Eugenia Ortiz Luque

Experience

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  Citi

  Jan 2002 - Dec 2002

  High School Practice

  Supervised practice for graduation in accounting technician

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  Proquiva S.A.

  Feb 2003 - Sept 2005

  Accounting Assistant

  • Logistics – Operative area: In charged of counting and inventory control of raw materials and finished products at plant.Reviewed merchandise before it was released and raw material to be received at plant.• Procurement DepartmentWorked with vendors.Made purchasing decisions.Planned in order to descend costs.• Sales and Marketing Department Worked on the revision of art for new products and product presentations sizes.Knowledge of negotiations with clients .• Accounting AssistantExperienced with the full accounting cycle and month end close.Journal entries (purchases, checks, accounts receivable, debts) .Issuance and analysis of reports for upper management.Performed Bank Reconciliations .Handled of petty cash (expense reports and payment of expenses to supermarket displays) .Achievements:Reorganization of the accounting department.Responsible for inventory of raw and finished product. Allowed to be involved in the marketing department activities. Show less

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  HP

  Mar 2007 - Apr 2010

  Knowledge Manager

  Responsible with the following accounts: Procter & Gamble, Pfizer, Publicis, McKesson and Erickson. Database content management and maintenance (web applications).Creation of technical articles for inclusion into the databases.Managed requests of adding, editing and removing content.Ensure the content was applied consistently with database methodology and following style guidelines.In charged of accounts creation and passwords reset for database users: managers, technical trainers, agents,In charge of the Account SharePoint; its administration, update and improvementNewsletter Confection.New content deployment for training on tools such as ServiceWare and IBM Lotus NotesShadowing in order to provide feedback to agentsPerformed database usage audits and created usage reports for presentation to upper managementCreated and analyzed content aging reports to maintain required data onlyManaged user feedback on databases contentOrganize and assign workloadCoordinate with different teams the documentation and implementation of a new processAssisted account management on projects for Global Service Desk (GSD) accountsAchievements:Become the first helpdesk agent’s point of contact to provide guidance to agents.Creation of process guides and communication templates used for other knowledge managers and agents.Responsible for migration of a Knowledge Management process for Pfizer account. Show less

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  Fujitsu

  Jul 2011 - Dec 2012

  Customer Onboarding Specialist for Salesforce.com

  Customer Relationship Management (CRM) administrator.Communicate with customer executives (CEO, Chairman, Founder, Sales and Marketing Director) and conducted initial onboarding meeting to fully understand customer’s needs.Propose industry/CRM best practices and solutions to business stakeholders and project managers within multiple industry areas: Financial Services - Health Care - Government - High-tech – Media – Aesthetics - Manufacturing Assist customers with CRM customization: field mapping, email templates, page layout, automation rule setup, custom fields, analytics (reports, dashboards), data import and lead mapping.Provide guidance during customers website implementation: email campaign, tracking Web to Lead, comparing and analyzing campaign data. Manage data and sensitive customer information. Schedule follow up meetings to address customers concerns.Appropriate use of tools and systems: Salesforce.com, Radian6, Data.com, Chatter.Responsible for sensitive process documentation.Achievements:Salesforce.com Administrator Certified: Administration Essentials for New Administrators ADM 201 - CRM Industry Computer CertificationAwarded for exceeding customer satisfaction surveys. Show less

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  Oracle Latin America

  Jan 2013 - Jun 2016

  Contracts Administrator / Deal Specialist

  Successfully take ownership of complex deals.Provide guidance and support the team on complex questions and accurate processes to follow for a given scenario.Review and approval of contracts for release and workload coordination.Preparing and drafting contract documents and amendments while adhering to corporate business practice and policies.Review of executive summaries and validation of deal specific approvals to ensure appropriate business requirements are secure in order to mitigate Oracle’s commercial riskProvide guidance to sale team regarding appropiate processes to follow and required approvals for a given transaction on a timely manner and engage with other teams/groups such as legal, migrations, finance, tax and revenue recognition to support the drafting processDeliver training for new hires. Provide couching and mentoring when required.Achievements:Become a Team Lead backupAwarded for excellence with Bronze, Silver and Gold Empowerment levelsTeam Top Performer Auditor Trainer Show less

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  Citi

  Nov 2016 - now

  Responsible for the Volcker Aging Inventory reconciliation between the Volcker Aggregator and the general ledger at a GOC level to avoid submission of inaccurate and incomplete Volcker Aging Inventory metrics to the Regulators. Finance analysis of breaks between the Volcker Aggregator and the General Ledger.Close relationship with Product Control team around the globe as part of the investigation process to identify root cause of breaks. Engage with Volcker technology team and Volcker Rule Office in New York for remediation of breaks.Training to new hires. Risk and Control officer.Achievements: Responsible for the migration of the 100% of the Volcker monitoring process from New York to Costa Rica. Become the supervisor. Show less

  • Volcker Monitoring Process Supervisor

    Dec 2018 - now

  • Volcker Monitoring Financial Analyst

    Nov 2016 - Nov 2018