
Luisa O
Financial Accountant and Business Consultant Optimizing Your Finances
Compétences

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Expérience professionnelle
Accountant & Bookkeeper (EE. UU., 2023 – Presente) NM Tax & Multiservices
Tax • Freelance
Sep 2021 - Present • 4 yrs 10 mos
•Role: Responsible for setting up charts of accounts, categorizing transactions, performing bank reconciliations, closing the books, and preparing monthly, quarterly, and annual financial reports for companies in the U.S. •Added Value: I implemented clear and reliable accounting systems that facilitated decision-making and tax compliance. My work enabled clients to have an accurate view of their cash flow and results, helping them make appropriate and timely decisions and optimizing their financial management. •Learning and Achievements: I strengthened my QuickBooks skills and consolidated my experience in digital accounting services, gaining an introduction to the use of AI tools and adapting to the needs of international businesses.
Commercial Service
Temps plein • 15 yrs 8 mos
Administration and Finance Manager – TOCA MADERA VZLA, C.A.
Sep 2017 - Mar 2023 • 5 yrs 6 mos
•Role: I led the planning, direction, and control of the company's administrative, financial, and tax processes. • Added value: I designed resource optimization strategies that improved operational efficiency and ensured regulatory compliance. • Learning and achievements: I learned to manage multidisciplinary teams and implement internal controls that strengthened the organization's financial stability.
Administration and Finance Manager – Masisa PlacaCentro PLACAS CAGUA, C.A.
Aug 2005 - Oct 2015 • 10 yrs 2 mos
• Role: Responsible for the planning and control of administrative, tax, and financial processes for nearly a decade. • Added value: I participated in the creation of the operations manual, establishing procedures that improved the transparency and efficiency of management. • Learning and achievements: I consolidated my experience in tax control, auditing, and cash flow, contributing to the company's stability and sustained growth.
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eliasadolfo
Client récurrent

Chili
Luisa exceeded all our expectations. Her outstanding technical expertise and clear, assertive communication were key in helping our entire team understand the financial analyses and business recommendations. Working with her feels like having a highly capable and trusted business partner on your team. I recommend her 100%.
Réponse du freelance
eliasadolfo
Client récurrent

Chili
Everything was excellent! I'm very impressed by the level of understanding of the business and the tools we use at Edutrauma. Luisa really hit the nail on the head regarding our pain points and provided specific solutions for our business.
