Jordan Salinas
Beaumont
Summary
Dedicated individual with a strong work ethic and a proven track record of building lasting client relationships. Experienced in accounting, invoicing, accounts receivable, accounts payable, finance, and documentation management. Effective communication with customers, vendors, and staff members. Skilled at motivating employees to reach their full potential and demonstrating exceptional organizational and planning abilities. Adaptable to change and thrives on new challenges while maintaining a positive attitude.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Lead Project Controls Specialist
Alliance Engineers and Project Consultants
08.2022 - Current
- Developed project budgets through the implementation of specialized budgeting tools.
- Managed budgets, tracked project costs, and meticulously analyzed variances, ensuring optimal utilization of funds without compromising on quality or scope deliverables.
- Led weekly meetings with project managers, department managers, and directors to review workload and manpower forecast.
- Developed project profitability models to evaluate contributions, track earned value, and forecast overall project spending, ensuring profit margins were met.
- Presented detailed project control plans and schedules during kickoff meetings, setting clear expectations and objectives.
- Facilitated change management processes by effectively communicating the impacts of proposed changes on cost, schedule, scope, or quality to all relevant parties.
- Established comprehensive work breakdown structures for project activities.
- Processed purchase orders efficiently to ensure timely procurement and project continuity.
- Generated detailed reports by analyzing weekly profit and data trends.
- Presented detailed project control plans and schedules during kickoff meetings, setting clear expectations and objectives.
Billing Specialist
Total Safety
10.2021 - Current
- Prepares and bills customer invoices efficiently and enter correctly into software
- Processes work orders, sales orders and pickup tickets and verified PO’s had enough cash flow to process invoices
- Codes invoices with appropriate combinations of G/L account number, cost center, WBS code, and PO number
- Verifies rates and charges against work orders, purchase orders, sales orders and equipment that was returned / borrowed
- Scans/merges backup to create invoice and upload it into the customer’s portal varying from cortex, salesforce, ARIBA , ACTIAN, GEP, CHEVRON, and SAP
- Submits and track customer portal invoices of high volume customers submitting over 1500 invoices per month
- Reconciles accounts on time; analysis of transactions and initiates credits and adjustments to accounts, as well as accurately clearing of corresponding credit and debits.
- Works closely with account managers to provide clients with accurate and timely information
- Generates reports/spreadsheets for project managers related to billing and account activity Includes monthly billability report, project billing history, time, and cost detail
- Provides follow up to project managers and / or clients regarding aged accounts receivable
- Research and answer questions directed to the group’s shared inbox
Finance Manager
Twin City Motors
06.2021 - 10.2021
- Arranged financing and reviewed required documents to determine approval/rejection Analyze applicants’ financial status, credit to determine feasibility to granting auto loans Obtain and compile copies of loan applicants’ credit histories, financial statements and other financial information
- Explained to customers different types of loans and credit options that are available, as well as terms of those services
- Reviewed loan agreements to ensure that it’s complete and accurate according to policy Tracked daily sales and generated activity and productivity reports
- Kept chargebacks at acceptable level without sacrificing on quality
- Maintained database of customer information and generated monthly reports
- Determined whether or not to approve financing on a case-by-case basis
- Processed finance transactions including lender approval and ensuring100 % compliance with all state and federal laws and regulations
- Gained superior product knowledge to effectively recommend financing options and other products to customers
- Set and achieved all targeted sales goals
- Ensured that all administrative processes are handled timely and in compliance with company policy
- Managed a portfolio of customer relationships
Billing Clerk
Classic Southeast Texas
01.2018 - 06.2021
- Maintained bank deposits, budgeting, and tracking conflict resolution Verifies costs, posting details, and posting ledger accounts
- Invoice and billing backup creation and delivery
- Posted payments and ensure each batch is balanced
- Processed credit memos
- Maintained various vehicle inventory schedules, customer payoffs, and other duties as assigned
- Responsible for processing car deals for both new and used retail sales
- Posted manual journal entries not posted by computer system and any other posting as required
- Received and process paperwork from F&I department
- Organized all paperwork in each deal; check for completeness (signatures, verify VIN, etc) Process pay off checks for trade-ins and mail to appropriate financial institutions in timely manner
- Maintained vehicle inventory accurately
- Provided administrative support to management, other departments and employees as needed
- Prepared all tax and title documents for new/used vehicle sales and purchases
- Sole billing clerk for four independent dealerships selling average of550-600 units combined Verifying sales tax collected and making necessary changes to post correct tax liability in current month
