James Diaz
Bronx
Summary
Experienced with managing high-stakes projects and ensuring client satisfaction. Utilizes analytical skills and strategic thinking to drive successful outcomes. Track record of effective teamwork and adaptability in dynamic environments.
Overview
13
13
years of professional experience
Work History
Senior Associate Business Manager
Publicis Health
New York, NY
01.2024 - Current
- Currently managing Pfizer’s Hemophilia portfolio with a total budget of $9M
- Upload brand specific statements of work into Decideware platform
- Standardized client tracker to report for the Specialty Care Therapeutic area
- Organize internal calls with both Account and Project Management teams to provide status updates of the brand account from a financial health perspective
- Host external calls with clients to present brand specific financial data in a clear and concise report
- Provide monthly invoices and/or accruals to the clients
- Meet with the Finance department monthly for month-end revenue recognition
Finance Coordinator
Publicis Inc
New York, NY
01.2023 - 01.2024
- Created and managed project job codes via Altair (SAP)
- Processed time and out of pocket transfers via Altair (SAP)
- Generated client invoice(s) and submitted to client via Altair (SAP)
- Managed and addressed ad-hoc issues for various reports such as billability report, actuals report, missing timesheet report and client tracker report on a weekly basis
Account Payable Analyst
Publicis Inc
New York, NY
01.2022 - 01.2023
- Submitted vendor invoices for processing, approve/reject posted invoices and flagged time sensitive invoices for urgent payment
- Created new vendor profiles and purchase orders upon request
- Completed, submitted, and approved various forms such as a credit refund form to credit vendors and FB60 forms for short sale on tax
- Provide troubleshooting assistance for purchase orders/vendor profiles/invoices with error message(s) or erroneous status
- Accrued and reported non-billable expenses monthly
- Managed the processing, posting, and approving of all invoices across multiple agencies (Saatchi & Saatchi Wellness, Heartbeat, and Publicis New York)
Teller II
TD Bank
New York, NY
01.2014 - 01.2015
- Achieved 100% accuracy in balancing main vault, ATM and penny arcade totals with no shortages or overages throughout tenure
- Exceeded first trimester quota by 15% in processing new credit card applications
- Implemented sales strategies such as up-selling and cross-selling to increase revenue
- Processed customer ID verifications according to TD Bank security and audit procedures
Professional Teller
Bank of America
New York, NY
01.2012 - 01.2014
- Received and verified loan and mortgage payments
- Built strong customer service relationships to increase customer loyalty
- Contributed to 100% branch sales increase by offering bank services and products to customers
- Developed an excellent draw balancing record of zero discrepancies
Education
Bachelor of Science - Accounting, Minor in Mathematics
Lehman College / City University of New York
Bronx, NY05.2021
Associate of Arts - Liberal Arts
Bronx Community College / City University of New York
Bronx, NY06.2015
Skills
- Working knowledge of Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS)
- Proficient in Microsoft Excel
- Proficient in SAP Platform
- Skilled and trained in cash management and reconciliation, audit procedures, and payroll
- Training and mentoring
- Performance monitoring
- Team leadership
Timeline
Senior Associate Business Manager
Publicis Health
01.2024 - Current
Finance Coordinator
Publicis Inc
01.2023 - 01.2024
Account Payable Analyst
Publicis Inc
01.2022 - 01.2023
Teller II
TD Bank
01.2014 - 01.2015
Professional Teller
Bank of America
01.2012 - 01.2014
Associate of Arts - Liberal Arts
Bronx Community College / City University of New York
Bachelor of Science - Accounting, Minor in Mathematics
Lehman College / City University of New York