Kiami Ferreira

- Developed and maintained Excel models to streamline portfolio performance tracking.
- Collaborated with cross-functional teams to meet tight project deadlines and deliver key financial reports.

- Resolved customer inquiries with professionalism, improving satisfaction and retention.
- Identified cost-saving opportunities through innovative problem-solving strategies.
- Supported team objetives by updating and maintaining financial databases and records.

- Maintained updated knowledge through continuing education and advanced training.

- Managed budgeting processes, including forecasting expenses and revenues.

- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.

- Created financial models to assess investment performance and support decision-making processes.
- Prepared financial statements, including balance sheets and cash flow statements, in compliance with accounting standards.
- Generated periodic reports on key financial metrics to aid in process improvements.
- Automated data tracking using Excel, improving accuracy and efficiency.
- Conducted research and analysis to contribute to strategic planning efforts.

- Developed Excel spreadsheets to track expenses, revenue, cash flows and other KPIs.

- Managed accounts payable and receivable activities including invoice processing, payments reconciliation.