Ileana Perez

Led cross-functional data analysis, reducing discrepancies by 15% and streamlining reporting to save clients 20% in processing time. Enhanced data integrity in portfolio reports by 30% and implemented automated reconciliation tools, significantly lowering error rates.

Organized and distributed dog food to ensure over 200 pets remain healthy each month. Fostered dogs and built outdoor shelters, providing safe environments for pets in need.

Managed daily and monthly reconciliations to ensure accuracy and compliance. Oversaw tax basis reconciliation and partnered with vendors to maintain data integrity, while mentoring junior analysts to improve team accuracy by 20%.

Directed financial reporting and implemented QuickBooks, improving transaction accuracy by 25%. Established fraud prevention protocols and led budget planning, maintaining a 98% adherence to budget.

Organized document workflow to accelerate loan processing by 30%. Conducted preliminary credit analysis and supported communication between loan officers and clients, enhancing client relationships.

Pursuing a Master of Finance with an expected completion in Summer 2025, concentrating on financial analysis and investment strategies.

Pursuing a Master of Business Administration with an expected completion in Fall 2024, focusing on advanced business strategies and management practices.

Completed a Graduate Certificate in Business Management in Spring 2023, enhancing skills in management and organizational behavior.

Earned a Bachelor of Science in Finance with a Minor in Accounting in Spring 2017, focusing on financial principles and accounting practices.