To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
34
34
years of professional experience
Work History
Lead Financial Associate
Prime 19 Investment Group
01.2013 - Current
Created and implemented metric data infrastructure, including financial data collection, and current financial reviews
Co-designed an internal workforce, that continually build shareholder value by: efficiently managing and supporting all activities across our business, protecting the assets and reputation, ensuring that all information and technology is needed to execute our business strategy, developing and increasing awareness of our brand of financial exchanges, and providing a range of skills to support our team
Developed continued performance improvement by producing real time reports and interpret data to analyze past issues and predict future stock market capacity needs
Lead associate in managing financial transactions and overseeing the timely processing of all operational transactions related to current group stock market program(s)
Major accomplishments for Prime 19 Investment Group:
President of the Group
Have had 20%+ gains in 6 of the previous 7 years leading to outperforming the S&P 500 by over 35% in those 7 years.
Analyzed and interpreted financial data to inform business decisions.
Developed financial strategies to optimize use of capital and resources.
Set up annual audit and prepared company tax returns and other financial filings.
Accounts Payable Specialist
Meruelo Enterprises
01.2023 - 06.2023
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
Reached out to vendors and customers to verify information and follow up on client issues.
Investigated daily variances and corrected errors to resolve discrepancies.
Maintained good working relationships with vendors and resolved disputes.
Prepared vendor invoices and processed incoming payments.
Damage Appraiser
Meristar Corporation, Kemper Insurance
01.2022 - 11.2022
My duties were to appraise auto accidents based on photo’s and videos received from customer’s.
The process required me to write an estimate using the CCC One program, which gives the client an amount of what it will require to repair their vehicle, while at the same time using the Guide Wire program to obtain all of the pertinent information from all parties involved.
I was also required to document on an excel spread sheet all of the damages observed with the pictures provided.
Contacted customers both in Spanish and English and advised them of their estimate and explained the next steps of the claims process.
To be compliant with the Department of Insurance letters that explained the estimate process had to be sent in writing.
Carried and managed consistently heavy project workload through exemplary organizational, time management and collaboration talents.
During my eleven month’s I maintained a daily requirement of a minimum of 10 estimate’s, while at the same time maintaining a satisfactory audit of files worked on.
Excellent communication skills, both verbal and written.
Owner /Sales Representative
Top Guns Auto Paint
01.1990 - 12.2014
Responsible for implementing, supporting, and troubleshooting all processes for the daily operations of a multi functioning commercial and industrial retail-wholesale paint store by: taking phone orders and assisting walk in customers
Managing all store duties to include planning, scheduling, organizing and directing work, training personnel, and recommending applicants for employment or for discipline, termination or retention
Provide direction within the required regulatory agencies (Volatile Organic Compound, EPA, MSDS, AQMD, and local/state fire agencies) with respect to all paint products and sub by-products
Specific duties for employees included assigning drivers their daily routes for deliveries as well as managing will call orders
Developed and implemented detailed supply asset control inventory and purchasing measures for various paint lines and associated products as well as handling and troubleshooting sensitive product failures directly with the end users
Additional responsibilities include, providing paint technicians and clientele with precise color matching and formulation of complex custom color requests
Developed and maintained all new and existing accounts while networking with potential clients via demonstrations, product review and sales flexibility
Assisted and instructed paint technicians with the required daily Volatile Organic Compound paint logs as well as, filing the Southern California Air Quality Management District annual emissions report
In addition to these services, provided assistance in the completion of local fire department annual reports in regards to the usage and location of hazardous materials
Major accomplishments for Top Guns Auto Paint:
Consistent profitability increase from prior year for 3 consecutive years in 1994, 1995 & 1996
Increased our annual sales at a minimum of 10% for consecutive 12 years
Managed customer accounts to secure customer satisfaction and repeat business.
Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Developed and implemented sales strategies to increase profits.
Generated weekly and monthly reports on sales performance to provide recommendations to meet sales goals.
Education
Diploma -
Huntington Park High School
Huntington Park, CA
1983
No Degree - Business Administration And Management
Cerritos College
Norwalk, CA
06.1989
Skills
Invoice Processing
Data Entry
Expense Tracking
Statement Review
Payment Processing
Vendor Relationship Management
Quickbooks
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Accounts Payable Specialist
Meruelo Enterprises
01.2023 - 06.2023
Damage Appraiser
Meristar Corporation, Kemper Insurance
01.2022 - 11.2022
Lead Financial Associate
Prime 19 Investment Group
01.2013 - Current
Owner /Sales Representative
Top Guns Auto Paint
01.1990 - 12.2014
Diploma -
Huntington Park High School
No Degree - Business Administration And Management
Cerritos College
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