Jaziel Ramos
9270 Five Palms Dr, San Antonio,TX
Summary
Hardworking and passionate accounting professional adept at managing financial data, vendor/client negotiations, budgets, contracts, invoices, and general accounting functions. Known for a strong commitment to high standards, problem-solving capabilities, and a proactive approach to enhancing team efficiency. Eager to bring a combination of teamwork and precision to a forward-thinking organization.
Overview
2
2
years of professional experience
Work History
Financial Coordinator
CBRE
San Antonio, TX
12.2023 - Current
- Execute accounts payable and accounts receivable duties.
- Maintain a timely completion of financial transactions and data entry tasks, ensuring I meet my SLO with duties like PO creation and invoice processing.
- Perform peer review on financial operations accuracy and verifying compliance with departmental policies.
- Monitor and troubleshoot both internal/external inquiries from client USAA and their 125 vendors.
- Actively update and manage over 300 PO's of 10 USAA facilities around America.
Personal Banker
IBC Bank
San Antonio, TX
08.2022 - 11.2023
- Opened/closed personal accounts, revise accounts, issued debit/ATM cards, and allow access to the safety deposit box.
- Establish, expand, and maintain strong customer relationships by making 100 extensive phone calls per month.
- Processed 175 daily transactions, including deposits, withdrawals, money transfers, loan payments, selling cashier’s checks, foreign exchange, and IRA contributions/deductions.
- Balanced cash drawer 5x a day, handling $30K+, with 100% accuracy and attention.
Education
Associate of Arts - Finance
Northwest Vista College
San Antonio07.2022
Skills
- Database Management
- Precise Data Entry
- JDE/MAXIMO (Accounting Software)
- Expense Tracking
- Extensive Knowledge in Excel
- Contract Management
- Work Planning and Prioritization
- Read/Create Financial Reports
- Account Reconciliation
- Invoice Management
Timeline
Financial Coordinator
CBRE
12.2023 - Current
Personal Banker
IBC Bank
08.2022 - 11.2023
Associate of Arts - Finance
Northwest Vista College