Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
References
Timeline
Generic

Daiana Luka

Carnelian Bay

Summary

I’m an MBA graduate with a solid foundation in bookkeeping, where I’ve developed strong skills in financial management and data accuracy. Through my experience in financial tasks such as payroll, accounts payable/receivable, and financial statement preparation, I’ve learned how to manage resources efficiently while ensuring accuracy in monetary transactions. My expertise in financial analysis, coupled with my attention to detail, allows me to contribute effectively to any organization’s financial operations.

In addition to my financial background, my communication and customer relationship management skills have been key to building lasting client connections. I understand the importance of listening to clients, identifying their needs, and delivering tailored solutions. I’ve gained valuable experience in client-facing roles, from serving customers to managing properties in vacation rentals, where customer satisfaction and problem-solving were my top priorities.

Furthermore, my in-depth knowledge of European markets and laws has provided me with a unique understanding of how to navigate diverse legal and regulatory landscapes. This expertise ensures that I can develop solutions that are not only effective but also compliant with local requirements, contributing to successful business operations across Europe.

I thrive in both collaborative and independent environments. I enjoy being part of a team, leveraging different perspectives and skills to solve complex problems, but I’m also self-driven and motivated to excel on my own. My experiences as an international student have shaped my adaptability, resilience, and ability to work through challenges effectively.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate Client Success Manager

LocalVR
Carnelian Bay
10.2024 - Current
  • Reviewed financial statements for accuracy and identified discrepancies to maintain compliance.
  • Provided support for payment methods and platforms, ensuring smooth transactions for clients.
  • Created and managed budgets for travel, training, and team-building activities.
  • Monitored customer accounts to identify opportunities for improvement.
  • Produced thorough, accurate, and timely reports on project activities.
  • Communicated effectively with clients through phone calls and online meetings to maintain satisfaction and keep all parties informed of changing circumstances.
  • Negotiated contracts with vendors to secure favorable terms and pricing.
  • Analyzed customer data to identify trends and inform business decisions.
  • Worked closely with clients to develop and implement strategic processes, providing essential tools to drive success.
  • Created customized client success plans tailored to individual needs and goals.
  • Implemented best practices for effective communication between customers and internal teams.
  • Built reports tracking key performance indicators and presented insights to stakeholders.
  • Assisted in onboarding new customers, ensuring a smooth transition into the platform.
  • Utilized CRM tools to track customer interactions and report on progress toward goals.
  • Advocated for customer needs within the organization, contributing to product improvements.
  • Developed and maintained customer success documentation and resources.
  • Monitored client renewals and reviewed all documentation and data to ensure compliance.
  • Collaborated with sales and marketing teams to identify upsell and cross-sell opportunities.
  • Resolved client issues related to software, hardware, and financial transactions.

Bookkeeper

Garwoods Restaurant And Pub
Carnelian Bay
01.2023 - 08.2024
  • Assessed financial data to identify opportunities for resource optimization and profitability improvements.
  • Managed accounting ledgers and recorded journal entries to ensure accurate financial records.
  • Processed bi-weekly payroll for company employees, handling wages, deductions, and payments.
  • Prepared key financial reports, including balance sheets and income statements, for management review.
  • Reviewed and processed expense reports, verifying receipts and ensuring compliance with company policies.
  • Tracked and documented charitable contributions and grants for nonprofit financial reporting.
  • Applied strong mathematical skills to verify totals, check figures, and correct discrepancies in records.
  • Ensured accuracy in financial documentation by reviewing postings and verifying proper coding.
  • Oversaw accounts payable and receivable, managing invoicing, billing, and timely payment processing.
  • Compiled and classified financial data for accurate recordkeeping and reporting.
  • Monitored loans and accounts payable to ensure payments were up to date.
  • Conducted bank reconciliations and managed A/P, invoicing, billing, and collections while maintaining full compliance.
  • Analyzed financial transactions and assigned them to appropriate accounts.
  • Tracked cash flow and prepared reports to keep management informed of the company’s financial position.
  • Maintained confidentiality and integrity when handling sensitive financial information.

Server

Garwoods Restaurant And Pub
Carnelian Bay
06.2022 - 10.2022
  • Explained menu options, provided recommendations, and took food and beverage orders.
  • Addressed guest concerns, coordinated with kitchen staff, and ensured prompt resolution.
  • Maintained a clean and properly set dining area at all times.
  • Processed transactions and maintained records in compliance with company policies.
  • Operated POS systems to input orders, split checks, and handle payments accurately.
  • Managed reservations and to-go orders to enhance efficiency for guests and staff.
  • Applied customer feedback to improve service quality and menu offerings.
  • Trained new employees on restaurant procedures, customer service, and plating techniques.
  • Delivered exceptional service to ensure customer satisfaction and repeat business.

Sales Associate

Maximmuss
Oradea
06.2020 - 10.2020
  • Assisted grooms and wedding parties in selecting suits, ensuring the perfect fit, style, and accessories for their special day.
  • Conducted regular inventory checks to maintain optimal stock levels of suits, ties, shoes, and formalwear accessories.
  • Restocked showroom displays to ensure a well-presented and organized selection for customers.
  • Maintained a clean and polished store environment, including fitting rooms, display areas, and windows.
  • Prepared suits for purchase or rental, including steaming, minor alterations, and quality checks.
  • Provided expert recommendations on styles, fabrics, and fits based on customer preferences and wedding themes.
  • Processed returns, exchanges, and adjustments according to company policies.
  • Managed cash register operations, including opening/closing procedures, balancing drawers, and processing payments.
  • Addressed customer concerns with professionalism, ensuring a seamless shopping experience.

Education

MBA - Business Administration

William Jessup University
San Jose, CA
08-2024

Bachelor in Political Science - International Relations And European Studies

University of Oradea
Oradea
05-2021

Skills

  • Financial analysis
  • Project management
  • Customer relationship management
  • Data analysis
  • Strategic planning
  • Contract negotiation
  • Effective communication
  • Team collaboration
  • Key performance indicators
  • Revenue generation
  • Revenue growth
  • Accounting
  • Payroll liability and deductions
  • Financial management
  • Data analysis and research

Affiliations

I love outdoor activities, from hiking and camping to participating in recreational sports. I always look forward to the chance for an adventure, whether it's trekking scenic trails or enjoying team sports that keep me physically fit and connected with others. There's something about being outdoors that fuels my appreciation for nature.

I'm also passionate about floral and design work for weddings. I enjoy using my creativity and attention to detail to craft floral arrangements, centerpieces, and décor that enhance the atmosphere of a wedding. It's exciting to collaborate with couples and planners to bring their vision to life, whether we're working with seasonal flowers or staying within a budget.

Certification

  • ECDL Profile Certificate
  • European Fund Management Certificate

Languages

English
Full Professional
Romanian
Native/ Bilingual
Spanish
Limited

References

References available upon request.

Timeline

Associate Client Success Manager

LocalVR
10.2024 - Current

Bookkeeper

Garwoods Restaurant And Pub
01.2023 - 08.2024

Server

Garwoods Restaurant And Pub
06.2022 - 10.2022

Sales Associate

Maximmuss
06.2020 - 10.2020

MBA - Business Administration

William Jessup University

Bachelor in Political Science - International Relations And European Studies

University of Oradea
Daiana Luka