Daneh Morales
8114 Lauren Way ,TX
Summary
Results-driven Branch Operations Manager with a proven track record in enhancing customer experiences through exceptional service and attention to detail.
Overview
20
20
years of professional experience
Work History
Branch Operations Manager
TRITIS Wealth Management
Sugar Land, TX
03.2021 - Current
- Oversaw daily branch operations, ensuring compliance with regulatory standards and internal policies.
- Developed and implemented process improvements to enhance customer service and operational efficiency.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Established best practices for resolving client issues quickly while maintaining high standards of professionalism.
- Maintained friendly and professional customer interactions.
- Enhanced customer experience by providing exceptional service and addressing concerns promptly.
- Delivered comprehensive support to enhance operational efficiency and client satisfaction for financial teams.
- Oversaw preparation of client documentation. Managed scheduling and calendar coordination. Facilitated transaction processing to enhance operational efficiency.
Head of Accounting
Spray & Forget
Rosenberg, TX
06.2011 - 01.2019
- Managed monthly financial closing processes, ensuring accuracy and compliance with accounting standards.
- Managed journal entries, collection efforts, and reconciliations.
- Managed relationships with external vendors, ensuring timely payments and accurate recording of expenses.
- Compiled monthly and quarterly financial statements for executive analysis.
- Guaranteed adherence to tax regulations through timely preparation of accurate federal, state, and local tax filings.
- Created and maintained financial databases for data entry, tracking, and reporting.
- Assisted customers with product application inquiries through service calls. Responded to product reviews on Amazon.com and homedepot.com.
- Oversaw credit application processes and facilitated the extension of credit terms and lines. Managed the integration of new vendors into the vendor list.
- Led financial reporting processes to ensure accuracy and compliance with regulations.
Financial Officer
Trent Internationale School
Sugar Land, TX
08.2006 - 06.2011
- Oversaw daily accounting operations, including management of accounts payable and receivable. Directed general ledger activities and executed monthly bank reconciliations. Streamlined expense report processing and monitored petty cash for accuracy. Managed journal entries and invoicing processes while ensuring efficient data entry. Coordinated collections efforts and maintained timely bill payment schedules.
- Streamlined reporting procedures, enhancing accuracy and timeliness of financial statements.
- Managed student enrollment and processed associated fees efficiently.
- Monitored and reconciled accounts receivable and accounts payable to maintain financial integrity.
- Assisted CPA in the analysis and documentation of financial data to facilitate efficient tax preparation processes.
- Managed payroll systems and reconciled data to facilitate efficient salary disbursement and record-keeping.
- Executed preparation of W-2 forms to ensure accurate tax reporting.
- Coordinated logistics and resources for effective admissions testing administration.
- Coordinated with HR departments of Fluor Daniel, Schlumberger and SABIC America to ensure timely processing of tuition payments from relocation packages.
Education
High School Diploma -
Clements High School
Sugar Land, TX1986
Skills
- Customer relationships
- Branch operations management
- Excellent work ethic
- Customer service
- Attention to detail
- Excellent time management skills
Timeline
Branch Operations Manager
TRITIS Wealth Management
03.2021 - Current
Head of Accounting
Spray & Forget
06.2011 - 01.2019
Financial Officer
Trent Internationale School
08.2006 - 06.2011
High School Diploma -
Clements High School