Sandra Guzman
Ryde,NSW
Summary
Bank officer and accountant with 10+ years of experience efficiently covering data, providing financial reports, analysing cost control, proficient in attentions to detail, customer service and sales under strict deadlines. Proven track record of success in administrative roles, which has helped to build strong relationships with companies and colleagues developing strong problem solving skills and create an actionable sales and customer service plan.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Accounts Receivable Manager
Keeler Hardware
02.2024 - Current
- Collect incomes from customers within payments terms.
- Verify discrepancies and resolved clients' billing issues.
- Prepare bills receivable, invoices, and bank deposits.
- Post customer payments by recording cash, checks, and credit card transactions.
- Complete daily process adjustments to maintain accuracy.
- Update aging reports based on daily audits.
- Process incoming payments in accordance with established financial policies.
- Release customer quotes/orders and email sales staff to notify them of payments received.
- Send debtor invoices to customer's account department.
- Send account customer's statement at the end of each month.
Returns Coordinator
Keeler Hardware
10.2020 - 02.2024
- Maintained effective communication with the accounting manager.
- Gave approval to customer returns.
- Redirected credit notes issued by suppliers.
- Coordinated with suppliers the return of goods.
- Checked packages and merchandise for damage.
- Recorded product, packaging and order information on specified forms.
- Proved successful working within tight deadlines and a fast-paced environment.
- Inspected items for defects and damage.
- Delivered high-quality customer service by gathering feedback on product deficiencies.
- Collaborated with team members to facilitate returns quickly and provide outstanding customer service.
Trust Administrator
Grupo Bancolombia
09.2016 - 02.2020
- Assisted clients with budgeting and cash flow management.
- Prepared and sent financial statements of each business in my charge.
- Analyzed income and expenses of each business and kept them reconciled.
- Supported project management by liaising between internal departments and external advisors on trust matters.
- Prepared amendments to trust contracts.
Teller
Grupo Bancolombia
05.2012 - 09.2016
- Provided face to face service.
- Processed deposits and withdrawals.
- Counted, verified and handled bank deposits and armoured car transactions.
- Balanced cash drawers daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted customers with banking needs and inquiries.
- Educated customers on use of banking websites and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Processed customer transactions promptly, minimizing wait times.
Education
Certificate IV in Leadership And Management -
ELC English Language Company
09.2022
Cambridge English: B2 First (FCE) - English
Greenwich College
06.2021
Accountant -
Universidad Libre De Colombia
11.2017
Skills
- Customer Needs Assessments
- Fiduciary Management
- Customer Interaction
- Attention to detail
- Highly proficient in dealing with numbers and data
- Able to work autonomously with minimal supervision
- Invoice Processing
- Account Reconciliation
- Cash Management
- Accounts Receivable
- Statement preparation
Certification
- "I Seminar on Corporate Social Responsibility", Organized by the GISEMA Society, Business and Environment research group as Assistant, Cartagena-Colombia, May 13 and 14, 2011
- "3rd International Symposium on Research in Administrative and Accounting Economic Sciences- Society and Development", Assistant, Cartagena-Colombia, Colombia August 8, 9 and 10, 2013.
Timeline
Accounts Receivable Manager
Keeler Hardware
02.2024 - Current
Returns Coordinator
Keeler Hardware
10.2020 - 02.2024
Trust Administrator
Grupo Bancolombia
09.2016 - 02.2020
Teller
Grupo Bancolombia
05.2012 - 09.2016
Certificate IV in Leadership And Management -
ELC English Language Company
Cambridge English: B2 First (FCE) - English
Greenwich College
Accountant -
Universidad Libre De Colombia
- "I Seminar on Corporate Social Responsibility", Organized by the GISEMA Society, Business and Environment research group as Assistant, Cartagena-Colombia, May 13 and 14, 2011
- "3rd International Symposium on Research in Administrative and Accounting Economic Sciences- Society and Development", Assistant, Cartagena-Colombia, Colombia August 8, 9 and 10, 2013.
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