VANESSA CARVALHO
Westland,USA
Summary
Highly driven, detail-oriented professional with 15+ years of Financial, Account Management, Human Resources and Accounting experience managing daily financial activities such as accounts receivable and accounts payable, handling payroll processing, and analyzing financial data to generate insights to support business decision-making. A dynamic team player with excellent communication, analytical, problem-solving, interpersonal, organizational, and time management skills. Proficiency in Microsoft Office (Word, Excel, PowerPoint, and Outlook), Paylocity, Paycom, and QuickBooks. Fluent in Portuguese and English. Basic Spanish.
Overview
12
12
years of professional experience
Work History
Accountant and Human Resources Manager
RoadEx Solutions LLC
Livonia, USA
09.2021 - Current
- Manage efficient accounts payable (AP) and accounts receivable (AR) procedures.
- Weekly payroll processing, benefits management, employee onboarding and offboarding, and new company policies.
- Prepared monthly closing entries for multiple companies' books of records.
- Coordinated with external auditors during the annual audit process by providing requested documents and responding to inquiries in a timely manner.
- Monitored balance sheets and income statements to evaluate financial performance.
- Collaborated with external partners to complete audits.
- Developed staff expense and reimbursement tracker to reduce user errors and increase reporting accuracy.
- Performed general ledger reconciliations on a timely basis.
- Oversee the Collections team.
- Work with the outsourced accounting team.
Financial and Human Resources Manager
CRW Plastics USA Inc.
Howell, USA
12.2019 - 09.2021
- Provided financial analysis and financial reports to senior management on CRW Plastics USA's financial results, including cost accounting, balance sheet performance, and forecasts.
- Managed the processing of bi-weekly payroll and benefits.
- Oversaw the development and implementation of a cost-reduction plan during the COVID-19 pandemic.
- Held exit interviews and documented information discussed with employees.
- Implemented organizational change initiatives effectively while minimizing disruption in operations.
- Ensured compliance with federal, state and local employment laws.
- Liaised between management and employees by relaying work information, adjustments and grievances.
- Maintained employee records in accordance with company policy and applicable legal requirements.
- Suggested promotions and wage increases according to employee performance.
- Reviewed job descriptions regularly to ensure accuracy of duties assigned to each position.
- Managed compensation, insurance and vacation days within employee benefits programs.
- Investigated employee relations matters through interviews with involved parties to ensure a fair resolution.
Sales Consultant Representative
Porto Seguro
Brazil, Brazil
11.2015 - 09.2017
- Balanced 'cold' lead generation with warm leads and appointments with existing clients to drive sales of credit lines for property and vehicle purchases.
- Provided direct customer service in person, over the phone, and via email, always ensuring customer satisfaction to maximize customer loyalty and retention.
- Helped customers make decisions about financial services, such as credit, based on availability, terms, and benefits.
- Analyzed applicant financial and credit status, evaluating assets and risk to determine loan feasibility.
- Developed and implemented strategies to meet monthly loan targets.
- Set up debt payment plans based on client credit, income and assets.
- Coordinated with underwriters for loan approval and final decision-making.
- Prepared and reviewed loan agreements to ensure accuracy and completeness.
- Participated in weekly meetings with management team to discuss current trends, market conditions and strategies for growth and development of business activities.
- Developed relationships with real estate agents, builders and other referral sources to increase business opportunities.
Banker II
Banco Santander
Brazil, Brazil
07.2013 - 05.2015
- During my time at Santander, I gained comprehensive experience in banking, client relations, financial services, and investments, progressing through various roles, including Bank Teller, Cashier, Banker Assistant, Small Business Banker, and ultimately as a Banker II managing business accounts over a million-year revenue. Key responsibilities and achievements include cultivating strong relationships with clients through multiple communication channels, including phone, email, online presentations, screen sharing, and in-person meetings, consistently exceeding target goals.
- Provided investment advice based on market trends and individual client financial goals.
- Trained new employees on banking products, services, and compliance standards, fostering a knowledgeable workforce.
- Verified amounts and integrity of every check or funds transfer.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
- Ensured compliance with state and federal banking regulations through regular reviews.
- Put together and executed loan documents.
- Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Assisted customers by answering banking questions and recommending solutions.
- Reported daily averages and shortages to operations department.
- Conducted risk assessments for high-value transactions to prevent fraud and financial loss.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
- Facilitated the loan application process, from documentation collection to approval communication.
Education
Bachelor's degree - Economics
Universidade Católica De Brasília
Some College (No Degree) - Accounting and Finance
Anhanguera University
BrazilCertificate in Human Resources Management -
OCC
Farmington Hills, MICertificate in Bookkeeping -
Coursera
Skills
- Microsoft Office (Word, Excel, PowerPoint, and Outlook)
- Paylocity
- Paycom
- QuickBooks
- Fluent in Portuguese and English
- Basic Spanish
- Bookkeeping
- Data inputting
- Financial management
- Risk assessment
- Payroll liability and deductions
- Administrative support
- Strategic planning
- MS office suite
- Financial analysis
- Microsoft Excel
- Financial statement preparation
- GAAP accounting
- General ledger entries
- Customer relations
- Cost accounting
- Audit support
- Accounts payable and receivable
- Account reconciliation processes
- Superior attention to detail
- Cash flow analysis
Timeline
Accountant and Human Resources Manager
RoadEx Solutions LLC
09.2021 - Current
Financial and Human Resources Manager
CRW Plastics USA Inc.
12.2019 - 09.2021
Sales Consultant Representative
Porto Seguro
11.2015 - 09.2017
Banker II
Banco Santander
07.2013 - 05.2015
Bachelor's degree - Economics
Universidade Católica De Brasília
Some College (No Degree) - Accounting and Finance
Anhanguera University
Certificate in Human Resources Management -
OCC
Certificate in Bookkeeping -
Coursera
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