Carlos Vitorino
Maceió, Alagoas,AL
Summary
Results-driven Account Analyst at Grant Thornton with advanced Excel skills and a strong focus on customer service. Enhanced operational efficiency through data analysis and streamlined processes, improving client satisfaction. Proven ability to build relationships and collaborate effectively, contributing to strategic initiatives and delivering actionable financial insights.
Seasoned financial professional with proven ability to analyze and manage complex accounts. Known for driving accuracy and efficiency in financial reporting. Strong collaborator focused on team success and adaptable to evolving business needs. Proficient in data analysis and problem-solving.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Account Analyst
Grant Thornton
São Paulo, Sao Paulo, Brazil
06.2018 - 02.2024
- Analyzed financial data to support client decision-making and improve operational efficiency.
- Developed comprehensive reports to provide insights on account performance and trends.
- Collaborated with cross-functional teams to enhance client service delivery and satisfaction.
- Streamlined processes for data collection, resulting in improved accuracy and reduced turnaround time.
- Interacted professionally with clear, intentional communication, and set appropriate expectations on timeline of deliverables.
- Developed and maintained successful business partnerships to address and proactively manage service issues.
- Developed strong relationships with clients through excellent customer service skills and consistent follow-up on inquiries or concerns.
- Improved client satisfaction by providing timely and accurate financial insights and recommendations.
- Supported departmental goals by contributing to the development of strategic initiatives and action plans.
Intern
Zumm
São Paulo, Sao Paulo, Brazil
07.2017 - 07.2018
- Developed and documented standard operating procedures for key operational processes.
- Assisted in coordinating project timelines, ensuring adherence to deadlines and quality standards.
- Conducted research on industry trends to support strategic planning initiatives.
- Facilitated training sessions for new interns, enhancing onboarding experience and knowledge transfer.
- Analyzed data from various sources to identify areas for process improvement and efficiency gains.
- Sorted and organized files, spreadsheets, and reports.
- Analyzed problems and worked with teams to develop solutions.
- Developed organizational skills through managing multiple tasks simultaneously while adhering to strict deadlines.
Education
Associate of Applied Science - Banking, Finance And Mortgage
Dallas College
Dallas, Texas05-2026
Associate of Applied Science - Business Administration
Dallas College
Dallas ,Texas12-2024
Skills
- Advanced Excel
- Sales support
- Data interpretation
- Organization skills
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Multitasking Abilities
- Reliability
- Excellent communication
- Journal entries
- Bank reconciliation
- Relationship building
- Customer relations
- Microsoft Excel
- Microsoft office
- Bank statement reconciliation
Certification
- Certified Assessor de Investimentos, Ancord
- Certified CPA 20, Anbima
Additional Information
Address : 2844 Modesto Dr, Dallas Texas 75227
Phone Number: 972-815-1342
Languages
English
Bilingual or Proficient (C2)
Spanish
Upper intermediate (B2)
Portuguese
Bilingual or Proficient (C2)
Timeline
Account Analyst
Grant Thornton
06.2018 - 02.2024
Intern
Zumm
07.2017 - 07.2018
Associate of Applied Science - Banking, Finance And Mortgage
Dallas College
Associate of Applied Science - Business Administration
Dallas College