Joseph Romero
Mansfield,TX
Summary
Self-motivated professional successful in starting and running a small business. Background in increasing profits, reducing costs and transforming customer service standards. Experienced in daily data entry, logging in accounts receivables, accounts payable, payroll, reconciliation of accounts, handling of payroll taxes, and dealing with day to day operations. Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Overview
17
17
years of professional experience
Work History
Owner/CFO
Romero Installation And Construction Services
01.2012 - 12.2014
- Managed day-to-day business operations.
- Managed financial aspects of the business, including data entry of all financials into the system, tracking revenue and expenses, oversaw budgets, accounts payable, receivable, and payroll.
- Reconciliation of bank accounts.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Consulted with customers to assess needs and propose optimal solutions.
- Established foundational processes for business operations.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
- Interacted well with customers to build connections and nurture relationships.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Assisted in recruiting, hiring and training of team members.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
- Optimized working capital levels by closely monitoring accounts receivable/payable balances and taking appropriate actions as needed.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Oversaw production, pricing and distribution activities to generate profit for company.
- Initiated back-and-forth communication to negotiate and approve contracts and agreements.
- Maintained P&L and shouldered corporate fiscal responsibility.
Owner/CFO
C&R Professional Services
04.2005 - 12.2011
- Managed day-to-day business operations.
- Managed financial aspects of the business, including data entry of all financials into the system, tracking revenue and expenses, and oversaw budgets, accounts payable, receivable, and payroll.
- Reconciliation of bank accounts.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
- Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Consulted with customers to assess needs and propose optimal solutions.
- Established foundational processes for business operations.
- Successfully navigated challenging economic conditions by making informed decisions that protected the business's financial stability.
- Interacted well with customers to build connections and nurture relationships.
- Negotiated prices and services with customers and vendors to decrease expenses and increase profit.
- Assisted in recruiting, hiring, and training of team members.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Prepared accurate financial statements at the end of each quarter to summarize financial health and business performance.
- Optimized working capital levels by closely monitoring accounts receivable/payable balances and taking appropriate actions as needed.
- Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.
- Oversaw production, pricing, and distribution activities to generate profit for company.
- Initiated back-and-forth communication to negotiate and approve contracts and agreements.
- Maintained P&L and shouldered corporate fiscal responsibility.
Sales Representative
The Reliable Insurance Company
05.1998 - 03.2005
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Expanded customer base through cold calling, networking, and relationship building.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Managed 100's of customer accounts to secure customer satisfaction and repeat business.
- Listened to customer needs and desires to identify and recommend optimal products.
- Engaged in friendly conversations with customers to better uncover individual needs.
- Developed strong rapport with customers and created positive impression of business.
Education
Texas Life And Property And Causality License - Life And Property And Causality Insurance Sales
Texas Department of Insurance
Dallas, Tx05.1998
Bachelor of Science - Accounting
University of Texas At Arlington
Arlington, TX 05.1996
Skills
- Finance and Accounting Oversight
- Entry of all company data
- Bookkeeping
- Handling small business operations
- Project Management
- Operations Management
- Business Management
- Negotiation
- Customer Service
- Decision-Making
- Payroll Administration and Timekeeping
Timeline
Owner/CFO
Romero Installation And Construction Services
01.2012 - 12.2014
Owner/CFO
C&R Professional Services
04.2005 - 12.2011
Sales Representative
The Reliable Insurance Company
05.1998 - 03.2005
Texas Life And Property And Causality License - Life And Property And Causality Insurance Sales
Texas Department of Insurance
Bachelor of Science - Accounting
University of Texas At Arlington
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