Wanda Santiago Gutierrez

Promoted from Staff Accountant

• Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements for accuracy and compliance with GAAP.
• Conduct monthly account reconciliations to ensure accuracy of financial data.
• Reconcile company bank, credit cards, and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
• Assist and work closely with external auditors in preparation for year-end audit.
• Manage Accounts Payable and Accounts Receivable processes, ensuring timely payments and collections.
• Assist in cash flow management and prepare financial forecasts to support decision-making.
• Review and file tax returns in compliance with local, state, and federal regulation.
• Contribute to hiring, training and development of accounting team
• Manage inventory discrepancies for multiple warehouses between physical counts and system records, initiating investigations and making necessary adjustments for accurate financial reporting.
• Calculate landed costs for inventory receipts
• Prepare monthly and quarterly inventory valuations and inventory aging reports.
• Conduct detailed cost analysis to establish standard pricing models and provide timely and accurate recommendations to support sales team negotiations.

Promoted from AR Manager

• Managed and maintained the general ledger and ensure accurate recording of financial transactions
• Performed month-end close processes, including reconciliations of accounts, journal entries and adjusting entries.
• Prepared and analyzed financial statements and presented reports to senior management.
• Collaborated with external auditors during year-end audits and assisted with audit preparation and documentation.
• Prepared timely and accurate tax filings, ensuring compliance with federal, state, and local regulations.
• Ensured compliance with GAAP and participated in internal control reviews to maintain the accuracy of financial records.· Managed and reviewed the performance of two employees.
• Managed and reviewed AR team performance.
• Adjusted job assignments and schedules to keep pace with dynamic business needs; factoring in processes, employee knowledge, customer demands and accuracy.
• Interviewed, hired, and trained new employees.

• Managed daily branch operations efficiently, ensuring smooth execution of all tasks while maintaining excellent service levels for customers.
• Assessed client's financial situations to develop strategic financial planning solutions
• Originated, reviewed, processed, closed, and administered customer loan proposals.
• Increased loan portfolio size with proactive identification of potential clients and strong underwriting skills.

• Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
• Obtained Property and Casualty Insurance License.

• Educated potential clients on subprime lending options, guiding them towards informed decisions that fit their financial goals.

• Improved customer satisfaction by providing efficient and accurate transaction processing while assisting with account inquiries and resolving issues promptly and professionally.