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Mario

Finance Virtual Assistant

Location

Mexico

5

YEARS OF

EXPERIENCE

I am a Finance Virtual Assistant with 5 years of experience providing comprehensive administrative and financial support to clients and teams. My work includes managing financial data, creating reports, processing invoices, and assisting with budgeting and forecasting. I have strong organizational skills and excel in managing multiple tasks efficiently while ensuring accuracy and confidentiality. Throughout my career, I have supported finance teams in streamlining processes and providing timely financial information to aid decision-making.

Main Skills

Accounts Receivable

ASPEL

Balancing Accounts

Cash flows

Cash Management

External Audit

Accounting software
Microsoft Office Suite
Financial Reporting
Expense Management
Forecasting Support
Data Entry

Work Experience

Work Experience

Finance Virtual Assistant (2018 – Present)
→ Managed financial data entry and maintained accurate records for clients in various accounting systems.
→ Assisted with budgeting, forecasting, and financial analysis, helping finance teams make informed decisions.
→ Processed invoices, tracked payments, and ensured timely follow-ups on overdue accounts.
→ Created detailed financial reports, including profit and loss statements and balance sheets, for clients.
→ Coordinated financial communications, ensuring timely and accurate responses to client inquiries.
Administrative Assistant (2016 – 2018)
→ Provided administrative support to the finance team, including managing schedules and organizing meetings.
→ Assisted with invoice processing and expense tracking, ensuring all documents were accurate and up-to-date.
→ Helped prepare financial documents for audits and facilitated communication between clients and finance teams.
→ Supported day-to-day operations, ensuring smooth workflow and timely completion of administrative tasks.

Education


Bachelor’s Degree in Finance (2011 – 2016)

Education

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Results Speak Louder

Francisco C.
Francisco C.

CTO Chief Technology Officer, Fintech Startup
"Our Wow Back-End Dev has helped us solve coding complex functionalities on time and within the budget we set up at the beginning of the negotiation. His seamless integration have made collaboration effortless."
Samantha B.
Samantha B.

Marketing Director, Travel & Tourism Company
"I'm delighted with my VA from Wow Remote Teams. He helps me with my social media marketing campaigns, from scheduling posts to tracking metrics, and all is flawless."
Emma A.
Emma A.

Brand Manager, Entertainment Company
"Since our Wow Remote Teams Ads Specialist joined, we've seen remarkable traffic and conversion growth, with their approach positioning us prominently in the digital market."
Madison H.
Madison H.

Content Marketing Director, Software Startup
"Our content specialist's proactive approach and willingness to go above have been invaluable to our team. We're grateful to Wow Remote Teams for connecting us with such a talented profesional."
Daniel B.
Daniel B.

Director of Accounting, Telecommunications Company
"My accountant from Wow Remote Teams handles accounts adeptly, provides excellent financial analysis, and optimizes billing, enhancing our operational efficiency. Grateful."
Felix C.
Felix C.

Founder, Advertising Agency
"I've been incredibly satisfied with the virtual assistant we've hired from Wow Remote Teams. His professionalism, efficiency, and dedication have helped us with our lead generation process."

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