Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

ERIKA ESPINOZA

Orlando,FL

Overview

13
13
years of professional experience
1
1
Certification

Work History

Accounting Assistant

APDC CLEANING SERVICES
Orlando, FL
03.2023 - Current
  • Handle the day-to-day accounting for the Company and its affiliates including the functions of Accounts Receivable, Accounts Payable, Fixed Assets, Revenue Recognition, Payroll and Time Tracking
  • Assist in the creation and processing of monthly invoices
  • Registering all banking transactions in the Quickbooks system
  • Issue check payments to employees
  • Bank reconciliation; manage all bank movements and record them in the Quickbooks system
  • Prepare periodic reports of the financial status of Company projects
  • Assist Human Resources and Benefits departments as needed
  • Manage company expenses
  • Manage client portfolio in the Amerifactor System
  • Manage the business accounts; incomes and debits
  • Prepare financial statements
  • Assist in the customer billing and collection process
  • Prepare electronic budgets and billing presentations
  • Process new material intakes
  • Collaborate with the accounting team on various projects
  • Coordinate with the accounting team to monitor accounts receivable balances
  • Prepare reports in Excel or other formats as required
  • Investigate and respond promptly to inquiries regarding billing issues
  • Assist with other special projects and activities as needed
  • Meticulous in managing documents, reports, and schedules to ensure accuracy
  • Strong customer service skills for professional client interactions
  • Ability to work autonomously and collaborate effectively with remote team members
  • Excellent problem-solving skills with the ability to suggest efficiency improvements
  • Handle sensitive information with utmost confidentiality
  • Proficiency in drafting emails and reports
  • Collaborate effectively with different departments and team members
  • Excellent work ethic, professional attitude, and strong communication skills
  • Effective communication with team members, clients, and stakeholders
  • Payroll Specialist
  • Process bi-weekly payroll for over 5,000 company employees
  • General knowledge of computer operations and software
  • Proficiency in Microsoft Office (Excel, Word, Outlook)
  • Experience with Quickbooks and Microsoft Software
  • Ability to read, analyze, and interpret common technical journals, financial reports, and legal documents
  • Ability to respond to common inquiries or complaints from employees, regulatory agencies, or members of the business community
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Zonal Coordinator of Internal Control of Agencies

BANCO INTERNACIONAL
04.2019 - 01.2023
  • Plan, supervise and control the operability and risk of the agency channel, through periodic reviews of their operational processes in compliance with regulatory and institutional policies and procedures, in order to ensure operability in a standardized manner, mitigating risks and supporting the customer service offer of the offices in charge
  • Prevent and mitigate risk events, controlling compliance, outlines, guidelines, policies and established procedures, to avoid a materialization of operational losses
  • Plan and execute visits to the Commercial Network, in coordination with the team of each Office and the Manager of Internal Control Agencies, through the management of management tools, periodic controls, and reports of control areas, in order to mitigate risks, ensure the standardization of processes and support the service offer
  • Supervise the action plans generated in the Offices, product of the visits and those of Internal Audit, through the monitoring and evaluation of the processes, in order to achieve compliance with them in the established times
  • Propose improvements in operational processes for internal and external customers, in coordination with the Agency Administration area, through review reports and analysis of processes, with the aim of minimizing risk and achieving greater efficiency
  • Give support and feedback to the Operational Headquarters, on essential issues to processes through the different media and communication, in order to leverage and improve compliance and knowledge of operating procedures in the offices, minimizing risk and exposure due to ignorance.

Commercial and Services Officer

BANCO PICHINCHA
- 03.2019
  • Attract new customers through negotiation strategies
  • Portfolio Management
  • Constant visits to portfolio clients
  • Marketing and advice of products and services
  • Customer Portfolio Management
  • Credit Management
  • Management of Visa, Mastercard and Discover Credit Cards
  • Serve customers and find an effective solution generated from complaints, requests and / or recommendations for service or products
  • Prepare and analyze information on sales results for taking corrective actions
  • Credit Bureau Validation
  • Opening of Fixed Term Certificates of Deposit
  • Opening and closing of checking and savings accounts
  • Application of credits for dependent and independent customers
  • Credit card application for dependent and independent people
  • Follow-up to procedures prior to approval of credit lines
  • Management of collections of credit portfolios and credit card
  • Refinancing of credits and credit cards
  • Deferred national and international consumption of Credit Card
  • Pre-cancellation and credit card deferred subscriptions
  • Pre cancellation and Credit subscriptions
  • Credit card claims and requirements
  • Issuance of Checks of national and international management
  • Preparation of reports
  • Preparation of Disbursements
  • Internal and external customer service
  • Management of transfers abroad
  • Prohibition of checks for loss or theft.

