Romeo Clemente Email & Phone Number

Alexandria, Virginia, United States

Virginia, United States

• Fulfilled 6-week base risk management training session – insurance focus
• Collaborated cross functionally with, multiple departments and stakeholders - investing, advising, and insurance focus
• Managed the integration and data maintenance for new and existing clients
• Attended 10+ in person client meetings, gathering quantitative and qualitative information useful to creating their investment strategy
• Managed data for over 150+ clients, safely securing data in corporate database and applications (advisor360) while maintaining a high-level of customer service
• Attended weekly team meetings to align and execute task effectively

Washington DC-Baltimore Area

• Constructed/formatted Balance & Income sheet following the GAAP principles
• Forecasted future revenue/cost of goods sold
• Conducted liquidity and profitability ratios, resulting in improved financial performance & informed decision-making within their services
• Conducted client meetings explaining the company’s services and overall pay for customers

San Leandro, California, United States

• Worked with corporate ERP System and managed Accounts Payable for select customers reporting directly to the Corporate Controller
• Managed Fixed Assets for property equipment, paying attention to the lifecycle and cost
• Evaluated general ledger statements; inputting and transferring AP / AR balances from D365 to MS Excel for further data analysis and reconciliation by accounting team members
• Processed AR, inputting the balance, segmentation, voucher, date of input, and customer name onto D365
• Conducted payment receipt process, gathering data from Citi bank and inputting transaction onto D365
• Communicated past due and upcoming Account Receivables to customer base and approve upcoming shipments as required