Sherville Valdez

SHERVILLE VALDEZ Financial Operations My Contact-- Blk 11 Lot 32 Phase 1-B San Lorenzo South, City of Santa Rosa Laguna About Me Experienced Financial Manager with a demonstrated track record in the financial services industry, combining financial expertise with IT proficiency to drive operational efficiency. Skilled in leveraging productivity applications, including advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and Google Workspace (Sheets, Docs, Slides), to support data analysis and reporting. Knowledgeable in the application of AI tools and task management platforms to enhance workflow automation and process optimization. Proven ability to collaborate with the Customer Service Group on credit card dispute resolutions, directly handling customer issues, and communicating technical details to department partners as needed. Hard Skill Financial Modeling and Reporting Data Analysis and Interpretation Financial Operations and Process Management Process Optimization and Improvement Soft Skill Analytical Observation Strategic Decision-Making Clear and Collaborative Communication Multitasking and Prioritization Education Background Mapúa University Bachelors of Science - Computer Science Professional Experience Virtual Quality Services Inc. | Co-Founder & Operations Lead March 2024 – January 2025 Spearheaded the incorporation process of the company, ensuring compliance with legal and financial requirements. Developed financial and operational processes, creating documented workflows for efficiency. Established internal controls for financial transactions, invoicing, and other financial controls Aqwire | Finance Manager 2021 – January 2024 Key Responsibilities: Credit and Collections Oversight: Oversee daily operational tasks of the credit and collections team, ensuring smooth workflows and process efficiency. Policy and Procedure Development: Collaborate with the CFO to create and refine financial policies and procedures that enhance operational efficiency. Financial Management and Reporting: Assist the CFO in all financial management and reporting activities, delivering accurate data for strategic decision-making. Payment Processing Management: Responsible for daily payment transaction processing, maintaining accuracy, compliance, and timely completion of all transactions. Led the implementation of accounting tools (e.g. Quickbooks, Xero, Google Sheets, enhancing financial reporting accuracy. Customer and Partner Communication: Engage directly with customers on credit card disputes and issues, coordinating with Customer Service to resolve concerns, and communicating technicalities and solutions clearly to partners within the finance department. Aqwire | Finance Officer- Key responsibilities: Ensures to approve third party payments through accurate reconciliation of financial records Handle all back office duties related to payments Leads to develop in-depth knowledge of organizational products and process Ensures to address all inquiries and questions related to financial operations efficiently Other Experiences Qwikwire | Data Analyst Intern November- Key responsibilities: Analyze transactional data Observed transactions performance and identified trends Prepared reports on the above information and reported the insights. Key Achievements Successfully raised $3M for Series A funding, contributing to the company's growth. Spearheaded the creation of the company's entire settlement process, enhancing efficiency and accuracy. Enabled seamless online transactions, ensuring business continuity during the pandemic. Played a key role in the development of the Aqwire Enterprise Dashboard