Karina Serrano
Lowell,MA
Summary
Result-driven professional with strong background in customer service, financial planning and sales. Agile with excellent communication and analytical skills and in-depth understanding of financial products and services.
Overview
9
9
years of professional experience
Work History
Accounting Manager
Marriott
03.2021 - 08.2023
- Managed banking reconciliations and monthly balance sheet statements.
- Collaborated with other departments to achieve accurate and prompt financial reporting.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Completed bi-weekly payroll for company employees.
- Generated monthly and quarterly financial statements for executive review.
- Created and maintained financial databases for data entry, tracking and reporting.
- Educated accounting team on forecasting, financial statuses and financial strategies to assist in annual budget creation.
- Optimized cash flow management through careful analysis of accounts receivable, accounts payable, inventory levels, and working capital requirements.
Deposit Operations Management Representative
Enterprise Bank & Trust
03.2014 - 10.2018
- Enhanced customer satisfaction levels by addressing concerns promptly and implementing targeted solutions.
- Customer service, in person as well as phone and e-mail communications
- Collaborated closely with senior leadership to align departmental goals with broader organizational initiatives.
- Delivered high-quality results on complex projects by effectively managing risks and mitigating potential issues before they
- GAAP
- Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
- Used advanced software to prepare documents, reports, and presentations.
- Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
Financial Analyst Intern
Massachusetts Benefit Fund
01.2019 - 01.2021
- Analyzed and monitored statistical data trends.
- Used Microsoft Software to calculate profitability, solvency and liquidity of specific companies.
- Developed financial models for projects and presentations.
- Improved financial forecasting accuracy by conducting thorough research and analysis of market trends.
- Supported the preparation of quarterly earnings reports, ensuring timely and accurate disclosures to stakeholders.
- Assisted with due diligence efforts during potential mergers and acquisitions, mitigating risk and maximizing returns on investments.
- Utilized strong analytical skills in evaluating balance sheets, income statements, cash flow statements, and other financial documents to assess the financial health of various companies.
- Managed a portfolio of high-net-worth clients, ensuring their financial goals were met through strategic investment planning.
- Reviewed existing client portfolios to identify opportunities for additional annuity investments or product adjustments to better meet client goals.
- Enhanced pension plan participant satisfaction by providing timely and accurate information on their accounts.
Education
Bachelor Of Science - Business Administration And Management
University of Massachusetts - Lowell
Lowell, MA06.2021
Associate Of Science - Criminal Justice
Northern Essex Community College
Haverhill, MA04.2018
High School Diploma - Business Administration
Greater Lowell Technical High School
Tyngsboro, MA05.2016
Skills
- Month-End Reporting
- Invoicing
- Tax Law Knowledge
- Financial Auditing
- Payroll Processing
- Financial Management
- General Ledger Accounting
- GAAP Understanding
- Interpersonal Relations
- Forecasting
- Bookkeeping
- Journal Entries
- Quarterly Reviews
- Budget Development
- Staff Management
- Team Leadership
- Performance Metrics
- Bank Reconciliation
- Microsoft Office Proficiency
- General Ledger Management
- Microsoft Excel
- Customer Service
- Sales Strategies
- Financial Advising
Languages
Spanish
Native or Bilingual
Timeline
Accounting Manager
Marriott
03.2021 - 08.2023
Financial Analyst Intern
Massachusetts Benefit Fund
01.2019 - 01.2021
Deposit Operations Management Representative
Enterprise Bank & Trust
03.2014 - 10.2018
Bachelor Of Science - Business Administration And Management
University of Massachusetts - Lowell
Associate Of Science - Criminal Justice
Northern Essex Community College
High School Diploma - Business Administration
Greater Lowell Technical High School
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