16 Beacon St, Lawrence, MA 01843
978-390-6104

See resume in MS-Word web app format here

Highly motivated and proactive business management professional with experience in finance, accounting, banking, customer service, data entry and willing to explore other possible areas as well. Most attributing qualifications are exceptional communication skills, excellent interpersonal relationships, and ability to absorb new technologies quickly. Honest, accountable, creative, accurate, disciplined and with an enthusiastic desire to work.

PROFESSIONAL SKILLS

Finance: Financial Ratio Analysis (Profitability, Liquidity, Activity, Debt). Feasibility Projects Analysis or Capital Budgeting Ratios (NPV, IRR, Weighted Average Cost of Capital, Break Even Point analysis). 

Accounting: Bookkeeping, A/R, A/P, Inventory and Fixed Assets Management, Bank Account Reconciliation, Financial and Tax Reports.

Customer Service: +7 years experience customer service (banking, accounting and tax preparation).

Software: MS-Office 2003-10, QuickBooks Accounting and Point Of Sale, PCAmerica Cash Register Express, Windows XP-Vista-7, Adobe Dreamweaver - Fireworks - Photoshop.

PROFESSIONAL EXPERIENCE
H&R BLOCK (Lawrence, MA | 12/2009 – 04/2012)
Tax Professional (Advisor I)

Accurately advised and filed taxes for individuals and small businesses using the following forms: 1040, Schedule A, E, C, D, and other tax forms. Also tax planning and recommendations were offered to clients according to their needs as well as other tax related services (Peace of Mind, Loans, Emerald Card, Second Look, etc.). 

Achievements: More than 90% customer satisfaction and more than 95% tax returns accuracy.

BILLCO PAPER AND FOOD INC (N. Billerica, MA | 09/2010 – 07/2011)
QuickBooks Consultant , Sales, Bookkeeping and Warehouse Staff

Advised implementing QuickBooks Distributor Edition, specifically working on the following tasks: invoice layout customization, applying units of measure, item codes, price-levels (by inventory item and by customer) and Specialized Reports (Customer's Preferred Products, Collection, Sales and Customer's Payments reports "Daily Report"). 

Performed general tasks in the following areas: sale orders, bookkeeping / data entry, accounting reports and warehouse operations.

Achievements: By implementing QuickBooks on tasks explained previously, significant improvements were done in the sale, customer service and bookkeeping areas.

INNOVATIONS SECURITY SYSTEMS (Santo Domingo, DR | 05/2006 – 09/2008)
Manager Assistant

Performed general accounting tasks like estimating, invoicing, inventory and price list management, bank accounts reconciliation, accounts receivables and payable procedures, financial statements, as well as other bookkeeping tasks using QuickBooks Enterprise. 

In the customer service area, took customers orders recommending the best products according to the client’s needs, efficiently addressed customer’s products and services issues. In the collections area, proactively helped prevent clients becoming overdue by monitoring, calling by phone, sending e-mails and collections letters according to each of the invoice’s terms and conditions and each of the client’s payment history. 

Achievements: Helped to reorganize the company by implementing a hierarchical restructuring in a more logical and efficient way as well detailing each position’s description and responsibilities ● Implemented QuickBooks Enterprise software for all accounting tasks, which in addition to MS-Excel, helped generate more accurate and faster reports resulting in better administrative decisions ● Achieved better purchase terms and lower inventory costs by improving how payments were done to vendors, which in turn resulted in better prices for clients and more sales for the company. 

CERTIFICATIONS

●Self-Employment Solutions (H&R Block | online) 2011
●Notary Public (Commonwealth of Massachusetts) 2010
●MS Office 2007 (National Computer Science Academy | online) 2010
●Individual Income Tax (Tax Advisor I) (H&R Block | Lawrence, MA) 2009
●QuickBooks Point Of Sale (Intuit | online) 2009
●QuickBooks Enterprise ProAdvisor (Intuit | online) 2008-2010

EDUCATION

Pontificia Universidad Católica Madre & Maestra (Santiago, DR)
●Master in Business Administration (Finance Concentration) 2004-2006
●Bachelor in Business Administration 1997-2002

ADDITIONAL SKILLS

●Translation (Spanish/English)
●Network Backup and Cloud Storage
●Basic Network setup and troubleshooting (Ethernet / Wireless “Wi-Fi 802.11g - n”)
●General PC setup and troubleshooting