Jasmine Roldan Anacleto
Tampa,FL
Summary
Highly motivated and passionate operations professional offering expertise in computing, classifying, and recording numerical data to complete financial records, running reports, recording a wide range of transactions, and providing accounting / clerical assistance to the accounting department. Innovative business partner, effective communicator, and problem-solving project manager known for building relationships with internal and external routine calculating, posting, and verifying duties to obtain primary financial data to maintain accounting records. Collaborative leader and individual contributor with demonstrated successes in partnering with cross-functional teams to review departmental budgets, conduct cost-benefit analyses, develop long- and short-term budgets separately personal lines to effectively manage cash flow and investment debts, and support corporate financial planning.
Overview
8
8
years of professional experience
Work History
HRSS – Accounting Operations Specialist
Citi
02.2023 - Current
- Performs various accounting functions, including posting general ledgers, proof of account reconciliation, research, validation, and investigation
- Resolves complex issues and financial reporting and communicates with other departments, external customers, and clients
- Responsible for completing United States, Canada, Bahamas, Trinidad and Tobago, Haiti, and Jamaica payroll ledger accounting processes.
- Processes and validates millions of dollars in wires daily.
- Responsible for reconciling and maintaining transactions and research of 7 accounts.
- Trains new team members within work unit and provides day-to-day guidance to other employees
- Provide operations support services, including but not limited to posting journal entries, account maintenance, opening accounts in coordination with operations team, record/documentation maintenance, and storage and retrieval of documents.
- Appropriately assess risk when business decisions are made,
- Resolved Month-over-month and quarter-over-quarter variance inquiries from finance department (millions of dollars) about Cost Center headcount changes or other infrequent outgoing employee payments such as tuition reimbursements, relocation expenses, and referral/sign-on bonuses
- This was accomplished by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency.
Budget Operations Specialist
BRISTOL MYERS SQUIBB
01.2022 - 09.2022
- Oversaw small team of contractor budget specialists supporting US medical affairs therapeutic areas such as hematology, oncology, immunology, and cardiovascular
- Managed matrix budget through RPM reports and submitted yearly budget and phasing reports.
- Partnered with medical leads and other stakeholders, such as Finance and project managers, to ensure budget execution
- Maintained and tracked monthly budgets for each brand and therapeutic area
- Routed works and contracts through Ariba and maintained completed statements of results and change orders for amendments
- Sourced, managed, trained, coached, and developed talent within budget coordination team.
- Created, validated, and processed up to 10 daily contracts per drug team and therapeutic area.
Deduction Resolution Specialist
L’OREAL
06.2021 - 01.2022
- Analyzed trends in available deductions within the A / R system to reduce discrepancies and implemented permanent resolutions
- Researched numerous retailer deductions, including advertising and returned product disputes across 3 clients, including Ulta, Target, and Walmart.
- Determined root causes and appropriate actions for resolution
- Analyzed trends in available deductions on A / R to reduce discrepancies and implemented permanent resolutions
- Created emails and spreadsheets to relay information regarding available deductions and repayment requests
- Corresponded with shippers to gather information on client claims to identify violations
- Reconciled monthly vendor transactions using three-way matching.
Purchase Order Specialist
PARTS GEEK LLC
09.2020 - 12.2020
- Ensured all web retail, eCommerce dropships, and marketplace orders were processed
- Processed orders and executed fraud detection analysis on all incoming orders
- Issued credits, refunds, and RMAs and answered vendor tickets within system to ensure deliveries
- Created spreadsheets, charts, formulas, and pivot tables within Microsoft Office Excel
- Instructed warehouse representatives on using and navigating warehouse business systems and performed warehouse pick quantity checks
- Created and implemented a performance report card to grade and hold vendors accountable based on company standards to ensure seamless customer results
- Implemented new programs based on dollar/quantity to optimize salvaging program and increase revenue and tracking
- Produced and reviewed all outgoing correspondence for proper format and policy / procedural adherence
- Reviewed Vendor/ Warehouse contracts to ensure cost alignment and compliance
- Analyzed existing contracts to ensure cost-effectiveness and renegotiated terms.
