Hi, I’m
Julio Cruz
Mission,TX
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
6
years of professional experience
1
Certification
Work History
The University Of Texas Rio Grande ValleyEdinburg
University Bursar
09.2020 - Current
Job overview
- Financial Operations Leadership: Oversee all aspects of student financial services, receivables, and cashiering functions within the university, ensuring efficient operations and adherence to policies.
- Financial Analysis and Reporting: Conduct budget analysis, review financial data, and generate reports to support decision-making and ensure fiscal responsibility.
- Project Management: Lead special projects as assigned, collaborating with cross-functional teams to achieve objectives and drive continuous improvement in financial processes.
- Staff Supervision and Development: Manage and mentor a team of cashiers and office staff across multiple campuses, providing guidance and support to ensure exceptional service delivery.
- Interview Process Management: Review job applications, conduct interviews, and manage the hiring process for part-time and full-time staff positions, ensuring selection of qualified candidates who align with departmental needs and objectives.
- Policy Development and Implementation: Create and implement policies, guidelines, and procedures for the Bursar Office to maintain compliance and streamline operations.
- Customer Service Excellence: Provide outstanding customer service to students, staff, and departments, addressing inquiries and concerns promptly and effectively.
The University Of Texas Rio Grande ValleyEdinburg
Assistant Bursar
03.2019 - 08.2020
Job overview
- Financial Operations Oversight: Manage daily financial operations, including generating reports, analyzing data, and ensuring accuracy before loading data into the financial system
- Cash Management: Manage Bursar office change fund. Responsible to provide cashiers with their daily petty cash, collect cash at end of day, and ensure accurate deposits are processed.
- Customer Service: Assist cashiers, students, and departments with inquiries and issues, provide excellent customer service, and resolve escalated student situations.
- Office Supervision: Supervise day-to-day cashier activities, oversee distribution of AP, Payroll, and student refund hold checks, and ensure department is fully staffed at all times.
- Administrative Duties: Approve payment agreements, conduct safe audits, and coordinate cashier work schedules, along with performing yearly staff evaluations.
The University Of Texas Rio Grande ValleyEdinburg
Accountant I
02.2018 - 03.2019
Job overview
- Financial Systems Reconciliation: Perform daily reconciliation between university systems (Banner & Peoplesoft) to verify the accuracy of financial data and ensure alignment with month-end closing processes.
- Transaction Management: Generate unique student account transaction identifiers and oversee interfacing with the university General Ledger to maintain data integrity.
- Journal Entry Processing: Process journal entries to allocate expenses and revenue accurately to the correct General Ledger strings, ensuring financial accuracy and compliance.
- Month-End Reporting: Prepare reconciliation reports for prepaid expenses, deferred revenue, and program codes at the end of each month, providing comprehensive analysis to supervisors.
- Student Refund Coordination: Manage the student refund process, collaborating with various departments to gather necessary information and ensure accurate and timely disbursement to all students.
Education
The University of Texas Rio Grande ValleyEdinburg, TX
Master of Science from Business Analytics
12.2023
The University of Texas Rio Grande ValleyEdinburg, TX
MBA from Financial Planning
05.2022
The University of Texas Rio Grande ValleyEdinburg, TX
BBA from Finance
05.2017
Skills
- Teamwork and Collaboration
- Multitasking
- Decision-Making
- Excellent Communication
- Problem Resolution
Personal Skills:
Software Skills:
- PeopleSoft
- Banner
- Webfocus
- TouchNet
- Microsoft Office: (Word, Excel,
Outlook, PowerPoint, and Publisher) - Campus Receivable Collection
Certification
- Intermediate Excel Course
- Supervisors Excellence Series
Languages
English
Full Professional
Spanish
Native or Bilingual
Timeline
University Bursar
The University Of Texas Rio Grande Valley
09.2020 - Current
Assistant Bursar
The University Of Texas Rio Grande Valley
03.2019 - 08.2020
Accountant I
The University Of Texas Rio Grande Valley
02.2018 - 03.2019
The University of Texas Rio Grande Valley
Master of Science from Business Analytics
The University of Texas Rio Grande Valley
MBA from Financial Planning
The University of Texas Rio Grande Valley
BBA from Finance