FATIMA ORTIZ
Sugar Land
Summary
Dynamic and results-oriented professional with extensive experience in audit planning and execution, and a proven track record of enhancing financial compliance and team performance at Aconcagua Enterprises Inc. Skilled in continuous improvement and effective communication, adept at driving operational excellence and fostering teamwork. Demonstrated ability to improve financial reporting accuracy and streamline internal controls.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
7
7
years of professional experience
Work History
External Auditor
Aconcagua Enterprises Inc
03.2024 - Current
- Recommended strategies for improving compliance and success of internal controls.
- Assessed company controls and potential risks against benchmarks.
- Presented clear, concise audit findings reports to management, detailing observations and recommended corrective actions for identified issues.
- Ensured timely completion of audit engagements, consistently meeting or exceeding deadlines while maintaining high quality results.
- Liaised between clients and internal audit staff to address concerns with procedures, scheduling or results.
- Developed presentations of audit findings for company leadership.
- Improved financial reporting accuracy by identifying and addressing internal control deficiencies.
- Identified potential fraud indicators through meticulous analysis of financial records, protecting client assets from misappropriation.
- Trained junior auditors in best practices, improving overall team performance and skill sets.
- Prioritized projects based on periodic schedules and immediate need.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Collected and reported monthly expense variances and explanations.
- Trained new employees on accounting principles and company procedures.
Assistant Manager
SOUTHWEST TIRE
03.2021 - 03.2024
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Managed inventory levels to minimize stockouts while reducing overhead costs.
- Generated repeat business through exceptional customer service.
- Facilitated clear communication between employees and upper management through regular meetings and updates.
- Coordinated with vendors to ensure timely delivery of products and resolve any supply chain issues.
- Analyzed sales data to identify trends and adjust inventory orders accordingly.
- Led weekly team meetings to discuss goals and review performance, fostering culture of continuous improvement.
- Improved customer satisfaction by resolving complaints and inquiries promptly.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
- Supported annual audit process by preparing detailed schedules, reconciliations, and responding promptly to auditor inquiries .
- Implemented effective cash management strategies to optimize working capital utilization.
- Reduced expenses for the department by identifying cost-saving opportunities and negotiating vendor contracts.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Assistant Accountant
COBALTO S.A DE C.V.
07.2018 - 08.2020
- Increased customer satisfaction by addressing and resolving concerns in a timely manner.
- Resolved problems promptly to elevate customer approval.
- Oversaw inventory management processes to maintain proper stock levels and minimize spoilage or waste.
- Managed financial aspects of the business, including budgeting, forecasting, and cost control for optimal profitability.
- Mentored staff members, fostering a supportive work environment that enhanced employee performance and retention.
- Monitored facility maintenance needs, coordinating repairs and upgrades as necessary to keep operations running smoothly.
- Analyzed customer feedback data to identify areas of improvement and develop solutions.
- Managed team schedule with eye for coverage needs and individual strengths.
- Optimized scheduling practices to ensure appropriate coverage during peak hours while minimizing labor costs.
- Enhanced communication among team members through regular meetings, promoting an open dialogue about challenges and opportunities for improvement.
- Maintained well-controlled business inventory with minimal losses by enforcing solid monitoring and management structures.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Developed and implemented policies and procedures to improve customer service and satisfaction.
- Implemented staff training programs that improved service quality and increased customer loyalty.
- Collaborated with other department managers on cross-functional projects, fostering a cooperative atmosphere that drove overall organizational success.
- Facilitated team meetings to discuss targets and strategies, fostering collaborative work environment.
- Trained new staff members, equipping them with skills needed for success in their roles.
- Managed scheduling and payroll, optimizing labor costs while maintaining staff satisfaction.
- Coordinated with multiple departments to ensure seamless operations, leading to enhanced customer experience.
- Implemented cost-saving measures without compromising on quality, boosting bottom line.
- Implemented customer feedback system, leading to improved service offerings.
- Managed inventory levels to prevent overstocking or stockouts, ensuring availability of popular items.
- Monitored daily cash discrepancies, inventory shrinkage and drive-off.
- Managed purchasing, sales, marketing and customer account operations efficiently.
Education
No Degree - Accounting And Finance
UVNE
NUEVO LEON , MXSkills
- Audit planning and execution
- Continuous improvement mindset
- Presentation and reporting
- Negotiation and persuasion
- Accounting standards
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Attention to detail
- Multitasking
- Reliability
- Excellent communication
- Clear communication
- Bookkeeping and reconciliation
- Team collaboration
- Bank reconciliation
- Effective communication
- Verbal and written communication
- General accounting
- Team building and leadership
- Documentation and reports
- Microsoft office
- Team management
- Accounts payable
- Employee training
- Professionalism
- Interpersonal communication
- Cash flow management
- Cash analysis
- Cash flow analysis
- Financial controls
- Financial records review
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
External Auditor
Aconcagua Enterprises Inc
03.2024 - Current
Assistant Manager
SOUTHWEST TIRE
03.2021 - 03.2024
Assistant Accountant
COBALTO S.A DE C.V.
07.2018 - 08.2020
No Degree - Accounting And Finance
UVNE
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