Open to opportunities

David Rodriguez

@davidrodriguez3

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Accounting Assistant and Tax Preparer focused on accurate invoices, efficient back-office operations, and client trust.

Colombia

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What I'm looking for

I’m looking for an accounting role where I can handle invoices and tax documents accurately, streamline processes, and support clients with fast, tailored service—while growing within a collaborative team.

I’m an Accounting Assistant and Tax Preparer with a proactive approach and a strong sense of responsibility. I’ve supported outbound and back-office operations, verified invoices, and helped clients by reviewing tax forms for accuracy and compliance. I focus on operational efficiency, interpersonal communication, and consistently delivering timely, tailored solutions.

In my recent work, I increased sales through proactive client outreach and streamlined back-office processes to enhance efficiency. I also led a team to exceed targets by optimizing customer engagement, improving client satisfaction along the way.

I bring experience across accounting and finance workflows—including account reconciliation, cost accounting, payroll processing, and financial reporting. I’m comfortable handling customer needs while also supporting technical issues, and I enjoy team environments where collaboration helps reach clear targets.

Experience

Work history, roles, and key accomplishments

Invoice Verifier

Lean Solutions Group

Mar 2024 - Jan 2025 (10 months)

Provided outbound and back-office support and increased sales by 15% through proactive client outreach. Streamlined back-office processes, improving efficiency by 20%, and helped drive teams to exceed targets.

Outbound Outreach Back Office Support Process Optimization Sales Support Team Leadership Client Relationship Management Customer Satisfaction

Auto-Finance Agent & Tax Prep

Capital One

Mar 2022 - Mar 2024 (2 years)

Reviewed bank clients’ tax forms (W-2, 1099, 1099-R) for accuracy and supported outbound/back-office operations. Ensured regulatory compliance to strengthen client trust.

Tax Preparation W 2 1099 Regulatory Compliance Back Office Operations client support

Tech Support & Cross Sales

Asurion

Sep 2021 - Dec 2021 (3 months)

Delivered technical support and cross-sold solutions while boosting sales by 30% through strategic tech-based support. Resolved 95% of support tickets within 24 hours and implemented tools that improved processes by 25%.

Technical Support Cross Selling Customer Retention Sales Enablement Customer Service Process Improvement Troubleshooting

Bilingual Assessor

Onelink BPO

Mar 2021 - Jul 2021 (4 months)

Provided American bilingual customer service, resolved complaints quickly, and improved customer retention through strong service. Contributed to higher sales metrics by delivering high-quality support.

Bilingual Customer Service Complaint Resolution Customer Retention Relationship Building Customer Support Sales Support

Accounting Assistant & Taxes

Laboratorio Vitalceramik S.A.S

Jul 2018 - Dec 2020 (2 years 5 months)

Handled accounting assistance and tax management, including filing tax returns and processing remittance declarations. Managed billing and customer service responsibilities while supporting administrative job assignments.

Accounting Support Tax Filings Billing Management Customer Service Administrative Support Document Processing

Education

Degrees, certifications, and relevant coursework

Universidad Externado de Colombia

English V, English

2019 -

Grade: C1

Completed English proficiency level V (C1) at Universidad Externado de Colombia in 2019.

Universidad Externado de Colombia

Public Accountancy (4th semester), Public Accountancy

2019 -

Studied Public Accountancy at Universidad Externado de Colombia, reaching the 4th semester in 2019.

Colegio Cooperativo Nuevo Muzú

Bachelor Degree

2016 -

Completed a Bachelor degree at Colegio Cooperativo Nuevo Muzú in 2016.

Servicio Nacional de Aprendizaje (SENA)

Técnico en Gestión Bancaria, Banking Management

2016 -

Completed a Technical program in Banking Management at SENA in 2016.

Servicio Nacional de Aprendizaje (SENA)

Special courses, Professional development (SENA courses)

2016 -

Activities and societies: Office Automation; Financial Mathematics; Oral and Written Communication in English (applied); Strengthening Natural Sciences for articulation with the media.

Completed multiple SENA special courses in 2016 covering office automation, financial mathematics, English communication skills, and natural sciences articulation.