Julia Sanchez
Gaithersburg,MD
Summary
Experienced financial and administrative manager with a strong commitment to precision, teamwork, and integrating technology. Proficient in English and Spanish
Overview
27
27
years of professional experience
1
1
Certification
Work History
Senior Bookkeeper
AMAREX CLINICAL RESEARCH
Germantown, MD
01.2008 - 01.2024
- Implemented efficiency measures through the organization of projects and amendments on Excel Sheets
- Processed Invoices for clients
- Coordinated with Project Managers to collect monthly units for invoicing on a per project basis.
- Utilized QuickBooks to efficiently handle bill payments for different expenses such as rent, vendors, and employee reimbursements.
- Successfully executed the tasks of depositing funds into the bank account and recording received payments via checks or wires for accounts receivables.
- Handled bank account management and monthly reconciliation.
- Management of American Express Credit card balances for employees handled
- Procured AmEx cards for employees
- Meticulously processed, tracked, and mailed payments to third-party vendors in a timely manner.
- Supported efficient handling of wire transfers
- Ensured the accuracy of 'tracking Excel sheet' by promptly updating it with latest projects.
- Contributed to the process of obtaining supplies when needed.
- Handled all aspects of file management, including opening, archiving, and organizing.
- Ensure proficient training and support for the Bookkeeper and others in accounting.
- Created training materials related to bookkeeping functions for new hires or current staff members needing additional assistance with their duties.
- Generated ad-hoc reports as requested by management team members.
- Coordinated with external vendors such as banks or insurance companies regarding billing or other matters that may arise from time to time.
- Evaluated client needs and developed solutions to support business processes and improve financial efficiency.
- Calculated and produced checks for utilities, taxes and other operational payments.
Spanish Teacher (Part-Time)
St. John’s ELEMENTARY SCHOOL
Frederick, MD
01.2007 - 01.2009
- Taught Spanish to students in grades K through 6th.
- Promoted cultural awareness among students by introducing them to Hispanic customs and traditions through class activities.
- Organized and led interactive activities such as games, role-playing exercises, and other engaging educational materials.
- Conducted regular assessments of student progress in order to adjust instruction accordingly.
- Maintained accurate records of student grades and attendance throughout the semester.
Tax Preparer (Seasonal Employment)
LIBERTY TAX
Gaithersburg, MD
01.2004 - 01.2009
- Provided exceptional customer service, addressing client concerns and questions promptly.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Real Estate Agent
CUZZI REALITY
Gaithersburg, MD
01.2006 - 01.2008
- Provided guidance to clients throughout the entire buying or selling process.
- Assisted in the preparation of documents such as representation contracts, purchase agreements, closing statements, deeds and leases.
- Managed real estate transactions from initiation to closing.
- Scheduled and attended weekly appointments with clients.
Administrative Office Assistant
St. MARTIN’s ELEMENTARY SCHOOL
Gaithersburg, MD
01.2000 - 01.2006
- Developed and implemented efficient office procedures to streamline workflow.
- Provided administrative support for executive staff members.
- Organized office supplies and placed orders when necessary.
- Processed incoming mail by sorting, distributing or responding to inquiries in a timely manner.
- Performed basic bookkeeping duties such as accounts payable and receivable entries and reconciliations.
- Created new processes or procedures to streamline administrative tasks within the office environment.
- Supported Principal in daily administrative tasks.
- Enhanced efficiency of admissions and registration procedures.
- Managed inventory and facilitated procurement of office supplies and materials.
- Assigned jobs to school custodians and volunteers.
- Assisted in tracking fingerprinted families for the Child Protection Program to facilitate volunteer opportunities.
- Collaborated with Hispanic families.
Office Manager
P.F.’S CARPET, FLOOR, AND FURNITURE, CARE
Germantown, MD
01.1997 - 01.2000
- Scheduled daily appointments, confirmed appointments the day before
- Worked with four Warranty Companies, organized, and maintained up-to-date files and records of related materials, and faxed work reports to warranty companies
- Created invoices, faxed/mailed billing invoices to Warranty Companies
- Used QuickBooks (Accounting Software)
- Deposited monies daily in the Bank
- Retrieve messages
- Utilized Internet Services
- Used my bilingual skills.
Real Estate Agent
WEICHERT
Gaithersburg, MD
- Facilitated real estate purchases by reviewing listings, accompanying clients to properties and communicating sale conditions.
- Scheduled and attended weekly appointments with clients.
- Managed real estate transactions from initiation to closing.
Education
B.S., Elementary Education -
FRANCISCAN UNIVERSITY
Steubenville, OhioMBA -
ASHFORD UNIVERSITY
Clinton, IowaSkills
- Fluent in English and Spanish
- Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Quick Books
- Invoice Processing
- Policy and procedure implementation
- Expense Tracking
- Accounts Receivable
- Quickbooks
- Spreadsheets
Certification
- Various certificates for creating videos, Mental Health, IT Safety, 01/01/2020 - 01/01/2024
- Real Estate License, 01/01/2005
- Quick Books Certification, 01/01/2004
- H&R Block Certificate, 01/01/1997
Affiliations
- St. Vincent de Paul Society
Languages
English
Professional
Spanish
Professional
References
References available upon request.
Timeline
Senior Bookkeeper
AMAREX CLINICAL RESEARCH
01.2008 - 01.2024
Spanish Teacher (Part-Time)
St. John’s ELEMENTARY SCHOOL
01.2007 - 01.2009
Real Estate Agent
CUZZI REALITY
01.2006 - 01.2008
Tax Preparer (Seasonal Employment)
LIBERTY TAX
01.2004 - 01.2009
Administrative Office Assistant
St. MARTIN’s ELEMENTARY SCHOOL
01.2000 - 01.2006
Office Manager
P.F.’S CARPET, FLOOR, AND FURNITURE, CARE
01.1997 - 01.2000
Real Estate Agent
WEICHERT
B.S., Elementary Education -
FRANCISCAN UNIVERSITY
MBA -
ASHFORD UNIVERSITY