career objective                              

bilingual professional eager to contribute strong financial analysis, strategic planning, and client relations skills toward supporting the employer in optimizing financial and operational performance

profile                                                

ø  offer strong, practical experience in financial planning and investment, business administration, accounting, information management, sales and marketing, and customer service

ø  successfully develop and implement financial strategies and policy to attain year-over-year cost savings and corporate profitability

ø  facilitate a client-focused, service-oriented environment vital to maximizing customer satisfaction and retention

ø  demonstrated ability to perform multiple concurrent responsibilities in fast-paced settings, strong attention to detail and emphasis on accuracy, dynamic communication, presentation, and relationship management skills

ø  sharp technical proficiencies, including microsoft office (word, excel, powerpoint, outlook), quickbooks pro, and navisworks

ø  fully bilingual in english / spanish

education                                           

california state university east bay, hayward, ca                                                                                                          2008

bachelor of science in business administration c finance and marketing management emphasis

professional experience                

office manager / bookkeeper / executive assistant, view by view, inc., san francisco, ca                             8/09 c present                                                                    

• provide comprehensive administrative, accounting, and executive support for this building information modeling (bim) / architectural modeling firm
• accurately manage financial administration functions, including processing payroll, handling insurance matters, maintaining a/p and a/r, reconciling billing issues, and performing banking duties; generate monthly financial reports instrumental to senior management in assessing business performance
• proactively monitor customer account activity to ensure timely and correct payments
• apply strong understanding of business needs and workflow towards coordinating calendars, scheduling meetings, and making travel arrangements

 

planning assistant, ameriprise financial, walnut creek, ca                                                                                10/07 c 8/09                                                                          

• managed client relations and assisted with managing portfolios for high net worth individuals at this leading financial planning firm
• worked closely with clients to identify and address long- and short-term objectives; partnered with financial advisors to plan and execute strategic and tactical asset allocations
• designed highly effective, visually appealing marketing collateral
• assisted management with reviewing and resolving compliance issues and completing other special projects

 

marketing internship, universal music & video distribution, san francisco, ca                                                   11/05 c 1/07          

• developed and implemented broad-scope promotional campaigns incorporating advertising, merchandising, and marketing plans to increase public exposure and interest in new artists and artists on tour
• coordinated special listening events at radio stations, music stores, and other venues
• proactively tracked opening day album sales, pricing, and product positioning

 

assistant sales operator / retail sales representative, verizon wireless, walnut creek, ca                               3/04 c 11/05                                                                                                                 

• accurately tracked inventory flow for over 10,000 units transferred between the distribution center and the walnut creek retail store
• delivered knowledgeable and courteous customer service and assistance with selecting products and services to meet individual client needs; investigated and resolved billing and other customer issues

 

~ community activity ~

treasurer / co-founder, alianza fraternal ayuda a nicaragua (afan), san pablo, ca                                        1/09 c present                                                                

• played integral role in launching this 501(c)(3) nonprofit dedicated to helping the elderly in granada, nicaragua in obtaining food, medicine, and other essential necessities; the organization also assists poverty-stricken individuals and families who live near dangerous and toxic landfills
• prepare and administer operating budgets, approve expenditures and disburse funds, assist in developing grant proposals, process and record donations, and maintain detailed financial records; prepared and submitted all paperwork for the irs