Using CONTPAQ accounting program
Rosa Verenice Ruiz Sánchez
Certified Public Accountant
Mexico City
Summary
Proven Account Manager with a track record of enhancing client satisfaction at Vermy Servicios Contables through effective account management and issue resolution. Skilled in data analytics and fostering teamwork, I've driven customer engagement and project success. Expertise in financial reporting and client relationship building underpins my ability to deliver outstanding results.
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
Overview
10
10
years of professional experience
2
2
Languages
Work History
Account Manager
Vermy Servicios Contables
03.2016 - Current
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Educated clients on new products or services to increase customer engagement with brand.
- Monitored and analyzed customer feedback to identify opportunities for improvement.
- Coordinated with internal teams to facilitate prompt delivery of client projects.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Used analytical skills to track and report on account performance metrics, providing insights for future growth opportunities.
- Improved overall team productivity by implementing best practices in organization and time management.
Accounting Assistant
COFISA Y Asociados, SC.
11.2014 - 03.2016
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
- Used accounting software to prepare weekly and monthly financial reports.
- Assisted in the preparation of monthly financial statements for timely and accurate reporting to management.
- Maintained strict confidentiality of sensitive financial data, protecting company integrity and privacy rights of individuals involved.
- Analyzed financial discrepancies and provided solutions for accurate financial records.
- Completed financial reports, providing insight into performance, operations, and cash flow.
- Verified items billed against items ordered and reconciled differences through follow-up with vendor.
Education
Master of Accountancy - Accounting And Business Management
Instituto Politecnico Nacional
Mexico City 05.2001 -
Skills
- Account Management
- Teamwork and Collaboration
- Account development
- Customer Service
- Data Analytics
- Project Management
- Tax Preparation
- Invoice balancing
- Issue Resolution
Software
Advanced office packaging
Timeline
Account Manager
Vermy Servicios Contables
03.2016 - Current
Accounting Assistant
COFISA Y Asociados, SC.
11.2014 - 03.2016
Master of Accountancy - Accounting And Business Management
Instituto Politecnico Nacional
05.2001 -
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