Danielle Rovito
Boca Raton ,FL
Summary
Self-motivated and detail-oriented finance professional with 7 years experience supporting finance and accounting operations. I am seeking a career with a company for whom I can best utilize my knowledge and skills, as well as establish a long-term career with.
Overview
9
9
years of professional experience
Work History
Financial Representative
Northwestern Mutual
Boca Raton, FL
05.2022 - Current
- Works with clients to develop financial planning strategies and solutions through evaluation of finances.
- Specializes in retirement planning, investment strategies, and risk management.
- Builds and maintains strong client relationships through effective communication. Networks to identify potential new clients and expand book of business.
- Ensures regulatory compliance with thorough documentation and diligent monitoring of client transactions
- Conducts regular portfolio reviews with clients to assess progress toward goals and adjust strategies as needed.
Accounts Payable Specialist
Nationwide Laboratory Services
Boca Raton, FL
05.2017 - 04.2022
- Implemented a new system for organizing physical and electronic records, reducing document retrieval time significantly.
- Proactively identified potential areas of improvement within existing processes, leading to enhanced efficiency across several workflows.
- Conducted thorough audits of expense reports, identifying opportunities for cost savings within the organization.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Managed vendor relationships and negotiated contracts to obtain best prices and value for money
- Contributed to year-end closing process by ensuring all outstanding payables were accurately recorded and settled promptly.
Bookkeeper
AML Diagnostics
Boca Raton, FL
06.2016 - 06.2017
- Handled day-to-day accounting processes to drive financial accuracy.
- Maintained and processed invoices, recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Served as main point of contact for all employee expense reimbursement requests, reviewing submissions for compliance with company policies before approving payments.
- Managed payroll processing for 50+ employees, ensuring compliance with tax regulations and labor laws.
Laboratory Sales Representative
AML Diagnostics
Boca Raton
04.2015 - 06.2016
- Provided extensive laboratory testing services to physicians in multiple medical fields while exceeding monthly sales goals.
- Addressed customers needs and concerns as quickly and effectively as possible to develop and maintain strong relationships.
- Utilized Salesforce to manage customer accounts and track performance metrics.
- Attended trade shows to represent company products, generate leads, and network with potential clients.
Education
Bachelor of Science - Finance
Florida Atlantic University
Boca Raton, FL05.2014
Skills
- Financial Planning
- Account Management
- Proficient in Quickbooks Pro & Enterprise Solutions
- Proficient in Microsoft Excel
- Organized and detail oriented
- Quick learner
- Critical thinking
- Relationship Building
Timeline
Financial Representative
Northwestern Mutual
05.2022 - Current
Accounts Payable Specialist
Nationwide Laboratory Services
05.2017 - 04.2022
Bookkeeper
AML Diagnostics
06.2016 - 06.2017
Laboratory Sales Representative
AML Diagnostics
04.2015 - 06.2016
Bachelor of Science - Finance
Florida Atlantic University