Professional Objective Knowledgeable, professional and successful at working in both team-based and self-directed capacities. Driven to maintain smooth operations through knowledgeable and skilled support.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
1
1
Language
Work History
Business Operations/Accounting Administrator
Generatehope
San Diego, CA
01.2019 - Current
Posted daily receipts and payments in accordance with company protocols.
Established QuickBooks accounting system to reflect accurate financial records.
Monitored, verified and approved invoices and reviewed balances using financial software to assess balance sheet for variances.
Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
Entered financial information and payments to guarantee accurate and on-time payments for employees and vendors.
Submitted expense reports and managed vendor correspondence to foster accurate and timely accounting procedures and vendor services.
Eliminated discrepancies in finances by documenting expenses, monitoring income, handling bank deposits and managing statements.
Reconciled and corrected issues with financial records.
Verified postings to ledgers to confirm accurate entry and account balances. Reported financial data and updated financial records in ledgers and journals.
Used Boomerang to compile reports on donor profiles, credit information and response rates to improve donation tracking.
Devised strategies to boost donor relations and drive referrals due to excellent relations resulting in new donor relationships.
Supported cash flow management by developing projections for annual donations, sales and grants.
Worked with marketing team on development and delivery of creative campaigns to support fundraising activities.
Planned and organized special events, solicited corporate sponsorships and set up matching gift donations to reach financial targets.
Scheduled, coordinated and participated in status meetings to offer insights into quarterly and annual strategic planning.
Updated spreadsheets and created presentations to support executives and boost team productivity.
Used advanced software to prepare documents, reports and presentations.(Microsoft Suite Applications, Quickbooks, Bloomerang Software and GiveSmart)
Conducted research and analysis on issues of interest to director and supported and managed high-volume requests and projects to meet objectives.
Teacher Family Support Specialist
Neighborhood House Association
San Diego, CA
10.2017 - 01.2019
Plans, coordinates and participates in recruitment of eligible children into Head Start program;
Coordinates and attends Center Committee and Staff meetings;
Conducts home visits, participate in parent teacher conference to share outcomes of screenings, assessments and any identified need to refer families to appropriate Head Start staff and/or outside agencies;
Develop Individual Family Partnership Agreements and assists families in preparation of Family Plans through interview to identify needs and referrals;
Screen and assess each child using appropriate screening/assessment tools;
Assists and participates in conduct of medical and dental examination appointments that may include transportation arrangements, referrals and follow-ups;
Acts as community liaison and promotes community relations; participates in parent recruitment activities;
Acts as liaison with local community organizations to provide resources to children and their families; ensures center compliance with health, social services and parent engagement requirements of Head Start Program's Performance Standards.
Management Analyst
Neighborhood House Association
San Diego, CA
01.2018 - 03.2018
Prepared worksheets and related records for Area 4;
Prepared variety of regular and special reports for management, committees and councils;
Developed, maintained and updated variety of administrative and project tracking systems;
Consulted with and advised management and staff on project progress; Interpreted and explained program and/or funding agency provisions, rules, regulations and performance standards, and made appropriate recommendations;
Assembled data, conducts studies and prepared monthly and periodic reports and annual management status report.
Instructional
Aid, Encinitas Union School District
Encinitas, CA
08.2015 - 10.2017
Assisted instructional personnel with preparation of materials and instruction;
Tutored individuals and small groups of students to reinforce learning activities;
Supervised classroom, playground, and study trip activities;
Directed students into safe activities and in development of appropriate social behavior;
Facilitated management and shaping of student behavior through use of positive reinforcement strategies;
Promoted development of variety of instructional materials for use with individuals and small groups of students, or in activity centers;
Used second language and cultural experiences to assist bilingual/bicultural students in school related activities;
Served as translator to facilitate communication with monolingual, non-English speaking members of school community.
Office Coordinator
Nanostone Water INC
Carlsbad, CA
01.2015 - 08.2015
Presented professional, welcoming first contact to all clients, funders, vendors, board members, staff, media, etc;
Responsible for development & implementation of efficient office systems;
Organized functions and general meeting support: including arranging, follow up calls, maintaining office space schedules, securing food and supplies;
Tracked and helped manage executives calendar and assisted with meeting set ups;
Maintained Human Resources schedule for interviews, applicant pool, resume files orientation and monitoring time sheets;
Provided support for teams: staffs travel arrangements and expense tracking;
Supported Marketing /Communications with mailing list, assisted with mailings/packets and web updating;
Supported Finance; monitor staff credit card purchases and documentation, reconcile monthly VISA bill;
Assisted with Board communications (mailings, meeting support, catering).
Office Manager
Terramar Partners LLC
Encinitas, CA
10.2014 - 02.2015
Answered telephones and placed calls quickly and efficiently, using multiline telephone system;
Filed paperwork as well as get all lien releases signed before giving payment;
Maintained electronic server, business website, along with outlook contacts and calendars for management team;
Managed utilities and maintenance of all properties;
Assisted management with investor presentations.
Administrative Assistant
C Plumbing
Carlsbad, CA
01.2014 - 07.2014
Greeted and Escorted customers and visitors in professional and friendly manner;
Assisted with general administrative duties;
Scheduled appointments;
Responsible to manage business appointments;
Scanned and inserted any payments into quick books as well as kept track of payments still needed to be paid.
Wellness Coordinator Leader/Customer Service Representative
The Joint A Chiropractic Place
Encinitas, CA
10.2012 - 10.2013
Interviewed for future front desk employees;
Created scheduled and managed front desk;
Regular shit covered as needed;
Scanned and faxed patients information daily;
Data entry of applications;
Daily charges for patient memberships and daily money count;
Top employee for highest closing rate.
Education
Bachelor of Science - Management
Southern New Hampshire University
Hooksett, NH
01.2019 - 04.2020
Skills
Microsoft Office Suite (Excel, Word, PowerPoint and Outlook)Data analysisConflict resolutionStrong collaboratorIdentifying problemsEffective time managementInterpersonal skillsExtremely organized
QuickBooks Master
Bloomerang Software - Donor Management Master
Timeline
Business Operations/Accounting Administrator
Generatehope
01.2019 - Current
Bachelor of Science - Management
Southern New Hampshire University
01.2019 - 04.2020
Management Analyst
Neighborhood House Association
01.2018 - 03.2018
Teacher Family Support Specialist
Neighborhood House Association
10.2017 - 01.2019
Instructional
Aid, Encinitas Union School District
08.2015 - 10.2017
Office Coordinator
Nanostone Water INC
01.2015 - 08.2015
Office Manager
Terramar Partners LLC
10.2014 - 02.2015
Administrative Assistant
C Plumbing
01.2014 - 07.2014
Wellness Coordinator Leader/Customer Service Representative
Small Business Operations Servicing & Support Specialist (SBOSS) at Truist BankSmall Business Operations Servicing & Support Specialist (SBOSS) at Truist Bank