Daisy Coronado

Maintained accurate customer data and sales activity records in CRM platforms. Strengthened client retention by 30% through consistent follow-up and proactive issue resolution. Supported insurance documentation and product renewal workflows, contributing to operational efficiency.

Managed 475+ client accounts, overseeing contract execution, billing structure, and account-level reporting. Identified cost inefficiencies and implemented changes resulting in $150K+ in annual savings. Led audits of operational expenses and vendor contracts to improve profitability.

Supported payroll coordination, timesheet tracking, and cost allocation across departments. Oversaw invoice approvals, budget allocations, and expense audits for Southern California operations. Partnered with HR and finance teams to maintain compliance and support year-end reconciliations.

Oversaw full-cycle bookkeeping including payroll processing for 200+ employees, vendor payments, and monthly invoicing. Managed A/P and A/R functions using QuickBooks, ensuring accuracy and timely payments. Collaborated with finance and external accounting teams to prepare financial reports, track budgets, and resolve discrepancies. Improved financial workflow efficiency by implementing structured

Engaged in ongoing bookkeeping education through self-study using accounting textbooks and hands-on training. Collaborated with a CPA candidate fiancé to deepen understanding of accounting principles and practices.

Obtained certification as a QuickBooks ProAdvisor, demonstrating expertise in QuickBooks Online for financial management. Completed OSHA 30 Certification, enhancing knowledge in occupational safety and health.