Ivan Roliz Email & Phone Number

Honolulu, Hi, Us

New York New York

• Developed a Dashboard to efficiently monitor a $55,000,000 invoicing portfolio for the finance team.• Provided support to the internal sales team on collection procedures and it increased the accounts receivable turnover ratio by 20%. • Trained new employees on accounts receivable reporting, collections, recording, and using third-party platforms.• Identified API errors and removed $500,000,000 in duplicate payments from the CRM.• Executed end-to-end invoicing procedures utilizing third-party platforms like SAP Ariba, Stripe, and Coupa.• Provided clear guidance on invoicing procedures to companies, aligning them with their regional business models for up to 28 satellite organizations.• Demonstrated proficiency in creating universal templates for invoices, receipts, and contracts, leading to the assignment of updating all invoicing-related templates.• Proactively followed up on outstanding invoices and special requests; it leads to a 75% increase of payment for each outstanding invoice. • Filed the Tax Residency Certificate applications to increase turnover for international vendors by 50%.• Conducted meticulous internal audits to verify invoices and payments totaling 40 million dollars.

120 W 14Th St. New York, Ny, 10011

• Demonstrated leadership skills in managing 8-10 employees.• Assigned tasks to employees based on strengths; it resulted in higher team morale and efficiency.• Actively responded to the teams' feedback and improved operational efficiency, reducing setup times by 15 minutes.• Trained and mentored new employees in setup and takedown procedures, fostering an environment of respect, patience, and trust.• Role model an ideal operations assistant with a hands-on management style helped to build trust between difficult employees and reduced internal team conflicts.• Provided motivational encouragement during early mornings and received the most supportive employee award.• Confirmed volunteer participation levels and adjusted plans at a moment's notice to optimize engagement.• Frequently filled in for the Operations Manager at management's request, demonstrating flexibility and leadership in overseeing operations.• Stepped in as the de facto childcare worker when the team was understaffed, which led to five years of dedicated service working with children.

Brooklyn, New York, United States

• Analyzed market trends and purchased undervalued assets with a marginal sales revenue of 50% or more.• Modified sales listings to improve marketing reach and transparency, resulting in an increase of 25% in traffic views and a 10% increase in sales.• Managed internal accounting for inventory, revenue, and expenses for financial and tax reporting.• Utilized third-party sales platforms to mitigate financial risk from fraud and refunds.• Resolved customer complaints promptly and professionally, offering full or partial refunds, discounts, and additional products to maintain customer satisfaction; sustained a 100% positive seller rating on eBay for six years.• Applied restoration techniques to achieve a better condition grade from third-party grading companies; decreased inventory turnover times with 150% higher sales revenue margins.

Jersey City

• Developed trust among clientele through transparent communication at every step of the preparation process.• Provided exceptional customer service by promptly responding to inquiries regarding the tax return process or status updates.• Interviewed clients to discover sources of taxable income, deductible expenses, and tax credits to reduce their tax burden by 5%.• Verify and apply all adjustments, deductions, and credits to proper tax forms for my clients.• Applied accelerated depreciation and identified business expenses to reduce the tax burden.• Researched current federal and state tax laws to help clients prepare for the current year.

Jersey City, New Jersey

• Reconciled the credit cards and bank accounts to the company accounts for monthly closing.• Prepared monthly financial reports and presented them to upper management.• Handle the accounting processes for four satellite entities under one 501(c)3 corporation umbrella.• Verify, record, and maintain the accounts payable, ADP payroll, petty cash, reimbursement, and inter-company transactions.• Investigated questionable transactions and invoices to discover a breach of security, which led to the return of 1,500 dollars.• Communicated with vendors on issues regarding payment plans, insurance policies, and open balances.• Assisted the auditors by producing statements, and receipts, and clarifying transactions.

27W 47 St R:207 Ny, Ny 10036

• Coordinated ESL classes with over 40 volunteers and 350 students over two sites.• Maintained an electronic and paper filing system for bank statements, deposits, and receipts.• Informed both new volunteers and students on routine procedures and upcoming events.• Fulfilled special requests from supervisors, instructors, and students while performing regular duties.• Instructed adult ESL and children's classes for up to 28 native Spanish speakers.• Created a safe learning environment by presenting students with relatable life scenarios; it resulted in a greater level of student engagement.

Associate'S Degree, Accounting, 3.889

Taking courses that will help fulfill the requirements for me to sit in for the CPA exam.

Bachelors, Economics

Activities and Societies: Cal Aggie Camp and Cal Aggie Alumni Association, International Christian Fellowship, Intern-Club Council, Diablo.

Certificate Of Spanish Completion Level 5, Spanish Language And Literature, 3.76

Activities and Societies: Treasurer/Event Coordinator/ICC representative, for the International Christian Club, ICC Member of the Ways.

Education record