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Spanish - Native or Bilingual English - Intermediate

About Me

Finance and accounting professional with 5+ years of experience in financial analysis, portfolio management, bank reconciliations, reporting, budget analysis, accounts payable and receivable, tax compliance, and tax planning. Proven track record recovering over USD 1 million in overdue receivables and producing profitability reports by business line.

Skills

SalesforceCRMNegotiationExcelPower BIFinancial ReportingPowerPointFinancial AnalysisInventory ManagementWordAccounts ReceivableAccounts PayablePortfolio ManagementTax ComplianceManagement ReportingTax PlanningCollections ManagementVehicle Costing

Experience

Financial Analyst @ Automotive Sector
2021 - 2026

Recovered over USD 1 million in accounts receivable from an active portfolio of USD 2 million through follow-up strategies, negotiation, and structured payment plans. Prepared and analyzed profitability reports across core business areas. Reviewed and reconciled accounting accounts for monthly close. Analyzed bank recovery and tracked financial transactions. Managed inventory cycle, insurance administration, and billing systems using Spiga, Softland, and Salesforce.

Credit and Collections Assistant @ Automotive Sector
2020 - 2021

Negotiated payment plans and regularized overdue accounts. Managed accounts receivable and billing systems. Prepared credit and collections management reports for managerial analysis.

Education

Universidad San Marcos
2025 - 2026

Bachelor's Degree, Public Accounting

CTP Jesús Ocaña Rojas
2018 - 2020

Technical Diploma, Accounting and Costing

Portfolio not available.

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