Summary
Overview
Work history
Education
Skills
Accomplishments
Hobbies and Interests
Timeline
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Katherine Salazar

Summary

Detail-oriented professional with a strong foundation in time-management, teamwork, and problem-solving. Demonstrates leadership and decision-making skills, with extensive experience using Xerox software, Excel, and Microsoft Office. Proficient in financial analysis and CRM software, showcasing exceptional organisational abilities. Committed to leveraging these competencies to drive efficiency and success in future roles.

Overview

12
12
years of professional experience
5
5
years of post-secondary education

Work history

Account Manager

Central London Osteopathy Clinic
04.2023 - 02.2025
  • Processed pay roll, maintained staff schedules, ensured all staff are working appropriate hours
  • Reconciling cash and card orders at close business at the end of every shift
  • Protected patients´ rights by maintaining confidentiality of medical, personal, and financial information on the data base
  • Conducted bank reconciliations regularly to maintain accurate records.
  • Managed client accounts to ensure timely payments.
  • Input sales, purchase and cash transactions.
  • Prepared Excel spreadsheets to track banking transactions and financial performance.
  • Completed daily and monthly bank reconciliations and noted any discrepancies.

Assistant Practice Manager

Central London Osteopathy Clinic
04.2013 - 12.2022
  • Answer incoming calls per day politely and timely, recording accurate messages and quickly following up on enquiries
  • Welcomed patients and visitors politely and professionally, maintaining outstanding service
  • Kept patient appointments on schedule by promptly notifying provider of patient’s arrival
  • Protected patients´ rights by maintaining confidentiality of medical, personal, and financial information on the data base
  • Maintained accurate patient accounts by obtaining, recording, and updating personal information
  • Directed clients to appropriate personnel to address concerns, resolve complaints or answer account related questions
  • Organised and scheduled office meetings as well as client appointments for teams of professionals, effectively accommodating hectic agendas
  • Reconciling cash and card orders at close business at the end of every shift
  • Organizing staff schedule to ensure adequate cover for each shift

Financial Advisor

Owl Financial
12.2020 - 12.2021
  • Distributed information on accounts, insurance plans and diverse funds
  • Promoted business to increase customer base and grow revenue
  • Developed and deepened relationships with new and existing clients
  • Analyses customer needs and provided the best options, upselling products and services
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements
  • Engaged customers and provided high level of service by carefully explaining details about documents
  • Monitored clients´ insurance coverages to ensure changing needs were met
  • Increased data collection accuracy by recording client account information with zero discrepancies
  • Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations
  • Always maintained a pleasant and cordial attitude, even when issues arose

Education

BSc (Hons) - Finance and Accounting

Anglia Ruskin University
09.2021 - 05.2025

Higher Diploma - Tourism and Management

Instituto Vox
09.2009 - 06.2011

Skills

  • Time-management
  • Teamwork
  • Problem Solving
  • Experience using Xerox software
  • Leadership
  • Experience using Excel
  • Organization
  • Proficient in Microsoft Office
  • Decision-making
  • Financial analysis
  • CRM software proficiency

Accomplishments

  • Best employee of the month and year (3 years consecutive)
  • Bronze Employability Award (Anglia Ruskin University)
  • Silver Employability Award (Anglia Ruskin University)

Hobbies and Interests

  • Practicing yoga, running and recreational walks
  • Travelling; have visited many parts of Europe and my dream is to travel through Africa and Asia to explore their cultures.
  • Cooking and experimenting with new cuisines.

Timeline

Account Manager

Central London Osteopathy Clinic
04.2023 - 02.2025

BSc (Hons) - Finance and Accounting

Anglia Ruskin University
09.2021 - 05.2025

Financial Advisor

Owl Financial
12.2020 - 12.2021

Assistant Practice Manager

Central London Osteopathy Clinic
04.2013 - 12.2022

Higher Diploma - Tourism and Management

Instituto Vox
09.2009 - 06.2011
Katherine Salazar