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Alejandra Wellen

Alejandra Wellen

Real esta Agent/CPA
Discovery Bay, Contra Costa

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About Alejandra Wellen:

I want to introduce myself.  my name is Alejandra Wellen. I am a self-driven and trustworthy person who loves to help the company grow through Implementing and suggesting new ideas. I’m independent and also a team player.

 

My mission is to bring good energy and positivity to the team, be a leader, and be a person passionate about the company's well-being. I have 10+ years of experience in accounting, from assisting to consulting, Senior positions, and Manager.

 

I am fluent in Spanish and have experience helping clients with their financial needs. I have managed clients and focused on cleaning their finances. This career requires detail, professionalism, good listening, and communication.

 

I currently run my Real Estate business and want to complement my development by helping a company with my current skills.

 

I am an enthusiastic person who wants to give the company the best of myself; I love to research and keep learning, help the company grow and support the clients with their needs, and solve problems. I am ready to face any challenge and willing to learn anything needed to succeed.

 

Best Regards,

 

Alejandra Wellen

Experience

Real Estate Agent , BAY AREA

• Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.

• Communicated with clients to understand property needs and preferences.

March 2022 - February 2023

Accounting Advisory Manager

• Reviewed financial statements, and created month-end for clients.
• Reviewed delegated work and supported client troubleshooting.
• Reviewed and supported any issues that might come with the day of accounting bookkeeping.
• Hosted meetings with clients, reviewed their month-end and supported clients with questions and

requests that come with their growth.
• helped clients understand their accounting procedures and their financial statements.
• Helped with any questions the Sr. Accountant needed to perform their accounting activities. • Advised clients on what is best for their growth when the changes started developing in their

startups.
• Performed meetings with the Sr. accountant to help their performance and solve any concerns of

client work.
• Management inbox and tasks that came with clients.
• Directed accounting team in timely reporting of finances for diverse client businesses.
• Analyzed financial audit information and made recommendations to improve efficiencies. • Evaluated and improved financial records to make critical business decisions.

January 2021 - March 2022

Accounting Specialist

• GAAP expenses allocated and managed accounts payable and receivables of the company, collecting billing and handling respective accrues and prepaid needed for month-end-closing.

Adapt to change, with independent work and teamwork, assisting in other projects as needed.

Managed Accounting of multiple parent companies and also did proper interco.

Assisted with all activities for month-end closing.

Accounting Reconciliations and overseed expenses and contracts for budgeting.

• Helped with budgeting and forecast.

Education

Bachelor's of Science in Accounting Accredited By Educational Credential Evaluators Politécnico Colombiano Jaime Isaza Cadavid , Medellin, Colombia

LICENSE

• License in Tax Preparation: 12/2020 Professional Tax CTEC.

• CPA License (Colombia Accounting License): Junta Central de Contadores , 2016/ no expiration date.

• Real State License DRE 02196858.

CERTIFICATIONS

Accounting GAAP (Course): DVC 12/2018.

Tax Preparation: Pronto School 2020-2021.

Bill.com.

Gusto.

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