CARLOS VAZQUEZ ORTIZ
Toa Alta
Summary
Knowledgeable skilled handling wide range of accounting and administrative tasks. Proficient in MS Suite and skilled in producing high-quality reports, documents, presentations and correspondence. Over 2 years of experience and diligent, detail-oriented approach.
Overview
8
8
years of professional experience
Work History
Administrative Assistant
Icon
2023.01 - 2024.06
- Communicated effectively with owners, residents, and on-site associates
- Monitored and tracked payments and expenses, providing timely and accurate financial reports
- Collected and maintained careful records of rental payments and payment dates
- Responded to Common Area Maintenance (CAM) inquiries
- Implemented and enforced policies and procedures to maintain properties to highest standards.
Teller/Customer Service Representative
First Bank
2022.03 - 2022.11
- Attend bank customers based on their unique needs such as selection of credit cards, loans, bank accounts, CD's and other products. This was achieved by advising customers on how APY, credit limits, interest rates and other metrics that translate to their unique needs and qualifications
- Achieved referral and cross-selling quotas to enable banks revenue growth while at the same time mitigated any risk from customer payments using their credit scores as one of their KPI's
- Maintained accountability of the money acquired from customers
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers
- Identified sales opportunities and referred customers to branch partners in financial services
- Maintained friendly and professional customer interactions.
Data Entry/ Accounting
Ecovall
2021.01 - 2021.05
- Completed data entry tasks with accuracy and efficiency
- Maintained files, records and chronologies of entry activities
- Produced monthly reports with advanced Excel spreadsheet functions
- Entered data into various computer systems accurately using Microsoft Office Suite
- Sorted documents and maintained organized filing process
- Created and maintained data entry logs to track data entry activities.
Combat Medic
Army reserves
2021.03 - Current
- Produced reports on equipment status, incidences, personnel readiness and intelligence for superiors
- Collected patient medical information and details about current conditions, symptoms and complaints
- Responded to emergencies with speed, efficiency, and knowledgeable assistance
- Briefed leaders on readiness, equipment status, and enemy locations to enable sound decision making
- Trained teams on emergency situation preparedness and integration of tactical planning, equipment maintenance and weapon use.
Basketball Referee
Federación de Baloncesto de Puerto Rico
2016.03 - Current
- Instructed players and coaches on basketball game rules
- Handled high-stress situations using superior calming techniques with basketball fans
- Controlled game flow to maintain safe and fair environment
- Promoted good sportsmanship among players
- Enforced rule expectations with pre-game conversations with teams
- Explained and taught regulations and rules to players and coaches.
Accountant Manager
Milberg
2023.09 - 2024.01
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Managed journal entries, collection efforts, reconciliations, and payroll processing.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Utilized financial software to prepare consolidated financial statements.
Education
Masters - Accounting and Business Management
Interamerican University Metropolitan Campus
Puerto Rico05.2025
Bachelor's Degree - Finance
University of Puerto Rico Bayamon Campus
Puerto Rico12.2020
Skills
- Customer Service Skills
- Proficient in Microsoft Word, Outlook, Excel and Power Point
- Adaptability
- Computer proficiency
- Excellent Communication skills
- Willingness to learn
- Fully bilingual
- Time Management
Languages
Spanish
English
Timeline
Accountant Manager
Milberg
2023.09 - 2024.01
Administrative Assistant
Icon
2023.01 - 2024.06
Teller/Customer Service Representative
First Bank
2022.03 - 2022.11
Combat Medic
Army reserves
2021.03 - Current
Data Entry/ Accounting
Ecovall
2021.01 - 2021.05
Basketball Referee
Federación de Baloncesto de Puerto Rico
2016.03 - Current
Masters - Accounting and Business Management
Interamerican University Metropolitan Campus
Bachelor's Degree - Finance
University of Puerto Rico Bayamon Campus
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