Grecia Abreu
Toronto,ON
Summary
Detail-oriented and results-driven finance professional with over 5 years of experience in managing financial operations, driving strategic initiatives, and optimizing customer's satisfaction. Adept at providing leadership and guidance to multiple teams while ensuring compliance processes and guidelines are followed. Skilled communicator with the ability to collaborate effectively with stakeholders at all levels to achieve organizational goals and targets. Seeking to leverage expertise in finance management to drive growth and enhance financial performance within a dynamic organization.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Finance & Operations Lead
Venture for Canada
Toronto, ON
10.2023 - Current
- Overseeing and supports annual audits subject of testing and samples, with the proper documentation, reports and records of payments made during the previous fiscal year.
- Supporting the implementation of VFC financial processes and analyzes any possibilities of improvement.
- Managing and coordinating organization expenses and revenue through bank reconciliations done monthly.
- Controlling and operating accounting software where all staff and organization receipts, invoices and other supporting documents are submitted in order to keep the financial records as accurate and secure
as possible.
Finance Coordinator
Venture for Canada
01.2023 - 10.2023
- Analyzed financial data submitted by customers to identify discrepancies or trends in responses provided.
- Verified accuracy of customer payments prior to the organization payment process is handled to our external accountants for initialization of account payables cycle.
- Ensured timely filing of students personal information to start T4A tax form preparation for the previous year.
- Worked closely with external accountants in order to make sure that all account payables/receivables are processed correctly and within the stated timeline.
Administrative Coordinator
Venture for Canada
09.2021 - 01.2023
- Supported the process of documentation and file organization for the Operations and Admissions & Customer Success Team in these areas as needed.
- Accurately and professionally responded to all inquiries regarding payments and paperwork for Venture for Canada's programs.
- Supported customer's proactive outreach by summarizing research, and compiling reports on strategies and data analysis.
- Processed daily employer payments through Excel sheets and formulas in a timely manner to reach monthly deadlines and target numbers for each program.
Insurance Representative
iShield Insurance Brokers
10.2020 - 09.2021
- Reconciled insureds payments at the end of each month to ensure that the documentation received from insurance companies matched with company records.
- Retained clients by searching more suitable markets that best matched the clients' needs.
- Created and developed marketing weekly posts and advertisements for social media such as Facebook, Instagram, and Company's website.
- Worked with underwriting partners to accommodate new and different insurance requests to explore new business opportunities.
Education
Ontario College Diploma, Business Administration, Management and Operations - Business Administration
Seneca College
01.2020
Communication and Media Studies -
iShieldUCAB - Universidad Católica Andrés Bello
01.2016
Skills
- Financial Planning & Analysis
- Risk Management & Mitigation
- Procedure Implementation
- Microsoft Office & Excel
- Process Optimization
- Data Reconciliation
- Customer Service
- Team Leadership & Development
Certification
- Health and Safety Certification (PSHSA)
Languages
Spanish
Native/ Bilingual
Timeline
Finance & Operations Lead
Venture for Canada
10.2023 - Current
Finance Coordinator
Venture for Canada
01.2023 - 10.2023
Administrative Coordinator
Venture for Canada
09.2021 - 01.2023
Insurance Representative
iShield Insurance Brokers
10.2020 - 09.2021
Ontario College Diploma, Business Administration, Management and Operations - Business Administration
Seneca College
Communication and Media Studies -
iShieldUCAB - Universidad Católica Andrés Bello
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