DONALD BRATINI
Cranston,RI
Summary
Qualified and highly professional customer service representative with 6 years of administration, fully bi-lingual, accounting, and customer service work. Self-motivated with an eye for detail and problem-solving. A strong communicator, hard worker, critical thinker, and proficient with analytical skills and Data entry. Having strong skills in handling cash & organizing transactions for small businesses as well. Organized Accounting Manager with 5 years of experience and extensive expertise in customer relation building and accounting. Knowledgeable about Microsoft Excel with a commitment to efficiency, accuracy, and modernization. The distinguished history of excellent and meticulous bookkeeping.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Bookkeeper, Customer Relations, Tax Preparer, Data Keeper
Bratini & Associates Enterprises LLC
01.2022 - 04.2024
- Analyzed 20-30 financial data to assist every 3 days in budget creation and forecasting.
- Managed complex problem-solving for upper management to complete projects on time and within budget.
- Developed and implemented procedures to improve accounting efficiency.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Supported year-end closing procedures by preparing and adjusting journal entries as needed.
- Generated detailed financial reports for management review, facilitating informed decision-making.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Supported management by processing invoices and documents with consistent on-time delivery.
Funds Service Representative
Fidelity Advisors
03.2020 - 12.2022
- Monitored cash drawers in multiple checkout stations and maintained adequate cash supply.
- Assisted clients in understanding billing procedures and payment options while maintaining strict adherence to internal policies regarding financial transactions.
- Streamlined customer service processes for improved efficiency and reduced response times.
- Increased customer retention with exceptional interpersonal skills and proactive problem-solving abilities.
- Educated customers about billing, payment processing and support policies and procedures.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Implemented and developed customer service training processes.
- Maintained productivity and quality standards at all times.
Constituent Office of the Governor
The State House
01.2018 - 09.2019
- Alerted constituents of government actions and programs by way of newsletters, personal appearances at town meetings and individual meetings.
- Developed robust disaster management plans, ensuring prompt response to natural disasters or emergencies.
- Advanced social justice initiatives, addressing systemic inequalities faced by marginalized communities.
- Improved public education by implementing innovative policies and increasing funding for schools.
- Strengthened infrastructure by prioritizing projects that improved transportation and utility systems.
- Promoted tourism within the state, generating revenue and supporting local businesses.
- Enhanced public safety by working closely with law enforcement agencies and community organizations.
- Implemented comprehensive healthcare reform, expanding access to care for thousands of residents.
- Kept up with news on daily basis to stay informed about local, regional, national and international events.
Education
Bachelor of Arts - Graphic Design & Marketing
Los Angeles Film School
6363 Sunset Blvd, Los Angeles, CA 9002804.2024
Associate of Science - Business Operations & IT
Year Up: Business Operation
40 Fountain St 7th Floor, Providence, RI 0290306.2019
High School Diploma -
The Greene Highschool
94 John Potter Rd, West Greenwich, RI 0281706.2016
Skills
- Calculations
- Bank Reconciliations
- Credit Card Data entry
- Organizing folders, bills, receipts, invoices, payroll reports and gross receipts
- Efficiently process Individual Taxes & organized format
- Worked on data charts for marketing on MS Excel & credit card data
- Organized client appointments & picked up phone calls for potential business partnerships & Tax Resolution Clients
- Strong problem-solving
- Analytical skills
- Speak to prospects about our services & process into tax resolution to make them comfortable
- Time Efficient
- Controlled call volumes
- Informed and assisted Shareholders on their investments
- Assisted IPs with their daily trades
- Interpersonal Skills
- Strong Communication
- Collaboration
- Worked on MS Word, Excel, and PowerPoint for various projects
- Organized call outs, core items & assisted with more than 80 calls daily
- Build customer rapport & make small changes to their account(s)
- Transferred funds from different tech funds and stocks for clients via phone call
- Leadership
- Duties included data searching for constituents calling in
- Connect callers to the state governmental branches or programs such as the DMV, DHS, etc
- Assisted government workers with file organization, communication with the team & any updates on projects being worked on
- Organized
- Excel, Word, PowerPoint Trained
- Data Analysis
- Organized plate filers for the DMV
- Management Skills
- Data Entry
- Cash Register Operation
- Adaptable and Flexible
- Relationship Building
- Drawer management
- Returns processing
- Product Scanning
- Transaction Balance Sheets
Certification
- Microsoft Specialist Certificate
- Republic Bank: Tax Refund Solutions, 11/2022, 02/2024
Languages
Spanish
Native or Bilingual
Timeline
Bookkeeper, Customer Relations, Tax Preparer, Data Keeper
Bratini & Associates Enterprises LLC
01.2022 - 04.2024
Funds Service Representative
Fidelity Advisors
03.2020 - 12.2022
Constituent Office of the Governor
The State House
01.2018 - 09.2019
Bachelor of Arts - Graphic Design & Marketing
Los Angeles Film School
Associate of Science - Business Operations & IT
Year Up: Business Operation
High School Diploma -
The Greene Highschool
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