Experienced leader with a strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for a collaborative approach and unwavering commitment to excellence. Proven track record of driving success through effective leadership and fostering a positive work environment.
Overview
10
10
years of professional experience
Work History
CLIENT ACCOUNTANT
MAY Management Services
St. Augustine, United States
04.2023 - 10.2024
Oversee daily accounting and month-end close for association accounts, ensuring accuracy
Provided journal entries and performed accounting on accrual basis.
Execute precise journal entries and reconciliations, enhancing financial reliability
Manage homeowner account transactions, maintaining precision and timely updates
Monitor financial assets and budgets, implementing necessary adjustments for stability
Enhanced client satisfaction by providing timely and accurate financial reports.
Streamlined accounting processes for increased efficiency and reduced errors.
Served as main point of contact for clients regarding billing inquiries, addressing concerns promptly to maintain positive relationships.
Conducted monthly account reconciliations to maintain financial integrity and prevent discrepancies.
Analyzed financial statements for discrepancies, resolving issues quickly to ensure accuracy of reporting.
Managed accounts payable and receivable, ensuring timely payment processing and accurate record keeping.
Fostered strong client relationships, leading to high retention rates
Worked closely with team members to streamline processes and enhance overall efficiency
Conducted thorough market analyses to identify lucrative investment opportunities
Utilized data-driven insights to guide clients in making informed property decisions
Consistently achieved top sales rankings within the agency
Developed and executed targeted campaigns that significantly increased property viewings and sales
Pioneered the adoption of virtual property tours, enhancing client experience and expanding market reach
Sold high volume of properties in short timeframes to exceed quotas and maximize business revenue.
Assisted clients in navigating complex financial processes by connecting them with trusted mortgage lenders and guiding them through loan application procedures.
SENIOR OPERATIONS ANALYST
Merrill Lynch
Jacksonville, United States
11.2014 - 03.2017
Managed $11B in annual trades, overseeing 39,000 equities and 31,000 dividends
Built strong ties with 497 mutual funds, handling 22,000 securities
Resolved complex alerts and queries, ensuring accurate record maintenance
Managed portfolio of 39,000+ Equity and 31,000+ daily dividend distributions, overseeing $11 billion in annual reinvestment trades
Streamlined processes for efficiency
Cultivated strong relationships with 497 mutual fund companies, encompassing 22,000 securities
Ensured seamless communication and timely issue resolution
Applied various analytical techniques to diverse situations.
Optimized operational efficiency by streamlining processes and implementing best practices..
Participated in high-level strategy meetings, contributing to financial and logistical framework planning.
Utilized software extensively for macros, spreadsheets and models.
Managed multiple projects simultaneously while maintaining strict timelines and budgets for each initiative.
Education
BACHELOR OF SCIENCE - ACCOUNTING AND MINOR IN ECONOMICS
Florida Agricultural And Mechanical University
Tallahassee, FL
05.2014
Skills
Strategic Development
Collaborative Partnerships
Financial Revenue Modeling
Data Forecasting
Contract Negotiation Skills
Client Account Management
Sales Strategy Development
Accurate Data Entry
Accurate Financial Reporting
Asset Management
Competitive Market Analysis
Vantaca Proficiency
Strongroom Operations
Proficient in Microsoft Office 365
Financial Cash Flow Analysis
Client relationship management
Operational Efficiency Analysis
Effective Presentation Creation
Accurate Ledger Management
Effective Verbal Communication
Analytical Problem Solving
Proficient in Negotiation Strategies
Additional Information - Technical Skills
Vantaca
Strongroom
Google Workspace/G-Suite
Microsoft Office 365 (Excel, Word, PowerPoint)
LinkedIn Sales Navigator
Timeline
CLIENT ACCOUNTANT
MAY Management Services
04.2023 - 10.2024
REAL ESTATE PROFESSIONAL
JPAR City & Beach
05.2017 - 04.2023
SENIOR OPERATIONS ANALYST
Merrill Lynch
11.2014 - 03.2017
BACHELOR OF SCIENCE - ACCOUNTING AND MINOR IN ECONOMICS