David Montes Solano
Granadilla
Summary
Experienced with financial analysis and reporting, ensuring accurate and timely financial data. Utilizes analytical skills to support strategic decision-making and process improvements. Strong understanding of collaboration and adaptability in dynamic environments.
Overview
4
4
years of professional experience
Work History
Client Service Associate
Fisher Investments
10.2022 - Current
- Work with high-net-worth individuals by receiving cases through CRM Salesforce.
- Communicated with clients by phone and email.
- Work with the client's financial advisors to perform operational task such as 401k rollovers, clearing investments accounts, tax information and transfers requiring reconcile of their assets (stocks, bonds, and other securities).
- Maintain a well organized Outlook inbox and MS Excel reports to ensure the data is handled accurate and on time.
- Work along with the regulations of the SEC, NYSE, NASDAQ and the US Financial markets.
- Promoted to Client Service Associate mentor on August 2024.
- Created new training material for the new hires that was used on Costa Rica and United States.
- Trained 4 different training groups since I started as mentors. Imparted classes in English and Spanish.
- Point of contact of the CSA department for complex cases or calls.
- Critical thinking and always in the look up for improvements withing the training department.
Billing Coordinator
World Fuel Services
01.2022 - 10.2022
- Daily invoicing for fuel deliveries, services, and other revenue within the department SLAs
- Conducted account reconciliations for identifying discrepancies and maintaining accurate financial records.
- Generating AR and processing of the AP.
- Management of the department's inbox for the distribution of daily work.
- Analyze and resolve complex cases.
Cash Application Analyst
Accenture
03.2021 - 01.2022
- Process and apply payments to customer accounts.
- Collaborated with cross-functional teams to resolve payment issues, ensuring prompt resolution of customer queries.
- Improved cash application efficiency by streamlining processes and implementing automation tools in MS Excel.
Education
College Degree - Business Management
Universidad Fidelitas
San Pedro12-2025
Bachelor's Degree - Business Management
Universidad Fidelitas
San Pedro03-2021
Skills
- Proficient with CRM software such as Salesforce and Oracle
- Problem-solving skills
- Strong understanding of MS Excel (Pivot tables, Vlookup and logical formulas)
- Training and development skills
- Understanding of the financial markets and statements
- Skilled in Outlook Management
- Clear Verbal and Written Communication
Languages
Spanish
Native language
English
Proficient
C2
Portuguese
Beginner
A1
Timeline
Client Service Associate
Fisher Investments
10.2022 - Current
Billing Coordinator
World Fuel Services
01.2022 - 10.2022
Cash Application Analyst
Accenture
03.2021 - 01.2022
College Degree - Business Management
Universidad Fidelitas
Bachelor's Degree - Business Management
Universidad Fidelitas
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