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Josue Ortega
City, State, Zip Code
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Professional Summary
Knowledgeable Reconciliation Analyst who is adept at developing compliance rules as well as audit procedures. Adept at doing extensive research using computer databases developing final reports that outlined customer’s exact specifications and presenting findings to customers. Specializes in bank and sales account reconciliations.
Core Qualifications
- Exceedingly thorough analytical process
- Dedicated to developing complete result reports that include recommendations for increasing efficiency
- Exceptional communication and presentation skills
- Strong ability to develop a rapport with all groups involved in an audit
- Very strong mathematical and financial analysis skills
- Excellent at developing historical data through database mining procedures
Experience
Reconciliation Analyst
10/1/2009 – 7/1/2014
Company Name
City, State
- Often asked to take the lead in bank reconciliation projects that involved small businesses.
- Assisted in developing the final figures for presentations and in developing recommendations for future actions.
- Responsible for making first contact with both sides of a reconciliation on behalf of the firm.
Reconciliation Analyst
1/1/2005 – 10/1/2009
Company Name
City, State
- Assisted in developing audit criteria and introducing the process to both sides.
- Assisted in creating final presentation materials that were used to present information to both sides of an audit.
- Often asked to assist in maintaining the firm database to avoid data corruption.
Reconciliation Analyst
7/1/1995 – 1/1/2005
Company Name
City, State
- Assisted in doing the primary analysis of both sides of a pending audit.
- Assisted in developing the spreadsheets that would eventually create the final data for a completed audit.
Education
Associate’s Degree – Business
1995
University Name
City, State
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