Juana Celis

• Educated clients on various financial matters and provided professional recommendations on each clients' individual needs.
• Reviewed financial reports and developed forecasting tools to analyze revenue variance and business pipeline.
• Delivered financial oversight and advice to directors to analyze spending and provide recommendations to improve strategic planning.
• Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
• Analyzed financial information related to payroll, capital projects, operating expenses, professional service contracts and office supplies and equipment to examine budget needs.
• Budgeted active and proposed projects by accurately determining pricing, margins and risk factors.
• Created business plan and identified target customers handling basic inquiries and providing quotes. Handled internal and external complaints, providing outstanding customer service when resolving issues.

Developed financial models for projects and presentations, to corporate and individual customers.