Daniel Iturria Email & Phone Number

Doral, Florida, United States

• Record and reconcile daily financial transactions, including journal entries of branch yearly revenue of $70 - $80 Million USD.
• Prepare monthly, quarterly, and annual financial statements, as well as present and review with operations team and branch managers.
• Assist in the preparation and filing of federal, state, and local tax returns.
• Played a key role in internal and external audits, providing necessary documentation and explanations that senior team members need.
• Support the development of annual budgets and financial forecasts.
• Review and monitor company expenses to ensure alignment with budget.

Doral, Florida, United States

• Enter invoices into the accounting system and ensure proper coding and proper approver.
• Perform three-way match of purchase orders, receiving reports, and vendor bills.
• Resolve discrepancies between purchase orders, receiving reports, and bills.
• Prepare and process electronic transfers, as well as check payments.
• Implemented a system to help the company issue 100% paperless payment.
• Communicate with vendors to resolve invoice discrepancies and payment issues.

Madrid, Community Of Madrid, Spain

• Maintained and promoted accuracy and efficiency in all aspects of the business while delivering financial, administrative, and clerical services.
• Oversaw and processed incoming payments and ensured that income revenue was appropriately protected through correct receipt verification and posting.
• Assisted with day-to-day financial transactions by accurately processing accounts receivable, accounts payable, invoices, and receipts in accordance with financial policies and procedures.
• Set up new accounts, maintained customer files, and kept track of payment information.
• Utilized My Atenea, an enterprise resource planning software equipped with tools to handle accounting day-to-day operations.
• Organized and prepared necessary paperwork of income revenue for tax returns preparation.

Miami, Florida, United States

• Prepared semester schedules in consultation with the Director of Academics.
• Maintained and protected all current and historical records according to regulatory standards.
• Supported the college’s external and internal reporting requirements by maintaining a comprehensive student database to manage data affecting student enrollment, scheduling, tracking, and status.
• Issued transcripts and statements certifying full-time attendance and/or good academic standing as requested.
• Processed/audited transfer/test-out credit documentation as submitted/posted by Directors.
• Monitored the posting and verification of attendance roster and notify academic management about excessive absences, in association with Student Services.

Miami, Florida, United States

• Create and implement comprehensive recruitment strategies for international and online students.
• Conduct market research to identify key regions and trends in international and online education.
• Oversee the application review process for international and online applicants, ensure applications are processed in a timely and efficient manner.
• Assess academic credentials of international applicants to ensure they meet university standards.
• Collaborate with the admissions committee to make final admissions decisions.
• Work closely with academic departments, student services, financial aid, and IT to ensure a seamless admissions process.

Miami, Florida, United States

• Provided expert advice and service to Wells Fargo customers.
• Found satisfaction in offering the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement.
• Took pride in exceeding their clear-cut goals.
• Built and managed lifelong customer relationships.
• Understood customers’ financial needs and showed them how to get the greatest possible value from our products and services.
• Analyzed current customer relationships and proactively contacted customers with recommendations to help them achieve financial success.

Miami, Florida, United States

• Established and maintained close professional relations in addition to a positive work environment with branch and potential customers to attain team sales goals.
• Resolved complex service problems and referred appointments to associates to guarantee client satisfaction plus retention; assisted company standards to meet established goals, objectives, and selling skills.
• Warranted to process transactions suitably and efficiently to develop customer confidence plus trust on the basis of established procedures and policies.
• Prepared summary of sales performance against established objectives; evaluated weekly/ monthly reports.
• Conveyed effectual sales practices, developed sales call kits and reported sales initiatives.