Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Websites
References
Timeline
OperationsManager
Diana Gutierrez

Diana Gutierrez

Fontana,CA

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

12
12
years of professional experience

Work History

Escrow Specialist and Trust Accounting

Anywhere Real Estate Inc.
Irvine, CA
11.2021 - Current
  • Performed data entry into company's database system to track transactions and update customer information.
  • Monitored financial activity within assigned accounts to identify discrepancies or potential problems requiring resolution.
  • Maintained accurate records of all transactions for audit purposes.
  • Cross-trained in multiple departments to know all company needs.
  • Reviewed and approved outgoing wires and fees.
  • Reconciled daily banking and identified discrepancies.
  • Issued and processed 1099-S forms for various branches.
  • Utilized various software, ai and tools to streamline processes and optimize performance.

Senior Tax Analyst

H&R Block
Fontana, CA
12.2015 - Current
  • Developed processes to ensure compliance with applicable laws and regulations.
  • Calculated estimated taxes, quarterly payments, and other related filings.
  • Performed research on various federal and state tax issues.
  • Assisted in the preparation of multi-state sales and use tax returns.
  • Provided technical support to business units on various tax matters.
  • Monitored changes in the filing requirements of various jurisdictions for all types of taxes.
  • Identified areas where additional savings can be achieved through proactive planning strategies.
  • Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
  • Discussed and explained various tax forms with taxpayers.
  • Answered questions from taxpayers and assisted individuals with completing tax forms.

Small Business Owner

Gutierrez Accessories
Fontana, CA
11.2012 - 01.2022
  • Developed business plans and strategies to grow small business.
  • Created budgets and monitored expenses to stay within budget limits.
  • Analyzed market trends to inform product offerings and pricing decisions.
  • Ensured compliance with applicable laws and regulations while running the business.
  • Identified new technologies that could be used to improve efficiency and productivity.
  • Photographed products for sale and posted pictures online to increase visibility and showcase current product availability.
  • Researched similar businesses to determine competitive advantages.
  • Set pricing structures according to market analytics and emerging trends.
  • Supervised company social media and marketing efforts to expand brand awareness and attract new customers.

After School Community Services Assistant III

City Of Fontana - Community Services Department
Fontana, CA
08.2018 - 11.2021
  • Provided administrative support to staff and other volunteers.
  • Managed databases containing information about clients' needs and services provided.
  • Maintained accurate records of program participation and outcomes.
  • Participated in regular team meetings with colleagues from other departments to ensure coordination of services across all areas of operations.
  • Served as a liaison between clients and service providers; facilitated communication between stakeholders involved in providing services.
  • Adhered to relevant laws, regulations, policies, procedures, guidelines when providing direct client services.
  • Evaluated effectiveness of existing programs; proposed changes where necessary for improved outcomes.
  • Maintained confidential patient documentation to prevent data compromise and comply with HIPAA regulations.

Education

Master of Science - Accounting And Finance

DeVry University
Downers Grove, IL

Bachelor of Science - Business Administration

DeVry University
Downers Grove, IL

Skills

  • Administrative Support
  • Accounts Payable and Receivable
  • Tax planning
  • MS Office
  • Organizational Skills
  • Continuous Improvement
  • Legal Compliance

Accomplishments

  • Member of Delta Mu Delta
  • Member of the National Society of Leadership and Success

Languages

English
Professional
Spanish
Professional

References

References available upon request.

Timeline

Escrow Specialist and Trust Accounting

Anywhere Real Estate Inc.
11.2021 - Current

After School Community Services Assistant III

City Of Fontana - Community Services Department
08.2018 - 11.2021

Senior Tax Analyst

H&R Block
12.2015 - Current

Small Business Owner

Gutierrez Accessories
11.2012 - 01.2022

Master of Science - Accounting And Finance

DeVry University

Bachelor of Science - Business Administration

DeVry University

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Diana Gutierrez