Eager to join a well-respected team to contribute leadership skills for visibility and profitability of the overall organization. With dedication, hard-work, positive mindset with great communication and troubleshooting skills will guarantee a positive addition to Coastal Bend College.
Overview
17
17
years of professional experience
Work History
Consultant, CEO/Founder of S. Corporation
Professional Service Solutions, Inc. dba Checks & Balances
10.2023 - Current
Prepare and revise policies and procedures to maintain the business’ vision and goals
Prepare monthly, quarterly and annual reports of financial statements to discuss with the clients and for internal purposes
Review and assist with accounts payable, accounts receivable, payroll and human resources duties
Monitored all transactions posted to general ledger, prepare budget transfers and journal entries
Handle all budget planning and analyze current and upcoming activities
Communicate with new and existing clients to negotiate contracts, maintain relationships and make adjustments as needed
Utilized QuickBooks and Excel to reconcile 35-40 client accounts monthly for processing of annual taxes
Execute weekly payroll for up to 53 employees, file quarterly and annual payroll and sales taxes
Maintain current knowledge of IRS codes and prepare annual federal income tax returns for individuals and corporations both
For profit and non-profit with annual revenue of up to 1.2M
Business Instructor
Del Mar College
12.2021 - Current
Use of digital teaching and learning through software of Canvas, Respondus, and Panopto
Develop curriculum and instructor resources to ensure advanced quality of instruction
Develop and use a variety of teaching methods for students who have differing educational and experiential backgrounds
Provide clear content, goals, requirements, expectations, evaluation methods and schedule of work
Provide students with written and accessible course syllabus that follows the Course Syllabus Guidelines
Review, evaluate, recommend, and effectively use student learning materials
Substitute Teacher and Office Assistant
CCISD – Corpus Christi Independent School District
04.2016 - 03.2023
Maintain a positive role model for students and maintain good rapport with staff, students and parents
Maintain organization and communication with the students and parents
When working as an office assistant, maintain communication to convey positive interaction that represents the school goals and mission
Assistant Auditor
County of Beeville
07.2011 - 08.2013
Prepare calculations, documents, and reports for bi-weekly payroll, submit Payroll Reports to County Auditor
Issue Payroll Checks for approximately 300 employees, and Maintain Records for Payroll Related Reports
Advise county employees of benefits and personnel policies
Prepare unemployment, workers’ compensation, retirement and 941 reports on a monthly, quarterly and annual basis
Review employee timesheets and maintain employee leave records; maintain personnel records
Issue W-2 forms and present change-in-status forms to Commissioner’s Court
Assist external auditors with payroll transactions
Assist County Auditor in annual budget preparations
Prepare work papers for standard audits of county departments
Pay payroll taxes electronically
Pay insurance companies and record daily activities, meetings and leave of absences using community calendar
Executive Assistant
Coastal Bend College
09.2007 - 07.2009
Vice President of Finance and Administrative Services
Assist Vice-President of Finance with paperwork pertaining to the Financial and Administrative Services Department
Maintain reports for the department and order office supplies
Keep and maintain financial budgets
Submit purchase order requests for the Financial and Administrative Departments
Assist with Cougar Days events, fundraising events, and graduation preparation events
Hard Skills: QuickBooks online and desktop, MSOffice, Excel, Word, PowerPoint, Pro-Series Professional, Payroll Mate and Canvas
Accomplishments
TXCPA member in 2019 of Corpus Christi Chapter
State of Texas Notary Public
Prepare and revise policies and procedures to maintain the business’ vision and goals
Prepare monthly, quarterly and annual reports of financial statements for internal and external communication for decision making and revisions
Review and assist with accounts payable, accounts receivable, payroll and human resource duties
Monitored all transactions posted to general ledger, prepare budget transfer and journal entries
Handle all budget planning for analyzation of current and upcoming activities
Maintain relationships with current and prospective clients
Maintain current knowledge of IRS codes to prepare annual federal income taxes for both personal and private sectors with revenue of up to 1.2M in annual revenue
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Affiliations
Nominated as Who’s Who in 2005 at Coastal Bend College
Vice-President of V.O.E. in 1990 at A.C. Jones Highschool
Awarded Congeniality in 1984 in V.O.E. Program
INVOLVEMENTS:
Treasurer of Student Accounting Society at Texas A&M University – Corpus Christi, TX
Student Accounting Society member since 2017
Timeline
Consultant, CEO/Founder of S. Corporation
Professional Service Solutions, Inc. dba Checks & Balances
10.2023 - Current
Business Instructor
Del Mar College
12.2021 - Current
Substitute Teacher and Office Assistant
CCISD – Corpus Christi Independent School District
Site Safety Professional at FieldCore Service Solutions/General Electric International, Safety Professional SSPSite Safety Professional at FieldCore Service Solutions/General Electric International, Safety Professional SSP