David Heller Email & Phone Number

St Petersburg, Florida, Us

• Developed and updated critical financial reports, including Daily Sales Scorecard and payments analytics, using advanced Excel functionalities and data visualization tools. Conducted comprehensive analysis on unpaid commissions, fees charged by vendors, and user performance metrics to support strategic decision-making and optimize financial operations.• Analyzed transaction fees and payment gateway processor charges to identify cost-saving opportunities, contributing to the financial efficiency of the organization. Assisted in the analysis of the margin earned by product owners and affiliates, incorporating refund and chargeback rates, to provide strategic insights to the sales team and support revenue growth initiatives.• Spearheaded the setup and utilization of a software for creating NACHA files, streamlining the ACH payment process by automating data preparation, and ensuring compliance with banking standards. Led initiatives to optimize payment processes through the banking platform, improving efficiency and accuracy in global and domestic financial transactions.

Coral Gables, Fl, Us

• Managed the full accounting cycle of several clients by posting journal entries, updating accounts receivable and accounts payable, completing bank loans and credit card reconciliations, adjusting journal entries, and creating financial reports.• Processed three companies’ payrolls using QuickBooks Desktop and CFS Payroll on a biweekly basis; filed Florida Department of Revenue Employer’s Quarterly Reports; and issued 1099s and W-2s to clients’ employees at the end of the fiscal year.• Assisted in the preparation of tax returns for individuals, partnerships, and corporations using TaxSlayer Pro, CCH Axcess Tax Manager, and CFS Tax Tools.

Miami, Florida, Us

• Cooperated closely with Instructors and Instructional Designers to design, develop, and maintain online courses using Canvas, a Web-based learning management system.• Revised and improved existing courses by adopting new and trending technologies, making the learning process easier and ensuring students experience a high-quality learning.• Adjusted courses to meet accessibility standards so students with disabilities could have a positive learning experience.

Columbia, Sc, Us

• Analyzed potential client requirements, mainly businesses, and prepared comprehensive plans that met individual or group insurance needs and financial needs.• Handled high call volume of inbound/outbound calls in the range of 100+ calls a day, applying sales skills to work cold and warm leads to develop a large book of business.• Guided companies' employees through the open enrollment process by assisting them with the application process through different enrollment platforms.• Educated employees about the insurance plans and benefits offered by their employers and provided advice on which products best suited their needs and budget.

• Posted clients’ journal entries to make sure all business transactions were properly recorded, updated accounts receivable and accounts payable, and prepared financial statements.• Processed and executed three companies’ monthly payrolls using QuickBooks Online.• Assisted in preparation of tax returns for individuals and partnerships using TaxSlayer Pro by inputting a variety of forms including W-2s, 1099s, and Schedule Cs.

Miami, Us

• Examined current domestic and international market conditions to determine which sectors would provide the best return for the least amount of risk.• Determined, with the support of account executives, customer suitability and investment objectives based on the client's age, profile, financial condition, and risk tolerance. • Employed market research, analysis, and segmentation to successfully generate new leads based on EM’s target market.• Ensured customer satisfaction by responding to current customers' concerns and demands, enhancing my customer service skills.

Master Of Science In Data Science And Artificial Intelligence

Data Analytics

Bachelor Of Business Administration - Bba, Finance

Business Administration And Management, General

High School Diploma