CLAUDIA ORTEGA
Perry,Utah
Summary
Dynamic professional with a proven track record at Valley Tax Group, adept in bank reconciliation and fostering exceptional employee relations. Spearheaded payroll efficiency improvements and tax preparation strategies, significantly enhancing departmental accuracy and client satisfaction. Fluent in Spanish, my intercultural sensitivity and expertise in payroll software have driven successful outcomes in diverse team environments.
Bookkeeping professional with 5 years of experience in accounting and operations management. History of achievement and innovation coupled with outstanding work ethic, commitment and loyalty. Proven track record of leadership and to thrive in team environment.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Payroll Administrative Assistant/Tax Preparer
Valley Tax Group
Fresno, CA
01.2013 - 04.2024
- Fostered a positive work environment by actively participating in team meetings and providing constructive feedback on departmental practices.
- Processed wage garnishments according to legal requirements, maintaining compliance with court orders and government mandates.
- Ensured accurate timekeeping data by training employees on proper use of the time clock system.
- Developed comprehensive reference materials for departmental procedures, enhancing consistency in payroll practices.
- Streamlined payroll processes by implementing efficient data entry and record-keeping methods.
- Served as a liaison between Human Resources and Finance departments, promoting effective communication regarding payroll matters.
- Balanced reconciliation sheets regularly, ensuring that all discrepancies were quickly identified and resolved.
- Resolved payroll discrepancies quickly and successfully.
- Provided customer service to employees regarding payroll inquiries and issues.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Assessed client tax situations to determine best filing options.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Educated clients on tax planning strategies, helping them save money in future years.
- Maintained compliance by adhering to current tax laws and regulations.
General Store Manager
BOX ELDER FOOD PANTRY
Brigham City, UT
12.2022 - 12.2023
- Established a positive work environment by fostering open communication and promoting teamwork among employees.
- Managed financial aspects of the store including budgeting, expense tracking, and payroll administration for optimal cost control.
- Optimized store layout to enhance customer flow and maximize revenue from merchandise displays.
- Resolved customer complaints effectively by addressing their concerns promptly while adhering to company policies.
- Kept inventories accurate with daily cycle counts and regular audits to identify and resolve variances.
- Led community outreach efforts, such as charity events or local sponsorships, to enhance the store''s reputation and forge strong connections with customers.
- Built strong community partnerships to support organizational goals and expand outreach efforts.
- Oversaw the successful execution of special events, including fundraising galas and community engagement activities, that showcased the organization''s impact and attracted new supporters.
- Established a robust volunteer recruitment program that attracted committed individuals passionate about the cause.
- Assisted families in navigating complex social service systems to access needed supports and benefits.
- Strengthened families'' social networks through referrals to community programs that encourage peer support or mentorship.
- Connected families with appropriate community resources for financial, emotional, and educational assistance.
- Collaborated with multidisciplinary teams to ensure coordinated care and services for families in need.
Customer Success Manager
Academy West Insurance Services
Orange Cove, CA
02.2010 - 08.2022
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
- Played instrumental role in client satisfaction by working with operational teams for proper resolution of service issues.
- Managed a portfolio of key accounts, maintaining strong relationships and ensuring high levels of satisfaction.
- Led team of customer success specialists, providing ongoing training and support to enhance team performance.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
Time Clerk
Fresno Community Hospital
Fresno, CA
11.2007 - 11.2009
- Maintained confidentiality of employee records and payroll information.
- Assisted management in optimizing workforce scheduling through diligent tracking of staff availability and workload demands.
- Conducted regular reviews of employee work schedules, identifying potential discrepancies or inconsistencies in recorded hours and addressing them proactively to minimize payroll inaccuracies.
- Enhanced company compliance with labor laws by closely monitoring adherence to break times and schedules.
- Streamlined payroll processing for timely payment by accurately calculating hours worked, overtime, and deductions.
- Supported HR department in minimizing labor costs by providing accurate data on employee work hours and leave balances.
- Collaborated with supervisors to address discrepancies in time records, ensuring prompt resolution and proper documentation.
- Increased efficiency in manual timesheet processing by implementing an automated timekeeping system across the organization.
- Established clear lines of communication with employees to ensure they understood the importance of accurate timekeeping and their role in maintaining compliance.
- Reduced payroll errors with meticulous record-keeping of employee attendance and time-off requests.
- Provided exceptional customer service to internal stakeholders, addressing questions related to payroll calculations, company policies, or general concerns pertaining to recorded work hours.
Education
Associate of Science - General Studies
Reedley College
Reedley, CABUISNESS ADMINISTRATION - Business Administration And Management
SOPHIA COLLEGE
Minneapolis, MN09-2025
High School Diploma -
DINUBA HIGH SCHOOL
Dinuba, CA05-2002
Skills
- Bank reconciliation
- Accounts receivable
- Microsoft office
- Employee relations
- Invoice processing
- Accounts payable
- Payroll software
- Multi-tasking
- Time sheet review
- Telephone and email etiquette
- New hire processing
- Journal entry preparation
- Employee file maintenance
- Exceptionally organized
- Fluent Spanish speaking and writing
- Customer relations
- Intercultural sensitivity
Certification
- Property and Casualty License - California Department of Insurance.
- California Live Scan Certified
- ServSafe Food Handler's Certification
Languages
Spanish
Native or Bilingual
Timeline
General Store Manager
BOX ELDER FOOD PANTRY
12.2022 - 12.2023
Payroll Administrative Assistant/Tax Preparer
Valley Tax Group
01.2013 - 04.2024
Customer Success Manager
Academy West Insurance Services
02.2010 - 08.2022
Time Clerk
Fresno Community Hospital
11.2007 - 11.2009
Associate of Science - General Studies
Reedley College
BUISNESS ADMINISTRATION - Business Administration And Management
SOPHIA COLLEGE
High School Diploma -
DINUBA HIGH SCHOOL