Carla Cora Email & Phone Number

Orlando, FL, US

Orlando, Florida, United States

- Orchestrated the timely and accurate deposit and recording of all cash receipts, showcasing a commitment to financial precision.- Spearheaded the processing and distribution of contribution statements, ensuring effective communication with supporters and stakeholders.- Played a key role in maintaining and leveraging the Salesforce database and related.

Remote

• Created, implemented, and supervised administrative processes related to contract management, billing, invoicing, inventory management, and service schedule management.
• Successfully managed accounts payable and receivable, cash flow, and issuance of receipts while scheduling and setting up the company’s payroll and conducting periodic bank reconciliations.
• Directly interacted with private and public clients, offering services, negotiating pricing and payment terms, and maintaining regular communications to build strong relationships.
• Prepared and managed annual and monthly budgets, establishing schedules, collecting and analyzing financial data, and recommending financial strategies for budget optimization.
• Directly supported the technical director of the field engineers’ team, managing his professional and personal schedule, organizing his routine, making travel arrangements, handling his calendar, answering phone calls.

• Successfully outperformed the established annual goal of high-income client acquisition due to an extensive network built through the years.
• Opened client accounts and assisted clients with financial products such as credit cards, life insurance, car insurance, private pensions, savings bonds, automatic debit, and mobile and real estate products.
• Developed and implemented strategies for clients’ businesses related to asset allocation, private retirement plans, and personal goals.

• Elaborated commercial agreements after conducting a detailed risk analysis to understand the profile ofeach client.
• Leveraged results by proposing collective business insurance for local businessmen, protecting theirbusinesses from work accidents and work-related deaths.
• Developed commercial business strategies to improve customer retention and prospection results.

• Contributed to the implementation of the ISO-9001 certification process, elaborating documents,standardizations, and semi-annual audits.
• Assisted with the implementation of the Continuous Improvement Program, including the program launch,project monitoring, training, and results verification.
• Received and typed medical reports and implemented a standardized process that successfully reducedreport typing time and rework.