Alexandria Vallejo
Trinidad,CO
Overview
12
12
years of professional experience
Work History
Business Manager /Financial Controller
Iron Lantern Auto
Engelwood, CO
06.2024 - Current
- AP/ AR entry and Management
- Payroll Facilitation
- Prepared monthly financial reports.
- Managed all car sale transactions post loan pre-approval.
- Managed and coordinated all incoming and outgoing cash flow.
- Managed company's line of credit.
Family Office Assistant
Origin CPA
Louisville, CO
03.2024 - 06.2024
- Supported clients with all personal assistant needs.
- Managed client calendars.
- Booked client travel.
- Reconciled client expenses alongside tax team.
- All other personal assistant needs of clients as needed.
Business Manager /Financial Controller
ClearShift Leasing and Sales
Loveland, CO
05.2020 - 03.2024
- Supported CEO and served on Senior Leadership Team guiding the strategic direction for the growth of Title, Finance, and all administrative operations.
- Supervised employees, operations and responsibilities of the auto dealership's administrative department over two stores.
- Responsible for defining, leading, managing and improving all back office responsibilities for title department and finance department for both locations.
- Evaluated team's performance on a quarterly basis.
- Continually reviewed and revised operations as necessary per Colorado state law.
- Prepared monthly P&L reports for CEO.
- Assisted CEO with annual budget preparation, guiding the expectations and making changes to the budget as necessary.
- Managed CEO personal and entire company's expense reporting.
- Designed employee growth plans and expectations in alignment with company values.
- Fostered relationships with outside stakeholders and other third party vendors to create seamless experience for those partnering with our dealership.
- Processed payroll for 50+ employees via ADP twice a month.
- Performed all other administrative duties as needed.
Office Manager
Legacy Capital Management
Colorado Springs, CO
03.2017 - 08.2019
- Coordinated and Managed stakeholder investments into our Real Estate Fix and Flip properties, including proper documentation per SEC guidelines.
- Served as Liaison between Investors, General Contractors, and Account Holders for communications and updates of funds and progress on properties.
- Consolidated CRM data, CEO files, and marketing documents into a single, user friendly platform.
- Performed other administrative duties as necessary.
Project Coordinator
AVID Center
San Diego, CA
05.2015 - 09.2016
- Hired Temp Employees to facilitate trainings nationwide and coordinated logistics including travel reservations and itineraries.
- Managed expense reporting for Executive Staff and Temp Employees.
- Implemented departmental and cross-departmental training policies and procedures.
- Directly supported Executive Committee by compiling and analyzing reports, data, surveys, and evaluations to provide guidance and support in future nationwide trainings.
Administrative Assistant
San Diego Culinary Institute
San Diego, CA
04.2014 - 04.2015
- Routed all incoming inquiries.
- Entered attendance status for all students daily.
- Handled all incoming mail.
- Maintained and ordered all inventory supplies including textbooks and student uniforms.
- Maintained all files with confidentiality.
Executive Assistant
ROL Insurance Consulting
Tampa, FL
10.2012 - 04.2014
- Managed CEO calendar for meetings, appointments and calls.
- Handled all incoming inquiries and routed them appropriately.
- Processed all incoming mail and maintained all physical and electronic files.
- Supported the office by welcoming visitors, managing inventory, cleaning work and lounge spaces and all other tasks necessary to ensure progressive work environment.
Education
Bachelors of Science - Psychology
University of Phoenix
Affiliations
- Ranked in the top 5% of power lifters in the world.
- Member, United States Powerlifting Association
Timeline
Business Manager /Financial Controller
Iron Lantern Auto
06.2024 - Current
Family Office Assistant
Origin CPA
03.2024 - 06.2024
Business Manager /Financial Controller
ClearShift Leasing and Sales
05.2020 - 03.2024
Office Manager
Legacy Capital Management
03.2017 - 08.2019
Project Coordinator
AVID Center
05.2015 - 09.2016
Administrative Assistant
San Diego Culinary Institute
04.2014 - 04.2015
Executive Assistant
ROL Insurance Consulting
10.2012 - 04.2014
Bachelors of Science - Psychology
University of Phoenix