Nancy P.
Senior Financial Accountant
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Nancy P. is a seasoned Contador Público with over 10 years of expertise in the financial sector, focusing on accounting and transactional reconciliations, operational control, portfolio analysis, and critical information validation. Her comprehensive experience spans across various accounting, operational, and portfolio roles within a financial institution, providing her an in-depth understanding of payment cycles, collections, disbursements, and transactional processing. Currently a Freelance Financial & Operations Analyst, Nancy manages income and expenditure records, prepares weekly financial reports, and conducts trend analyses to uncover financial leaks. Her skillful use of tools like Google Sheets and Notion for financial automation and dashboard creation aids strategic decision-making. Previously, as an Accounting Analyst at Banco Serfinanza, she optimized account reconciliation processes, reduced times, and enhanced accuracy. Reconciliation of accounts and ensuring data validation are her key strengths, alongside building and supporting accounting process automations.
Experience
Freelance Financial & Operations Analyst
null · 2025 — PresentManaged the registration and control of financial flow, including income, expenses, and report generation. Produced weekly executive financial reports and performed analysis of spending trends to identify financial leaks. Oversaw accounts receivable and obligations while organizing and automating financial data using Notion and Google Sheets. Developed dashboards and control structures for decision-making, validated financial transactions and information reconciliation, and provided support for financial planning and operational optimization. Handled documentation management and monitored administrative and fiscal processes.Accounting Analyst
Banco Serfinanza · 2020 — 2025Conducted daily and monthly reconciliations of financial account portfolios. Reconciled payments received through various channels, ensuring integration with systems and validation of balances. Reviewed and reconciled interest accruals and associated credit transactions. Validated and monitored balances related to guarantees, portfolios, and payroll operations, while managing accounting entries for payments, transfers, disbursements, and commissions. Reported and followed up on accounting and operational incidents until resolved, configured accounting parameters, and executed operational tests for new products and systems.Portfolio Analyst
Banco Serfinanza · 2019 — 2020Validated repayment plans, interest rates, payment quotas, and necessary adjustments. Responded to client requests with an analytical and documentation-focused approach. Applied, reviewed, and analyzed payments received via multiple channels, including cash, app, web, credit notes, and other digital means. Reversed misapplied payments and performed daily closings, addressing complaints and operational analyses of transactions.Portfolio Assistant
Banco Serfinanza · 2018 — 2019Applied, reviewed, and analyzed payments from various channels, including cash, app, web, credit notes, and other digital methods. Handled reversals of incorrectly applied payments and executed daily closings, reviewing complaints and operational analyses related to transactions.Data Entry Clerk
Banco Serfinanza · 2014 — 2018Entered and updated financial and documentary databases. Corrected and validated information to meet quality standards, and created client entries in the databases.Accounting Assistant
Banco Serfinanza · 2014 — 2014Performed accounting operations and classifications. Managed accounting files.
Skills & Expertise
Education
- Bachelor of Public AccountingCorporación Universitaria Latinoamericana (CUL) · 2015 — 2019
- Technical in Commercial and Financial Operations AccountingSENA · 2013 — 2014
- Technical in Documentation and Accounting Operations RegistrationSENA · 2010 — 2011
- Technical High School GraduateInstitución Educativa Comercial La Inmaculada · — — 2011
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