Gabriela Flores-Ibarra
Client Service Coordinator @Animo Advisors
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WORK HISTORY
Client Service Coordinator @Animo Advisors
Built and maintained 30+ Excel-based financial models to analyze client data, forecast scenarios, and identify optimization opportunities aligned with strategic goals• Delivered monthly/quarterly reports and dashboards, leading variance analysis efforts to support forecast accuracy and management decision-making• Collaborated across teams to streamline financial workflow & ensure data integrity, contributing to a 30% increase in process efficiency• Ensured compliance with internal standards and regulatory requirements while managing sensitive financial data and supporting audit-readiness• Proactively resolved client service issues and maintained ongoing communication throughout the planning cycle, enhancing client experience and retention• Coordinated client-facing events and presentations, using Excel modeling and visual tools to effectively communicate key insights to stakeholders• Demonstrated high proficiency in Microsoft Excel for modeling, scenario planning, and report automation to drive efficiency and accuracy in financial processes
EDUCATION
San José State University
Bachelor of Science - BS, Finance, General
ABOUT GABRIELA FLORES-IBARRA
My name is Gabi Flores-Ibarra and graduated from San Jose State University where I received a Business Administration with a concentration in Finance degree. I am a San Jose native, with a passion for finance and helping people. One of my philosophies in life is to give back to the communities that helped develop into the person I\'m today.During my time at SJSU I was part of various programs and organizations on campus. I had the privilege of being an Analyst for the Spartan Fund and Silicon Valley Fund. Through having these roles I was able to develop my analytical and financial modeling skills. As an Analyst at the Spartan Fund I was able to increase the fund\'s portfolio by 6%.I was the VP of Membership for multiple student organizations one of them being the Latino Business Student Association (LBSA). During my time I developed and launched the Connecting with La Familia and Dear LBSA Board program which produced a 70% participation rate in the first semester.Previously, I worked as a Credit Analyst at Avidbank in the Specialty Finance division. In my role, I provided invoice-based and asset-based loans to companies in various industries. Outside of work, you can catch me training for a half marathon and hiking around California. If you have any questions or would like a copy of my resume, I\'d love to connect!Skills Include: Anaplan, Customer Relationship Management, Financial Analysis, Communication, Time Management, Leadership & Microsoft Suite.
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