Alfonsina Perez

Work History

Work History
Aug 2009 - Present

Director of Finance

La Mesa Directiva

Play key role in managing organization that promotes education and professional development for high school and college women at 32 universities nationwide. Provide financial and organizational strategy while identifying and establishing key sponsorships. Have increased revenue for the organization by 64%. Orchestrate all aspects of major national events. Play key role in managing organization that promotes education and professional development women in higher education. Prepare and manage organizational budget and provide financial planning and analysis. Provide financial and organizational strategy while identifying and establishing key sponsorships. Collaborate in the planning of national events.

Mar 2008 - May 2009

Client Associate

Merrill Lynch

Provided advice and support for established clients, serving as their main contact and working closely with financial advisors to develop guidance, analysis and reporting to promote wealth management goals. Played key role in creating profitability and holdings reports as well as strategy analysis. Conducted fact-finding research. Assessed and tracked trade executions for a wide array of financial products and services. Improved internal processes.

Jun 2006 - Dec 2007

Senior Accounts Manager

Nationwide Bail Bonds, Inc.

Instrumental in driving growth strategy, working closely with owner on business and marketing plans and recommending growth initiatives. Managed accounting records and cash liability of more than $1M per month. Coached and mentored staff on core financial and operational functions, including planning, procedures and systems. Supported agents and more than 1K accounts. Liaised with clients, vendors and senior executives. Communicated company policies. Researched trends and made recommendations. Negotiated and executed sales underwriting valued at $1.5M.

Mar 2004 - Feb 2006

Owner/ Agent

American Latina Bail Bonds, Inc.

Launched successful start-up company, using a niche marketing angle to quickly grow sales and underwriting to approximately $500K in liability per month. Formed strategic partnerships with area agents to manage case load and court preparation. Coordinated bail recovery contracts.

Feb 1999 - Mar 2004

Senior Underwriter / Account Manager

A Bail Bond Co. Inc.

Played key role in establishing new business, building clientele from ground up to garner approximately $500K per month. Developed strategy in conjunction with owner. Managed operations and oversaw cash liability in excess of $20M per year. Negotiated and executed sales underwriting valued at nearly $13M. Built positive relationships with clients and vendors. Performed accounting functions. Created and analyzed financial reports, including balance sheet and income statements. Supported more than 30 professionals operating in several states and nearly 3K accounts. Improved business processes.

Education

Education
Jan 2007 - Sep 2008

MA

Columbia University

Skills

Skills

Microsoft Office Suite

Summary

Finance professional with an entrepreneurial mindset, extensive practical business experience and exceptional account management and organizational development skills. Builds strong client relationships, analyzing goals, assessing opportunities and making recommendations that advance objectives. Create and implement plans to generate new business and expand relationships with existing clients. Design and implement policies and procedures that streamline operations and increase efficiency. Accurately model, project ROI and mitigate risk. Seeking to join an established firm where I can utilize my abilities and knowledge and grow my skills as a professional.

Interest

Golf, computing, graphic deisgn, playing volleybal, reading.

Objective

To become a contributing member as a finance analyst of a well established firm; where I can utilize my abilities and knowledge and further develop my skills to grow professionally.

Certifications

Certifications
Oct 2009 - Present

Comprehensive Financial Modeling and Valuation Analysis Course

Investment Banking Institute