Jennifer Portocarrero
Miami
Summary
Detail-oriented Operations Manager with over 4 years of experience in metals trading logistics and financial operations. Specialized in trade reconciliation, QuickBooks-based accounting, and international supply chain coordination. Adept at resolving system discrepancies, managing cross-border compliance, and streamlining workflows through technology. Proven track record of reducing operational costs, enhancing reporting accuracy, and driving process automation in fast-paced trading environments. Self-motivated Operations Manager successful in collaborating with consultants, area leaders and employees to streamline and strengthen processes and control costs. Highly organized and detailed collaborator with solid record of accomplishment in meeting and exceeding business targets. In-depth knowledge of operational and budget management techniques.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Operations Manager
Commitrade LLC
Miami
10.2024 - Current
- Trade Reconciliation and Accounting: Reconcile physical trades (purchases and sales) with financial entries in QuickBooks. Match invoices, purchase orders, bills of lading, and payments against trade contracts. Ensure real-time visibility into open, settled, and partially fulfilled trade positions.
- Financial Controls & Reporting: Maintain accurate accounts payable/receivable entries linked to each metal trade. Collaborate with finance and trading teams to ensure accurate month-end and year-end closing. Generate trade P&L reports, cost of goods sold (COGS), and inventory valuation using QuickBooks.
- Trade Operations Management: Oversee the full lifecycle of metal trades from order execution to final delivery, and settlement. Optimize the movement of goods, ensuring on-time, cost-effective delivery. Manage relationships with freight forwarders, customs brokers, and port authorities. Provide clear direction, performance management, and training as needed. Foster cross-functional collaboration with trading, finance, and compliance teams.
Traffic Coordinator
OM Commodities LLC
Miami
08.2021 - 09.2024
- Operational Efficiency & Process Improvement: Leveraged computer systems to optimize finance and supply chain workflows, driving increased productivity and accuracy in shipping and logistics.
- Training & Development: Created and conducted comprehensive training materials and sessions for supply chain employees, keeping teams updated on new operational standards and system functionalities.
- System Error Resolution: Identified system errors, collaborating closely with the technical team to resolve issues promptly and ensure minimal disruption to the international operations.
- International Shipment Coordination & Status Meetings: Conducted regular operational shipment status meetings with international teams to ensure clear communication, timely deliveries, and effective troubleshooting of any logistical challenges.
- Shipment Coordination: Successfully organized and monitored shipments to meet customer specifications, ensuring timely and accurate delivery across multiple locations.
- Cost Savings Initiatives: Analyzed logistical data, identifying cost-saving opportunities that improved the overall efficiency of the supply chain process.
- International Compliance: Ensured adherence to international shipping regulations by accurately completing customs documentation and resolving clearance issues, reducing delays, and avoiding compliance penalties.
- Cross-functional Collaboration: Worked closely with internal teams to facilitate seamless operations between multiple shipping locations, optimizing resource allocation and customer satisfaction.
- Data-Driven Reporting: Generated comprehensive reports on freight costs, delivery timelines, and invoices, providing actionable insights to management for strategic decision-making.
- Software Expertise: Utilized advanced software systems to track shipments, maintain detailed records, and improve the visibility of the logistics pipeline.
Case Coordinator
The Downs Law Group
01.2018 - 01.2021
- 3+ years of experience in effectively managing high-profile cases. Managing critical documentation and data flow for complex legal matters, including the BP Oil Spill class action. Maintaining confidentiality, auditing legal records for accuracy, and providing detailed, accurate documentation to support both legal teams and operational processes.
- Medical Records Organization & Distribution: Managed the organization and distribution of medical records in compliance with Florida law and firm policies, ensuring timely and accurate record handling.
- Information Sharing & Case Support: Facilitated the identification, storage, and provision of critical information to doctors, case coordinators, and attorneys involved in the BP Oil Spill class action, improving the viability of legal proceedings.
- Confidentiality & Privacy Management: Maintained a discreet and confidential work environment, safeguarding sensitive medical information and adhering to privacy standards while focusing on judicial matters.
- Attention to Detail in Record Management: Developed strong attention to detail to ensure all client records were accurately linked to the BP Oil Spill class action, reducing errors, and ensuring compliance with case requirements.
- Accurate Documentation & Reporting: Assisted in the precise documentation of inaccessible medical records, utilizing proper terminology for accounting and statistical purposes, contributing to transparent reporting.
- Client Index Management: Audited, corrected, and communicated discrepancies in the client index, ensuring accurate record-keeping and coordination with relevant staff to resolve issues.
Education
BBA - Marketing
Florida International University
Miami, FL08-2021
Skills
- Business Process Management
- Data Analysis
- Project management
- Cross-functional Collaboration
- Effective communication
- Technological Adaptability
- QuickBooks Reconciliation
- Trade Documentation Management
- Inventory Cost Allocation
- International Trade Compliance
- ERP & Financial Integration
Languages Competencies
- English: Fluent - Professional
- Spanish: Native
Certification
HubSpot- Certificate of Inbound Sales Methodology
Technical Proficiencies
- Office Suite (Word, Excel, PowerPoint, Outlook, OneNote, Publisher).
- Office 365 (OneDrive, Teams, SharePoint)
- Microsoft Visio
- Microsoft Planner
- Microsoft Project
- Microsoft Dynamics(Supply Chain, Logistics, CRM)
- QuickBooks (Multi-currency, class tracking, inventory, reconciliation)
- Advanced Excel (PivotTables, VLOOKUP/XLOOKUP, freight costing models)
- Aderant
- Clio
- Pacer
References
References available upon request.
Timeline
Operations Manager
Commitrade LLC
10.2024 - Current
Traffic Coordinator
OM Commodities LLC
08.2021 - 09.2024
Case Coordinator
The Downs Law Group
01.2018 - 01.2021
BBA - Marketing
Florida International University
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