Alexis Romero
Ontario,CA
Summary
Dedicated Finance Professional with 8 years of experience in accounting and financial management. Demonstrated talents in accounting, financial planning and analysis, contract management, and general bookkeeping. Well-developed communication, relationship building and multitasking abilities conducted at a high level of discretion.
Overview
4
4
years of professional experience
Work History
Finance Administrator
Next Level Elevator
03.2023 - Current
- Provided full charge bookkeeping, including Accounts Receivable, Accounts Payable, maintaining monthly/quarterly billing schedules, Ad Hoc invoicing, and daily check deposits.
- Reconciled all General Ledger, expense reports, and bank accounts on a monthly basis.
- Operated various programs/requirements from over 300 different client accounts to streamline payments and stay within compliance of different federal/state accounts.
- Collaborated consistently with sales and project managers to develop payment schedules and track progress payments.
Senior Financial Analyst
Military
01.2021 - 02.2023
- Reviewed statistical information to determine financial and logistical trends for use in project planning and established annual budgets with staff collaboration.
- Prepared financial spending reports for daily planning meetings with organizational leadership to discuss organizational goals and priorities.
- Administrated various programs related to supply chain, expense reports/expense reconciliation, and company credit card management.
- Oversaw and executed funds across three fiscal years averaging more than $1.8M each FY.
- Ensured Audit Readiness and performed duties with minimal oversight.
Disbursing Manager
Military
01.2020 - 10.2020
- Established local business practices across 8 different sites in the country to streamline vendor services, and customer relations, in accordance with Army Business Rules.
- Oversaw and facilitated disbursements of physical funds to 10 Pay Agent teams totaling more than $700,000, verifying invoices, contracts, and payments.
- Managed Military reloadable cash cards, batching transactions for ACH processing and auditing potentially invalid transactions.
Education
High School Diploma -
Montclair High School
Montclair, CA05.2015
Skills
- Financial Analysis
- SAP/ERP Software
- Accounting and Bookkeeping
- Budgetary Planning
- Quickbooks Online
- Bank/Expense Reconciliation
Timeline
Finance Administrator
Next Level Elevator
03.2023 - Current
Senior Financial Analyst
Military
01.2021 - 02.2023
Disbursing Manager
Military
01.2020 - 10.2020
High School Diploma -
Montclair High School