Summary
Overview
Work History
Education
Skills
Timeline
Generic

Gerardo Loza

Accounts Payable Clerk
Mexico City

Summary

Dynamic Accounts Payable Clerk with a proven track record at FINANCIERA INDEPENDENCIA, excelling in payment verification and client service optimization. Enhanced supplier relationships and reduced late payment penalties through diligent invoice processing and effective communication.

Committed to maintaining data integrity and fostering team productivity through training and support.

Professional in finance with strong background in managing invoices, reconciling statements, and maintaining accurate financial records. Known for reliability, adaptability, and fostering team collaboration to achieve organizational goals.

Skilled in using accounting software, processing payments, and ensuring compliance with financial policies. Proven ability to meet deadlines and contribute positively to dynamic work environments.

Collaborative Finance professional with 4 years of expertise helping clients attain financial goals. History of delivering tailored client service while responsibly driving business development.

Productive Customer Contact Representative with 4 years of experience in customer service. Knowledgeable about Finance and data analysis for fantastic client service skills.

Successful at generating new clients through referrals and cold-calling.

Overview

6
6
years of professional experience
2
2
Languages

Work History

Accounts Payable Clerk

FINANCIERA INDEPENDENCIA S.A.B. DE C.V., SOFOM, E.N.R.
03.2022 - Current
  • Prepared vendor invoices and processed incoming payments.
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment.
  • Reduced late payment penalties by closely monitoring due dates and managing timely payments.
  • Collaborated with other departments to resolve discrepancies in invoices or purchase orders, promoting smooth business operations.
  • Assisted in month-end closing procedures, ensuring all invoices were processed on time to reflect accurate financial statements.
  • Maintained high level of data integrity by consistently updating vendor information in the system accurately.
  • Maintained accurate financial records by regularly reconciling accounts payable transactions.
  • Enhanced team productivity by training new clerks on accounts payable processes and best practices.
  • Improved relationships with suppliers by resolving discrepancies in billing and payments promptly.

Accounting Clerk

Instituto Oriente Arboledas
04.2020 - 02.2022
  • Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
  • Input high volume of monthly invoices with consistent accuracy.
  • Managed accounts payable and receivables and payroll.
  • Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
  • Supported audit preparations through meticulous documentation review and prompt response to auditor inquiries.
  • Enhanced financial reporting accuracy by conducting thorough account reconciliations and resolving discrepancies promptly.
  • Demonstrated adaptability by learning new software tools and accounting practices, ensuring continued professional development and growth.
  • Provided exceptional customer service when addressing client inquiries related to invoices, payments, or account balances.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.

Education

No Degree - English Language

Servicios Corporativos Quick Learning, S.C
Cuautitlán Izcalli, México, Mexico
01.2024

High School Diploma -

Universidad Tecnológica De México ´´
Atizapan, México, Mexico
08.2020

No Degree - English Language

The Anglo Mexican Foundation A.C.
Cuautitlán Izcalli, México, Mexico
06.2018

Skills

Payment verification

Invoice processing

Statement review

Wire transfers

Client service quality

Client service requests

Client service orientation

General accounting

Budgeting proficiency

Sheet balancing

Timeline

Accounts Payable Clerk

FINANCIERA INDEPENDENCIA S.A.B. DE C.V., SOFOM, E.N.R.
03.2022 - Current

Accounting Clerk

Instituto Oriente Arboledas
04.2020 - 02.2022

No Degree - English Language

Servicios Corporativos Quick Learning, S.C

High School Diploma -

Universidad Tecnológica De México ´´

No Degree - English Language

The Anglo Mexican Foundation A.C.
Gerardo LozaAccounts Payable Clerk