Dynamic finance professional with extensive experience at Invictus Motor Company, excelling in financial reporting and vendor negotiations. Proven analytical skills and attention to detail drive strategic recommendations, enhancing profitability. BLS certified and adept in customer service, I thrive in fast-paced environments, ensuring accuracy and compliance in all financial operations.
Overview
13
13
years of professional experience
Work History
Senior Controler Assistant
Invictus Motor Company - Spectrum Acceptance
Salt Lake City, UT
12.2023 - Current
Coordinated and finalized quarterly and annual financial reporting packages.
Negotiated contracts with vendors and suppliers to secure best terms possible.
Evaluated insurance claims for accuracy and completeness.
Reviewed policy coverage to determine claim eligibility.
Documented claim activities and decisions in the system thoroughly.
Administered payroll for employees, and oversaw corporate payroll reconciliation and tax activities.
Analyzed financial statements to provide strategic recommendations in support of business decisions.
Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.
Performed bookkeeping and accounting consulting services.
Coded invoices to maintain organized and accurate records.
Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation, and disbursements.
Performed credit checks on new clients and set up payment terms.
Monitored and recorded company expenses, ensuring adherence to budget guidelines.
Maintained accurate financial records and documentation in compliance with company policies.
Received and recorded cash, checks and transfers.
Handled accounts payable and receivable, including invoicing and payment processing.
HCA
University of Utah Hospitals and Clinics
Salt Lake City, UT
01.2022 - 12.2022
Conducted patient health checks and communicated observations of patients' conditions to medical staff.
Responded to call lights and completed frequent rounds to meet patients' needs.
Recorded vital signs, weight and patient information in electronic health records system.
Collected biological specimens and packaged for laboratory transport to complete diagnostic tests.
Supported RN with tasks such as wound cleansing and urinary catheterization.
Supported daily living activities by serving meals, feeding, ambulating and turning over and positioning patients.
Documented information in patient charts and communicated status updates to interdisciplinary care team.
Safeguarded patient privacy with strict adherence to HIPAA protocols.
Assisted patients with activities of daily living.
Identified needs of customers promptly and efficiently.
Accounting Assistant
Ibero Business Services LLC
Salt Lake City, UT
05.2021 - 12.2021
Served as backup to carry out payroll responsibilities.
Matched invoices to Purchase Orders' created by Staff.
Assisted Accounts Payable with reconciling vendor statements to records.
Performed data entry into automated accounting system.
Received and processed invoices for payment in Accounts Payable System.
Processed incoming and outgoing mail including distribution to various departments.
Uploaded invoices for payment to accounting software and initiated approval process.
Ensured to collect outstanding balances from clients on regular basis.
Monitored vendor invoices for accuracy and timeliness.
Accounted skills and experience with bank reconciliations.
Manager of Accounts and Finance
Tito's Auto Sales LLC
Murray, UT
01.2018 - 05.2021
Maintained customer confidence and organization stability by keeping information confidential.
Verified all documents and spreadsheets for accuracy before distribution.
Monitored cash balances ensured liquidity, implements controls, prepares and conducts transfers of funds.
Monitored more than 100 client relationships per month.
Maintained records through timely updates to employee and other files.
Teamed with sales managers and sales consultants to create positive atmosphere, resulting in maximum profitability and customer satisfaction.
Identified interest rates and loan terms by reviewing and analyzing client credit.
Sales Manager
ARL Auto Sales
Orem, UT
02.2017 - 01.2018
Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
Developed and implemented new sales strategies to update product lines.
Formalized sales process to enhance operations and promote acquisition of new customers.
Tracked monthly sales to generate reports for business development planning.
Implemented CRM strategy to automate leads management.
Waitress
Hotel W
Santiago, CHILE
01.2012 - 07.2014
Maintained accuracy while handling payments, giving change and printing receipts to customers.
Stocked server areas with supplies before, during and after shifts.
Greeted customers, answered questions and recommended specials, wine and desserts to increase profits.
Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
Education
Bachelor of Science - Neuroscience
Westminster College
Salt Lake City, UT
05.2023
CNA Certification -
Utah CNA Training Center
Salt Lake City, UT
11.2021
Some College (No Degree) - Completed Coursework Towards Doctor Medicine(M.D)
UNIVERSIDAD PEDRO DE VALDIVIA
Santiago, Chile
High School Diploma -
THE ANTOFAGASTA BRITISH SCHOOL
Santiago, Chile
12.2010
Skills
BLS (CPR) certified through the American Heart Association
Certified Nursing Assistant
EPIC
Medical terminology Knowledge
Quick problem solver
Collecting vital signs
General housekeeping ability
Critical Thinking
Customer services
Pro-active
Follow Up
Attention to detail
Strong Analytical Skills
Equipment maintenance
Managing laboratory supplies
Documentation skills
Microsoft Office (Word, Excel and PPT)
Accounting Experience
Collecting Data
Bookkeeping operation
Accounts payable
Active listening
Languages
Spanish
Native/ Bilingual
English
Full Professional
Timeline
Senior Controler Assistant
Invictus Motor Company - Spectrum Acceptance
12.2023 - Current
HCA
University of Utah Hospitals and Clinics
01.2022 - 12.2022
Accounting Assistant
Ibero Business Services LLC
05.2021 - 12.2021
Manager of Accounts and Finance
Tito's Auto Sales LLC
01.2018 - 05.2021
Sales Manager
ARL Auto Sales
02.2017 - 01.2018
Waitress
Hotel W
01.2012 - 07.2014
Bachelor of Science - Neuroscience
Westminster College
CNA Certification -
Utah CNA Training Center
Some College (No Degree) - Completed Coursework Towards Doctor Medicine(M.D)