Diana Chavez
Toronto,Canada
Summary
Adept at transforming financial and legal complexities into streamlined operations. Successfully managed a $10.7M collections portfolio while overseeing full-cycle accounting processes. Demonstrates bilingual proficiency and the ability to mentor teams, showcasing strong interpersonal skills and financial acumen to drive efficiency and enhance client relations.
Overview
3
3
years of professional experience
Work History
On-Call Spanish Interpreter
Worsoff Law
08.2024 - Current
- Assisted Spanish speaking clients with inquiries while maintaining the message content, tone, and emotion as closely as possible.
- Developed strategies to perform accurate and consistent translations.
- Completed precise translations of official documents with correct words and phrasing to meet legal standards.
- Reviewed, edited and proofread translated documents for accuracy.
Accounts Receivable and Payable Analyst
Achievers
02.2024 - 02.2025
- Managed billing and intake for 373 accounts, overseeing a collections portfolio exceeding $10.7M, ensuring timely payments, contract renegotiation, and strong client relationships.
- Directed Accounts Payable and Receivable functions, streamlining operations and conducting mass data cleanses for over 8,000 purchase orders in NetSuite via Python scripts for efficient data processing.
- Prepared and maintained monthly lead sheets for various GL accounts, ensuring accuracy and alignment with financial reporting standards.
- Reviewed and processed vendor invoices with accuracy, ensuring timely payments and compliance with internal policies.
- Investigated and resolved discrepancies in accounts payable, enhancing vendor and internal department communication.
- Conducted system improvements, including backend redesign and search configuration, producing custom scheduled reports (e.g., daily billing, overdue aging files, payment summaries).
- Completed quarterly audits for clients and vendors, reconciling accounts, preparing aging statements, and addressing invoice variances.
- Competent in full cycle accounting, assisting with month-end close processes, including journal entries, lead sheets, and account reconciliations to ensure accurate financial reporting.
- Delivered training sessions to new hires and clients on AP processes and invoicing inquiries, enhancing team proficiency and client understanding.
- Created a finance knowledge hub with over 50 training articles in English and Spanish to improve knowledge transfer and operational efficiency.
- Resolved multi-department disputes through Salesforce ticketing, adhering to SLA metrics for prompt and effective resolution.
- Leveraged Spanish fluency to address billing issues and strengthen communication with international vendors.
- Directed expense approvals and maintained comprehensive lead sheets, improving efficiency in AP/AR workflows.
Weekend Deals Administrator
Remax Real Estate
01.2023 - Current
- Managed and processed real estate transactions efficiently using BrokerBay, LoneWolf, and MLS platforms.
- Provided comprehensive administrative support for office operations to ensure smooth day-to-day functionality.
- Coordinated and scheduled bookings for property viewings and appointments, maintaining a seamless experience for clients and agents.
- Collaborated with agents to ensure all paperwork was completed accurately and submitted on time to facilitate timely commission payouts.
- Organized and maintained transaction records and compliance documentation in accordance with brokerage policies and industry standards.
- Supported agents with queries related to deals, paperwork, and system navigation to enhance productivity and satisfaction.
Financial Services Administrator
CIBC
12.2021 - 01.2023
- Supported investment operations by opening and maintaining client accounts, including RRSPs, TFSAs, and non-registered investment portfolios, ensuring compliance with regulatory standards.
- Assisted clients with investment strategies by analyzing financial goals, preparing portfolio reviews, and coordinating with financial advisors to optimize asset allocation.
- Facilitated estate cases by collecting legal documentation, processing asset transfers, and closing over 200 accounts, managing sensitive interactions with professionalism.
- Delivered client-focused services by scheduling financial planning appointments, providing detailed account insights, and resolving complex account discrepancies.
- Trained and mentored new hires, ensuring strong operational knowledge of branch services and adherence to compliance protocols.
Education
Associate of Arts - Paralegal Studies
Seneca Polytechnique
Toronto, ON09-2024
Bachelor of Arts - Double Major in Sociology And Hispanic Studies
University of Guelph
Guelph, ON06-2024
Skills
- Proficient in financial software: NetSuite, SAP Concur, Excel database management, Microsoft Office Suite, GSuite, Salesforce, MLS, BrokerBay, LoneWolf, and Workday
- Skilled in legal research, writing, client interviewing, and legal documentation, with knowledge of various areas of provincial and federal law
- Experience resolving international billing and collections issues
- Successfully trained, mentored, and supervised new hires
- Coordinated donation efforts and volunteer initiatives for community outreach
- Expertise in maintaining strong client relationships and managing sensitive client interactions
- Proven ability to handle complex client issues, from invoicing to dispute resolution
- Design and configuration of customized reports for vendor and billing data
- Experience working with diverse teams and communities with strong interpersonal skills, fostering collaboration across cultures and languages
- Experience creating promotional content for non-profits, enhancing organizational reach
- Experience conducting linguistic, literary, and socio-political research
- Strong analytical, critical thinking, and problem-solving abilities
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
French
Professional Working
Timeline
On-Call Spanish Interpreter
Worsoff Law
08.2024 - Current
Accounts Receivable and Payable Analyst
Achievers
02.2024 - 02.2025
Weekend Deals Administrator
Remax Real Estate
01.2023 - Current
Financial Services Administrator
CIBC
12.2021 - 01.2023
Associate of Arts - Paralegal Studies
Seneca Polytechnique
Bachelor of Arts - Double Major in Sociology And Hispanic Studies
University of Guelph
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