Baking
Jacquelyn Ramos
Senior Staff Accountant
San Antonio,TX
Summary
Experienced Senior Accountant successful at cultivating effective working relationships at all levels while driving improvements to budget administration, expense tracking and forecasting of future financial needs. Proven track record of performing work ethically while maintaining integrity of all financial data.
Overview
2
2
Languages
7
7
years of post-secondary education
6
6
years of professional experience
Work History
Senior Staff Accountant
PeopleFund
San Antonio, TX
03.2016 - Current
- People Fund provides small business loans as well as business assistance and education to people with otherwise limited access to such resources.
- Since being founded in east Austin in 1994 as Austin Community Development Corporation, People Fund's financial and educational assistance has helped create thousands of jobs and empowered an even greater number of Texans on a path to financial stability and independence.
- People Fund is a Community Development Financial Institution (CDFI) and operates as a non-profit 501(c)(3) serving all of Texas.
- Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.
- Maintains and balances an automated consolidation system by inputting data; scheduling required jobs; verifying data.
- Analyzes information and options by developing spreadsheet reports, verifying information.
- Prepares general ledger entries by maintaining records and files, reconciling accounts.
- Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.
- Develops and implements accounting procedures by analyzing current procedures, recommending changes.
- Answer’s accounting and financial questions by researching and interpreting data.
- Provides accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.
Administrative Assistant
PeopleFund
San Antonio, TX
05.2015 - 03.2016
- Administrative and clerical work for all clients.
- Ensure loan applications have all the necessary documents.
- Reviewed/Managed client files (balance sheet, income statements, governing documents etc.).
- Support for all events related to lending, fundraising, and business assistance and education.
Audit intern
BDO USA, LLP
San Antonio, TX
01.2015 - 03.2015
- BDO USA, LLP is one of the largest accounting firms in the nation.
- BDO provides professional service in Accounting, Tax, and Consulting.
- BDO has generated over 7 billion in revenue and continues to rapidly grow.
- Review preparation of the financial statements.
- Audited oil, manufacturing, and major food distributor companies.
- Audited and tested controls for cash, AR, AP, PPE, Accrued Liabilities.
- Evaluated for completeness, existence, accuracy, timing, and valuation in year-end audits.
- Coordinated with senior auditors to ensure all planning was complete.
- Reviewed and implemented accounting policies to ensure GAAP compliance.
Education
MBA -
Texas A&M University
San Antonio, TX 06.2015 - 05.2017
BBA - Accounting
Texas State University
San Marcos, TX 08.2009 - 05.2014
Skills
Expertise in QuickBooks
Interests
Small Business
Timeline
Senior Staff Accountant
PeopleFund
03.2016 - Current
MBA -
Texas A&M University
06.2015 - 05.2017
Administrative Assistant
PeopleFund
05.2015 - 03.2016
Audit intern
BDO USA, LLP
01.2015 - 03.2015
BBA - Accounting
Texas State University
08.2009 - 05.2014
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