Skills
Summary
Work History
Education
References
Generic
Marcela Chacón Cruz

Marcela Chacón Cruz

Skills

  • SAP Course Certification, Financial Accounting Module Level 1, SAP University Alliances and TECH Saint ThomasCustomer
  • Service Quality with Neuromarketing Strategies, Official Spanish Chamber of Commerce and Industry in Costa Rica
  • Customer Service Focused on Financial Products, RD Consultores
  • My Role as a Coopemédicos Collaborator in the Prevention of Money Laundering and Terrorism Financing
  • Creativity
  • SICOP

Summary

Professional in Business Administration with experience in financial analysis, budgeting, and management control. Recognized for technical rigor, analytical capacity, and commitment to efficiency and transparency in public administration.
Member of the College of Economic Sciences Professionals of Costa Rica.

Work History

General Executive B Administrative Managment

Instituto Costarricense De Acueductos Y Alcantarillados
01.2015 - Current
  • Support Services Center Directorate and Customer Service Business Unit
  • Expert Manager / General Executive A / General Executive B: Control and execution of activities related to technical specifications for the acquisition and contracting of goods and services.
  • Assignment, monitoring, and fulfillment of tasks corresponding to the directorate.
  • Invoice control and payment processing, in coordination with the Procurement Directorate and Finance Directorate.
  • Document management and administrative responsibility for the Integrated Document System.
  • Personalized customer service for billing claims, consumption inquiries, and service requests, following the Service Provision Regulations.
  • Passionate about learning and committed to continual improvement.

Financial Management & Business Administration

Pomona Lazos Y Valores Comerciales
01.2021 - 01.2024
  • Preparation and analysis of financial statements.
  • Budget control and monitoring.
  • Bank reconciliations and review of accounts receivable/payable.
  • Cash flow analysis and financial projections.
  • Preparation of financial and accounting reports for decision-making.
  • Financial consulting is part of the firm’s accounting services.

Customer Service Operations Specialist

CoopeAyA R.L
01.2015 - 01.2016
  • Market study and project acceptance analysis.
  • Financial cost analysis, cash flows, decision variables, and financial situation.
  • Evaluation of a 3-year financial period: Balance Sheet, Income
  • Statement, vertical and horizontal analyses.
  • Portfolio performance analysis, investments, and funding costs.
  • Financial ratios, financial margin, CAMELS profile, and maturity matching.
  • Projections, resources required for implementation, and financial assumptions.

Financial Credit Analyst

Coopemédicos R.L
01.2014 - 01.2015
  • Personalized member service, processing affiliations, and resignations.
  • Credit placement, financial analysis, and payment capacity assessment.
  • Advising and preparing term deposit certificates.
  • Review of accounting accounts and preparation of adjustments.
  • Bank transfers, accounting records, and custody of cash and checks.
  • Preparation and submission of XML weekly matching and investments to SUGEF.
  • Monitoring and resolving alerts as Deputy Compliance Officer, and submission of Anti-Money Laundering XML reports.

Education

Bachelor of Business Administration - Business Administration And Management

Universidad Internacional De Las Américas
01.2016

Bachelor’s Degree - Business Administration

Universidad Internacional De Las Américas
01.2014

Certified - General Basic Education And Technical Architectura

Colegio Técnico Don Bosco
01.2011

References

  • Mauricio, Sanabria Cordero, MBA, msanabria@coopeaya.fi.cr, 2106-5500, CoopeAyA R.L, Gerente General
  • Yessenia, Cerdas Camacho, Ingra., ycerdas@aya.go.cr, 8320-6353, AyA, Asesora Gerencia General
  • Eloy, Rojas Carvajal, Ing., elrojas@aya.go.cr, 8827-2069, AyA, Director Servicios Generales
  • Marian, Prado Solano, Licda., mprados24@gmail.com, 8888-3089, Banco Nacional de Costa Rica

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Marcela Chacón Cruz