James Chaveco
Whitestone,N.Y.
Summary
Experienced Financial Analyst with a background in Marketing and Economics. Strong ability in managing timely billing processes for high-value clients (multi-billion). Proficient in Excel and Mediaocean. Proven track record in cash application, financial tracking, and client invoicing to drive company objectives. Eager to leverage ambition and dedication to success in contributing to organization's growth and achievements.
Overview
11
11
years of professional experience
Work History
Freelancer
J and J Accounting Services
01.2025 - Current
- Responsible for the renewal of small business insurance policies to adhere to local government requirements for multiple small business.
- Responsible for small business insurance audit (both workers compensation and disability) to ensure proper documentation is sent when requested for multiple small business.
- Acted as a liaison with business owner and agencies.
- Responsible for managing automated autopay system for business to ensure proper cash flow every month.
- Monthly bookkeeping for about 15 different small business in various industry such as pharmacies, restaurants, auto shops, and delis.
Finance Analyst
VML
01.2023 - 01.2025
- Record incoming funds from clients entering multiple bank accounts for different agencies. Distribute daily records via email and save them on monthly excel spreadsheets.
- Apply the incoming funds into the Accounts Receivable record system, updating any invoices as paid and overseeing invoice discrepancy's.
- Upon request, conducted write-off, offset and record refund batches in A/R system.
- Create and perform wire transfers in bank website to send to clients to ensure AP timely payments.
- Provide backup for teammate when away to operate accounts payable activities, such as request payments for specific invoices upon permission from higher-up.
- Responsible for monthly OOP billing for clients such as Colgate, Tom's of Maine, and Hill's to ensure invoices and proper backup up to $15 million per month.
Vendor Payroll Specialist
Geneva Worldwide
01.2020 - 01.2023
- Review and verify the timesheets/Verification of Service forms for the independent contractors that provided various language translation/interpretation services for our clients, which are very important documents needed for our billing department.
- Constructed and saved payroll files at the end of the weekly cycle in order to provide future payments for the contractors.
- Modified the payroll files when necessary in order to adjust or deduct any potential payments, especially for those under certain contracted timed payment schedules.
- Provided customer service tasks and resolutions either via phone call or email to resolve any payment inquiries and issues.
Billing Dept. Coordinator
East Coast Worldwide Limousine
01.2015 - 01.2019
- Constructing invoices for client accounts and created/distributed individual receipts for specific clients.
- Operating the application to electronically charge credit cards for account collection on a daily and weekly basis.
- Corresponding with account contacts with specialized billing attachments, i.e. specialized spreadsheets attached to personalized emails.
- Responsible for the monthly bookkeeping report of the company corporate credit card.
Education
Bachelor’s Degree - Economics & Minor in Media Studies
Queens College, of The City University of New York
Queens, NY01.2014
Bachelor’s Degree - Arts in Political Science
Queens College, of The City University of New York
Queens, NY01.2005
Skills
- Problem-solving
- Time management
- Attention to detail
- Customer support
- Project management
Language
Fluent in Spanish
Timeline
Freelancer
J and J Accounting Services
01.2025 - Current
Finance Analyst
VML
01.2023 - 01.2025
Vendor Payroll Specialist
Geneva Worldwide
01.2020 - 01.2023
Billing Dept. Coordinator
East Coast Worldwide Limousine
01.2015 - 01.2019
Bachelor’s Degree - Economics & Minor in Media Studies
Queens College, of The City University of New York
Bachelor’s Degree - Arts in Political Science
Queens College, of The City University of New York
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