Anjelo D.

Architected and scaled CRM automation and marketing infrastructures using GoHighLevel (GHL), comprehensively configuring sub-accounts, snapshots, and workflows. Managed end-to-end financial accounting and bookkeeping services for clients, handling ledger maintenance and account reconciliation. Evaluated financial statements through advanced forecasting techniques and assessed overall credit and operational risk profiles. Provided comprehensive executive assistance functions, including administrative workflow optimization, daily schedule coordination, and direct client communications. Facilitated organized internal processes, pre-approved transactional documentation, and acted as a primary point of contact for operational inquiries. Designed cohesive visual branding campaigns and professional assets from scratch using Canva, tailored for B2B engagement. Developed and executed founder-to-founder business outreach campaigns utilizing direct, personalized messaging while integrating Mailgun into the email infrastructure. Provided functional and technical expertise to clients utilizing the OneStream consolidation application for financial reporting. Specialized in the configuration and troubleshooting of the Lease Solution functionality within OneStream.