Summary
Overview
Work History
Education
Skills
Languages
Languages
Timeline
Generic

Andrea Hoffman

Houston

Summary

Bilingual professional with a track record of success in accounts receivable and accounts payable management, supplemented with a mastery of Microsoft Excel, QuickBooks Desktop, and QuickBooks Online. Accomplished professional with several years of expertise overseeing accounting functions for multinational companies. Proficient in directing end-to-end accounting cycles, financial reporting and policy and procedure development. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

18
18
years of professional experience

Work History

Assistant Controller

CROSSOVER INSURANCE SERVICES
Cypress
02.2023 - Current
  • Collected policy information for endorsements and cancellations, ensuring smooth payment flow by requesting ACH details from clients.
  • Resolved unidentified payments by researching and identifying correct payers for invoices.
  • Recorded payments for insured policyholders in QuickBooks Desktop Enterprise.
  • Processed customer refunds promptly to enhance client satisfaction.
  • Conducted thorough audits of financial records, recovering millions from delinquent accounts.
  • Reviewed expense reports for documentation accuracy, ensuring adherence to guidelines.
  • Supported budget preparation through comprehensive financial data gathering and analysis.
  • Collaborated with internal teams to maintain compliance with accounting policies.
  • Assisted in preparing monthly financial statements for accurate reporting.
  • Collaborated with internal teams to ensure compliance with accounting policies.
  • Maintained general ledger entries and verified transaction accuracy regularly.
  • Reviewed expense reports for proper documentation and adherence to guidelines.
  • Analyzed financial discrepancies and assisted in developing corrective actions.
  • Reviewed and analyzed financial reports, accounts payable and receivable and payroll records to identify discrepancies.
  • Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
  • Contacted customers to collect outstanding payments, negotiated installment methods, and processed payments.
  • Participated in special projects related to improving operational efficiencies within the department.
  • Managed accounts receivable collections process by monitoring customer payments and following up with customers on past due invoices.

Inventory Quality Control

SYNTHETIC TURF DEPOT
01.2021 - 02.2023
  • Managed and maintained the weekly synthetic grass rolls and items inventory of the entire warehouse.
  • Tracked all sales, ensuring proper documentation is obtained and achieved.
  • Recorded and tracked accounts receivables and accounts payables in NetSuite.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Approached customers and engaged in conversation through use of effective interpersonal and people skills.
  • Managed inventory and supplies to ensure materials were available when needed.
  • Processed Personal Time Off requests, payroll, and health insurance paperwork for new hires.
  • Interviewed and onboarded candidates.
  • Recorded, scheduled, and assigned upcoming jobs.
  • Ordered parts and materials needed for jobs and for company vehicles.
  • Completed day-to-day duties accurately and efficiently.

Senior Executive Assistant

INTEL CORPORATION
Houston
05.2018 - 10.2020
  • Provided diverse and complex administrative duties, and supported the HPE Global Account Manager.
  • Managed complex calendar management for executive meetings in and out of state.
  • Coordinated logistics for high-level conference calls, as well as face-to-face and virtual customer meetings.
  • Arranged all domestic and international travel arrangements, including booking airfare, securing hotels, and transportation needed.
  • Concurrently with the Senior Executive Assistant role, I held the position of Office Manager.
  • Managed executive calendars and scheduled appointments efficiently.
  • Coordinated travel arrangements for senior leadership across multiple regions.
  • Communicated effectively with internal teams and external partners daily.
  • Organized company events and team-building activities to enhance collaboration.
  • Maintained confidential files and sensitive information according to company policies.
  • Assisted in the preparation of presentations using advanced software tools.
  • Provided administrative support to the executive team, managing calendars and scheduling meetings.
  • Developed and maintained filing systems, databases, records management systems, and other office resources.
  • Assisted with event planning by coordinating catering services, reserving venues, ordering supplies.
  • Set up meeting and event logistics for senior management and updated calendars.
  • Collaborated with senior leadership to support new projects.

Business Analyst

HEWLETT-PACKARD
07.2015 - 05.2018
  • Utilized Power BI to extract information from the customer’s account and incorporate it into Excel Pivot tables. This information was used by leadership to manage and complete high-level business plans.
  • Organized meetings with the Latin America team to share ideas and findings.
  • Documented and communicated all efforts contributing to desired outcomes in virtual, international meetings.
  • Identified project issues and implemented solutions via allocated resources to maintain progress and cost efficiency.
  • Managed the calendars of several senior directors, two VPs, and the CIO, scheduling meetings, and accepting or declining meetings and invitations according to their priorities.
  • Assisted with the split of Hewlett-Packard. Senior Director in Business Engagement Services to the IT team, 2 Directors, and 2 VPs by organizing and managing critical meetings.
  • Assisted the Project Management Team in following up and analyzing company projects over $100,000, utilizing Power BI, AIdea, and other tools to export different customers' accounts (HPE, HPI, Micro Focus, and internal projects).
  • Participated in confidential requisition meetings and approved, on behalf of the manager and director in charge.
  • Supported project management activities through tracking timelines and deliverables.

