Claudia Ramos
Mbi Inc. , M. Bros Restaurant, BFF Inc. , M Bros Construction
Bakersfield,CA
1
Language
8
years of professional experience
Accounting and payroll professional with handson experience managing financial operations for multiple businesses across healthcare, dental, retail and distribution industries. Known for creating efficient processes, solving complex payroll and accounting issues, and building strong relationships with clients and teams. Detail-oriented, dependable, and always willing to learn, I take pride in delivering accurate work while helping businesses stay organized, compliant, and financially sound. Currently completing my Bachelor's degree in Accounting with the goal of becoming a CPA.
Work History
Accounting and Finance Consultant
1 Year 2 Months- Analyzed financial data to identify trends and recommend actionable insights.
- Implemented process improvements that enhanced accuracy in financial reporting.
- Facilitated training sessions for staff on accounting software and compliance standards.
- Led audits to ensure adherence to regulatory requirements and internal controls.
- Implemented best practices in accounts payable and receivable management to optimize working capital utilization while maintaining strong supplier relationships.
- Managed payroll functions efficiently by implementing streamlined procedures that ensured timely processing and minimized errors in employee compensation calculations.
- Improved financial reporting accuracy by conducting thorough audits and identifying discrepancies in financial statements.
- Key Clients:
- California Cardiovascular Institute
- California Neurology Institute
- California Obstetrics & Gynecology Institute
- Superior Smiles Dentistry
Office Manager
2 Years 7 Months- Implemented streamlined bookkeeping procedures to enhance operational efficiency and reduce errors.
- Supervised junior bookkeepers, providing training on best practices and compliance standards.
- Analyzed financial reports to identify discrepancies and recommend corrective actions for improvement.
- Developed monthly financial statements, ensuring adherence to regulatory guidelines and internal policies.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Reconciled and corrected issues with financial records.
- Established QuickBooks accounting system to reflect accurate financial records.
- Collaborated with external auditors to facilitate the annual audit process, providing necessary documentation as required.
Financial Controller
2 Years 4 Months- Trained staff on accounting software to enhance their proficiency and effectiveness.
- Created detailed budgets for each department within the organization.
- Reviewed bank reconciliations regularly to maintain data accuracy and integrity.
- Resolved payroll discrepancies by analyzing information and providing solutions.
- Guided and trained junior staff members.
- Provided guidance and training to junior staff members when needed.
Assistant General Manager
4 Years 4 Months- Supervised daily operations of multiple departments including sales, marketing, finance, HR, IT.
- Coordinated with suppliers on product delivery timelines and pricing to ensure timely inventory management.
- Facilitated recruitment by interviewing prospective candidates, contributing to team building and talent acquisition.
- Assisted in the recruitment process by conducting interviews with prospective candidates.
- Performed biweekly payroll and updated employee records.
- Delegated tasks to team members to ensure project completion to departmental staff, monitored performance, and provided feedback for improvement.
- Communicated regularly with suppliers regarding product delivery timelines, pricing information.
- Performed administrative tasks such as filing paperwork, preparing documents.
Education
Associate of Arts - Business Administration
Bachelor of Science - Accounting And Finance
Skills
Financial Reporting
Balance sheet management
Accounts payable and receivable
Bank reconciliation expertise
Payroll administration
Auditing and assurance
Attention to detail
Reliability
Financial compliance
QuickBooks management
Expense management
Languages
Spanish: Professional
Timeline
Accounting and Finance Consultant
CR8 Financials, LLC.
06.2025 - CurrentRead More
Office Manager
Mbi Inc. , M. Bros Restaurant, BFF Inc. , M Bros Construction
01.2024 - CurrentRead More
Financial Controller
TPG
08.2022 - 12.2024Read More
Assistant General Manager
Aerospace Technical Metal Finishing
04.2018 - 08.2022Read More
United Education Institute
Associate of Arts from Business Administration
Read More
National University
Bachelor of Science from Accounting And Finance
Read More