Katherine Moreno
Remote,Usa
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Currently ready to take on a new role in either Project management, Account Management or Talent Recruiting.
Overview
13
13
years of professional experience
6
6
years of post-secondary education
1
1
Language
Work History
Technology Account/Project Manager
AMELIA LLC, Artificial Intelligence Software
Manhattan , NY
2019.09 - Current
- Working alongside VP of tech to hire talent and manage technology engineers in US and offshore
- Manage SaaS deployment /software release change schedules for all clients across all products
- Manage both internal and client-side business/ technical account projects and resources to execute, manage and control projects successfully
- Maintain New client Onboarding project/process and coordinate with internal teams to facilitate prompt delivery of client Go-live dates
- Meeting/ working closely with engagement client managers to ensure their demands are met with focus on improving customer experience
- Resolving complaints and keeping track of all processes that pertain to clients desires
- Identify and assign project tasks based on skill sets, experience, and strengths of cross-functional project team members
- Schedule change management of upgrades/deployments of new releases for internal shared services/ products with technology engineers
- Work with team to continue to improve processes and create new tools to better facilitate team delivery of products and services (as well as client satisfaction).
- Scheduled regular meetings to collaborate effectively with cross-functional teams to define strategy, goals and commitment to timelines and deliverables and conflicts/risks.
- Maintained open communication by presenting regular updates on project status to customers/internal teams.
- Staying on top of emerging processes, technologies, standards, and practices that are associated with relevant IT capabilities
- Maintaining up to date internal and external technical documentation in confluence
IT Project Manager/ Business Analyst
Bank of America Merrill Lynch
New York , NY
2018.09 - 2019.09
- As part of the Federated Governance Team – due diligence to plan, organize, monitor, and control projects using appropriate tools and techniques to ensure efficient and effective project completion to meet deadlines and make timeline adjustments as needed
- Oversee and manage business analyst and developers
- Find resolutions to RAID (Risks, assumptions, issues, dependencies) throughout project
- Multi-disciplinary role that requires to take on numerous diverse responsibilities and necessitates close partnership with senior business and technology managers
- Effectively communicates with managers, peers and business partners and development teams (in USA & ASIA) on deliverables, timelines and support needed on a day-to-day basis
- Work with business users and technology groups to analyze present-state, developing alternative future-state approaches and facilitating implementation
- Develop weekly status reports (or decks), cost estimates, resource plans, project documents and updates
- Develop and socialize potential risk mitigation strategies
- Managing software development lifecycle for projects
- Escalate problems as necessary to ensure awareness and seek assistance with resolution
- Maintaining project on Agile/Jira
- Coordinated and helped to design agile feature team concept and collaborated with cross functional teams to identify and allocate the right mixture of resources
- Reporting to stakeholders on project progress
- WebEx, SharePoint, Jira, project plan software
Accounting Supervisor/Analyst
GEOGLOBAL PARTNERS LLC, OASE NORTH AMERICA
2017.03 - 2018.09
- Accomplishing accounting human resource objectives by training, assigning, scheduling, coaching, and disciplining employees; communicating job expectations; planning, monitoring, appraising job contributions; adhering to policies and procedures
- Meeting accounting operational standards by contributing financial information to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; resolving problems; identifying system improvements in the Finance department (including both accounts payable and receivable)
- Work closely with operations and sales and VP of Finance in providing annual budget information; identifying variances; implementing corrective actions
- Reporting – involved in sales, forecasting, budget reports
- Maintaining cash flow by monitoring bank balances and cash requirements; investing excess funds
- Bank Reconciliations – reconcile bank and book transactions, research discrepancies, and prepare and enter journal entries to balance
- Prepare various state sales & excise tax returns and International (Canada) GST/HST tax returns
- Heavy participation in the month, quarter and year end close procedures including balance sheet analysis and monthly financial review analysis
- Approving cash disbursements by verifying check amounts against invoices, authorizing checks and wire transfers
- Approving ledger entries by auditing transactions
- Supporting annual audit by providing information and answers to auditors
- Verifying employee benefit invoices by verifying coverage and costs
