Summary
Overview
Work History
Education
Skills
Languages
Timeline
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MARIA INA A. GRAMS

Lunenburg,MA

Summary

Analytical and process-oriented financial analyst with experience in analyzing and conducting accurate reports, evaluating financial statements, and coordinating concurrent projects. Proficient in Microsoft Office (Excel, Word, Power Point) and financial markets. Fluent in English and Portuguese.

Overview

14
14
years of professional experience

Work History

National Account Reporting Analyst

UniFirst Corporation
08.2022 - Current
  • Created reports using database query tools and Excel, providing critical insights to support decision-making processes
  • Effectively managed customer rebates, guaranteeing accurate and timely payments and enhancing customer satisfaction
  • Maintained ongoing schedule and documentation for all reporting procedures
  • Reviewed and analyzed systems functions and reporting processes for accuracy
  • Produced quality reports formatted in compliance with data quality standards

Au Pair

Cultural Care Au Pair
04.2017 - 03.2020
  • Exchange Program as an Au pair in Massachusetts and Washington D.C. Immersed me in the American culture, built relationships with effective communication, and lived with host families.

Operations Analyst Junior

Brasilprev
04.2015 - 01.2016
  • Managed portability processes (entry and exit), redemption, and vested benefits for thousands of individuals monthly
  • Prepared accounting records and financial statements to assess accuracy and conformance to reporting
  • Reviewed audit reports to monitor adequacy of scope and discover specific weaknesses in internal processes
  • Created excel sheets to organize documents and facilitate the portability processes for the whole department
  • Conducted financial analyses related to investments by analyzing companies’ data and interpreting it.

Operations Administrator Assistant

Brasilprev
03.2014 - 04.2015
  • Registered and ensured that private pension payments were timely done for over 300 people each week.
    • Executed monthly reconciliation of all payments to external pension providers, adhering to stringent deadlines and ensuring timely disbursement to participants.
    • Ensured the authenticity of the client’s documentation through internal and external interdepartmental communication to mitigate risks.
    • Developed and maintained client relationships by evaluating client’s needs and creating financial planning presentations. lasting customer connections.

Private Pension Junior Analyst

Itaú Private Bank
07.2011 - 01.2013
  • Executed comprehensive pension administration duties, meticulously ensuring the accuracy and completeness of all processes.
    • Managed retirement payroll facilitated new enrollments, calculated contributions, and administered pensions, ensuring accurate cash flow management.
    • Performed monthly and annual reconciliation of accounts by extracting extensive data from SQL queries, and consolidating information in Excel for meticulous comparison and analysis.
    • Provided participants with accurate information on benefit programs such as retirement, pension, and disability, and assisted financial planners for employee Itaú.
    • Process accurate and timely month and year-end reporting for payroll-related transactions as required.
    • Collaborated on projects with other professionals, such as lawyers, accountants, and public relations experts.
    • Attended meetings with lawyers to provide information about clients’ backgrounds.
    • Migrated systems and protocols when Itaú combined business operations with Unibanco.

Insurance Technician

Itaú Private Bank
07.2010 - 05.2011
  • Assessed and approved portability between private pension companies
  • Provided administrative tasks such as processing clients data and archiving documents.
  • Posted payments to accounts and maintained records.

Financial Apprentice

Itaú Private Bank
08.2009 - 07.2010
  • Updated customer registration data for a private pension bank using internal CRM Advertised..

Education

MBA - Master of Business Administration

Cambridge College of Healthcare & Technology
Cambridge, MA
07.2022

Bachelor’s Degree - Economics

Faculdades Metropolitanas Unidas
Sao Paulo, Brazil
07.2015

Skills

  • Proficient in Microsoft Office
  • Analytical/Critical Thinking
  • Financial Reporting
  • Advanced Excel Spreadsheet Functions
  • Regulatory Reporting Requirements
  • Prioritization
  • Office Operations
  • Administration and Management
  • Reporting Efficiency and Accuracy
  • Data and Analytics
  • PeopleSoft
  • Reporting Guidelines and Criteria
  • Active Listening
  • Data Collation
  • Contract Agreement Preparation
  • Client Networks

Languages

Portuguese
Native or Bilingual

Timeline

National Account Reporting Analyst

UniFirst Corporation
08.2022 - Current

Au Pair

Cultural Care Au Pair
04.2017 - 03.2020

Operations Analyst Junior

Brasilprev
04.2015 - 01.2016

Operations Administrator Assistant

Brasilprev
03.2014 - 04.2015

Private Pension Junior Analyst

Itaú Private Bank
07.2011 - 01.2013

Insurance Technician

Itaú Private Bank
07.2010 - 05.2011

Financial Apprentice

Itaú Private Bank
08.2009 - 07.2010

MBA - Master of Business Administration

Cambridge College of Healthcare & Technology

Bachelor’s Degree - Economics

Faculdades Metropolitanas Unidas

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MARIA INA A. GRAMS