GENESIS TOLENTINO
Middle Village,NY
Summary
Experienced professional focused on meeting or exceeding objectives seeking Financial Analyst position. Offers advanced training and knowledge of industry best practices. Recognized for leadership, planning abilities and clear, direct communication style. Knowledgeable in identifying and mitigating risks, enhancing business decisions and locating opportunities. Well-versed in completing complex analysis to develop and improve operational processes aligned with business goals.
Overview
8
8
years of professional experience
Work History
CLIENT FINANCE ANALYST
Saatchi & Saatchi Wellness
New York, NY
05.2020 - Current
- Assisting with budgets, and client staffing plans, scope of work review, provide summaries of monthly billing and reconciliations; and assist with financial analysis and reporting
- Lead client team meetings in management of financial metrics; assist with revenue forecast
- Partner with client teams and develop relationships with Business Management, Project Management and Account Management to influence productive and accurate client financial management
- Create, review journal entries, and provide CLT leadership with revenue results
- Perform refreshing agency data source file for all client budget trackers
- Assist with intercompany labor reporting; maintain PO billing summaries for all accounts refreshed weekly
- Act as liaison between clients and agency on all financial matters
- Improved financial operations with careful, in-depth analysis and proactive recommendations for improvement.
Client Finance Analyst
Bartle Bogle & Hegarty
New York, NY
02.2020 - 05.2020
- Supported Accounting department’s daily operations, including account reconciliations and analyses
- Maintained relationships with clients to build understanding of client’s accounts and needs
- Ensured timely client billings of fee, performed daily bank statement reconciliation, and monitored weekly cash flow
- Coordinated with account teams to build client’s statement of work (SOW) development and amendments
Digital Reconciliation Assistant
Dentsu Aegis Network
New York, NY
05.2018 - 01.2020
- Identified and tracked discrepancies, which includes contacting vendors for missing invoices and final billing confirmations
- Collaborate with Accounts Payable/Receivable team on client and vendor billing and identifying credit/debit differences
- Reconcile digital invoices from receipt through clearance for payment
- Budget for media plans and final delivery
- Service as liaison for Media Planning and Accounts Payable to ensure financials are in order
- Resolve billing discrepancies and maintain digital media activity in DDS {Prisma 2.0}
- Hosted training sessions for employees regarding system launch and daily processes.
Business Development Center Representative
Northstar Autosales
New York, NY
06.2016 - 04.2018
- Coordinated internet leads, sales, promotion, and events to draw clients to showroom
- Booked & confirmed appointments for sales leads with potential clients for vehicle sales
- Maintained calendar, daily reporting, and updated number of vehicle sales daily
- Collected and entered customer documentation into customized database
- Managed over 100 incoming calls, emails, and texts simultaneously
Energy & Community Development Intern
Heartshare Human Services Of NY
New York, NY
09.2014 - 09.2016
- Set up appointments with applicants to help apply for utility service & pay their bills
- Provided guidelines, reviewed customer accounts, tracked missing documentation and updated applicant's status
- Organized and maintained large volume company filing system for applicants
- Communicated with various New York State energy and gas providers to ensure application processed and confirm guarantees of payments
- Managed high call volume, faxing and e-mails for applicants and staff
Education
Bachelor’s - Child Psychology
SUNY Empire State College
2019
Skills
- Revenue Forecasting and Financial Strategy
- Relationship Management
- Performance Optimization/ Project Cost Tracking Analysis
- Involvement in contract negotiations
- Accounts Payable and Receivable
- Proficient in Microsoft Office (Excel, Powerpoint, Word, Access, Outlook)
- Data Interpretation
- Report Preparation and Presentation
- Budgeting and Variance Analysis
- Project Maintenance
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
CLIENT FINANCE ANALYST
Saatchi & Saatchi Wellness
05.2020 - Current
Client Finance Analyst
Bartle Bogle & Hegarty
02.2020 - 05.2020
Digital Reconciliation Assistant
Dentsu Aegis Network
05.2018 - 01.2020
Business Development Center Representative
Northstar Autosales
06.2016 - 04.2018
Energy & Community Development Intern
Heartshare Human Services Of NY
09.2014 - 09.2016
Bachelor’s - Child Psychology
SUNY Empire State College
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