Nancy Delgado Has Hands on Experience in Financial Reporting and Accounting

Nancy Delgado is an experienced assistant administrative assistant. She has worked with many leading companies and has handled financial reporting and accounting for them. For more than 2 years, Nancy had served as a Paralegal and she was also responsible for the firm’s Financial Analysis and performed duties such as-
  • Prepared and assisted with a variety of tax-exempt bond calculations
  • Maintained the financial transaction database related to the 10-year rule compliance and refunding bonds’ genealogy for 32-year rule analysis
Later, Nancy Delgado had served in a corporate firm, where she was taking care of -
  • Calculating and Processing Interim and Quarterly Billing
  • Monthly Management Reports
  • Account Receivables and Account Payables Management
  • Revenue Reconciliation and Preparation of Advisor Revenue Reports
  • Assist with preparation of annual budget
She was also responsible for administration and operations division. Nancy was in-charge of -
  • Significant phone contact with clients and associates to schedule appointments, arrange lunches and facilitate meetings
  • Arranging the coordinates for personal and business travel both domestic and international
  • Preparing the materials presented at annual offsite meetings
  • Maintaining computerized calendar
  • Responding to and sending e-mails
  • Prioritizing mail, faxes and handling daily correspondence
  • Arranging international and domestic conference calls
  • Reconciliation and preparation of expense reports  
  • Preparing the corporate subsidiary state tax filings 
  • Centralizing corporate records and updating database
  • Responsible for equipping and maintaining onsite corporate fitness center

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