CAROLINA SERNA
Toronto,Canada
Summary
Analytical Financial Assistant known for high productivity and efficient task completion. Possess specialized skills in financial reporting, budget management, and regulatory compliance. Excel in critical thinking, problem-solving, and communication, ensuring successful financial operations and strategic planning support.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Administrative Assistant
RenoRocket
Toronto
06.2024 - 08.2024
- Implemented a digital document management system that reduced retrieval time by 30% and improved overall office efficiency
- Managed daily communication between project teams, subcontractors, and clients, ensuring seamless project coordination and timely issue resolution
- Tracked and reported project expenditures, providing real-time budget updates to project managers
- Processed payroll for all construction site workers, ensuring accurate and on-time payments
Financial Analyst Intern
WIPPI
México
07.2021 - 07.2022
- Developed market analysis for investment partners, calculating the investment cost and maintenance costs to open and acquire new franchises in the country
- Developed company income projections for the first 12 months in the three scenarios, pessimistic, expected, and optimistic
- Use of Financial Ratios such as Current Ratio, Cash Ratio, Debt Ratio, and Payout Ratio to measure the company's financial situation, identifying a lack of liquidity, creating a strategy to reduce expenses and unused assets
- Use of financial statements such as the balance sheet, and income statement to be able to make projections of costs and expenses for the following years
Financial Administrative Assistant
Felipe´s Bakery
México
02.2020 - 08.2021
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Organized and maintained documents, files and records.
- Developed administrative team to support corporate growth and objectives.
Education
GED -
George Brown College
Toronto, ON04-2026
Business Essentials Certificate -
Toronto School of Management
Toronto, ON08.2024
Bachelor´s Degree - Banking and Finance
Banking And Commercial School
Querétaro, México08.2022
Skills
- Communication Skills
- Team Work
- Self-Motivation
- Logical Thinking
- Attention to detail
- Payroll Processing
- Financial Modeling
- Microsoft Excel
Certification
- Financial Markets Certificate, University of Yale, 10/31/23
- Business Analytics with Excel: Advanced Certificate, Johns Hopkins University, 02/28/24
- Stock Valuation with Dividend Discount Model, Coursera Project Network, 03/29/24
References
Available upon request.
Languages
English
Full Professional
Spanish
Native/ Bilingual
Timeline
Financial Administrative Assistant
RenoRocket
06.2024 - 08.2024
Financial Analyst Intern
WIPPI
07.2021 - 07.2022
Financial Administrative Assistant
Felipe´s Bakery
02.2020 - 08.2021
GED -
George Brown College
Business Essentials Certificate -
Toronto School of Management
Bachelor´s Degree - Banking and Finance
Banking And Commercial School
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