Evelyn Ruiz Olivier, Ea, Ctp Email & Phone Number

Tampa, Fl, Us

Tampa, Fl, Us

Tampa/St. Petersburg, Florida Area

As the CEO of Wave Tax & Financial Solutions, I have been leading our firm with avision to transform the financial health of small businesses through comprehensive, personalized, and innovative financial services.My role encompasses strategic leadership, client relationship management, and operational excellence.Highlights:● Strategic Financial Planning: Developed and implemented tailored financialstrategies that have significantly improved cash flow and financial health forour clients.● Growth and Expansion: Successfully guided the firm through various growthphases, expanding our client base and service offerings.● Client-Centric Approach: Fostered a culture of personalized service, ensuringthat each client receives tailored advice and solutions that meet their unique needs.● Tax Strategy and Compliance: Spearheaded proactive tax consulting servicesthat help clients minimize tax liabilities and make informed financial decisions.● Operational Efficiency: Enhanced firm operations through effective time management, advanced financial analysis, and process optimization.Responsibilities:● Leadership: Oversee all aspects of the firm’s operations, including strategic planning, financial analysis, and client service delivery.● Client Relationships: Build and maintain strong client relationships, ensuring high levels of satisfaction and trust.● Service Delivery: Ensure the delivery of high-quality services in bookkeeping, payroll management, tax preparation, and tax strategy.● Team Management: Lead and mentor a team of financial professionals, fostering a collaborative and high-performance work environment.● Bilingual Support: Provide services in both English and Spanish, ensuring clear communication and personalized service for a diverse clientele.Our commitment to exceptional customer service and personalized attention sets us apart, and I am dedicated to continuing to drive our firm’s success and our clients’ financial well-being.

Morón, Carabobo, Venezuela

- Effectively led a seasoned team of partner managers and account coordinators.- Reduced overhead by taking on more responsibility with creative and administrative projects.- Prepared merchandise for the sales floor.- Wrote, negotiated and finalized sales contracts.- Reconstructed accounting records from clients checks and cash receipts.- Performed complex general accounting functions, including preparation of journalentries, account analysis and balance sheet reconciliations.- Shadowed employees to determine an accurate description of the duties and skills required for each position.

Tampa/St. Petersburg Y Alrededores, Florida, Estados Unidos

Guacara Carabobo State

- Performed complex general accounting functions, including preparations of journal entries,account analysis and balance sheets reconciliations. - Analyzed and researched reporting issues to improve accounting operations procedures.- Cooperated with the engineering, manufacturing and corporate accounting to verify that quality standards were met. - Assisted clients with personal and corporate tax issues.- Budgeted active and propose project by accurately determining pricing, margins and risk factors.- Created and maintained precise and accurate models, charts and reports.- Consolidated financial data and materials for key dealership meeting.- Created quarterly earning presentations and monthly investor preparations. - Accounts receivable from customers and accounts payable to suppliers.- Payroll of employees.

San Joaquín, Carabobo State, Venezuela