Priscilla Ureña Email & Phone Number

Yonkers, Ny, Us

New York

● Processing all remittances including check requests, wire transfers,ACH transfers, custody transfers, checking/savings transfers, depositsand stock gifts, etc.● Manage Accounts Receivable and Accounts Payable.● Ensure that books and records are maintained accurately, includingposting adjusting journal entries based on the detailed monthlyanalysis.● Reconcile bank and credit cards in preparation of quarterly andannual Financial Statements.● Analyze and monitor cash needs for Clients.● Prepare various ad hoc reports for Clients.● Maintain excellent communication with clients, outside professionals,vendors, and other departments within the Company.● Prepare and maintain various schedules for Individual Tax payments,Property Taxes and Insurance premiums and provide all in-housesource documents to outside Accountants.● Assist with preparation of Income Tax Returns for individuals.● Issue 1099-Misc.● Create scheduled/ standing instructions when requested.● Prepare journal entries as needed to maintain an accurate General Ledger.● Provide Administrative Support to Accounting Manager as needed.● Work closely with three different departments: Client Accounting,Trusts and Non-Client Accounting while accommodating eachaccordingly.

New York, Ny

My Primary goal as a personal banker was to acquire, retain anddeepen customer relationships.Established credibility and built rapport with clients.Looked for ways to benefit the customer's financial relationship.Provided excellent client contacts; was comfortable asking questions/interviewed clients about their financial situation; strong listeningskills.Self-motivated, assertive, and performed well in a competitive salesenvironment.Understood how to interpret numbers, trends and data to makeeffective decisions.Operated in a professional, thorough and organized manner and wasable to follow standard operating policies and procedures., Assessedclient's needs, provided applicable solutions and built customerrelationships based on mutual trust to optimize sales opportunities tonew and existing clients.Built solid relationships with teammates, business partners andspecialists by fostering teamwork, partnership and collaboration in avirtual and face-to-face environment.Followed standard operating policies and procedures.

Scarsdale, Ny

Assessed client's needs, provided applicable solutions and builtcustomer relationships based on mutual trust to optimize salesopportunities to new and existing clients.Built solid relationships with teammates, business partners andspecialists by fostering teamwork, partnership and collaboration in avirtual and face-to-face environment.Followed standard operating policies and procedures.Awarded Certificate of Operational Excellence and Globalrecognition from Bank of America for exceeding 2008 thru 2010 BCCRAUDIT.Awarded Certificate of Excellence for Exceptional Customer Servicefrom 2008 thru 2010.

Bs, Accounting

Associate’S Degree, Accounting