- Went through up to 50 orders per day, analyzed order risk, and decreased rate of chargebacks by 25%.
Customer Service Representative
CENTRAL LOAN ADMINISTRATION / REPORTING
09.2019 - 09.2020
- Used Synergy, Assurant, Director, and Black Knight programs to assist mortgage borrowers with inquiries and provided one-call resolutions
- Maintained knowledge of payment application, escrow, and other mortgage servicing inquiries and ability to explain processes and steps to borrowers
- Maintained productivity within 94.9%, with top productivity for February at 103%
- Maintained above minimum requirements for AHT, productivity, and quality
- Reviewed documents/ contracts to ensure compliance.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints
- Actively listened to customers, handled concerns quickly, and escalated major issues to supervisor.
Product Specialist
ONYX ENTERPRISES
02.2018 - 11.2018
- Answered incoming calls and assisted clients in finding the right product
- Grew and maintained accurate and up-to-date knowledge of vehicles and equipment
- Offered information and understanding of differences in products
- Correctly obtained and input sensitive data to ensure the client had a positive customer experience
- Continuously met goals and exceeded both customer service and sales expectations
- Input templates and forward information to the correct departments to help ease the customer experience.
- Maintained positioning as one of the top 10 sales representatives for 6 months.
Branch Sales / Service Representative
PNC RETAIL BANKING ORGANIZATION
09.2015 - 10.2017
- Applied product and procedural knowledge to solve customer problems appropriately and efficiently
- Proactively met with clients to identify financial needs and goals
- Established, developed, retained, and deepened long-term relationships
- Executed federal registration policies and procedures
- Processed routine and complex transactions for branch customers, including deposits, withdrawals, and loan payments
- Used proficiency in data entry of customer accounts, loans, and other processes
- Encouraged, sold, and referred to products and services
- Organized and filed customer accounts and other procedure paperwork
- Reviewed and acted as point of contact and expert for contracts and agreements between company and clients.
Education
Bachelor of Science in Business Administration (BSBA) Candidate - Accounting
Thomas Edison State University
Trenton01.2025
High School Diploma -
Frank Sinatra School of The Arts High School
Queens, NY06.2012
Skills
- Statements of Work (SOWs)
- Standard Operating Procedures (SOPs)
- Budgeting/Forecasting
- Microsoft Office - Excel, Word, PowerPoint, Power BI
- ADP/ SAP/ARIBA/Icertis/ DecideWare/ Cosmos/Full Suite/ Workday
- Risk Identification / Mitigation
- Double Entry Bookkeeping
- Root Cause Analysis
- Budget management
- Intercompany Transactions
- Purchase Order Management
- Financial Analysis /Research
- Data Analysis
Professional Development
- Technical Support Fundamentals, Coursera, 03/2021
- The Bits and Bytes of Computer Networking, Coursera, 04/2021
- Operating Systems and You, Coursera, 05/2021
- SQL: Data Reporting and Analysis, LinkedIn Learning, 12/2022
- Power BI: Dashboards for beginners, LinkedIn Learning, 12/2022
Languages
Spanish
Timeline
HRSS – Accounting Operations Specialist
Citi
02.2023 - Current
Budget Operations Specialist
BRISTOL MYERS SQUIBB
01.2022 - 09.2022
Deduction Resolution Specialist
L’OREAL
06.2021 - 01.2022
Purchase Order Specialist
PARTS GEEK LLC
09.2020 - 12.2020
Customer Service Representative
CENTRAL LOAN ADMINISTRATION / REPORTING
09.2019 - 09.2020
Product Specialist
ONYX ENTERPRISES
02.2018 - 11.2018
Branch Sales / Service Representative
PNC RETAIL BANKING ORGANIZATION
09.2015 - 10.2017
Bachelor of Science in Business Administration (BSBA) Candidate - Accounting
Thomas Edison State University
High School Diploma -
Frank Sinatra School of The Arts High School
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