Independent / Freelancer - Finance - Marketing - Custom Brand Merchandising - Reporting - Bookkeeper

FinOps Specialist

Preparing and filing tax returns, maintaining records, and providing administrative assistance. This role provided me with valuable experience in basic tax preparation and demanded my full attention to detail and strong organizational skills.

Responsibilities:

* Initiated weekly friendly phone calls to customers, encouraging them to visit the office or schedule a virtual meeting.

* Managed the distribution of authorization forms to obtain approval for the filing process.

* Liaised with the IRS and Healthcare Marketplace to gather necessary information.

* Provided English to Spanish translation services for Hispanic customers.

* Updated CRM and files systematically.

* Ensured accurate input of financial data.

* Addressed client inquiries promptly and professionally.

* Offered comprehensive administrative support to the tax preparer.

Managed complex B2B accounts receivable portfolios, supporting major clients such as John Deere, Rheem, and JLG. Oversaw collections for 50+ accounts, handling $7–10M USD monthly to reduce past-due balances and maintain current aging buckets.

Provided team-level support for escalations, report reviews, and financial analysis—assisting the supervisor in preparing data and insights for weekly meetings with the Financial General Manager and Directors.

Additionally, represented the team in bi-weekly meetings with Sales and Finance Directors, addressing key client issues.

Maintained strong client communication to resolve overdue invoices and ensure healthy DSO performance.

Creating long-term value through an embroidery and design studio that delivers high-quality, customized merchandise for companies — including t-shirts, hoodies, mugs, tote bags, and more.

Whether you’re looking to:

Brand uniforms for your team,

Create memorable giveaways for clients, or

Launch a unique promotional campaign —

we handle both the design and production, fully tailored to your brand’s identity.

Currently developing special projects for the 2026 World Cup in Miami and other host cities. Additionally, expanding into NFL and MLS merchandise, collaborating with restaurants, hotels, shops, and local businesses near stadiums to create exclusive souvenir collections.

Delivered multi-channel customer support via chat, email, ticketing systems, and phone calls, ensuring quick resolution and high customer satisfaction.

Managed order processing and invoicing through Odoo ERP, including adjustments, credits, and refunds.

Oversaw Amazon Marketplace and Walmart Marketplace accounts (seller portals), handling orders, specifications, customer inquiries, and issue resolution.

Coordinated returns, replacements, and warranty claims, maintaining compliance with company policies and customer expectations.

Provided clear documentation and reporting to support finance and operations teams, contributing to smoother workflows and higher efficiency.

Recognized for balancing accuracy, client care, and financial accountability in a fast-paced, detail-driven environment.

Collected and reconciled accounts across Coca-Cola’s $12M B2B supply chain.

Maintained 95%+ recovery rate on overdue invoices, specializing in difficult collections.

Earned Top Chain Collector and Top Performer awards for results.

I handled the Flights sales and customer service for Royal Caribbean, Azamara and Celebrity Cruises guests. Also Schedule changes and backoffice assistance.

Detailed reporting and management assistant on creating internal ads.

Skills: Customer Experience · Data Entry · Soft Skills · Oral Communication · Typing · Customer Satisfaction · Written Communication · Comunicación interpersonal · Comunicaciones estratégicas · Atención al cliente · Data Analytics · Contract Terms · Communication · Organization Skills · Handle Confidential Information · Microsoft Outlook · Attention to Detail · Análisis de datos estadísticos · Analytical Skills

Sale internet services and seek for new oportunities in OH, KY and IN.

Directed sales/marketing campaigns via radio, Facebook, referrals, and WhatsApp.

Managed installer scheduling and activity tracking.

Designed daily promotional ads using Photoshop to drive conversions.