Esmeralda Gonzalez Montejano
Corpus Christi,Texas
Summary
Skilled Manager with key strengths in planning, organizational problem-solving and customer relations. Familiar with financial reconciliations, general ledgers and financial reporting. Detail-oriented, reliable and responsive to changing business needs and regulatory standards.
Overview
28
28
years of professional experience
Work History
Bookkeeper
El Rinconcito Restaurant
Corpus Christi, TX
01.2012 - 07.2025
- Verified, allocated and posted transactions in journals and computerized systems from documents such as invoices, receipts and reports
- Coded invoices and other records to maintain organized and accurate records
- Coordinated budget information by assessing estimated income and expenses as well as historical budgets
- Reviewed bank account statements to reconcile accounts by documenting correct financial information in general ledger
- Completed payroll for 19 employees in QuickBooks , keeping detailed records for long-term accuracy
- Operated Excel to enter financial data and compile reports
- Prepared weekly payroll for more than 19 salaried and hourly employees
- Strategized long-term business needs, utilized customer feedback for process improvements
- Analyzed cost control and provided financial information to sustain corporate goals
- Reconciled all bank and credit card accounts from 2012 to 2019
- Issued 15 paychecks to vendors and suppliers on bi-weekly basis
- Identified major accounting errors by creating automated cross-referencing processes
Manager
El Rinconcito Restaurant
Corpus Christi, TX
01.1998 - 07.2025
- Managed day-to-day operations, including supervision and assignment delegation for 15-member team
- Executed new training initiative to improve skills and develop leaders from within
- Determined efficient work schedules for team on weekly basis to keep project moving and each shift properly staffed
- Evaluated operational trends and made proactive strategy adjustments to maintain alignment between performance and objectives
- Reviewed performance reports and used data to develop continuous improvement initiatives
- Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability
- Led employee performance reviews and discussed improvement strategies with each team member
- Cleaned work areas regularly to keep team efficient and eliminate any safety concerns
- Coordinated and launched grand openings for new stores
- Maintained high level of morale and team-work on production floor through frequent communication with 15 employees
- Trained 10 employees in inventory practices, POS systems and product knowledge, contributing to 80% increase in customer satisfaction ratings
Tax Preparer
HR Block
Corpus Christi, Texas
10.2020 - 06.2021
- Assisted customers with any questions they had about their taxes or filing status.
- Identified potential deductions to minimize clients' tax liabilities.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
Financial Advisor
New York Life Insurance Co
Corpus Christi, Texas
10.2019 - 08.2020
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Managed relationships with outside vendors such as attorneys, accountants, when necessary.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
Education
BBA - Accounting And Business Management
Texas A&M University - Corpus Christi
Corpus Christi, TX08.2019
Skills
- Payroll liability and deductions
- Account reconciliation
- Complex problem solving
- Scheduling master
- Project management
- Intuit QuickBooks specialist
- Senior leadership support
- Administrative support
- Customer relations
- Accounting and bookkeeping
- Strong communication skills
- Bank reconciliations and balancing
Languages
English
Professional
Spanish
Professional
Timeline
Tax Preparer
HR Block
10.2020 - 06.2021
Financial Advisor
New York Life Insurance Co
10.2019 - 08.2020
Bookkeeper
El Rinconcito Restaurant
01.2012 - 07.2025
Manager
El Rinconcito Restaurant
01.1998 - 07.2025
BBA - Accounting And Business Management
Texas A&M University - Corpus Christi
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