Talented financial leader well-versed in accounting principles and regulations. Motivated to keep company financial operations compliant, accurate, and cost-effective. Ready to bring 20+ years of experience and take on challenging new role.
Overview
27
27
years of professional experience
Work History
Office Manager
ST. CLEMENT OF ROME CHURCH
01.2009 - Current
Managed office flow by providing direct support to visitors
Led meetings, keeping staff informed of changes or new requirements in policies and procedures
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
Contributed to workplace safety by ensuring compliance with established emergency protocols and conducting regular equipment inspections.
Improved team morale and cohesion with regular team-building activities and open communication channels.
Facilitated positive work environment, addressing employee concerns promptly and fostering culture of mutual respect.
Developed and enforced office policies that aligned with company values and regulatory requirements, maintaining compliance.
Managed scheduling and coordination of all office meetings to ensure smooth operations and minimal conflicts.
Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
Oversaw office budget, ensuring all expenditures were within allocated funds and identifying cost-saving opportunities.
Bookkeeping and Tax Preparation Expert
BORICUA BOOKKEEPING LLC
01.2019 - Current
Processed payments, prepared invoices, reconciled bank statements, and maintained records of accounts receivable and payable
Accurately entered financial transactions into accounting software and ensured that all data was accurate and up-to-date
Processed bills by recording invoices received from suppliers or vendors on accounting system database
Updated QuickBooks to reflect current financial records
Maintained and updated chart of accounts, petty cash, and month-end closing
Maintained confidentiality of client information at all times in accordance with company policy
Performed complex calculations using QuickBooks software to accurately record business transactions
Generated detailed reports on account activity to ensure accuracy of financial data
Adhered to Generally Accepted Accounting Principles when completing tasks
Interpreted and applied accounting policies and regulations to all work to comply with applicable standards
Maintained general ledger accounts in alignment with best practices
Submitted tax forms and returns, workers' compensation forms, pension contribution forms and other government documents
Performed financial calculations, such as amounts due, interest charges, balances, discounts, equity, and principal
Prepared trial balances of books
Customer Service Representative
INTERLINE BRANDS and CITI GROUP
01.2007 - 01.2009
Respond to customers’ concerns and help with any problems in their accounts
Handled a busy phone system, functions as primary liaison to customers and ensured a consistently positive customer experience
Took payments for customers, and helped with their problems, offer additional products if available to the customer
Organized the monthly meeting agenda, took minutes and processed the monthly newsletter to inform the team of meeting information
Insurance Agent/Agency Manager
AMERICAN FAMILY INSURANCE
01.1999 - 01.2007
Developed an insurance agency from scratch to more than 6,000 policies and 800 customers in a 7 year period
Managed the office and business utilizing my knowledge on records and inventory management, bookkeeping, and accounts payable and receivables
In addition to providing customers with insurance, retirement, and loan products also provided owners with bookkeeping including payroll records and quarterly tax payments and end of the year tax returns