Operations Manager

• Aug 2020 - Present

Salaried Financial Consultant

• Jan 2020 - May 2020

Financial Consultant. Provide accounting and asset management expertise, including systems and process development strategies for financial institutions and business entities. —LA Giacobbi A diamond and jewelry company that has been in business for over 130 years in the gem of San Francisco. • Reorganized and improved accounting books using Sage 50 and Quickbooks. • Developed process that kept accounts payable and accounts receivables reliable and up to date. • Reconciled accounts that were not reconciled for over five years. • Prepared and customized 1099 Forms. • Provided recommendations and developed reports that improved the daily financial activities giving a better understanding of the company’s situation. • Prepared and trained a coworker to keep the process running smoothly. Show less

Business and Finance Coordinator

• 2017 - Jan 2020

Responsible for daily financial activities, including bookkeeping, accounts receivables, and payables, reviewing contracts, and collecting donors' data. • Improved the bookkeeping process making the inputs in Quickbooks more reliable and easier to manage, saving time and money. • Transferred CRM data and codes from Engaging Networks to Action Networks, saving $16K in expenses. • Developed and provided reliable information to donors, funders, and auditors using advanced excel formulas and pivot tables to connect data from various sources, including CRM platform, Google Analytics, and social media. Show less

Finance & Operations Consultant

• Mar 2015 - Dec 2019

Processed accounts payable and accounts receivable, improved operations, and analyzed data. • Prepared and improved Microsoft Excel spreadsheets to track rent payments, expenses, profits, and losses. • Managed expenses and recorded rent payments through spreadsheets and Quickbooks. • Organized and improved the operational system introducing new methods such as digitalizing documents, calendaring important deadlines and updating Quickbooks. Processed accounts payable and accounts receivable, improved operations, and analyzed data. • Prepared and improved Microsoft Excel spreadsheets to track rent payments, expenses, profits, and losses. • Managed expenses and recorded rent payments through spreadsheets and Quickbooks. • Organized and improved the operational system introducing new methods such as digitalizing documents, calendaring important deadlines and updating Quickbooks.

Director Of Finance And Operations

• May 2016 - Jun 2017

Introduced a business plan for the United States branch, created and promoted the company’s website using Google AdWords in association with Advertising Specialty Institute to encourage sales. Created a financial model and forecasted revenues, sales, and product markup. Developed strategy for product importation and distribution. • Developed a financial model that was essential for starting the business, which provided security and reliability to the investors. • Created an Excel Spreadsheet to control the AP/AR that saved $12,000.00 yearly with bookkeeping services. • Managed the process to establish and to dissolve the business in the United States. Show less

Microssoft Office – Excel Teacher

• Jul 2014 - Aug 2014

Taught Microsoft Excel to Senegalese college students in three-hour classes, twice a week focusing on Excel formulas, formating and tools. Taught Microsoft Excel to Senegalese college students in three-hour classes, twice a week focusing on Excel formulas, formating and tools.

Culture Exchange – Explore China

• May 2014 - Jul 2014

In Zhuhai, China I taught thirty middle school students, three times a week in two-hour seminars in English, regarding Brazilian culture, history, and Portuguese. In Zhuhai, China I taught thirty middle school students, three times a week in two-hour seminars in English, regarding Brazilian culture, history, and Portuguese.

Senior Business Analyst

• Sep 2012 - Jun 2013

Oversaw a multinational project involving Brazil and the U.S. Developed a financial model scenario to expand Rae’s operations in Brazil. Conducted financial research and financial recommendations. • Developed financial modeling using Excel formulas resulting in qualitative and quantitative recommendations that enabled Rae to negotiate a proposed Brazilian acquisition correctly. • Managed the project in a group of eight employees and provided weekly status reports to the CFO. • Conducted research and provided recommendations on RAE System’s competitive strategies across 50 products, including discontinuing and rearranging less profitable products. Show less

Advisory Representative Intern

• May 2012 - Jul 2012

Sole-employee selected for a summer internship while Graduate Student at UC Berkeley Extension program. Prepared & analyzed retirement plans, market research, and consolidated data. Started as part-time and promoted to full–time after three weeks. • Analyzed and summarized the financial market trends for weekly presentations to Senior Management that was important for the team to be ready and informed to their meetings. • Identified formulas as VLOOKUP and Pivot Tables to assist the organization in migrating clients’ data to Salesforce, saving time and making the process reliable. Show less

Financial Analyst

• Aug 2010 - Aug 2011

• Responsible for pre and post-merger process of investment fund data between the two banks systems. • Supported the Sales Manager on a $3B portfolio for institutional clients. • Created and managed a report to identify and address systematic errors related to investment fund transactions. • Responsible for preparing reports as related to the merging of investment fund systems during the Itau and Unibanco merger. • Managed the investments of the most significant insurance funds in Brazil (DPVAT, mandatory auto insurance) and traded their bonds according to their maturity-risk/return. • Prepared Excel spreadsheets (financial formulas, macros) with clients’ portfolio composition, risks and returns. Integrated spreadsheet data with the bank’s proprietary software and created PowerPoint presentations for client meetings. • Wrote monthly market reports and prepared investment information for each client. • Responded directly to investors to address questions and concerns via phone and email. Show less

Financial Analyst

• Dec 2006 - Aug 2010

• Worked in the Asset Management Department for Institutional Clients. Managed cash flow of investment funds for insurance, companies, corporations and private investors (subscription and redemption). Started as a trainee; promoted after only six months. • Researched and analyzed clients’ data to prevent or resolve any incongruity in the bank’s database. • Managed and implemented financial software to improve cash flow speed and reliability. • Trained new employees and co-workers focusing on customer/investors support. • Led monthly meetings of 4 to 6 co-workers to determine accuracy of client financial statements. • Responded to directly to investors to address question and concerns via phone or email. Show less

Project: research of shopping center short sellers

• Jul 2006 - Oct 2006

Member of the University Company (Jr. FAAP) led shopping retail research. Member of the University Company (Jr. FAAP) led shopping retail research.

Nonprofit Organization

• Jul 2004 - Jun 2006

Helped preparing presentations for members, organized documents, translated articles and documents English to Portuguese and created members tracking worksheets. Helped preparing presentations for members, organized documents, translated articles and documents English to Portuguese and created members tracking worksheets.