Ivys Marrero Rodriguez
West Palm Beach,FL
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Economic specialist
Provincial Delegation Ministry of Agriculture
Villa Clara , Cuba
2017.12 - 2023.01
- Formulated strategies for mitigating risks associated with volatile markets or other factors impacting a client's portfolio.
- Provided technical advice to government departments on the formulation of economic policies.
- Advised clients on investments, taxation, budgeting and other financial matters related to their economic well-being.
- Prepared reports and presentations summarizing economic data and analysis for senior management.
- Provided guidance on regulatory compliance matters related to taxes, labor laws, environmental regulations.
- Reviewed contract documents related to mergers and acquisitions activities for potential legal implications.
- Identified areas of improvement within a company's operations by analyzing its cost structure and pricing policies.
- Assisted in developing business plans for new projects by providing relevant economic data and insights.
- Reviewed, audited and evaluated client's accounting practices and activities and guided changes and improvements.
- Consulted with clients to help in understanding current economic events and trends and actual or potential impacts on client business.
- Analyzed microeconomic and macroeconomic trends and formulated impact on client business practices and future direction.
Deputy director of development
National Tax Administration Office
Villa Clara , Cuba
2006.01 - 2017.05
- During this time I taught classes in the training of tax inspectors in several courses
- Managed budgets, ensuring fiscal responsibility.
- Recruited, trained, supervised, coached and evaluated personnel.
- Represented the department at meetings, conferences, workshops.
- Implemented multiple process updates to drive improvements to operations.
- Responded promptly to client inquiries related to their taxes or other fiscal matters.
- Educated taxpayers about various tax issues such as filing status, eligibility for credits or deductions.
- Researched and interpreted complex tax regulations in order to advise clients on the most advantageous methods of filing their taxes.
- Analyzed financial documents to ensure accuracy of information reported on tax forms.
Principal specialist of the research and methodology group
National Tax Administration Office
Villa Clara , Cuba
2001.01 - 2006.01
- Conducted market research and analysis of financial trends, such as securities prices and economic indicators.
- Generated detailed reports outlining key components of different investments options available.
- Constructed portfolios based on client risk tolerance levels and investment objectives.
- Prepared statistical reports on the results of financial research projects.
- Utilized software programs such as Excel and Access to organize large amounts of data efficiently.
- Collaborated with other departments to ensure accuracy of all financial statements prepared.
- Determined and tracked budget expenses with accuracy and transparency.
Finance and Price Analyst
National Tax Administration Office
Villa Clara , Cuba
1995.01 - 2001.01
- Provided guidance on investment decisions based on current economic trends and forecasts.
- Prepared monthly, quarterly and annual financial reports for management review.
- Drafted presentations summarizing key findings from financial analyses.
- Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
- Assessed potential risks associated with new investments or acquisitions.
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
- Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
- Developed strategies to improve efficiency of business operations and reduce costs.
- Collaborated with other departments to ensure accurate budgeting and forecasting processes were followed.
- Analyzed financial data to identify trends, patterns and strategies.
- Trained junior analysts on financial analysis techniques and best practices.
Registrar
Renaissance Health Institute
2024.01
- Managed student records and ensured accuracy of data.
- Generated reports on student performance, attendance, and other metrics.
- Reviewed documentation prior to entry into the system for accuracy.
- Prepared documents for registration, enrollment, and graduation processes.
- Created detailed records of class schedules, grades, transcripts.
- Collected, evaluated and stored documents securely in permanent records.
- Pushed computer cart to register patients at bedside and obtain account information.
Tax Associate
H&R Block
2024.01
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
- Assisted clients with the preparation of financial documents related to taxes.
- Attended continuing education courses related to taxation topics.
- Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
- Prepared tax return documents for clients.
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
- Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
- Educated clients on the implications of tax laws and their financial decisions.
- Implemented electronic filing procedures to streamline tax return processing and reduce errors.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
Education
MBA - Business Administration
Central University of Santa Clara
Villa Clara, Cuba2012-03
License Accounting and Finance - Accounting and Finances
Central University of Santa Clara
Villa Clara, Cuba1993-07
Skills
- Registrar
- Tax knowledge
- Financial analysis
- Software Management
- Research & Troubleshooting
- Effective Communication
- Regulatory compliance
- Confidentiality
- Adaptability
- Team work
- Leadership
- Collaborative skill
- Loyalty
- Discipline
- Responsibility
- Internal audit knowledge
- Ability to solve multiple problems at once
- Resilience and adaptation to change
- Teacher
- Critical thinking
- Communication
- Leadership and organization
- Computer skills
- Conflict resolution
- Creative
- Data Interpretation
- Policy analysis
- Cost-benefit analysis
- [Software] expertise
Certification
- Certificate Florida Teacher examination, 07/01/24
- Certificate Tax update for individual and small business (2024 filling Season)-ITC, 01/23/24
- Certificate of completion, 11/28/23
- Certificate of English proficiency, 06/27/23
Workauthorization
Employment Authorization Document (EAD), 01/17/24, 01/18/29
Publications
Revista Observatorio de la Economía Latinoamericana, Universidad de Málaga, Spain, 07/13/12, Tapa Blanda, 84, EAE Editorial Academia Española, 3659014796, 978-3659014796
Accomplishments
I have participated in research work as well as in both national and international publications, such as the Revista Observatorio de la Economía Latinoamericana.Universidad de Málaga, Spain of a digital book with the Spanish academic publishing house, a copy of which is available on Amazon for sale
Tapa Blanda 84 pag
Editor: EAE Editorial Academia Española ( July 13, 2012)
Spanish language
ISBN-10:3659014796
ISBN-13:978-3659014796
Timeline
Registrar
Renaissance Health Institute
2024.01
Tax Associate
H&R Block
2024.01
Economic specialist
Provincial Delegation Ministry of Agriculture
2017.12 - 2023.01
Deputy director of development
National Tax Administration Office
2006.01 - 2017.05
Principal specialist of the research and methodology group
National Tax Administration Office
2001.01 - 2006.01
Finance and Price Analyst
National Tax Administration Office
1995.01 - 2001.01
MBA - Business Administration
Central University of Santa Clara
License Accounting and Finance - Accounting and Finances
Central University of Santa Clara
- Certificate Florida Teacher examination, 07/01/24
- Certificate Tax update for individual and small business (2024 filling Season)-ITC, 01/23/24
- Certificate of completion, 11/28/23
- Certificate of English proficiency, 06/27/23
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