Jose David Ramirez Jr.
Buena Park,CA
Summary
Detailed-oriented and analytical professional with 6+ years of experience managing data, supporting operations, and collaborating with cross-functional teams in educational settings. Proven ability to maintain accurate records, track performance metrics, and communicate effectively with diverse stakeholders. Currently serving as Treasurer for an Investment Club, handling financial transactions, monthly reporting, and tax preparation. Actively expanding technical skills in sQL, Power BI, and CPA exam preparation. Eager to apply strong organizational and problem-solving skills in an entry-level Accounting Assistant role.
Overview
8
8
years of professional experience
Work History
Instructional Assistant in Special Education
Fullerton Joint Union High School District, Troy High School
09.2017 - Current
- Maintained detailed academic data sheets to monitor student progress - demonstrating accuracy and consistency in data entry
- Supported behavior tracking and performance documentation aligned with IEP goals.
- Collaborated with teachers and administrators to ensure compliance with educational standards
- Managed classroom materials and schedules, showcasing strong organizational and multitasking abilities
- Built rapport with diverse stakeholders (parents, teachers, and administrators), mirroring client and team communication in accounting environments
Treasurer
Pacific Beach Capital, GP (Investment Club)
04.2021 - Current
- Record and reconcile member deposits and investment transactions
- Prepare and distribute monthly valuation statements
- File annual tax returns and correct transactional discrepancies
- Maintain accurate financial records and ensure timely reporting
Shot Clock & Scoreboard Operator
Fullerton Joint Union High School District
12.2021 - Current
- Maintained accurate game data and collaborated with officials to ensure compliance - demonstrating attention to detail under pressure
Education
Bachelor of Arts - Finance
California State University of Fullerton
Fullerton, CA05.2017
Skills
- Financial Recordkeeping & Data Entry
- Google Sheets (Formulas, Query)
- SQL (Currently Learning)
- Power BI (Currently Learning)
- Communication & Collaboration
- Problem Solving & Analytical Thinking
- Time Management & Organization
- Familiarity with GAAP & Accounting Principles
Professional Development
- Currently studying for the CPA Audit Exam
- Learning Power BI for data visualization and dashboard creation
- Learning SQL for data querying and reporting
Timeline
Shot Clock & Scoreboard Operator
Fullerton Joint Union High School District
12.2021 - Current
Treasurer
Pacific Beach Capital, GP (Investment Club)
04.2021 - Current
Instructional Assistant in Special Education
Fullerton Joint Union High School District, Troy High School
09.2017 - Current
Bachelor of Arts - Finance
California State University of Fullerton
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