Summary
Overview
Work History
Education
Skills
Languages
Software
Timeline
Hi, I’m

Leidy Mora

Tulsa,OK
Leidy Mora

Summary

Dynamic Commercial Advisor with a proven track record at Simoniz, excelling in competitive analysis and customer service management. Enhanced sales performance through targeted marketing campaigns, driving client satisfaction and fostering long-term relationships. Skilled in negotiation and pricing strategy, consistently delivering innovative solutions that align with client needs and organizational goals.

Experienced with payroll processing, tax compliance, and employee compensation. Utilizes payroll software to streamline operations and ensure accuracy. Track record of maintaining compliance with regulatory guidelines and enhancing team productivity.

Experienced with financial record management, data entry, and reconciliation in accounting environments. Utilizes accounting software and tools to enhance efficiency and accuracy. Knowledge of regulatory compliance and reporting standards, ensuring precise and timely financial documentation.

Experienced with coordinating administrative tasks and maintaining organized office environments. Utilizes strong organizational skills to enhance office efficiency and support team operations. Track record of effective communication and multitasking to meet diverse administrative needs.

Overview

6
years of professional experience

Work History

Simoniz

Commercial Advisor
01.2019 - 08.2019

Job overview

  • Performed other duties to support goals and objectives of relationship management teams.
  • Collaborated with cross-functional teams to develop innovative solutions tailored to specific client needs.
  • Researched industry-specific information from outside sources.
  • Structured and presented business cases for credit recommendation.
  • Built and maintained relationships with associates, customers and vendors.
  • Built long-lasting relationships with key clients through consistent communication and excellent service delivery.
  • Improved overall sales performance by implementing targeted marketing campaigns based on customer segmentation data.
  • Enhanced company''s competitiveness through comprehensive market analysis and identification of new business opportunities.
  • Bolstered brand reputation through exceptional customer service experiences, addressing concerns promptly while maintaining professional demeanor.
  • Increased client satisfaction by providing expert advice on commercial strategies and market trends.
  • Evaluated and refined sales processes to enhance productivity levels, contributing towards achieving organizational sales targets.
  • Collected, arranged, and input information into database system.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Evaluated customer needs and feedback to drive product and service improvements.

Simoniz

Administrative Assistant
06.2018 - 12.2018

Job overview

  • Enter data and apply cash receipt payments from clients to Sales Advisor.
  • Entering Cash receipts for customer payments into the systems to clear outstanding customer invoice.
  • Manage data on payments made by clients to each sales advisor for the respective commission payment on collections.
  • Portfolio audit, to prevent embezzlement by minimizing losses and mismanagement of funds collected by commercial advisors.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Assisted in onboarding new employees, providing training materials, and coordinating orientation schedules to ensure a smooth integration into the team.
  • Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
  • Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
  • Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
  • Maintained inventory of office supplies and placed orders.
  • Facilitated cross-departmental communication, organizing meetings to discuss project progress and align objectives.
  • Monitored office supplies inventory, ensuring availability of essential items without overstocking.
  • Facilitated training sessions for new software tools, increasing team productivity and reducing learning curves.
  • Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
  • Enhanced office environment, organizing spaces for better workflow and employee comfort.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.

CAG S.A.S

Account Manager
10.2016 - 06.2018

Job overview

  • Reduced discrepancies in financial reports through thorough account reconciliation and data verification.
  • Interacted professionally with clear, intentional communication, and set appropriate expectations on timeline of deliverables.
  • Assisted with budget preparation, monitoring expenditures, and implementing cost-saving measures when necessary.
  • Partnered with Account Manager to support preparation of client materials to educate, train and inform on benefits, services, and self-administration tools.
  • Implemented effective risk management strategies that protected company assets from potential threats or vulnerabilities within accounts monitored closely over time.
  • Evaluated financial processes to identify areas of improvement, recommending actionable solutions for optimization.
  • Coordinated with internal audit teams to facilitate smooth audits and maintain a continuous improvement mindset within the department.
  • Streamlined account analysis processes by implementing new software and automation tools.
  • Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
  • Partnered with benefits administration team to integrate benefit deductions into the payroll system seamlessly.
  • Collaborated with HR to maintain up-to-date employee records, facilitating accurate paycheck calculations.
  • Managed payroll for over 30 employees, ensuring timely and accurate payments.
  • Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
  • Provided customer service to employees regarding payroll inquiries and issues.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Resolved payroll discrepancies quickly and successfully.
  • Created new hire and termination documents for payroll.

