Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Wahanda Sawyers Montiel

Wahanda Sawyers Montiel

Alajuela

Summary

Dynamic Financial Operations Analyst with a proven track record at IDB Invest, recognized for fostering team collaboration and adaptability to evolving business needs. Skilled in ensuring timely project execution, operational efficiency, and compliance with complex financial agreements, while contributing to the design and improvement of processes and reports that enhance the team’s daily operations.

Overview

13
13
years of professional experience

Work History

Financial Operations Analyst

IDB Invest
11.2019 - Current
  • Administer and service a diverse portfolio of financial products, ensuring accurate registration, disbursement execution, collections, and billing processes.
  • Support project origination by registering terms and conditions of financial agreements (contracts, waivers, amendments) in the loan administration system.
  • Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
  • Monitor financial operations and reporting, including CECL validation.
  • Reconciliation of cash vs. payments, and preparation of monthly and quarterly reports.
  • Provided training and guidance to junior analysts, enhancing their understanding of complex financial concepts and tools used in daily operations.
  • Actively participated in the Engagement Team, fostering collaboration and creating synergies within the department and across other business units.


Management Assistant

BDS Asesores Legales
05.2017 - 10.2019
  • Provided administrative support during key projects, ensuring timely completion and adherence to defined budgets or resource constraints.
  • Prepared and charted data and metrics for detailed status reports.
  • Fostered strong relationships with clients by providing exceptional customer service during interactions both in-person and via phone or email correspondence.
  • Maintained a high level of confidentiality while handling sensitive information related to personnel matters or legal issues within the organization.
  • Supported executive staff by managing schedules, arranging travel accommodations, and preparing materials for presentations or meetings as needed.
  • Coordinated meetings and events, ensuring seamless communication between departments and stakeholders.

Collections Executive

Citi Bank
02.2013 - 03.2015
  • Managed key accounts and oversaw the delinquent portfolio, ensuring timely follow-up and resolution of outstanding balances.
  • Led collection strategies and payment negotiations to maximize portfolio recovery.
  • Consistently achieved recovery targets within established timelines.
  • Provided personalized support to clients, addressing inquiries and requests regarding financial products.
  • Reviewed and validated contracts to confirm payment terms, conditions, and applicable rates.

Education

Bachillerato En Gestión De Procesos - Industrial Engineering

Universidad Americana De Costa Rica
San José, Costa Rica
03-2024

Skills

Technical Skills

  • Financial reporting & analysis
  • Management reporting
  • Bank reconciliation
  • Accounts receivable
  • Credit analysis
  • Advanced Excel
  • Flow chart tools
  • Portfolio management

Core Competencies

  • Project management
  • Process improvement
  • Cross-functional collaboration
  • Change management & adaptability
  • Prioritization & task management
  • Stakeholder engagement

Languages

Spanish
Native language
English
Upper intermediate
B2

Timeline

Financial Operations Analyst

IDB Invest
11.2019 - Current

Management Assistant

BDS Asesores Legales
05.2017 - 10.2019

Collections Executive

Citi Bank
02.2013 - 03.2015

Bachillerato En Gestión De Procesos - Industrial Engineering

Universidad Americana De Costa Rica

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Wahanda Sawyers Montiel