ARTHUR ORTIZ
TX
Summary
Results and detail-driven professional with established record of customer service, technical support, and financial analysis success M.Sc. in Management Information Systems graduate with the key talents for aligning business strategy and objectives with established technical operations and analytical thinking paradigms to achieve maximum operational impacts with minimum resource expenditures. Success-focused professional with the ability to lead the development of innovative technology solutions and plans, conduct the extensive analysis and evaluation of financial data, and perform a wide range of accounting and finance-related tasks. Exceptionally dedicated professional with keen interpersonal, communication, and organizational skills, as well as extensive technical expertise.
Overview
17
17
years of professional experience
5
5
years of post-secondary education
Work History
SALES SUPPORT ENGINEER
RYAN, LLC
DALLAS , TEXAS
12.2022 - 09.2023
- Provide extensive assistance to internal and external stakeholders regarding our various software products
- Complete Information Security questionnaires, Risk and Security assessments, gather additional information requested by clients and potential clients
- Actively collaborate with Principals, Product Owners, Product Managers, Developers, Legal, Finance, and various other teams to provide solutions and answers to our clients
- Create documentation containing workflows and best practices to distribute to additional teams across the company so that they can utilize our central repository
- Assist in organizing and maintaining our central repository, contact 3rd party vendors to request data extraction from portals to add to the repository library
- Managing SSE team inbox
- Managing cases for the Sales Support Engineering team
- Case turnaround 3-4 days
- Increased repository library by 146% for the most common collection.
SENIOR SOFTWARE SUPPORT SPECIALIST
TYLER TECHNOLOGIES
LUBBOCK , TEXAS
01.2019 - 01.2022
- Provide extensive assistance to clients by supporting ERP Pro 9 Financial Software, an ERP program for local governments
- Search for, identify, and address issues for clients related to accounting procedures, including bank reconciliation, budgeting, accounts payable, journal entries, fixed assets, and payroll
- Actively engage in cross-team support calls for other programs within ERP Pro 9 to communicate with the general ledger
- Furnish top-quality technical support to a wide range of clients through chat and telephone calls as part of assigned duties
- Closely collaborate and communicate with the SaaS transition team to support clients transitioning to the hosted environment
- Effectively administer issues that require escalation and upper level assistance, such as from development teams and analysts
- Deal with and close up to 28 cases per day originating from chat and telephone calls while ensuring timely resolution
- Dispense assistance to clients with out of balance issues by means of Pivot Tables in Excel and data setbacks and data restore procedures
- Tasked with cooperating with and providing assistance as a member of additional teams when necessary.
FREIGHT UNLOAD ASSOCIATE
The Home Depot Inc
01.2018 - 01.2019
- Reviewed incoming shipments for correctness to ensuring no damage or duplication of orders.
- Provided new item setup, merchandising and inventory control.
RECEIVING ASSOCIATE
The Home Depot Inc
01.2016 - 01.2018
- Organized storage areas to optimize materials movements and minimize labor hours.
- Unloaded pallets and deliveries and organized products in warehouse.
- Conducted counts and audits of inventories to identify and resolve discrepancies in records.
- Double checked records, daily reports, and inventory transactions to identify and correct variances.
FREIGHT ASSOCIATE
The Home Depot Inc
01.2015 - 01.2016
- Assisted in loading and unloading merchandise from delivery trucks while maintaining safety protocols to avoid workplace accidents.
- Checked readiness of delivery docks and alerted management of incoming shipments.
- Scanned all incoming merchandise to identify damaged or inconsistent products.
SALES ASSOCIATE
The Home Depot Inc
01.2014 - 01.2015
- Led the delivery of first-class and exceptional service and support to customers regarding their home improvement problems
- Closely collaborated with and provided assistance to the department supervisor to maintain a profitable department
- Handled the effective delegation and assignment of department duties to coworkers in line with department supervisor’s instructions.
- Engaged with customers to build rapport and loyalty.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
ADMINISTRATIVE ASSISTANT
STATE FARM
PLAINVIEW , TEXAS
01.2012 - 01.2013
- Conducted the accurate and efficient entry of claims and other information into the computer system, filed the paper copy of the claim, calculated premiums, and established payment methods
- Contributed to the establishment of a warm and welcoming environment by greeting customers and acting as the liaison for office visitors
- Effectively executed a wide range of administrative and clerical tasks, including upholding records and supervising policy renewals
- Clearly and effectively communicated features, advantages, and disadvantages of various policies to upsurge the sale of insurance plans
- Interacted with the underwriter to provide support and submit forms to obtain binder coverage.
BOOKKEEPER/RECEIVING ASSOCIATE
UNITED SUPERMARKETS
PLAINVIEW , TEXAS
01.2007 - 01.2011
- Carried out the ongoing monitoring of office supply and debt levels and paid supplier invoices and debt when it was due for payment
- Ensured compliance with debt covenants and handled the preparation of bank deposits by compiling data to banks
- Examined and verified freight received with purchase orders and closed out to allow the corporate office to pay vendors.
- Reported financial data and updated financial records in ledgers and journals.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Education
MASTER OF SCIENCE (M.SC - DATA SCIENCE
Texas Tech University
Lubbock, Texas 06.2023 - Current
MASTER OF SCIENCE (M.SC - MANAGEMENT INFORMATION SYSTEMS
Lamar University
Beaumont, Texas 10.2020 - 12.2021
BACHELOR OF SCIENCE (B.SC - INTERNATIONAL ECONOMICS
Texas Tech University
Lubbock, Texas 01.2013 - 08.2016
Skills
Financial Analysisundefined
Timeline
MASTER OF SCIENCE (M.SC - DATA SCIENCE
Texas Tech University
06.2023 - Current
SALES SUPPORT ENGINEER
RYAN, LLC
12.2022 - 09.2023
MASTER OF SCIENCE (M.SC - MANAGEMENT INFORMATION SYSTEMS
Lamar University
10.2020 - 12.2021
SENIOR SOFTWARE SUPPORT SPECIALIST
TYLER TECHNOLOGIES
01.2019 - 01.2022
FREIGHT UNLOAD ASSOCIATE
The Home Depot Inc
01.2018 - 01.2019
RECEIVING ASSOCIATE
The Home Depot Inc
01.2016 - 01.2018
FREIGHT ASSOCIATE
The Home Depot Inc
01.2015 - 01.2016
SALES ASSOCIATE
The Home Depot Inc
01.2014 - 01.2015
BACHELOR OF SCIENCE (B.SC - INTERNATIONAL ECONOMICS
Texas Tech University
01.2013 - 08.2016
ADMINISTRATIVE ASSISTANT
STATE FARM
01.2012 - 01.2013
BOOKKEEPER/RECEIVING ASSOCIATE
UNITED SUPERMARKETS
01.2007 - 01.2011
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