Summary
Overview
Work History
Education
Skills
Timeline
Generic

Giovanna S. Leyton

Dallas,TX

Summary

Experienced Accounting Associate skilled in financial insights, aligning practices with business needs, navigating regulations, and enhancing efficiency. With a solid accounting foundation, excellent communication skills, and a track record of over 6 years spanning Finance, Sales, Marketing, and Accounting roles, I am distinctly equipped to excel in a Finance-focused position.

Overview

4
4
years of professional experience

Work History

Client Bookkeeping Associate

Tolleson Wealth Management
Dallas, TX
10.2023 - 02.2024
  • Manage individual and/or various entity books for multiple clients.
  • Read, analyze, and record activity on investments utilizing performance reports.
  • Record journal entries, including year-end adjustments.
  • Prepare personal individual and/or entity financials in company branding on a recurring basis, including but not limited to balance sheets, income statements, cash flow and general ledger reports, and other customized reports as needed.

Project Manager

Estrellas Mias
Dallas, TX
05.2022 - 10.2023
  • Since 1975, Estrellas Mías has been meticulously curated by Cristina Barboglio Lynch, and is a private Mexican art collection situated in Dallas, Texas.
  • I have played a key role in assisting the collection by designing, programming, and entering data into its website & specifically managing the social media platforms while creating and increasing its social media presence.

Mobile Expert

TMobile
Dallas, TX
10.2020 - 01.2022
  • Fostered customer relationships for lasting customer satisfaction & retention as well as collaborating with driven sales team to hit company metrics/goals and drive net consumer growth.
  • Developed customized sales techniques to successfully sell and upsell services to new and existing clients.

Accounting Associate

Haile Resources
Dallas, TX
01.2020 - 01.2022
  • Maintained accurate invoice summaries and collection records to enhance monitoring of billing, cash inflows, and yearly budgets.
  • Conducted financial analysis and research to advise senior management on forecasting decisions.
  • Reviewed financial information detailing assets, liabilities and capital and prepared balance sheets and profit and loss statements.
  • Conducted Invoice Payments through PICS & Quickbooks.
  • Verified and posted account transactions to prepare checks and maintain accounting ledgers.

Education

Bachelor of Science - Economics with Finance Applications

Southern Methodist University
Dallas, TX
08.2023

Skills

  • Experience utilizing MS Office suite, PICS, QuickBooks, and payroll systems to manage financial data efficiently and ensure accurate bookkeeping
  • Fluent/Native in both Spanish and English, enabling effective communication and collaboration across diverse teams and clients
  • Equipped with a strong foundation in accounting principles and practices, ensuring precision in transaction recording and financial reporting
  • Proven ability to attract new clients, build strong relationships, and understand their financial needs

Timeline

Client Bookkeeping Associate

Tolleson Wealth Management
10.2023 - 02.2024

Project Manager

Estrellas Mias
05.2022 - 10.2023

Mobile Expert

TMobile
10.2020 - 01.2022

Accounting Associate

Haile Resources
01.2020 - 01.2022

Bachelor of Science - Economics with Finance Applications

Southern Methodist University
Giovanna S. Leyton