Daniel Ponce
Pasadena,CA
Summary
Highly motivated professional with strong foundation in accounting, finance, and real estate principles. Committed to excellence, with a proven ability to excel in fast-paced environments. Obsessed with building a successful career and helping the team achieve company goals.
Overview
3
3
years of professional experience
Work History
Financial Services Representative
Citizens Business Bank
07.2023 - Current
- Ensured that all customer inquiries were answered promptly and completely.
- Processed hundreds of transactions quickly and accurately in accordance with established procedures.
- Established strong and positive working relationships within organization to contribute to team success and provide comprehensive solutions to clients across multiple industries (Technology, Real Estate, Education, Manufacturing, Education, Non-Profit, etc.).
- Collaborated and communicated regularly with a team of professionals on client projects through multiple channels including meetings, phone calls, and email.
- Regularly reviewed, investigated and corrected errors and inconsistencies in financial entries, documents, and reports.
- Contributed to audit preparation for the region's largest branch, with over $1 billion in assets, achieving a perfect rating with zero findings.
- Assisted in training 3 new employees, from 3 different centers, on audit procedures and techniques.
- Maintained accurate records of all pertinent financial information and audit work performed throughout each engagement.
Bookkeeper
Self
05.2021 - 05.2023
- Performed basic accounting, payroll and bookkeeping services to manage business operations.
- Maintained accurate records of 20 transactions daily, ensuring compliance with company policies and applicable regulations.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all protocols.
- Generated invoices for 2000 clients and tracked payments received from customers.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Education
Associate of Science - Real Estate Broker
Glendale Community College
Glendale, CA05-2025
Associate of Science - Accounting
Glendale Community College
Glendale, CA12-2024
Bachelor of Science - Economics & Finance
California State Polytechnic University, Pomona
Pomona, CA05-2023
Certificate of Achievement - Accounting- Certified Bookkeeper
Pasadena City College
Pasadena, CA05-2021
Associate of Arts - Engineering And Technology
Pasadena City College
Pasadena, CA08-2020
Associate of Arts - Business Administration
Pasadena City College
Pasadena, CA06-2019
Associate of Arts - Social & Behavioral Science
Pasadena City College
Pasadena, CA06-2019
Skills
- Excellent Communication Skills
- Microsoft Office Suite Proficiency
- Superior Attention to Detail
- Multi-tasking
- Adept Organizational Skills
- Customer service-focused
- Interpersonal Skills
Accomplishments
2024 Pasadena Center Perfect Audit Rating, with no findings.
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Services Representative
Citizens Business Bank
07.2023 - Current
Bookkeeper
Self
05.2021 - 05.2023
Bachelor of Science - Economics & Finance
California State Polytechnic University, Pomona
Associate of Science - Real Estate Broker
Glendale Community College
Associate of Science - Accounting
Glendale Community College
Certificate of Achievement - Accounting- Certified Bookkeeper
Pasadena City College
Associate of Arts - Engineering And Technology
Pasadena City College
Associate of Arts - Business Administration
Pasadena City College
Associate of Arts - Social & Behavioral Science
Pasadena City College
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