Camila Carvalho

Experience

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  Chevrolet

  May 2010 - Nov 2010

  Customer Service Representative

  ● Answered calls and respond to emails.● Handled customer inquiries by telephone and email.● Researched required information using available resources.● Managed and resolved customer complaints.● Provided customers with product and service information.● Entered and updated customer information into the system.● Identified and escalated priority issues.● Routed calls to an appropriate resource.● Documented all call information according to standard operating procedures.● Completed call logs and produce call reports. Show less

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  Bioagri - a Meriéux NutriSciences Company

  Dec 2011 - May 2012

  Sales Support Assistant

  • Organised the company documentation and participated in public tenders• Receive requests for budgeting from internal and external sellers.• Register the company and contacts in the system.• Prepare the budget in My Lims system and return it to the requester.• Price the collection, sampling or shipping of bottles, and include in the budget.• Review the budget in the system and return it to the requester.• Approve proposals in the system, according to the information received, if they agree with the policy.Release pending issues (samples stopped at reception due to lack of proposal approvals).• Preparation of registration in the customer portal.• Purchase order acceptance on the portal.• Fill out the customer registration form and direct the parties to the other departments (quality, legal, HR, etc).• Prepared and analysed service contracts• Assisted in the reception area covering vacation, receiving and making phone calls, scheduled meetings for directors, receiving and sending matches. Show less

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  Banco Itaú

  May 2012 - Nov 2012

  Internship Financial Advisor

  • Monitor and understand the processes of agency networks developing skills in the commercial area.• Monitor team meetings.• Assess customer needs, advising on possible available products and services.🏆 Successful Projects/Achievements• Conducted a campaign of loans for retired people and pensioners in which the goal was achieved by over 200%.

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  HSBC

  Dec 2012 - Mar 2013

  Financial Advisor

  • Analyzed investment opportunities and client needs, then recommended appropriate strategies.• Promoted prospective clients’ investment portfolios and financial planning.• Managed an assigned portfolio of accounts by contacting the customer and informed them of services available or to regularize their accounts.• Implemented company policies and procedures.• Marketed and presented appropriate investment solutions, financial, and wealth management services to clients.• Prepared and delivered presentations/seminars to clients, and prospected for business development and educational purposes.🏆 Successful Projects/Achievements● Supported customers with loan applications.● Analyzed and implemented AML documentation.● Demonstrated the use of ATM machine and statement printers to customers Show less

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  Keelings

  Mar 2015 - Jul 2015

  General Operator
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  Bank of Ireland

  Aug 2015 - Jun 2022

  • Responsible for key elements of the month end close process, ensuring that underlying processes, review and controls have been completed in accordance with best practice.• Delivered of timely and accurate financial and management information to support effective decision making and review.• Executed financial and accounting related activities in a timely manner.• Prepared finance journal entries and account reconciliation reports. Evaluated financial documents for correctness and completeness.• Managed internal journal entries, such as internal charges for services rendered. This includes verifying the nature of the transaction, verifying the accuracy of the accounting, charging any applicable taxes and verifying the category of expense/revenue.• Prepared and delivered of statutory workings and disclosure notes, Finrep disclosure notes, ensuring adequate supporting evidence is maintained. Show less ● Managed incoming and outgoing queues to ensure requests are properly authenticated, processed timely and accurately in accordance with SLA, while monitoring and mitigating for fraud and risk.● Processed transactions using Business Online Payment System and EFT software● Provided support to stakeholders as required in order to meet the department’s objectives.● Performed VAT Import Return Report preparation - Resolved or Escalated Complaints.● Processed Dealer Schemes for finance campaigns working directly with the marketing team.● Generated financial transaction records for collections, invoices, payments, expenses, revenues, etc. for future reference purposes.● Maintained accurate documentation for financial operations and transactions.● Managed account payables and receivables activities, and assisted in managing credit and collection activities. Show less ● Leveraged and analyzed reporting to identify root causes and consult with client-serving teams on how to adjust and improve their engagement metrics. Advised on, and resolved, issues through the book of business reviews to achieve maximum operational excellence.● Facilitated training for client-serving teams on effective system usage and financial management practices.● Contributed to continuous improvement by sharing knowledge and leveraging leading practices.● Managed user lack of knowledge/frustration and directed the interaction to achieve the best outcome, flexing personal style where needed.● Analyzed new investment and business opportunities through valuation models.● Researched competitors for market comparisons and potential savings in operational changes.🏆 Successful Projects/Achievements● Proficiently reported, analyzed, and prepared plans for debt liquidation.● Developed strong ability to represent the acquired skills in a fast-paced environment.● Improved exceptional written and verbal communication skills. Show less ● Monitored and reported on the Sales Team's performance KPIs.● Acted as the Operations contact point for the Sales Team.● Designed and implemented Sales & Post-Sales Processes. Detected automation opportunities and implement automation solutions.● Executed and determined customer issues identifying the best solution, escalating appropriately, and ensuring the delivery of high quality of service.● Offered support to sales manager representatives on queries and issues on a daily basis.● Monitored a mailbox and responded to inbound contacts from customers, branch, and sales rep by phone or mailbox, including urgent situations. Show less ● Analyzed and verified Anti Money Laundering and Compliance Documentation.● Ensured compliance with existing laws and regulations.● Processed KYC on personal and business customers.● Provided and certified the policies and procedures were followed at all times.● Checked and analyzed personal and business agreements and invoices.● Established contact with the customer to explain the query and issues on invoices and AML documentation.● Supported the credit department assisting in the completion and operational areas.🏆 Successful Projects/Achievements● Trained the team at the bank in the city of Cork and Tallaght in new software skills.● Trained and supported direct sales department with systems issue by phone and email.● Escalated issues appropriately by working closely with other departments (Sales, payments, fraud). Show less

  • Financial Accountant

    Jun 2021 - Jun 2022

  • Payment Specialist

    Aug 2019 - May 2021

  • Corporate Finance Advisor

    Aug 2018 - Jul 2019

  • Finance Operations Specialist

    Sept 2016 - Jul 2018

  • Compliance Analyst

    Aug 2015 - Aug 2016
• 

  Walden Group (ex EHDH)

  Jun 2022 - Dec 2023

  Financial Accountant

  • Accounting for Corporate Support entities and supporting other group close activities; ownership of the general ledger and monthly reconciliations and account analysis.• Review invoices ensuring costs are properly recorded and charged to appropriate general ledger accounts and cost centers, capital projects, SOWs.• Preparation and control of intercompany allocations and billings across Group entities.• Preparation and filing of statutory accounts in compliance with relevant regulations.• Facilitate corporate tax audits.• Prepare budget and forecast information for Corporate Support entities and submit for consolidation.• Liaise with corporate treasury for cash flow management of the entities.• Support Financial Operations for supplier payment batches and uploading payments in the bank software for approval.• Responsible for maintaining internal financial controls including ensuring all internal accounting policies are correctly implemented and adhered to under corporate policy and best practice.• Support continuous process improvement in reducing the month-end reporting window by stream-lining processes and re-organizing activities. • Responsible for maintaining detailed knowledge of general ledger technology and for driving improvements and efficiencies.• Responsible for ad-hoc analysis or investigative work. Show less

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  Bradesco Bank

  Jan 2024 - May 2024

  Corporate & Institutional Client Onboarding Analyst
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  Norwegian Cruise Line Holdings Ltd.

  May 2024 - now

  Senior Accountant