Karla Romero
Cypress,TX
Overview
9
9
years of professional experience
1
1
Certification
Work History
Analyst :I Budget Admin Svcs SO
Lone Star College
02.2024 - Current
- Assess and predict campus expenditures, and identify trends and patterns in budget utilization.
- Analyze and submit budget journal transfers and journal entries for the reallocation of funds and expenses.
- Review budget performance, conduct cost-benefit analyses, and recommend funding adjustments or reallocations to improve financial outcomes.
- Develop and deliver management reports using iStar and other tools, ensuring accuracy, compliance, and clear data presentation for decision-making.
- Act as an intermediary for the procurement process between requestors and upper management.
- Collaborate on complex, cross-departmental projects, and recommend process improvements to enhance efficiency and support annual budget development.
- Research and troubleshoot procurement-related issues to ensure accurate purchasing, timely payments, and policy compliance.
Specialist III: Business Operations
Lone Star College
06.2023 - 02.2024
- Processed and maintained the accuracy of one card applications, direct pays, essential purchase requests, and gift card requests
- Collaborated with student services’ departments to resolve issues within students’ accounts
- Audited one-card transactions and requested corrections for any errors found
- Provided assistance to students with third-party billing agreements, holds on their accounts, registration, payment plans, and translating
- Evaluated students’ records to problem-solve account issues due to return of title IV funds, unreturned devices, late payments, and the disbursement of financial aid
Assistant Baker
Wink by Erica
06.2022 - 01.2023
- Generated weekly production list of merchandise based on trends and forecasts
- Actively participated in weekly meetings to discuss sales goals, expenses, and profit
- Utilized organizational and time management skills to prepare baked goods
Mortgage Post-Closing Final Document Reconciliation Specialist
First United Bank & Trust Co.
07.2021 - 05.2022
- Reviewed all incoming closing packets for completion and accuracy before entering into database
- Prepared and audited documents for mortgage pools and shipped to appropriate investor
- Followed-up with investors and internal departments with documentation requests
- Contacted borrowers, title companies, and funders for closing documents needing modifications
Tax Intern
Virjee Consulting
03.2021 - 04.2021
- Entered data pertaining to clients’ tax documents into tax software
- Assisted clients with generating financial statement reports
- Tracked and documented outstanding individual and S Corp tax returns
Accounting Admin Intern
ProLIFT Energy Solutions LLC
09.2020 - 03.2021
- Maintained inventory processes for cash postings and invoice postings
- Assisted in creating invoices and contacting customers with outstanding balances
- Disbursed payments to vendors and to company owners
- Reported to Purchasing and Operations to support cross-team project collaboration
- Tracked incoming property tax statements during year-end and ensured their accuracy
Assistant Teacher
Montessori Country Day School
07.2019 - 04.2020
- Taught the children using detail-oriented approach which enhanced the retention of learning objectives
- Established a dependable and secure environment for children, parents, and staff
- Tracked the students’ progress and adjusted the curriculum as needed
Bakery Service Representative
H-E-B
01.2017 - 07.2019
- Oversaw department during evening hours while providing excellent customer service
- Generated a production list for goods to be prepared on a daily basis based on inventory levels
- Ensured freshly made product was up to department’s standards before preparing, packaging, and merchandising
Education
Accounting Advanced Technical Certificate - Professional Accountancy Program
Lone Star College
12.2022
Bachelor of Science - Hotel and Restaurant Management
University of Houston
05.2019
Skills
- Microsoft Office
- Oracle EPM
- Oracle Peoplesoft
- Budget analysis
- Transaction auditing
- Team collaboration
Certification
Certified Public Accountant (CPA), Candidate / Exams in Progress
Timeline
Analyst :I Budget Admin Svcs SO
Lone Star College
02.2024 - Current
Specialist III: Business Operations
Lone Star College
06.2023 - 02.2024
Assistant Baker
Wink by Erica
06.2022 - 01.2023
Mortgage Post-Closing Final Document Reconciliation Specialist
First United Bank & Trust Co.
07.2021 - 05.2022
Tax Intern
Virjee Consulting
03.2021 - 04.2021
Accounting Admin Intern
ProLIFT Energy Solutions LLC
09.2020 - 03.2021
Assistant Teacher
Montessori Country Day School
07.2019 - 04.2020
Bakery Service Representative
H-E-B
01.2017 - 07.2019
Accounting Advanced Technical Certificate - Professional Accountancy Program
Lone Star College
Bachelor of Science - Hotel and Restaurant Management
University of Houston