Andrea Murillo Email & Phone Number

California, United States

Holtara is the recently launched ESG & Sustainability business powered by Apex Group.

San Francisco Bay Area

• Manage a team of analysts for high-profile US-based investment managers, to ensure alignment with client objectives and deadlines.• Led all engagement, communication, and coordination with clients and their portfolio companies (portcos). From internal project planning, project kickoff calls, answering portcos' questions on process, coordinating internally with delivery teams, project updates to the client, delivery to the client, and discussing with portcos their mid-to-long-term ESG goals, etc.• Instrumental in achieving a 100% client retention rate by actively identifying and securing recurring business opportunities.• Implemented project management processes to increase team transparency and accountability, resulting in more efficient project management practices.• Acted as the primary liaison for the delivery teams, clients, and portcos, offering expertise in carbon footprint reporting, ESG data collection, industry gaps, as well as diversity and inclusion.• Trained new team members on CRM tasks and processes: ESG topics, report writing, project planning, escalation, Apex ESG Portal, etc.• High degree of working independently to achieve goals and coordinate across time zones given an international team of analysts and team members.

San Francisco Bay Area

San Jose, Ca

Implemented new CRM (Appfolio) to streamline accounting and operations processesUsed Sage and Appfolio to manage 13 properties’ income and expensesReconciled monthly bank and credit card statementsManaged A/P to ensure vendors were paid timely and properlyPrepared financial statements for potential buyers of a flipped propertyEntered & Adjusted journal entries: Credit Cards, bi-weekly payroll, & purchases for property improvementAssisted in Budget preparation for over 12 propertiesReviewed contracts with Capital Improvements Project Managers to keep projects’ expenses within budgetCreated and monitored Capital Improvement project expenses Excel spreadsheet to ensure budget was on trackAudited financial statements and conducted due diligence (according to GAAP)Created accurate reports and provided financial statements for management reviewCommunicated with tenants about late payments and discussed next steps to collect A/R with great successManaged intercompany invoicingProcessed employee reimbursementWrote and translated written communication: business letters, emails, etc. to Spanish Speaking Tenants

San Jose, Ca

◊ Advise and Encourage business students on personal, social, and academic developments◊ Demonstrate a working knowledge of campus resources◊ Mediation of residential conflicts◊ Address community-wide issues and generate discussions at regularly scheduled floor meetings/events◊ Complete administrative tasks as needed (i.e. incident reports, maintenance requests, room inventory sheets, etc.) ◊ Maintain communication with housing staff to bring awareness about special cases◊ Develop programs for residents to interact with each other and develop better academic, health, and safety practices (Campus Race Relations, Safe Alcohol Consumption, etc.)

Bachelor Of Science (B.S.), Business: Concentration In Finance With A Minor In Political Science

Activities and Societies: Financial Management AssociationRelevant Business courses: - Business Statistics - Quantitative Business.

Education record

I attended Gavilan College from August 2009 to May 2013 in conjunction with high school. Completed 51 college units by the time that I.