Fabrica De Calzado Romulo

Credit and Collection Analyst
02.2016 - 10.2016

Job overview

  • Analyzed financial statements for accurate assessment of customer creditworthiness, mitigating risk exposure.
  • Maintained compliance with regulatory requirements in all aspects of the credit and collections function.
  • Implemented robust monitoring systems to proactively identify high-risk accounts, enabling targeted collection efforts.
  • Provided strategic input for process improvement initiatives, leading to greater team productivity and results.
  • Increased efficiency in collections, utilizing advanced software tools for tracking and reporting purposes.
  • Negotiated payment plans with delinquent customers, achieving successful repayment outcomes without legal intervention.
  • Collaborated with sales teams to assess credit risk for potential customers while maintaining company growth goals.
  • Reduced delinquency rates with proactive monitoring of customer accounts and timely followups.
  • Conducted regular account reviews, making recommendations for credit limit adjustments based on customer performance and risk factors.
  • Made decisions and recommendations about extending lines of credit.
  • Reviewed and approved or denied credit applications to keep organization profitable by making informed lending decisions.
  • Established relationships with customers to encourage payment of delinquent accounts.
  • Worked with customer to create debt repayment plan based on current financial condition.
  • Processed debtor payments and updated accounts to reflect new balance.
  • Investigated customer credit references and approved credit lines.

CAG S.A.S

Accounts Assistant
08.2013 - 12.2015

Job overview

  • Maintained clean and organized files by keeping accounts payable records up-to-date.
  • Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
  • Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
  • Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
  • Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Supported the accounting team with month-end closing procedures, ensuring timely completion and accurate reporting.
  • Kept vendor files accurate and up-to-date to expedite payment processing.
  • Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
  • Enhanced financial accuracy with thorough verification of invoices against purchase orders and contracts.
  • Collaborated with purchasing department to resolve discrepancies, improving communication between departments.
  • Assisted in month-end closing procedures, contributing to accurate financial reporting for stakeholders.
  • Maintained organized filing systems for easy access to financial records, supporting efficient auditing processes.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Assisted employees with inquiries regarding their paychecks, deductions, and other related issues, providing clear and concise communication.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
  • Verified and submitted timekeeping information for accurate and efficient payroll processing.
  • Created new hire and termination documents for payroll.

Education

SENA
Cali, Colombia

Short-term Courses from Finance
06-2016

University Overview

SENA
Cali, Colombia

Short-term Courses from Software Systems
05-2016

University Overview

Relevant Coursework: word & Excel

ARL POSITIVA
Cali, Colombia

Short-term Courses from Occupational Health And Safety System
04-2015

University Overview

SENA
Cali. Colombia

Systems Technology from Computer Information Systems
06-2014

University Overview

Joaquin De Cayzedo Y Cuero
Cali, Colombia

High School Diploma
06-2005

University Overview

  • Honor Roll [Semester and Year]

Skills

  • Pricing strategy
  • Influencing skills
  • Forecasting
  • Industry expertise
  • Competitive analysis
  • Proposal writing
  • Customer service management
  • Negotiation

Languages

Spanish
Native or Bilingual

Software

Word, Excel, Power point

Quickbooks

Timeline

Commercial Advisor
Simoniz
01.2019 - 08.2019
Administrative Assistant
Simoniz
06.2018 - 12.2018
Account Manager
CAG S.A.S
10.2016 - 06.2018
Credit and Collection Analyst
Fabrica De Calzado Romulo
02.2016 - 10.2016
Accounts Assistant
CAG S.A.S
08.2013 - 12.2015
SENA
Short-term Courses from Finance
SENA
Short-term Courses from Software Systems
ARL POSITIVA
Short-term Courses from Occupational Health And Safety System
SENA
Systems Technology from Computer Information Systems
Joaquin De Cayzedo Y Cuero
High School Diploma

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Leidy Mora