Dora Alba Taborda
Picassent
Summary
Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.
Overview
14
14
years of professional experience
Work History
Account Manager
Association "Adecua"
12.2022 - Current
- Parameterization of the Holded accounting program.
- Bank reconciliation
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Presentation of financial statements.
- training for work teams.
Portfolio Manager
Savia Salud EPS. Colombia
06.2017 - 08.2018
- Developed and maintained diversified investment portfolios to align with client objectives.
- Analyzed financial data to assess portfolio performance and recommend adjustments.
- Collaborated with clients to understand risk tolerance and investment goals.
- Reconciliation of client portfolios in SAP ERP.
- Teamwork for monthly client portfolio closings.
Auditor
MEDELLIN MAYOR'S OFFICE
08.2014 - 04.2016
- Conduct audits to ensure compliance with financial regulations and standards.
- Analyze financial records to identify discrepancies or areas for improvement.
- Develop audit plans and schedules based on risk assessments.
- Collaborate with departments to implement corrective actions post-audit findings.
- Audit in the SAP ERP system.
Fiscal Coordinator
SENA of Colombia
02.2012 - 08.2014
- Coordinated budgeting processes to enhance financial accuracy and compliance.
- Developed and implemented fiscal policies to ensure efficient resource allocation.
- Analyzed financial reports, identifying discrepancies and recommending corrective actions.
- Oversaw grant management, ensuring adherence to funding regulations and reporting requirements.
Education
Advanced Course -
Deusto Formation
Barcelona, Spain09-2022
MBA -
Financial Administration
Medellin, Colombia07-2012
High School Diploma -
Institución University Maria Cano
Medellin, Colombia12-2006
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Goal oriented
- Account oversight
- Issue resolution
- Account development
- Team Training
- Documentation and reporting
- Overcoming objections
- Compliance requirements
Languages
English
Upper intermediate (B2)
Spanish
Bilingual or Proficient (C2)
French
Beginner (A1)
Timeline
Account Manager
Association "Adecua"
12.2022 - Current
Portfolio Manager
Savia Salud EPS. Colombia
06.2017 - 08.2018
Auditor
MEDELLIN MAYOR'S OFFICE
08.2014 - 04.2016
Fiscal Coordinator
SENA of Colombia
02.2012 - 08.2014
Advanced Course -
Deusto Formation
MBA -
Financial Administration
High School Diploma -
Institución University Maria Cano