Lizz Rodriguez
Miami
Summary
Detail-oriented financial analyst with a strong focus on financial statement analysis, budgeting, and forecasting. Committed to enhancing reporting accuracy and supporting strategic decision-making.
Overview
5
5
years of professional experience
Work History
Financial Analyst
Shutts and Bowen
Miami, FL
06.2024 - Current
- Analyzed financial data to support strategic decision-making processes.
- Prepared detailed reports on financial performance and budget variances.
- Developed presentations summarizing key findings for stakeholder meetings, enhancing communication of financial insights.
- Collaborated with cross-functional teams to enhance reporting accuracy.
- Aderant Integration and Migration project, driving successful innovation rollout and training for firm personnel and lawyers.
- Monitored industry trends and benchmarks to identify opportunities for enhancing financial performance and mitigating risks.
Accountant
UCC America
Miami, FL
12.2022 - 06.2024
- Managed monthly financial reconciliations to ensure accuracy and compliance with accounting standards.
- Prepared detailed financial reports for management review, enhancing decision-making processes.
- Streamlined invoice processing procedures, reducing turnaround time for payments significantly.
- Assisted in annual budget preparation by analyzing historical data and forecasting financial trends.
- Recorded transactions in QuickBooks, prepared invoices, and payment for clients.
- Developed journal entries to effectively revise the income statement monthly saving over $20,000 in
expenses.
Trust Analyst
Bilzin Sumberg
Miami, FL
10.2021 - 12.2022
- Reconciled and resolved any accounting discrepancies to provide management with accurate financial
reporting. - Handled specialty posting for direct payment and Attorney net both manually and using automation.
- Handling and process closing over 2 million (real estate closing)
- Maintain relationships with external professional’s, such as CPA’s, Attorney’s, Bank, employee’s, etc. to complete monthly statements.
- Effective and efficiently process trust checks and wire payment to carries, bookers and finance
companies. - Prepared financial statements and reports on a monthly basis, ensuring accuracy and compliance with regulations
Account Resolution Specialist
Bilzin Sumberg
Miami, FL
01.2021 - 09.2021
- Fully manage and process more than 20 investment accounts
- Process over 80 combined payment such as: wires, checks and ACH’s.
- Produced month-end closing reports and provided actionable suggestions on remittance for quick
resolution. - Collaborated with cross-functional teams to streamline account reconciliation processes, enhancing operational efficiency.
Education
Bachelor of Science - Finance
Florida International University
Miami, FL12-2021
Associate of Arts - Business Administration
Miami Dade College
Miami, FL05-2019
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial statement analysis
- Budgeting and Forecasting
- Project Management
- Data Analysis
- Communication and Relationship Building
Accomplishments
Aderant Integration and Migration project, driving successful innovation rollout and training for firm personnel and lawyers.
Implementation of new Financial program to the company with roll out and follow up taring accost employees and attorneys.
Timeline
Financial Analyst
Shutts and Bowen
06.2024 - Current
Accountant
UCC America
12.2022 - 06.2024
Trust Analyst
Bilzin Sumberg
10.2021 - 12.2022
Account Resolution Specialist
Bilzin Sumberg
01.2021 - 09.2021
Bachelor of Science - Finance
Florida International University
Associate of Arts - Business Administration
Miami Dade College