Carlos Sarmiento
Vancouver,BC
Summary
Accomplished and results-oriented accounting and auditing professional with a proven track record in the financial and accounting sectors. Excels in fostering excellent client relationships and driving efficiency through expertise in accounting systems, particularly Microsoft tools. Demonstrated leadership within work teams built upon solid communication skills and a keen ability to identify opportunities. Well-deserved recognitions underscore a commitment to delivering exceptional results.
Overview
6
6
years of professional experience
Work History
Accounts Payable Accountant
Apache Fabricators
11.2021 - 05.2023
- Processed over 500 monthly invoices within Sage, ensuring meticulous cross-referencing with purchase orders for accuracy and compliance
- Generated customer invoices in adherence to company policies, concurrently conducting comprehensive stock verification for error-free transactions
- Managed end-to-end payment processes, adhering strictly to company credit policies, and maintained accurate financial records in Sage
- Verified, reconciled, and processed credit card transactions, ensuring precise financial records
- Effectively managed AP email inquiries, fostering communication with vendors and sales representatives
- Collaborated with the Accounting team to streamline financial processes, leveraging Microsoft Excel and Word for daily accounting tasks.
- Enhanced vendor relationships through timely and accurate payment processing, fostering a positive rapport between the company and vendors.
- Reduced discrepancies in financial records by conducting thorough account reconciliations and rectifying any inconsistencies.
Senior Financial Advisor
Banco Bolivariano
12.2019 - 02.2021
- Managed a diverse client portfolio, increasing agency revenue
- Facilitated credit placements to companies and individuals, meeting bank budget goals ($100000 per month)
- Provided expert financial advice, resulting in consistent recognition as the top Customer Service Advisor
- Achieved a remarkable 50% increase in credit placements during the challenges posed by the COVID-19 pandemic
- Recognized as the best credit counselor in my area for three consecutive months.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Improved client financial stability by assessing their current financial situation and developing customized plans.
Health Insurance Advisor
Ecuasanitas
03.2018 - 11.2019
- Advised clients on medical insurance offerings, achieving a 25% increase in policy sales
- Proactively engaged in fieldwork to consistently surpass monthly sales targets, executing strategic activation campaigns, successfully closing cold sales, and cultivating relationships with referred clients through in-person visits
- Maintained compliance with monthly sales budgets and contributed to successful sales closures
- Generated daily commercial reports within CRM software, meticulously documenting client interactions, project advancements, and sales activities.
- Streamlined the application process for clients, resulting in quicker policy approvals and increased client retention.
- Enhanced customer satisfaction by providing accurate and timely information on health insurance policies and benefits.
Financial Advisor
Banco Guayaquil
03.2017 - 03.2018
- Provided exceptional customer service and financial advice to clients
- Assisted clients in opening savings and checking accounts, and advised on credit card options
- Effectively managed client portfolios and demonstrated strong problem-solving skills
- Results management in alignment with financial plan and customer service policies, leading to a 30% increase in my portfolio.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Education
Bachelor's in Accounting - Accounting And Finance
UTPL
Loja, Provincia de Loja02.2018
High school diploma or GED - Mathematical Sciences
Nazaret
Santo Domingo de los Colorados, Provincia de Santo Domingo de los Tsáchilas02.2011
Skills
- Microsoft Office (10 years)
- IOS (5 years)
- Android (10 years)
- Microsoft Outlook (10 years)
- Microsoft Excel Proficiency (10 years)
- Microsoft Word (10 years)
- Invoice Processing (2 years)
- Payment Processing (2 years)
- Firewall (2 years)
- Sage (2 years)
- Math (10 years)
- Operating Systems (5 years)
- Microsoft Windows Server (10 years)
- QuickBooks (2 years)
- Organizational skills (5 years)
- Customer service (5 years)
- Administrative experience (5 years)
- Communication skills (5 years)
- Portfolio Management (4 years)
- Bank reconciliation (4 years)
- Accounts Payable (2 years)
- Teamwork and Collaboration(10 years)
- Attention to Detail
- Data Entry Accuracy
- Conflict Resolution
Languages
English
Full Professional
Spanish
Native or Bilingual
Affiliations
- Family
- Soccer
- Movies
- Reading
Timeline
Accounts Payable Accountant
Apache Fabricators
11.2021 - 05.2023
Senior Financial Advisor
Banco Bolivariano
12.2019 - 02.2021
Health Insurance Advisor
Ecuasanitas
03.2018 - 11.2019
Financial Advisor
Banco Guayaquil
03.2017 - 03.2018
Bachelor's in Accounting - Accounting And Finance
UTPL
High school diploma or GED - Mathematical Sciences
Nazaret
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