
04.2022 - 09.2022

Junior Accountant

mPower Technologies Inc
09.2021 - 02.2022

Junior Accounts Payable Accountant

Prescient Edge Corporation
01.2021 - 08.2021

Bachelor of Science - Accounting

University of Maryland Global Campus

Associate of Applied Science - Accounting

Montgomery College

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