Valentina Duarte
Coral Springs
Summary
Responsible and precise accounting and data verification professional with extensive experience using QuickBooks, FreshBooks, and Salesforce. Adept at managing customer interactions with empathy and professionalism, consistently achieving high levels of client satisfaction and loyalty. Proven ability to lead small teams, optimize workflows, and maintain strict compliance with data accuracy and regulatory standards. Recognized for punctuality, a strong work ethic, and a commitment to continuous learning and professional growth. A proactive problem solver who thrives under pressure and delivers precise, efficient, and customer-focused results.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounting Analyst /Data Entry Clerk
Sebanda Insurance
05.2024 - Current
- Managed daily financial transactions, including accounts payable and receivable, using QuickBooks to ensure accurate general ledger entries.
- Reconciled bank and credit card statements monthly, identifying discrepancies and ensuring financial integrity.
- Generated and analyzed client invoices and expense reports using FreshBooks, maintaining up-to-date billing records and improving cash flow.
- Processed vendor payments and employee reimbursements, adhering to internal controls and company policies.
- Prepared monthly and quarterly financial reports to support senior accounting staff and external auditors.
- Maintained digital records of all transactions and receipts for audit readiness and tax compliance.
- Assisted in budgeting and forecasting by exporting reports from QuickBooks and FreshBooks into Excel for further analysis.
- Ensured accurate sales tax tracking and filing in compliance with state and local regulations.
Data Verification Specialist
Enhance Health
08.2023 - 05.2024
- Supervised and trained a team of 3–5 data entry and verification staff, overseeing daily operations and ensuring adherence to data accuracy standards.
- Verified and reconciled client and financial data across Salesforce, QuickBooks maintaining consistent and reliable records across departments.
- Reviewed and approved team data entries, providing feedback and coaching to improve accuracy and productivity.
- Conducted quality control audits to identify and resolve discrepancies in customer, billing, and transaction records.
- Coordinated with accounting and sales leadership to resolve mismatched data and streamline cross-platform integration.
- Led onboarding and process training for new team members, implementing SOPs and checklists to improve efficiency and reduce errors.
- Managed workload distribution and scheduling to meet daily verification targets and reporting deadlines.
Customer Service Representative
Enhance Health
08.2022 - 07.2023
- Handled customer complaints and inquiries in a courteous and efficient manner
- Demonstrated excellent communication skills, both verbal and written, in order to effectively interact with customers
- Developed strong customer relationships and loyalty through effective communication
- Maintained knowledge of company products to provide helpful suggestions and recommendations to customers
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer
- Answered, screened and processed high volume of calls daily with call management system and web-based communications
- Maintained strong call control and quickly worked through scripts to address problems
- Updated customer accounts, addresses and contact information within call management databases
- Engaged actively with callers, confirming or clarifying information and diffusing anger
- Navigated through computer systems to review information and respond appropriately to callers
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis
- Delivered fast, friendly and knowledgeable service for routine questions and service complaints
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks
Call Center Representative
AnswerNet
12.2021 - 07.2022
- Developed key customer relationships to increase sales
- Answered product questions with up-to-date knowledge of sales and promotions
- Placed orders and answered customer questions in-person, through email and over phone to maximize customer service
- Presented products and services to prospective and existing customers to meet client needs
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients
- Monitored customer order process and addressed customer issues
- Demonstrated product features to align with customer needs
- Adhered to company initiatives and achieved established goals
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements
Sales Representative
Sawgrass Mills Mall
07.2019 - 11.2021
Education
High School Diploma -
School La Presentacion Luna Park
Colombia, Bogota12-2017
Associate of Arts - Business Administration
Broward College
05.2024
Bachelor of Arts - Business Administration And Management
Florida Atlantic University
12-2026
Skills
- QuickBooks & FreshBooks
- Salesforce CRM
- Microsoft Office Suite (Excel, Word, Outlook)
- Microsoft Excel (PivotTables)
- Financial reporting & recordkeeping
- Mail & document management
- Compliance with internal controls and financial regulations
- Customer service & client communication
- Safety awareness & compliance
- Active listening & clear communication
- Strong problem-solving abilities
- Ability to work effectively under pressure
- Team supervision & training
- Punctual, responsible, and eager to learn
Certification
- Broward College Certification in Accounting Technology Specialist
- 2-15 Life, Health, and Variable Annuity Agent License
Timeline
Accounting Analyst /Data Entry Clerk
Sebanda Insurance
05.2024 - Current
Data Verification Specialist
Enhance Health
08.2023 - 05.2024
Customer Service Representative
Enhance Health
08.2022 - 07.2023
Call Center Representative
AnswerNet
12.2021 - 07.2022
Sales Representative
Sawgrass Mills Mall
07.2019 - 11.2021
Associate of Arts - Business Administration
Broward College
High School Diploma -
School La Presentacion Luna Park
Bachelor of Arts - Business Administration And Management
Florida Atlantic University
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