Daniel Rodriguez Email and Phone Number

- Ensure high-quality bookkeeping and client experience by establishing client-focused standards, resolving complex financial issues, and translating NPS feedback into actionable improvements.- Deliver operational excellence by overseeing timely monthly financials, building a high-performing team, and optimizing workflows through SOP development, systems management, and tech innovation (Financial Cents, ClickUp).- Spearhead strategic process enhancements by staying abreast of industry trends, fostering a collaborative and growth-oriented team culture, and proactively addressing inefficiencies to improve service delivery.

- Manage vendor relations, oversee chargeback dispute investigations, and ensure accurate, efficient process execution while driving improvements in workflows and internal documentation.- Proactively identify operational enhancement opportunities, contribute to vendor education, and support continuous optimization of Standard Operating Procedures (SOPs).

- Oversee general accounting, cash control, payment and collection forecasts, and ensure adequate liquidity. Monitor the correct use of financial resources and economic stability through key indicators and detailed financial analysis.- Manage relationships with third parties, oversee budgets and economic planning, establish medium- and long-term financing strategies, and seek new investment and market expansion opportunities.- Coordinate tax compliance, payroll preparation for the United States and Costa Rica, manage financial communication for the CEO and departments, and respond to client inquiries, emails, and calls to ensure a continuous and effective information flow.

Perform detailed tests and analyses on specific financial areas to ensure accuracy and compliance in client financial statements.Prepare clear, precise documentation of audit procedures and results, maintaining quality standards for team and client review.Work in a team and coordinate with the client to address questions, ensuring audits comply with local and international regulations and Deloitte policies.

- Oversee accounting, cash flow, and annual budgets to ensure liquidity and meet financial objectives.- Assess material and repair process costs, implementing improvements and cost-saving measures to enhance operational efficiency.- Maintain relationships with financial entities and suppliers, ensure regulatory compliance, and lead growth and financing strategies to drive profitability.

- Record and process daily financial transactions, conducting bank reconciliations to ensure accuracy in accounting records.- Monitor accounts receivable and payable, and assist in preparing balance sheets and financial statements to support decision-making.- Aid in preparing tax documentation and maintain organized accounting records for audits and reviews.

- Assist customers by providing timely, accurate, and professional support across inquiries, orders, returns, and technical issues, ensuring a positive customer experience.- Resolve customer concerns efficiently by troubleshooting problems, coordinating with internal teams, and following Amazon’s standard operating procedures for seamless issue resolution and satisfaction.