- Special projects/reports as assigned and as needed beyond finance
Staff Accountant/Financial Analyst
GEOGLOBAL PARTNERS LLC, OASE NORTH AMERICA
2017.03 - 2017.12
- Works closely with the Controller and VP of finance in the day to day responsibilities
- Independently prepares schedules and analysis for month and year end periods, including annual audit
- Creates and updates standard and non-standard journal entries
- Sales Commission- Monitors and calculates commissions for outside sales reps and customer service department
- Heavy participation in the month, quarter and year end close procedures including balance sheet analysis and monthly financial review analysis
- Bank Reconciliations – reconcile bank and book transactions, research discrepancies, and prepare and enter journal entries to balance
- Research and provide solutions to normal and unusual accounting issues
- Prepare various state sales & excise tax returns and International GST/HST tax returns
- Assist in annual budget preparation, as required
- Maintain fixed asset schedule—including additions, deletions and monitoring in process suspense account and revising accumulated depreciation as changes occur
- Assists associates in Accounts receivables and Payables department
- Perform financial analysis of Intercompany General Ledger accounts
- This includes balance sheet and income
- Statement monthly account reconciliations and daily monitoring of accounts
- Prepare and analyze monthly reports to reflect Accounts Payable / Accounts Receivable balances
- Reconcile affiliate balances using SAP Intercompany Reconciliation Tool
- Month-end close / Year-end support /Audit
- Support other Accounting initiatives as required
- Accruals
- ERP: Oracle & SAP
Finance Assistant
Sunglass Trader, LLC
Palm Beach Gardens , FL
2017.01 - 2017.03
- Credit Card/Bank Reconciliation
- Balance all accounts
- Minor Invoicing
- Sales Tax Payment
- Employees Hours Management
- Prepare and process payroll
- Purchase supplies and equipment as authorized by management
- Manage accounts payable and accounts receivable
- Prepare checks, payments and bank deposits
- Maintains subsidiary accounts by verifying, allocating, and posting transactions
- Billing services
- Maintain ledgers
- Maintain complete filing system to support financial records
- Side projects
Personal stylist / Sales Associate
Nordstrom CO
Boca Raton , Fl.
2012.12 - 2017.02
- Business Development Management
- Cold calling
- Driving business expectations
- Formal Reporting (budgets, increases and decreases of company goals)
- Vendor reporting
- Use directive selling to meet or exceed your Sell More, Make More goal
- Build personal trade by developing and maintaining relationships with customers
- Assist the department manager in achieving department volume and productivity goals by developing and executing a business plan
- Coached salespeople to meet or exceed their Sell More, Make More goals
- Ensure salespeople are delivering outstanding customer service by teaching, coaching and leading by example
- Act as a fashion role model and product and fit expert for the customer
- Partner with the department manager to ensure the customer receives the best quality, value and selection
- Work with the department manager to ensure merchandising and presentation standards are met
- Assist the department manager in ensuring accurate inventory management and achieve shrinkage goals
- Able to adapt to new environment
Sales Associate
2011.01 - 2013.01
- Recruited for Nordstrom Leadership/Internship Program based on managerial skills
- Consistently awarded Pacesetter Recognition for outstanding performance
- Always exceeding sales quotas
- Working closely with diverse clientele
- Emphasis on scheduling and meeting deadlines
- Personal follow-up on management directions
- Extensive problem solving and troubleshooting
- Recognitions
- Graduated from FNL (Future Nordstrom Leadership management program & Internship)
- 2016 Yearly Pacesetter recognition – making full year sales quota
- 2014 Quarterly Pacesetter recognition – Top seller; meeting sales quota for the store
- 2013 Yearly Pacesetter Recognition- making the full year sales quota
- Dean’s list
- Member of Baron’s Business and Economics Club
Education
Bachelor of Arts - Management Information Systems
Florida Atlantic University
Boca Raton, Florida 2013.08 - 2015.12
Bachelor of Arts - Finance
Florida Atlantic University
Boca Raton, FL 2012.08 - 2015.12
Skills
Project Management Google certificationundefined
Timeline
Technology Account/Project Manager
AMELIA LLC, Artificial Intelligence Software
2019.09 - Current
IT Project Manager/ Business Analyst
Bank of America Merrill Lynch
2018.09 - 2019.09
Accounting Supervisor/Analyst
GEOGLOBAL PARTNERS LLC, OASE NORTH AMERICA
2017.03 - 2018.09
Staff Accountant/Financial Analyst
GEOGLOBAL PARTNERS LLC, OASE NORTH AMERICA
2017.03 - 2017.12
Finance Assistant
Sunglass Trader, LLC
2017.01 - 2017.03
Bachelor of Arts - Management Information Systems
Florida Atlantic University
2013.08 - 2015.12
Personal stylist / Sales Associate
Nordstrom CO
2012.12 - 2017.02
Bachelor of Arts - Finance
Florida Atlantic University
2012.08 - 2015.12
Sales Associate
2011.01 - 2013.01
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