Katherine - Financial Analyst with 5 years of experience in investment banking

Performed detailed financial modeling and valuation for corporate clients.

Analyzed large datasets to identify trends and support investment decisions.

Prepared and reviewed financial statements in compliance with regulatory standards.

Communicated complex financial concepts effectively to clients and stakeholders.

Managed cross-functional teams during project execution and client engagements.

Maintaining client records, Performing financial calculations, Researching market trends, Preparing documentation, Liaising with clients

Managing and ensuring that the service level agreements for various programs are met, Managing the call volume, Daily attendance, Program break schedules, Assisting with creating metrics and targets for services

Manage invoicing documents and customer relations, Ensuring that invoices and payments are compliant, In charge of a team of 15 invoicing agents for processing invoicing and payment requests

Managed and oversaw BPO operations during non-business hours, Staff management, Customer service, Safety and security, Monitored 25 customer service agents KPI ́s and performance monthly goals together with the client's target

Managing the CEO's daily operations, Calendar scheduling, Meeting coordination, Travel arrangements, Handling communication, Prioritizing emails and phone calls, Preparing key documents and presentations, Managing office logistics, Liaising with internal and external stakeholders, Ensuring confidentiality of sensitive information, Conducting research, Supporting special projects, Tracking expenses