Velbeth Giron
Houston,TX
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Financial Analyst
Manhattan Life Insurance Company
- Current
- Process and prepare monthly, quarterly and annual financial reports
- Perform routine calculations and analyze reports as requested
- Help oversee and manage individual Mortgage Loans
- Create, send and follow up on invoices
- Collect and enter data for various financial reports on spreadsheets and software
- Prepare monthly, quarterly, and annual Premium Tax Filings, ensuring all calculations and data entries are correct
- Reconcile any discrepancies or errors regarding Premium Tax and Mortgage Loans
- Assist the CFO and Controller to prepare financial reports on a regular basis
- Answer questions and provide assistance to Department of Insurance and Revenue.
Executive Administrative Assistant
United Nations Development Programme
01.1993 - 10.2003
- Assistant to the Chief Administrative Officer (CAO)
- Preparing financial statements, reports, memos, invoices, letters, and other documents
- Answering phones
- Handling basic bookkeeping tasks
- Filing and retrieving corporate records, documents, and reports
- Researching and conducting data to prepare documents for review and presentation by executives
- Helping prepare meetings with diplomatic and high-level authorities
- Helping prepare meetings with executives in the corporation
- Accurately recording minutes for meetings
- Organize agenda and greet visitors
- Read and analyze incoming memos, submissions, and distributing them as needed
- Make travel arrangements
- Perform office duties
- Provide other general administrative support as needed.
Education
Master's - Strategic Management
University of Houston
Houston, TX03.2020
Bachelor's - Finance
University of Houston
Houston, TX12.2018
Skills
- Excellent mathematical skills
- Understanding of data privacy standards
- Integrity
- Honesty
- Customer service skills
- Solid written and verbal communication skills in English and Spanish
- Familiar with business principles and practices
- Superior attention to details
- Excellent organizational skills
- Planning skills
- Problem-solving skills
- Analytical skills
- Critical thinking skills
- Advanced MS Excel computer skills, particularly with spreadsheets and calculation software
Certification
- LOMA Financial Services Education, Present
- Insurance Fundamentals, Life, Annuities and Health, November, 2005
Awards
Honor Society, January 2016
Languages
Spanish
Native or Bilingual
Timeline
Executive Administrative Assistant
United Nations Development Programme
01.1993 - 10.2003
Financial Analyst
Manhattan Life Insurance Company
- Current
Master's - Strategic Management
University of Houston
Bachelor's - Finance
University of Houston
- LOMA Financial Services Education, Present
- Insurance Fundamentals, Life, Annuities and Health, November, 2005
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