Jenelsy Lopez
New York
Summary
Exceptionally gifted Finance & HR Associate with a strong background in managing the internal functions of an organization. Expertise in accounts payable, reconciliations, accounting, auditing, purchasing, invoicing, data entry, staff attendance tracking and HR functions. Possesses a deep understanding of the operational and organizational structures to accurately analyze and reconcile activity, identify possible issues or discrepancies, and propose better internal practices. Known for efficiency, accuracy, attention to detail, exceptional customer service skills, effective communication, and collaborative abilities. Thrives in fast-paced environments with strict deadlines and excels at responding to urgent needs while prioritizing the organization's mission.
Overview
5
5
years of professional experience
Work History
Finance & HR Associate
The Equity Project Charter School
09.2022 - Current
- Submitted 300+ invoices into accounts payable system (BILL) on a monthly basis.
- Processed 50+ orders weekly and collaborated with vendors, strengthening buyer-seller relationships.
- Submitted quarterly invoices to the DOE to ensure accurate revenue collection for student spending.
- Responsible for reconciling American Express and Capital One credit card statements through
organization's purchasing (Procurify) and accounting (Quickbooks) platforms as part of annual audit. - Created and managed journal entries in QuickBooks to track credit and debit transactions.
- Analyzed historical accounting data from previous years and develop current fiscal year expense budgets, leading to organized spending and a more structured financial process.
- Collaborate with departments and vendors (i.e. Amazon, Staples, Charter Technology Solutions, CSBM) to align quarterly financial goals, resulting in 2.5% cost-reduction.
- Manage fixed assets and work alongside tech engineers to generate accurate asset reports.
- Lead onboarding sessions for staff and supported school with organization wide HR initiatives.
- Independently researched, implemented, and launched a new staff attendance tracking platform (BambooHR), increasing efficiency and reducing manual work by 4 hours per week.
- Analyzed attendance data and prepared reports for the CFO to process payroll deductions.
Campus Center Building Manager
Franklin & Marshall College
09.2020 - 05.2022
- Managed 4 front desk employees by resolving issues and providing training as needed, functioning as a catalyst in expediting and strengthening their developmental and leadership skills.
- Provided information and tours to exceptionally represent college and ensure guest satisfaction.
- Completed approximately 6 furniture setups and teardowns per week, providing student clubs and organizations with safe spaces for activism, open dialogue, and student interaction.
Store Associate
Walgreens
03.2021 - 08.2021
- Operated an average of 62 register transactions per day, resulting in 12% fewer cash discrepancies.
- Maintained store inventory by ensuring count accuracy and placing about 20 orders per day.
- Reset shelves and promotional displays, leading to increased revenue and customer satisfaction.
Operations Intern
The Equity Project (TEP) Charter School
05.2019 - 08.2019
- Made 30+ calls to families for student enrollment, resulting in a 5% increase in enrollment rates.
- Supported school operations by distributing uniforms, coordinating events, and conducting family tours.
- Assisted in the planning of school events like Field day and Orientation by designing flyers, creating media communications via ParentSquare, making phone calls, and preparing event venues.
- Assisted Finance Team by processing orders upon delivery and managing nventory via Procurify to ensure all items were received and records were up to date.
- Supported staff by setting up technology, delivering furniture and supplies, and coordinating special facilities projects to ensure exceptional education and interactive spaces for students.
- Assisted school operations and finance by organizing and compiling student records for auditor submission.
Education
Bachelor of Arts - Economics | Women's, Gender, And Sexuality Studies
Franklin & Marshall College
Lancaster, PA05.2022
Skills
- Procurement and purchasing (Procurify)
- Accounting (QuickBooks)
- Accounts Payable (BILL)
- Staff Attendance Tracking (BambooHR)
- Fixed Asset Management (Asset Panda)
- Credit Card Reconciliation
- Financial Record Keeping
- Cash Handling
- Human Resources
- Staff Onboarding and Training
- Maintaining Strict Confidentiality
- Microsoft Office Suite
- Leadership
- Project management
- Attention to detail
- Telephone Etiquette
Languages
Spanish
Native or Bilingual
Timeline
Finance & HR Associate
The Equity Project Charter School
09.2022 - Current
Store Associate
Walgreens
03.2021 - 08.2021
Campus Center Building Manager
Franklin & Marshall College
09.2020 - 05.2022
Operations Intern
The Equity Project (TEP) Charter School
05.2019 - 08.2019
Bachelor of Arts - Economics | Women's, Gender, And Sexuality Studies
Franklin & Marshall College
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