Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Marcy D. Sosa

Marcy D. Sosa

Donna

Summary

Dynamic Accounting Specialist with extensive experience at Donna Independent School District, excelling in budget allocation and vendor management. Proven track record in optimizing invoice processing and enhancing financial reporting accuracy. Strong communication skills and adept in Microsoft Excel, fostering effective relationships to ensure seamless operations and timely payments. I am a highly skilled Accounting Specialist with broad experience in managing financial transactions, auditing financial documents, and procedures. Strengths include comprehensive knowledge of accounting principles, strong analytical skills, and the ability to maintain accurate financial records. In previous roles, I contributed significantly to implementing cost-saving measures and improving the overall efficiency of accounting operations.

Overview

14
14
years of professional experience

Work History

Accounting Specialist-CNP

Donna Independent School District
06.2020 - Current
  • Allocated yearly budget for Child Nutrition Program, ensuring effective fund management.
  • Processed Requests for Quotes, Proposals, and Recommendations for board agendas.
  • Generated monthly journal entries for special events and Police Department activities.
  • Adjusted budget as necessary throughout the year to reflect program needs.
  • Verified receipt of all merchandise prior to processing invoice payments.
  • Created requisitions for overdue invoices and credits to maintain financial accuracy.
  • Counted daily cash received from all cafeterias, ensuring precise records.
  • Executed vendor payments using checks

Accounting Specialist-Business Office

Donna Independent School District
09.2016 - 06.2020
  • Updated weekly employee assignment log to reflect current task allocations.
  • Created drawdowns and reported findings to TEA for compliance.
  • Maintained and allocated budget worksheets for all finance, account website, and student activity.
  • Reconciled bank transaction records to ensure accuracy.
  • Assisted in vendor communications regarding supply availability, invoices, purchase orders, and contracts.
  • Prepared bid documents by drafting notices and instructions for bidders.

Secretary/Purchasing Assistant

Donna Independent School District
09.2011 - 09.2016
  • Generated various documents using Microsoft Office applications, including memos, reports, and presentations.
  • Reviewed purchase orders to verify accuracy of pricing, payment terms, and delivery dates.
  • Conducted vendor performance reviews to uphold quality standards consistently.
  • Evaluated vendor proposals regularly to assess cost efficiency and effectiveness.
  • Negotiated contracts with vendors to secure optimal pricing for goods and services.
  • Maintained comprehensive records of purchases, invoices, and product details.
  • Obtained bids and proposals across multiple trades to ensure competitive pricing.
  • Coordinated reservations for employee training and seminars, ensuring seamless attendance.

Education

MBA - Accounting

The University of Texas Rio Grande
Edinburg, TX
12.2021

BBA - Management

The University of Texas Rio Grande
Edinburg, TX
01.2018

Coursework - Business Administration

South Texas College
Weslaco, TX
01.2011

High School Diploma -

Donna High School
Donna, TX
01.1999

Skills

  • Strong Verbal skills
  • Budget allocation
  • Invoice processing
  • Accounts payable
  • Vendor management
  • Financial reporting
  • Requisition management
  • Microsoft Excel
  • Communication skills
  • Relationship building
  • Excel proficiency
  • Requisition processing
  • Invoicing and billing
  • Administrative support
  • Teamwork and collaboration

Languages

English
Native/ Bilingual
Spanish
Professional

References

References available upon request.

Timeline

Accounting Specialist-CNP

Donna Independent School District
06.2020 - Current

Accounting Specialist-Business Office

Donna Independent School District
09.2016 - 06.2020

Secretary/Purchasing Assistant

Donna Independent School District
09.2011 - 09.2016

MBA - Accounting

The University of Texas Rio Grande

BBA - Management

The University of Texas Rio Grande

Coursework - Business Administration

South Texas College

High School Diploma -

Donna High School