Experience

DocResponse

• United States
• Software Development
• 1 - 100 Employee

• Account Executive

  • Dec 2022 - Present

  • Consultative, prospect-facing role in which I guide companies through the entire SaaS sales cycle. • Create and deliver compelling product demonstrations that focus on relaying the unique points and value of DocResponse in relation to the prospects' business challenges. • Drive relationships with prospects to understand business objectives and translate requirements into solutions. • Display knowledge of the company’s software solution and its API integration to technical and non-technical persons. Show less



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Financial Analyst

  • May 2022 - Dec 2022

  • Supported the analysis and submission of reports to various constituencies based on requirements by U.S Regulatory reporting. • Led financial reporting demonstrations with internal departments in order to validate research and testing. • Ran SQL queries to compile datasets with specified parameters which were used for testing historical data. • Performed business reasonability checks, variance analysis, and attestation of data to ensure data quality. • Assisted in production of Citibank Cards and Mortgage monthly filings. • Completed reconciliation of data and audit coordination with other team members. • Served management staff with data and trend analysis, financial reporting, and compliance. Show less



SPL Income Tax Corp.

• Business Associate

  • Nov 2020 - Apr 2022

  • Scheduling customer appointments for tax reporting, regulatory reporting, and financial analysis. • Frequently communicating and creating relationships with audit and tax clients. • Accommodating customers at the front desk regarding tax filing and notary services. • Documenting paperwork and customer information into Excel spreadsheets. • Overseeing compliance of 1040 NR forms. • Scheduling customer appointments for tax reporting, regulatory reporting, and financial analysis. • Frequently communicating and creating relationships with audit and tax clients. • Accommodating customers at the front desk regarding tax filing and notary services. • Documenting paperwork and customer information into Excel spreadsheets. • Overseeing compliance of 1040 NR forms.



Southern Scholarship Foundation

• United States
• Education Administration Programs
• 1 - 100 Employee

• Treasurer

  • Aug 2017 - May 2020

  • Collaborated with organizations and donors to determine semesterly house budgets (~$20K). • Managed finances for 17 residents including food, utilities, internet, water, etc. • Organized receipts, bills, and all other expenditures into Excel spreadsheets. • Collected payments from students and mailed checks. • Collaborated with organizations and donors to determine semesterly house budgets (~$20K). • Managed finances for 17 residents including food, utilities, internet, water, etc. • Organized receipts, bills, and all other expenditures into Excel spreadsheets. • Collected payments from students and mailed checks.



CVS Pharmacy

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Shift Manager

  • Dec 2016 - Jan 2018

  • Reconciled registers, and compiled information into Excel spreadsheets. • Supervised cashiers and conducted the training. • Received various early truck deliveries. • Worked with product vendors to complete inventory and introduce new products. • Served hundreds of customers daily, both in-person and electronically. • Solved product-related issues and provided product alternatives. • Reconciled registers, and compiled information into Excel spreadsheets. • Supervised cashiers and conducted the training. • Received various early truck deliveries. • Worked with product vendors to complete inventory and introduce new products. • Served hundreds of customers daily, both in-person and electronically. • Solved product-related issues and provided product alternatives.