Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jessica Valle

Summary

Bilingual professional with 12+ years of experience and proven knowledge of Social Service, Human Resource, client attention, and accounting expertise. Exceptional ability to build and maintain strong working relationships with professionals in all business disciplines and at all organizational levels. Consistent and reliable performer with the ability to communicate effectively, solve problems, and make sound business decisions.

Overview

16
16
years of professional experience

Work History

Operations Manager

Magnolia Home Inspection Services, LLC
12.2021 - Current

Coordinate and manage HR and Finance department including recruitment, selection, and onboarding of new talent, run payroll, performance management, maintain employees records, employee engagement, and communication. File and organize records and bookkeeping activities, preparation of monthly financial reporting (Balance Sheet, Income Statement, Cash flows) with tight deadlines for owners, document bi-weekly payroll, process payments to vendors, review and contact clients for outstanding balances, prepare reconciliation of bank statement, forecasting and budgeting at the end of the year, review KPI's for growth department and customer services department.

•Promoted within 9 months thanks to high performance and capacity to handle multiples activities and challenges.
•Led the process to switch from external to internal bookkeeping, reducing by 7 days the time frame to deliver monthly reports.
•Contributed to the process of developing a new company, during this process, I helped to design and create their business plan, budgeting, structure, and marketing strategy, establish an accounting and invoicing system, set up new software, and SOP's creation.

FUNDRASING COORDINATOR

Fundación Teleton México AC
06.2014 - 03.2016

Promoted organization and activities in the community, presented and promoted our project to potential clients and volunteers. Prepared internal and external conferences and presentations for Universities and Companies, Supported the creation and management of project timelines to deliver products and projects, prepared project status reports. Worked events, both during and outside business hours. Provide high-quality customer service to external customers.


• Annual growth of 200% through fundraising in Companies.
• Increase Volunteers in the Educational Sector by 150% including Elementary, High School, and University
levels.

Senior Investment Advisor

Banco Santander
07.2012 - 06.2014

Manage and recommend investments to Clients, manage client resources, and daily communication with internal and external parties. Offer and develop exchange rate insurance to neutralize potential risks resulting from adverse foreign currency fluctuation. Maintain compliance with internal controls, policies, and procedures.


• Annual growth of 150% in income in exchange rate insurance.
• Increase 30% our list of Clients.
• Increase by 50% and maintain our amount of Client investment in 2013.

SENIOR STAFF ACCOUNTANT

LaSalle Investment Management
10.2009 - 07.2012

Daily communication with external clients, (Latin America Finance VP, project accountants, lawyers among others). Ensured effective and efficient management of treasury activities, including payments, collections and cash flow; review and concentration of information (4 investment funds-22 legal entities) to report to the area of Latin America Finance VP (Balance Sheet, Income Statement, Cash Flow, Variations in Capital Stock, B-15) as well as carrying out analysis and information projection to select new models for the financial development of companies. Collaborate for the closing and review of Financial Statements (Tax Reports) related to the audits carried out by PWC.

  • Update Treasury operation of 22 companies. (registration of new accounts, update of signatories, operation of online banking, allocation of capacities in each of the online banks assigned for each outsourcing.
  • I received a promotion to Senior Staff Account one year after I started working for LaSalle, thanks to the performance of the activities carried out and the disposition and ability.

Auditor

PricewaterhouseCoopers
06.2007 - 09.2009

Participation in audit planning, coordinate audits of financial statements according to Generally Accepted auditing standards and international standards, applying accounting knowledge based on Financial Reporting Standards.Support and preparation of tax reports through SIPRED.

Education

Bachelor of Science in Accounting And Finance - Accounting

ITESM
Mexico
12.2005

Skills

    Data Analysis

    Communication skills

    Critical Thinking

    Integrity

    Experience in Bookkeeping

    Quickbooks User

    Leadership

    Bilingual Spanish/English

Languages

Spanish
Native or Bilingual
English
Full Professional

Timeline

Operations Manager

Magnolia Home Inspection Services, LLC
12.2021 - Current

FUNDRASING COORDINATOR

Fundación Teleton México AC
06.2014 - 03.2016

Senior Investment Advisor

Banco Santander
07.2012 - 06.2014

SENIOR STAFF ACCOUNTANT

LaSalle Investment Management
10.2009 - 07.2012

Auditor

PricewaterhouseCoopers
06.2007 - 09.2009

Bachelor of Science in Accounting And Finance - Accounting

ITESM
Jessica Valle