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Mateo Echeverry

@mateoecheverry

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Bilingual accounting professional specializing in bookkeeping, reconciliations, and Excel reporting.

Colombia

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What I'm looking for

I seek remote accounting roles where I can apply bookkeeping, reconciliations, and Excel reporting to improve accuracy and efficiency while supporting month-end close.

I am a bilingual (Spanish/English C1) accounting and bookkeeping professional with several years supporting U.S.-based teams remotely. Over the past two-plus years I focused on deposits and check posting, disbursement tracking, credit card coding/cleanup, and Excel-based monthly reporting.

As Lead Accounting Assistant at a U.S. personal injury law firm, I processed daily deposits, managed end-to-end disbursements, resolved credit card exceptions, and prepared automated monthly reports to support attorneys and month-end reconciliations. I am known for clean documentation, strong follow-through, and reliable support for discrepancy cleanup.

I bring experience across legal and healthcare-adjacent environments, supervisory experience leading a 23-person team, and familiarity with tools such as Sage Intacct, Salesforce (Litify), Bill.com and advanced Microsoft Excel. I am currently pursuing a Bachelor’s Degree in Data Engineering & Artificial Intelligence.

Experience

Work history, roles, and key accomplishments

Lead Accounting Assistant

U.S.-based Personal Injury Law Firm

Jan 2024 - Jan 2026 (2 years)

Processed daily deposits and checks, handled disbursements end-to-end, and cleaned credit card coding to support month-end reconciliations; prepared monthly Excel reports for attorney fees and case expenses to maintain accurate financial records.

Bookkeeping Reconciliations Credit Card Coding Disbursal Month End Close

Legal Assistant - Case Manager

GenTask

Jun 2022 - Nov 2023 (1 year 5 months)

Managed financial and medical case records for 30–50 active clients, prepared settlement and expense reports, and coordinated with attorneys and providers to resolve discrepancies and ensure accurate documentation.

Case Management Expense Reporting Documentation Management

Virtual Assistant - Referral Coordinator

Quantum Clinic

Feb 2021 - May 2022 (1 year 3 months)

Coordinated 10–40 daily patient referrals and billing-related data, maintained organized records to support provider-to-law-firm handoffs, and assisted with administrative accounting tasks.

Record keeping Administrative Support Reporting

Supervisor - Member Services

Alignment Healthcare

Sep 2018 - Oct 2020 (2 years 1 month)

Supervised a team of 23 representatives to ensure accurate order processing and data reporting, trained hires on billing and documentation, and built performance-tracking tools to improve operational efficiency.

Team Supervision Training Performance Tracking Billing Data Reporting Process Improvement