Lorenzo Felix
Fresno,CA
Summary
Detail-oriented financial professional with a proven ability to maintain accurate financial records and manage ledgers efficiently. Expertise in leveraging advanced financial software to optimize accounting processes and ensure timely reconciliations while consistently upholding regulatory compliance. Demonstrated success in supporting financial decision-making through comprehensive reporting and analysis. Skilled in developing customized lesson plans that cater to individual student needs, employing innovative teaching methods to enhance learning experiences and foster subject comprehension.
Overview
9
9
years of professional experience
Work History
Teacher/Tutor
Cullinan Education Center
10.2025 - Current
- Developed and implemented engaging lesson plans to enhance student learning experiences.
- Assessed student performance through regular evaluations to inform instructional adjustments.
- Established positive relationships with parents and community members to support student success initiatives.
- Advocated for diverse learning styles by incorporating technology and innovative resources into lessons.
- Collaborated with colleagues to design interdisciplinary projects that foster critical thinking skills.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Supported students with helpful study habits and exam strategies.
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence, and build important learning skills.
- Provided one-on-one tutoring sessions, tailoring instruction to meet the specific needs of each student while promoting independent learning skills.
Bookkeeper/Assistant/Financial Tutor
Reyes Ranch LLC
09.2024 - Current
- Record daily financial transactions.
- Record approximately 200-400 financial transactions each month.
- Perform bank reconciliations of all accounts at the end of the month and year to ensure accurate and up to date financial records.
- Provide financial statements at the end of each fiscal year.
- Be friendly and respectful with clients which are intellectually and developmentally disabled.
- Provide monthly lessons about finance and budgeting for clients that live in the group homes.
- Provide quarterly and yearly reports for clients in order to keep track of their progress and review how they have been doing mentally and physically.
Caretaker
Caretaker for Elderly Family Member
01.2022 - Current
- Provide any daily care that is needed.
- Schedule and take her to any appointments when needed.
- Manage and prepare medications.
- Prepare daily meals.
- Perform household tasks, such as cleaning or running errands.
- Monitor health and report and change when necessary.
- Provide emotional support.
Animal/House Sitter
11.2018 - Current
- Meeting with pet owners to gather pertinent pet care information and discuss house/pet sitting duties.
- Providing pets with care and attention.
- Exercising pets as needed, which includes taking dogs out for regular walks.
- Providing regular updates to pet owners, which include communicating with them telephonically or via email as well as sending video clips and photos.
- Grooming pets as required, which include bathing them, cleaning out their ears, brushing their teeth and coats.
- Administering medication to pets according to the instructions provided by pet owners.
- Tending to indoor/outdoor plants, if any, by watering and ensuring they get appropriate amounts of sunlight.
- Ensure home is always safe, secure, and in excellent condition.
Busser
Cracked Pepper Bistro
07.2017 - 09.2018
- Assist servers and managers in order to keep the dining room in order.
- Be friendly and communicative while attending to the needs of the hundreds of customers each night.
- Memorize menu in order to answer any questions that the customers may have.
- Clear and reset tables when possible.
- Prepare dining room before opening restaurant.
- Clean and sanitize restaurant at the end of every business day.
Education
Bachelor of Science - Finance
Fresno State University
Fresno, CA05-2022
Skills
- Interpersonal skills
- Patience
- Time Management
- Communication
- Math Expertise
- Relationship building
- Critical thinking
- Lesson planning
- Bookkeeping
- Financial reporting and recordkeeping
Timeline
Teacher/Tutor
Cullinan Education Center
10.2025 - Current
Bookkeeper/Assistant/Financial Tutor
Reyes Ranch LLC
09.2024 - Current
Caretaker
Caretaker for Elderly Family Member
01.2022 - Current
Animal/House Sitter
11.2018 - Current
Busser
Cracked Pepper Bistro
07.2017 - 09.2018
Bachelor of Science - Finance
Fresno State University