Summary
Overview
Work History
Education
Skills
Hobbies and Interests
References
Languages
Timeline
Generic
Rafaela Cruz

Rafaela Cruz

Marlborough,USA

Summary

Meticulous financial support professional dedicated to flawless bookkeeping. Committed to clear and responsive communication and driven to research and report answers to challenging questions. Proofreads and updates spreadsheets with precision and demonstrates broad expertise in diverse accounting software programs. Conscientious and thorough Bookkeeping Assistant considered a productive team player in busy accounting office. Positive and courteous communicator offering calm telephone and email etiquette. Flexible professional trained in Quickbooks and Microsoft Office.

Overview

38
38
years of professional experience

Work History

Management / Bookeeping

Somar Services Inc.
08.2005 - Current
  • Gathered all paper work necessary for the company’s opening, like SS4, DUA registration, etc., filled them out to process the registration of the Company myself
  • Increasing the business income by given specific attention to the clients, calling them, asking what could be done to increase they satisfaction, offering new services, closing contracts with other branches of actual clients, etc
  • Processing Payroll (Quick Payroll, Paychex)
  • Preparing Quarterly Reports for State and Federal Governments, paying taxes
  • Revising Annual Corporation Articles and filled them with the State
  • Attending to meetings with auditors for insurance purposes (showing books, etc)
  • Banks Reconciliation using Quickbooks Software
  • Interviewing and hiring new employees.

Computer Trainer / Commercial Manager

Unilsan Department Store
01.1992 - 01.1997
  • New store openings, Cashier and manager’s computer training, stock control, and more
  • Together with the programmer, installed and trained personal to use a system which controlled inventories for all 30 stores, issued official (government receipts)
  • This system permitted daily inventory shift between stores and facilitated financial report on a daily basis
  • After this project, I was promoted to Commercial Manager and became responsible for the management of new computerized systems for discounts authorizations, etc
  • Gave special code keys to managers and helped train them to be able to change prices (discounts), and track those changes for upper management
  • Complete requests for new merchandise from manufactures and tracked process in all details
  • Calculating final customer price based on taxes, shipping expenses and other costs, and entering final sums in computerized system
  • Interfaced with marketing, supplying product pictures and all necessary information to creating televised advertisement of products, accompanying the development of them.

Secretary Assistant Manager

Merchant Bank of São Paulo S/A
01.1986 - 01.1992
  • Starting with the Auto-Loan Department, I eventually worked in almost all Bank Departments such as: Savings, CD’s, etc
  • Instituted a new system for registering information about clients of all departments which saved about half of the time necessary for this process
  • Trained all other employees on the Bank how to use the system
  • Collected all information for credit reports, filed necessary forms and interfaced with clients regarding loan resolutions
  • Accompanied loan performance with bank clients, again interfacing with bank officials and clients throughout the process
  • Prepared monthly reports reviewing loan performance and status for bank officers: this included sections for performing loans, late payments, delinquent loans, and those requiring legal actions
  • Explored investment opportunities with clients, explaining advantages and differences between account types, helping the decision process among myriad possibilities
  • Helped customers with applications and forms
  • Trained new employees in bank procedures and documentation
  • Prepared meeting minutes, issued reports for bank officers delineating decisions and critical issues to be addressed.

Education

BBA - Business Administration And Management

Worcester State University
Worcester, MA
05.2026

Certification -

Intuit Courses - Mastering Quickbooks For Desktop
Waltham, MA

Licensed Elementary School Teacher -

Institute of Education Gastao Guimaraes
Bahia, Brazil
12.1985

Skills

  • Data Inputting
  • Financial Reporting
  • Client Billing
  • Payroll Administration
  • Quickbooks
  • Account Reconciliation
  • Administrative Support
  • Confidential Document Control
  • Customer Relations
  • Accounts Payable Management
  • Expense Tracking
  • Organizational Skills

Hobbies and Interests

  • Computers
  • Movies
  • Driving
  • Meditating

References

Upon Request

Languages

Portuguese
Native or Bilingual
Spanish
Elementary

Timeline

Management / Bookeeping

Somar Services Inc.
08.2005 - Current

Computer Trainer / Commercial Manager

Unilsan Department Store
01.1992 - 01.1997

Secretary Assistant Manager

Merchant Bank of São Paulo S/A
01.1986 - 01.1992

BBA - Business Administration And Management

Worcester State University

Certification -

Intuit Courses - Mastering Quickbooks For Desktop

Licensed Elementary School Teacher -

Institute of Education Gastao Guimaraes

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Rafaela Cruz