- Reconciliation for varying departments, processing credit memos, managing account balances and resolving inconsistencies
- Reviewed deals in the F&I screens to pull through the accounting interface to ensure front end reports coincide with the general ledger
- Responsible for processing ACH deposits and daily fund transfers
- Reconciled and balanced each fund to cash managing bank on daily basis
- Checked and maintained schedules for funding
- Responsible for handling f&i remittance weekly by paying the vendor’s and reconciling warranty schedule
- Processed cancellations and issued refunds to customer / lienholder
- Executed billing tasks and recorded information in company databases
Finance Manager
Mike Smith Auto Group
10.2016 - 01.2018
- Oversaw dealership customer loan origination and approval process
- Maintained accurate monthly, quarterly and year-end reports
- Presented warranties, credit insurance, GAP insurance and other beneficial products offered by the dealership
- Secured and finalize transactions in a legal and ethical manner while maintaining a high level of productivity
- Met monthly forecasts for finance and insurance income, penetration levels and customer satisfaction
- Accurately prepared all federal, state, and dealer paperwork related to the transaction and submits to the dealerships Accounting Department in a timely manner
- Established and maintain strong relations with our lenders
- Arranged financing and reviewed required documents to determine approval/rejection Analyze applicants’ financial status, credit to determine feasibility to granting auto loans Obtain and compile copies of loan applicants’ credit histories, financial statements and other financial information
- Explained to customers the different types of loans and credit options that are available, as well as the terms of those services
- Reviewed loan agreements to ensure that they are complete and accurate according to policy Tracked daily sales and generated activity and productivity reports
- Kept chargebacks at an acceptable level without sacrificing on quality
- Maintained a database of customer information and generated monthly reports
- Determined whether or not to approve financing on a case-by-case basis
- Processed finance transactions including lender approval and ensuring100 % compliance with all state and federal laws and regulations
- Gained superior product knowledge to effectively recommend financing options and other products to customers
- Set and achieved all targeted sales goals
- Ensured that all administrative processes are handled timely and in compliance with company policy
- Managed a portfolio of customer relationships
Finance Secretary
Mike Smith Auto Group
07.2015 - 10.2016
- Ensured proper handling and care of45-60 clients for customer retainment
- Participated in various incentive programs and contests designed to support production goals Identified prospective customers using lead generating methods
- Performed an average of60 calls a day pertaining to cancellations or handling our funding statements
- Computed warranty prices, total purchases, and process payments
- Accounts receivable activities
- Development of financial report of cancellations received month after month; distributing to management team and financial officers
- Handled cancellations and reimbursements to customers
- Managed correspondence, accounting, and financial documents for analysis
- Assisted with audit preparation, mid-month and month-end closings
- Managed vendors regarding invoicing issues, payment problems, and/or discrepancies Perform various office tasks as needed and assigned
- Certified Public Notary
Shift Manager
Sonic Drive In
07.2013 - 07.2016
- Responsible for monetary transactions from customers
- Responsible for food portioning controls to employees and patrons
- Assisted co-workers and provided support wherever needed
- Maintained store cleanliness to adhere to state and local codes
- Delivered an exceptional level of service to each customer, resolved issues, answered questions, and addressed any concerns
- Inventory management by daily physical inventory counts
- Responsible for management of sales and labor dollars percentages to maintain store profitability
- Supervised numerous staff members
- Maintained bank deposits, budgeting, and tracking
- Responsible for opening, closing, and all the activities involved
- Promoted to Shift Manager within six months of starting with Sonic Restaurant Successfully maintained customer service, while responding to100-150 customers in a high-paced, high-volume restaurant
Education
No Degree - Associate's Degree - Nursing
Lamar State College Orange
Orange, TX01-2017
Diploma -
Evadale High School
05.2015
Skills
- Accounting
- Account posting
- Advanced in SAP Software
- Advanced in ARIBA Software
- Advanced in EFT bank reconciliation
- Billing Systems and Software
- Billing and Invoicing proficiency
- Extensive clerical experience
- Invoice Documentation Management
- Proficient in MS Excel, MS Access, MS Project, MS Powerpoint, Quickbooks
- Payroll
- Cost control
- Document control
Certification
- F&I Legal Ethical & Standard Certification in Finance - Group 1 Automotive - 2018
Timeline
Lead Project Controls Specialist
Alliance Engineers and Project Consultants
08.2022 - Current
Billing Specialist
Total Safety
10.2021 - Current
Finance Manager
Twin City Motors
06.2021 - 10.2021
Billing Clerk
Classic Southeast Texas
01.2018 - 06.2021
Finance Manager
Mike Smith Auto Group
10.2016 - 01.2018
Finance Secretary
Mike Smith Auto Group
07.2015 - 10.2016
Shift Manager
Sonic Drive In
07.2013 - 07.2016
- F&I Legal Ethical & Standard Certification in Finance - Group 1 Automotive - 2018
No Degree - Associate's Degree - Nursing
Lamar State College Orange
Diploma -
Evadale High School
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