Executive Assistant

HEWLETT-PACKARD
07.2015 - 12.2016
  • Managed the calendars of several senior directors, two VPs, and the CIO, scheduling meetings, and accepting or declining meetings and invitations according to their priorities.
  • During two company splits and a merger, I assisted the Senior Director in business engagement services to the IT team, two directors, and two VPs by organizing and managing critical meetings.
  • Assisted the Project Management Team in following up and analyzing company projects over $100,000, utilizing Power BI, AIdea, and other tools to export different customers' accounts (HPE, HPI, Micro Focus, and internal projects).
  • Participated in confidential requisition meetings and approved, on behalf of the manager and director in charge.
  • Assisted in organizing corporate events and team-building activities for staff engagement.
  • Maintained confidential records and files related to executive operations.
  • Performed data entry tasks into various software programs including MS Excel spreadsheets.
  • Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
  • Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.

Owner and Operator

Power Z, Inc
Houston
03.2007 - 09.2013
  • Created the blueprint and business model for women only workout
  • Designed a safe workout for different ages to avoid injuries.
  • Created a workout social interaction to increase women's self-esteem.
  • Planned strategies with Google Marketing Platform, utilizing user-friendly campaign tools for the company.
  • Refined search options to increase website traffic, to maximize profit.
  • Managed company budgets.
  • Made critical financial decisions and drafted financial documents to inform investors.
  • Executed bank reconciliation, collected monthly payments, received cash, checks, and receiving vouchers, and tracked members' retention.
  • Organized bookkeeping processes, posted financial transactions to the bank.
  • Produced aging reports and reported any discrepancies found in the records.
  • Prepared company tax payments and filing.
  • Interviewed and hired personnel.
  • Calculated hours and wages, and acquired the necessary employee information for payroll.
  • Managed daily operations and ensured smooth workflow across all business functions.
  • Developed marketing strategies to enhance brand visibility and attract new customers.
  • Trained and mentored staff to improve service quality and operational efficiency.
  • Implemented inventory management systems to optimize stock levels and reduce waste.
  • Analyzed market trends to identify opportunities for business expansion and innovation.
  • Identified new opportunities for growth, expansion, and diversification.
  • Promoted business on social media platforms to maximize brand identity and generate revenue.
  • Created marketing campaigns to attract new customers.

Administrative Assistant

Chevron Corporation
02.2008 - 09.2013
  • Supported Network Assets General Manager, Network Assets team, Data Center Team Leads, Director, and 5 Managers while handling payroll and purchases.
  • Enhanced management team productivity by organizing monthly meetings where accomplishments, problems, and improvements were discussed.
  • Developed a hiring system by creating a spreadsheet with all necessary online links to our company’s new policies and procedures for our new hires.
  • Supported onboarding process for new employees with necessary paperwork.
  • Collaborated with departments to facilitate smooth office operations.
  • Maintained office supplies inventory by checking stock to determine inventory level.
  • Ensured efficient operation of office equipment such as printers, copiers and fax machines.
  • Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
  • Created travel arrangements and distributed travel details to appropriate personnel.

Education

B.S. - Business Administration

Sam Houston State University
01.2019

Skills

  • QuickBooks online and desktop
  • NetSuite
  • Notary public
  • Advanced Microsoft Office Suite
  • Accounts payable
  • Accounts receivable
  • Cash flow management
  • Problem solving
  • Customer service
  • Inventory management
  • Expense tracking
  • General ledger management
  • Bank reconciliation
  • AP/AR invoicing
  • Bookkeeping
  • Accounting
  • Tax compliance
  • Collections
  • Account reconciliation

Languages

Bilingual – English & Spanish, Leadership, Negotiation, Conflict Management, Rapport Establishment

Languages

English
Full Professional
Spanish
Native/ Bilingual

Timeline

Assistant Controller

CROSSOVER INSURANCE SERVICES
02.2023 - Current

Inventory Quality Control

SYNTHETIC TURF DEPOT
01.2021 - 02.2023

Senior Executive Assistant

INTEL CORPORATION
05.2018 - 10.2020

Business Analyst

HEWLETT-PACKARD
07.2015 - 05.2018

Executive Assistant

HEWLETT-PACKARD
07.2015 - 12.2016

Administrative Assistant

Chevron Corporation
02.2008 - 09.2013

Owner and Operator

Power Z, Inc
03.2007 - 09.2013

B.S. - Business Administration

Sam Houston State University

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