Open to opportunities

Daniel Castañeda

@danielcastaeda

Message

Resourceful finance assistant with 10+ years in customer service.

Colombia

Message

What I'm looking for

I seek a collaborative environment where I can leverage my finance skills and grow professionally.

I am a bilingual finance assistant and junior bookkeeper with over 10 years of experience in customer service, accounts receivable, and team support within U.S.-based companies. My expertise lies in preparing IRS and loan documents, delivering accurate financial reporting, and managing bookkeeping functions using tools like Xero and QuickBooks. I pride myself on my strong organizational and analytical skills, coupled with a genuine heart for service and collaboration.

Currently, I work as a Tax Office & Loan Preparation Assistant at Tax Cheapo, where I manage monthly bookkeeping for multiple clients and assist in preparing IRS-related documents. My previous roles have equipped me with a diverse skill set, including managing complex accounts receivable portfolios and enhancing operational workflows through data analysis. I have a proven track record of success, having earned accolades such as Top Performer and Top Chain Collector during my tenure at Capgemini and Coca-Cola.

I am passionate about leveraging my skills in finance and customer support to contribute to a dynamic team. I thrive in environments that value collaboration and continuous improvement, and I am eager to take on new challenges that allow me to grow professionally.

Experience

Work history, roles, and key accomplishments

Current

Tax Office & Loan Preparation Assistant / Junior Bookkeeper

Current

Tax Cheapo

Jan 2023 - Present (2 years 6 months)

Managed monthly bookkeeping for over 10 clients using Xero and Excel, including transaction categorization, reconciliation, and reporting. Prepared and organized IRS-related documents for tax filings.

Bookkeeping Xero Microsoft Excel Financial Reporting Executive Assistance

Accounts Receivable Tier V / Team Support

Electronic Components International (ECI) - D&S Global / CAD

Apr 2023 - Present (2 years 3 months)

Managed complex accounts receivable portfolios and provided team-level support for collections and escalations. Communicated with B2B clients to resolve overdue invoices and maintain healthy DSO metrics.

Accounts Receivable Collections B2B Financial Analysis

Data Analyst

Conduent / Royal Caribbean

Jan 2019 - Present (6 years 6 months)

Analyzed and managed customer data and operational reports for cruise logistics. Enhanced workflow with automated spreadsheet solutions and data summaries.

Data Analysis Workflow Optimization

Legal Assistant / Intake Clerk

Wright and Schulte LLC

Nov 2017 - Present (7 years 8 months)

Supported legal case intake, document organization, and client follow-up. Assisted with various administrative tasks to ensure smooth legal operations.

Administrative Support

Sales / Marketing Manager

Del Cid Satellites – Dish Latino Retailer

Jun 2015 - Present (10 years 1 month)

Led marketing strategy and closed high-volume sales of Dish Latino services. Managed Facebook ads and generated over 50 monthly leads in Ohio markets.

Marketing Strategy Sales Management Facebook Ads Lead Generation Retail Sales

Accounts Receivable & B2B Chain Portfolio Analyst

Capgemini Guatemala – Coca-Cola

Feb 2009 - Present (16 years 5 months)

Collected and reconciled accounts across Coca-Cola’s regional B2B supply chain. Earned Top Chain Collector and Top Performer awards for outstanding results.

Accounts Receivable Supply Chain Analysis performance reporting

Education

Degrees, certifications, and relevant coursework

Disney

Customer Service

Completed the Disney Customer Service Culture program in 2008, focusing on enhancing customer service skills and understanding service culture. This certification helped in developing a customer-centric approach.

INCIBE

Certification, Cybersecurity

Completed the Cybersecurity Fundamentals course in 2022, provided by INCIBE in Spain. This course covered essential concepts and practices in cybersecurity, enhancing knowledge in digital security.

OPSWAT

Associate, File Security

Obtained the OPSWAT File Security Associate certification in 2022. This certification focused on file security principles and practices, demonstrating proficiency in securing digital files.