Summary
Overview
Work History
Education
Skills
Volunteer Experience
References
Timeline
Generic

Paola Isabel Hernandez Juarez

Financial Analyst
Altamonte Springs

Summary

I am looking to develop my career in a company with projection where I can put my skills into practice and also develop new skills. With a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Overview

8
8
years of professional experience
2024
2024
years of post-secondary education

Work History

Financial Analyst

AdventHealth
10.2024 - Current
  • Conducted detailed financial analysis to identify and evaluate changes in the company's Income statement in the travel, Insurance and Other operating revenue accounts.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained Intern analysts on how to conduct Petty Cash Audits as well as how to process IDT's ( Interdepartmental transactions) contributing to a stronger overall team performance.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly. As well as booking certain monthly allocations and Reclass for all of CFD campuses.
  • Played a role in annual audits with supporting documentation, and assisting auditors throughout the process.
  • Lead the tax-990 process by creating detailed schedules for each team member specifying each task and making sure everything was turned in on time. As well as meeting with managers and tax team to give bi-weekly reports on the process made
  • Lead the Petty Cash Audits as well as the monthly reconciliation done by each campus
  • Lead of the IDT mailbox (Interdepartmental transactions) where directors and managers sent over allocations, accruals, expenses, reclass etc that need to be posted into our books
  • Lead of the OIR report (Outstanding Items Report) in our cash account making sure we get it monthly cleared.

Assistant of the Development Director

Southwestern Adventist University
01.2023 - Current
  • Designed and edited promotional publications such as brochures.
  • Established goals and procedures for solicitation, funds management and disbursement.
  • Determined target demographics and devised strategic marketing initiatives to reach target audiences.
  • Promoted program to funders through direct appeals and special publications or online appeals.
  • Managed budgets for staff operations to keep costs low and maximize profits.
  • Developed fundraising activity plans to maximize participation or contributions and minimize costs.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Helped migrate from Blackbaud to Bloomerang the whole donation process
  • Created new processes for the financial side of donations
  • Helped in the Business office of the university with Journal entries, monthly reports, reconciliations and the accounts payable side.

Assistant of the Human Resources Director

University of Montemorelos
08.2017 - 05.2022
  • Maintenance and updating of the digital and printed files of the human resources department
  • Verification of the applicant's information, such as academic background and references
  • Preparation of the documentation associated with the termination of the employment relationship in compliance with current regulations
  • Regular record of performance reviews and disciplinary actions taken by employees
  • Daily customer service and answering phone calls
  • Management of the departments budget
  • Performed administrative and customer service functions by responding to general employee inquiries, addressing employee relations issues and scheduling meetings.
  • Coordinated and engaged with leadership in planning and organizing calendars, events and activities.
  • Provided updates on HR policy changes to employees to satisfy compliance and state laws.
  • Directed the program for all the retired employees of the university, as well as keeping up with they're medical insurance

Education

International Business And Administration - Business Administration

University of Montemorelos

Skills

Customer Service

Leadership Skills

Adaptability

Fast Learner

Communication Skills

Ability to work in a Team

2 Languages

Organization and Time Management

Critical Thinking

Data analysis

Account reconciliation

Auditing

Project management

Variance analysis

Volunteer Experience

  • HR Director for the program "Future U" (2022)
  • 4 years of volunteer work in the Treasury Department of the Church (2019 - 2022)
  • Treasurer of the Business Department annual conference (2022)
  • Leader of the companion Pathfinder Class (2021 - 2022)

References

- Ruben Olm 

Development Director   

rubeno@swau.edu


- Primitivo Sanchez 

HR Director University of Montemorelos  

primo@um.edu.mx


- Cesar A. Puesan 

Director of the Hospital "Instituto de la Vision" (retired)

visionpuesan@gmail.com


- Lidia Yared Garcia 

Dean of the Business Department  

yared.garcia@um.edu.mx


-Chad Young 

Manager of General Accounting (AdventHealth)

chad.young@adventhealth.com

Timeline

Financial Analyst

AdventHealth
10.2024 - Current

Assistant of the Development Director

Southwestern Adventist University
01.2023 - Current

Assistant of the Human Resources Director

University of Montemorelos
08.2017 - 05.2022

International Business And Administration - Business Administration

University of Montemorelos
Paola Isabel Hernandez JuarezFinancial Analyst
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