Special Services Executive

BANCO PICHINCHA
03.2014 - 08.2016
  • Internal and external customer service
  • Reception and delivery of credit and debit cards to customers
  • Receipt and delivery of returned checks
  • Reception and delivery of checkbooks
  • Management of Visa, Mastercard and Diners Club credit cards
  • Deferred national and international consumption of Credit Card
  • Pre-cancellation and credit card deferred subscriptions
  • Credit card claims and requirements
  • Issuance of national and international management checks
  • Entry of claims and customer requirements
  • Issuance of Bank Certificate
  • Prohibition of checks for loss or theft
  • Disbursements of credits delivered by commercial executives
  • Digitization of documents of commercial executives for the application of credits to customers
  • Review of openings of savings and current accounts, of dependent and independent clients
  • Daily balance of enablers such as: debit cards, credit cards, checkbooks, returned checks, management checks and account statements.

Operational Supervisor

BANCO PICHINCHA
07.2012 - 02.2014
  • Administration of the agency and security personnel
  • Agency balancing and conciliation
  • Logistics of vault cash
  • ATM square
  • Remittance of Checks
  • Vault square
  • Confirmation of checks for the respective payment
  • Custody of agency securities
  • Responsible for passwords and access to restricted areas of the office
  • Verification of counterfeit bills
  • Banknote counting
  • Signature verification
  • Payment to agency providers.

Cashier

BANCO PICHINCHA
09.2011 - 06.2012
  • Receipt of cash deposits in savings and currents account
  • Payments to suppliers
  • Payment of checks
  • Issuance of management checks
  • Check Certificates
  • Withdrawal from savings accounts
  • Payments for basic services, schools, schools and institutions
  • Payment of IESS payrolls
  • Payment of vehicle registration
  • Box square
  • Vault square assistant and ATMs.

Accounting Assistant

JOHNSON & JOHNSON DEL ECUADOR S.A.
05.2011 - 07.2011
  • Preparation of administrative reports to define and measure progress towards the objectives of the organization, assistance to the administrative department
  • Entry of orders for products to the SAP system of wholesale and retail customers; detailing product code, quantity and in turn validating existing inventory in the company's warehouses for the respective shipments
  • Preparation of Payroll for the respective payment of salaries to employees; calculation of overtime worked by workers; calculation of vacations, tenth payments and other social benefits; payment of profits, attention to extraordinary requirements requested by the company's management
  • Payroll payments to the IESS
  • Preparation of the forms for the respective monthly payments to the IESS.

Host

WAVE HOTEL DRIVE
Lake Nona
02.2023
  • Welcome guests to the venue
  • Provide accurate wait times and monitor waiting lists
  • Manage reservations
  • Escort customers to assigned dining or bar areas
  • Provide menus and announce Waiter/Waitress’s name
  • Greet customers upon their departure
  • Coordinate with wait staff about available seating options
  • Maintain a clean reception area
  • Cater to guests who require extra attention (e.g
  • Children, elderly)
  • Answer incoming calls and address customers’ queries
  • Assist wait staff as needed.

Education

Commerce and Finance International Bilingual Engineer -

Catholic University of Santiago de Guayaquil
05.2018

MBA - Business Administration MBA

Continental University of Florida
Miami, FL

Skills

  • Exceptional accounting skills
  • Experienced in Microsoft Office
  • Manage time effectively
  • Work well within groups
  • Analytical in dealing with problems
  • Leadership ability
  • Multitasking abilities
  • Fully Bilingual
  • Working knowledge of Quickbooks Software, Amerifactor and Microsoft Office Suites
  • Excellent written and oral communications
  • Excellent organizational skills
  • Strong interpersonal skills, ability to communicate well with all levels of the company team
  • Candidates must be decisive, accountable, results and process oriented, collaborative, and team oriented
  • Excellent references and academic credentials

Certification

  • Quickbooks System
  • Continuing Education Credits for VITA/TCE Partners and Volunteers.

Languages

Spanish
Native/ Bilingual
English
Professional

Timeline

Accounting Assistant

APDC CLEANING SERVICES
03.2023 - Current

Host

WAVE HOTEL DRIVE
02.2023

Zonal Coordinator of Internal Control of Agencies

BANCO INTERNACIONAL
04.2019 - 01.2023

Special Services Executive

BANCO PICHINCHA
03.2014 - 08.2016

Operational Supervisor

BANCO PICHINCHA
07.2012 - 02.2014

Cashier

BANCO PICHINCHA
09.2011 - 06.2012

Accounting Assistant

JOHNSON & JOHNSON DEL ECUADOR S.A.
05.2011 - 07.2011

Commercial and Services Officer

BANCO PICHINCHA
- 03.2019

Commerce and Finance International Bilingual Engineer -

Catholic University of Santiago de Guayaquil

MBA - Business Administration MBA

Continental University of Florida
  • Quickbooks System
  • Continuing Education Credits for VITA/TCE Partners and Volunteers.

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ERIKA ESPINOZA