Erika L Medina
Poway,CA
Summary
Proactive and goal-oriented professional with a strong focus on time management and problem-solving. Recognized for reliability and adaptability, demonstrating quick learning and application of new skills. Committed to driving team success and making valuable contributions to organizational growth.
Overview
13
13
years of professional experience
Work History
Department Operations Technician
Poway Unified School District
09.2023 - Current
- Managed and analyzed Non-Public Agency expenditures within the department to ensure budget accountability and compliance.
- Analyzed and monitored resources for Non-Public Schools and Residential Treatment Centers to ensure available funding and developed budget projections for the upcoming fiscal year.
- Extracted and analyzed data to prepare a comprehensive report for the Interim Superintendent, highlighting year-over-year trends in Non-Public Agency expenditures.
- Reviewed and reconciled account coding for various invoices to ensure accuracy, communicated with vendors to resolve discrepancies, and made necessary adjustments.
- Developed and maintained efficient tracking systems for diverse expenditure categories.
- Conducted research on key accounting data to provide actionable recommendations for purchase decisions.
- Assisted the SPED department with budget-related inquiries and provided technical expertise for PeopleSoft issues.
- Reviewed and approved all department requisitions, executing budget transfers as needed to prevent deficits.
- Analyzed and processed accounts payable, ensuring accuracy before submitting invoices to the finance department for payment.
- Contributed to the development and implementation of new procedures to enhance efficiency and ensure compliance with district policies.
- Supported the development and management of the annual budget by creating and maintaining spreadsheets to track expenditures, verify available funds, and implement adjustments as necessary.
- Reduced total outstanding invoices for the department by over 75% within the first 8 months of the role.
- Established a forecasting process for previously inaccessible expenditure categories.
- Demonstrated expertise in requisition execution, contributing to higher quality results within tight deadlines.
Senior Associate
Irvine Company
11.2021 - 09.2023
- Support highrise and lowrise building and portfolio totaling 842k SF, 88 total customers at four different properties.
- Oversee accounts receivables, ensuring income is collected in a timely manner.
- Expert in maintaining high standards of customer service during high-volume, fast-paced operations.
- Maintains general ledger for four cost centers and completes tenant recoverable monthly.
- Assist customers with accounting related questions on their supplemental invoices.
- Led capital project budgeted for $120k across three properties.
Assistant Manager
Irvine Company
05.2018 - 11.2021
- Successfully on-boarded 5 new employees - Move In & Move Out Process, Renewal, Policy & Systems Training & Final Account Statement.
- Led 15 Minute Foundations - Weekly Policy Refreshers for entire team.
- Executed year over year improvement in annual audit for two consecutive years.
- Prepared and approved final account statements for all residents upon move out.
- Handled all resident escalations professionally, with tact and a retention mindset
- Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
- Monitored office supplies budget and ensured that office supplies were well stocked.
Sales Specialist
Irvine Company
06.2015 - 01.2018
- Top Sales Leasing Consultant in San Diego FY18 Q2 & Q3 - Stand Alone category.
- Pivotal expert user.
- Top score received on secret shop for La Jolla Palms in San Diego
- Dependable NPS scores and commentary / Received shout out from Corporate Team for stellar Yelp Review.
- Built rapport with customers and assessed needs to make product recommendations and upsell.
- Provided first-rate service to all customers and potential customers.
Business Account Executive
Verizon Communications
04.2014 - 06.2015
- Prospected new business by cold calling - 30 calls/day; gained 30% of sales growth from new prospects.
- Managed funnel database by forecasting new and existing sales opportunities in 3 sales metrics.
- Exceeded 110% to net quota YTD 2014, including an average of $10,000 in new billed revenue per month.
- Conducted sales meetings by presenting tailored customer centric proposals on wireless products & services.
- Achieved 145% to renewal target YTD by upselling and positioning current promotions.
- Protected customer base resulting in best in class churn/retention rate at .25% for the year and port ratio 34:1 Supervisor.
Customer Service Supervisor
Verizon Communications
01.2012 - 04.2014
- 2013 – Overall Year Team Ranking: Top 100 in the West Area all four quarters.
- Rank 60 among 335 teams.
- Drive a balanced scorecard among multiple metrics.
- Manage a team of fourteen customer service representatives, ranging from technical support, care and bilingual.
- Analyze daily reports strategically to give my team direction and set performance goals.
- Support during weekly one on one meeting with each employee to measure progress and coach to improve metrics.
Education
Bachelor of Arts - International Business, Emphasis In Finance
San Diego State University
San Diego, CA05.2011
Study Abroad Program -
Institut D’Etudes Politiques
Rennes, France12.2009
Study Abroad Program -
Universidad Autonoma De Baja California
Baja California, Mexico05.2008
Skills
- Manage Accounts Payable
- Account Reconciliation
- Financial Management
- PeopleSoft
- Strong Verbal and Written Communication
- Manage Budgets
- Financial Statements Expertise
- Variance Reporting
- Organizational Skills
- Attention to Detail
- Time Management
- Teamwork and Collaboration
Timeline
Department Operations Technician
Poway Unified School District
09.2023 - Current
Senior Associate
Irvine Company
11.2021 - 09.2023
Assistant Manager
Irvine Company
05.2018 - 11.2021
Sales Specialist
Irvine Company
06.2015 - 01.2018
Business Account Executive
Verizon Communications
04.2014 - 06.2015
Customer Service Supervisor
Verizon Communications
01.2012 - 04.2014
Bachelor of Arts - International Business, Emphasis In Finance
San Diego State University
Study Abroad Program -
Institut D’Etudes Politiques
Study Abroad Program -
Universidad Autonoma De Baja California
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