Joshua Echeverría
San Jose
Summary
I am a person with more than 6 years of experience in accounting and finance. I am analytical, organized and I like to bring new ideas for improvement.
I want to grow professionally, gain experience, contribute my knowledge and collaborate to the maximum with the organization that hires me, in addition to giving the best of me in each task assigned to me.
Overview
7
7
years of professional experience
Work History
Finance Clerk (Financial Analyst)
International Organization For Migration
11.2022 - Current
- Creation of a tool that shows burn rates for each project in Power Bi.
- Control of budget execution (Burn rates) for each project and assistance to project managers.
- Preparation of the sustainability report for more than 30 projects and budget forecast of staff and office costs.
- Analysis of the state of the mission and proposals for future improvement, as well as advice in making decisions related to the continuity of staff and office costs.
- Control of budget lines and approval of their use for project managers.
- Performing the bank reconciliation for the month's accounting close.
- Analysis of aging balances and taking actions for the settlement and control of these outstanding balances.
- Financial reporting according to the requests of the management and project managers.
Finance Clerk (Treasury)
International Organization For Migration
01.2022 - 11.2022
- Making payments to the suppliers of the mission, with all the necessary coordination.
- Coordination with the Bank and bank executives for any request related to the Organization's bank accounts, as well as coordination with the projects to send to the Bank the documents supporting the origin of the Organization's funds.
- Annual estimates of budgeted funds to ensure that the Mission's bank accounts have the necessary funds for its operations.
- Custody of the Organization's petty cash and strongbox.
- Monthly payroll payments.
- Coordination with headquarters in Manila Philippines for monthly funding requests.
Finance Clerk (Accounting)
International Organization For Migration
02.2019 - 01.2022
- Collaborated with colleagues to resolve any discrepancies in financial records or reports.
- Facilitation of month-end closing processes through preparation of journal entries, necessary account analysis and coordination with projects to ensure that all accounting records are within the corresponding period.
- Managed accounts payable and receivable, ensuring all transactions were recorded accurately and on time.
- Review and approval of business travel requests in accordance with applicable travel policies.
Cashier
IBG Correduría De Seguros S.A
04.2018 - 02.2019
- Control and payment of insurance policies from different insurance companies nationwide.
- Customer service.
- Control and sending of information to both clients and collaborators of the company.
- Handled cash with high accuracy and took care to check bills for fraud.
- Performed cash, card and check transactions to complete customer purchases.
- Assisted customers with inquiries and provided exceptional service.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
Education
Bachelor's Degree in Public Accounting - Accounting And Finance
Universidad Fidélitas
12.2025
University Degree in Public Accounting - Accounting
Universidad Fidélitas
08.2023
Accounting Mid-level Technician - Accounting
Colegio Vocacional Monseñor Sanabria
12.2017
High School Diploma -
Colegio Vocacional Monseñor Sanabria
12.2017
Skills
- Adaptability
- Strong Work Ethic
- Analytical Thinking
- Problem-Solving
- Process Improvement
- Team Work
- Leadership
- Financial Forecasting
- Data Analysis
Timeline
Finance Clerk (Financial Analyst)
International Organization For Migration
11.2022 - Current
Finance Clerk (Treasury)
International Organization For Migration
01.2022 - 11.2022
Finance Clerk (Accounting)
International Organization For Migration
02.2019 - 01.2022
Cashier
IBG Correduría De Seguros S.A
04.2018 - 02.2019
Bachelor's Degree in Public Accounting - Accounting And Finance
Universidad Fidélitas
University Degree in Public Accounting - Accounting
Universidad Fidélitas
Accounting Mid-level Technician - Accounting
Colegio Vocacional Monseñor Sanabria
High School Diploma -
Colegio Vocacional Monseñor Sanabria