Description

Soy una Socia Estratégica en Operaciones Ejecutivas que apoya a fundadores, educadores digitales, plataformas financieras y empresas de servicios que necesitan estructura, claridad y ejecución.

Con experiencia en operaciones financieras, soporte en trading, liquidaciones y cumplimiento normativo, combinada con gestión operativa de redes de podcast, marcas de educación digital y empresas de servicios, aporto pensamiento estratégico y precisión operativa.

No solo ejecuto tareas. Construyo sistemas.

En los últimos años he:

• Reorganizado y reconstruido infraestructuras de podcasts y migraciones de RSS

• Diseñado sistemas de automatización de flujos de trabajo (Google Workspace, Zapier, Pabbly, CRM)

• Gestionado operaciones financieras backend: conciliaciones, seguimiento de pagos y reportes

• Creado SOPs, sistemas de onboarding y bases de conocimiento estructuradas

• Apoyado a ejecutivos con alto volumen de comunicación y coordinación de equipos

• Lanzado y gestionado una empresa de servicios residenciales con automatización completa del backend

Mis fortalezas incluyen:

✔ Optimización de procesos

✔ Discreción a nivel ejecutivo

✔ Precisión financiera

✔ Claridad operativa

✔ Implementación de automatizaciones

✔ Coordinación interdepartamental

✔ Ejecución bajo presión con calma

Trabajo mejor con fundadores en fase de crecimiento que necesitan una mano derecha estratégica para crear estructura, gestionar múltiples frentes y mantener el impulso operativo.

Si buscas a alguien que piense con anticipación, proteja tu tiempo y convierta el caos en sistemas — trabajaremos muy bien juntos.

Industry field of expertise

Languages

English
Native or bilingual
Spanish
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Freelance
FREELANCE EXECUTIVE OPERATIONS & ADMINISTRATION SPECIALIST
April 2023 - Today (3 years and 2 months)
● Serve as a trusted right-hand to founders across finance, real estate, and advisory businesses; Protect leadership time by managing priorities, communications, and operational follow-through.

● Own executive communications workflows: triage inbound requests, draft replies, schedule meetings, and maintain follow-up trackers to ensure nothing drops.

● Prepare payments, invoices, and approvals packets for sign-off; Reconcile bank/credit card activity and maintain accurate records in QuickBooks to support month-end close and tax prep.

● Build and maintain SOPs, checklists, and shared-drive organizations that enable consistent execution and easier delegation to contractors.

● Coordinate vendors and external partners (accountants, attorneys, property managers, service providers); negotiate timelines, document decisions, and confirm deliverables.

● Compile and summarize updates from multiple workstreams into clear, decision-ready briefs; flag risks, delays, or missing inputs early and propose next steps.
executive assistant Customer Relationship Management (CRM) Operations Management Finance Process Management
American Family Insurance,
Operations Specialist
BANKING AND INSURANCE
November 2021 - April 2025 (3 years and 5 months)
Madison, WI, USA
•Maintains records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance.
•Maintains subsidiary accounts by verifying, allocating, and posting transactions.
•Balances subsidiary accounts by reconciling entries.
•Balances general ledger by preparing a trial balance; reconciling entries.
•Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
•Prepares financial reports by collecting, analyzing, and summarizing account information and trends.
•Acts as a point of escalation for Portfolio Managers
for trade entry, compliance warnings and alerts, and
cash management issues.
•Coordinates New Account Setup and Account
Close/Transfers. Coordinates any additions, deletions
or changes to user entitlements.
•Settlement of the main investment products - debt, equity, security
lending and derivatives.
•Handling all aspects of Corporate Actions.
•Trades monitoring via CTM/DTCC.
•ACATs
Financial Operations Expertise Lead generation appointment setting customer service virtual assistant
Boreal Capital Management
CUSTODY OPERATIONS ASSOCIATE
March 2021 - November 2021 (8 months)
Miami, FL, USA
• ● Coordinated across stakeholders (custodians, internal teams, counterparties) to resolve breaks and time-sensitive issues; maintained clear documentation of decisions and actions.
• ● Owned daily trackers for open items and follow-ups; ensured commitments were closed and escalations were handled quickly and professionally.
• ● Drafted SOPs and trained team members on workflows, improving consistency and reducing errors.