Claymi Albizu
Tampa,FL
Summary
Focused Accounting professional with over 4 years of experience maintaining financial records and reviewing account activity. Proven track record of developing accurate spreadsheets and delivering organized reports with Jirav, Quickbooks, and Reach. . Accomplished in taking on tasks within strict deadlines while prioritizing urgent needs.
Overview
14
14
years of professional experience
Work History
Financial Accountant
BLG Association Law, PLLC
02.2020 - Current
- Maintain accurate and up-to-date financial records, including ledgers, journals, and other accounting documents
- Record all financial transactions, including income, expenses, assets, and liabilities.
- Provide financial advice and guidance to decision-makers within the organization, helping them make informed choices that align with financial goals.
- Reconcile bank accounts to ensure that the balances recorded in the general ledger match the supporting documentation
- Identified cost-saving opportunities through thorough budget analysis and expense tracking.
- Analyzed financial data to identify trends and provided actionable insights for management, leading to improved business performance.
- Simplified financial data presentation to non-financial colleagues, facilitating informed decision-making throughout the organization
- Developed a robust forecasting model that accurately projected revenue trends and guided budgetary adjustments as needed
Tax Specialist III
PriceWaterHouseCoopers
12.2018 - 02.2020
- Setting up internal technology tools used to manage tax return processes
- Preparing data on relevant tax forms, reviewing and transmitting, receiving and organizing client data
- Collecting, verifying, identifying outstanding information, and filing and notifying engagement team when complete
- Preparing E-filing tax returns, including clearing diagnostics, submission of returns, clearing rejections, filing confirmations, engagement team notification
- Proactively seeking guidance, clarification, and feedback
- Working independently, prioritizing work, and multi-tasking within in fast-paced environment
- Analyzing client financial statements
- Providing technical and process support to other Process Specialists related to the execution of work assigned
- Filing K-1 Forms and Corporate tax returns.
Branch Manager
Chase Bank
05.2016 - 11.2018
- Ensure the branch meets and exceeds customer expectations and create a customer obsessed culture in the branch
- Create an environment that influences the use of technology to meet the customer's needs of today and the future
- Analyze new account for high-risk clients, conduct enhanced due diligence on business and personal accounts
- Grow the deposits and investments of the branch and coach bankers and tellers
- Collaborate with partners in Chase Wealth Management, Business Banking and Home Lending to provide a seamless experience for our customers.
Teller Coordinator
Suntrust Bank
09.2014 - 04.2016
- Supported the branch manager with managing the daily branch numbers and client service experience
- Directly managed the branch activities and helped to grow branch sales numbers
- Provided coaching and development for branch teammates
- Worked directly with branch merchant and business bankers to achieve quarterly branch goals.
Assistant Branch Manager
PNC Bank
05.2010 - 05.2014
- Led and managed the daily client experience and activities on the floor; involving a high level of client contact and handled a mix of routine and unexpected requests
- Collaborated with colleagues in directing sales and service activity, also directly assisted and reported to the branch manager
- Guided the team with any operational procedures, and with problem-solving related to compliance, policy and procedures
- Processed quarterly Vault and ATM audits with a zero error rate
- Coordinated daily cash reconciliation at a high-volume location.
Education
Master of Accounting -
Saint Leo University
Saint Leo, FL05.2020
Bachelor of Arts, Accounting -
Saint Leo University
Saint Leo, FL04.2018
Skills
- Excel Proficiency: V-Lookup, Pivot Tables, Data Manipulation
- Financial Statement Analysis
- Financial Reporting
- Financial Modeling
- Cash Flow Management
- Auditing
Timeline
Financial Accountant
BLG Association Law, PLLC
02.2020 - Current
Tax Specialist III
PriceWaterHouseCoopers
12.2018 - 02.2020
Branch Manager
Chase Bank
05.2016 - 11.2018
Teller Coordinator
Suntrust Bank
09.2014 - 04.2016
Assistant Branch Manager
PNC Bank
05.2010 - 05.2014
Master of Accounting -
Saint Leo University
Bachelor of Arts, Accounting -
Saint Leo University
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