Margarita Macias
Accounting
San Antonio,United
Summary
Results-oriented Analyst skillful in managing and breaking down large volumes of information. Proactive at heading off issues in operations, workflow and production by uncovering trends affecting business success.
Overview
10
10
years of professional experience
8
8
years of post-secondary education
1
1
Language
Work History
Systems Business Analyst
Apex
San Antonio, United States
09.2022 - Current
- Excellent communication and problem-solving skills
- Exceptional math, spreadsheet, and data analytics skills with attention to detail and accuracy
- Working knowledge with MS Suite tools, PowerPoint, and Excel
- Highly responsive to customers and team members and the ability to work with minimal guidance or independently
- Work and maintain agile boards
- Create reports and status updates
- Translating business needs functional requirements documents
- Collaborates and consults with internal client groups to understand business and user needs and document requirements
- Meets with internal clients to gather and document effective business requirements; maps and analyzes end-to-end business processes as part of overall documentation
- Works with appropriate technical resources to gather information for technical documentation
- Makes recommendations on new solutions or enhancements based on an assessment of business requirements aligned with overall business and technology strategy
- Execute test scripts and quality assurance activities and documents results for supported systems
- Identifies, researches, and resolves issues proactively
- Communicates and provides updates to applicable business users
- Works closely with client groups to effectively align and utilize full system capability to meet business objectives
Business Solutions Analyst
TEKsystems
10.2020 - 09.2022
- As an employee of TekSystems under contract at CommonSpirit Health,I am a liaison between key business stakeholders and the corporate Information
- Technology (IT) department
- Responsible for working with stakeholders to understand their business needs and working with IT partners to implement solutions that meet the business needs, goals and objectives
- Define business solutions and place particular emphasis on the following:
- Solving PO's that need to get paid
- Knowledge of accounts payable/financial and GL coding, customer service, vendor relationship, researching purchase orders, and perform duties by utilizing multiple systems between merging entities
- Read over contracts to verify term dates, pricing, etc
- In order to proceed with requesting purchase orders.
Accounts Payable Specialist
Surgery Partners, Inc
Corpus Christi, Texas
08.2019 - 10.2020
- Processed all invoices received for payments
- Identified discounts in the payment of all creditors
- Compiled and maintained accounts payable records
- Checked and approved all vouchers for payment
- Entered all accounts payable invoices that are schedule to be paid into the system
- Answered all vendor inquiries
- Analyzed vendor accounts and negotiate extended terms with vendors when cash is restricted
- Printed all accounts payable reports and maintain all accounts payable files
- Assisted CFO with accruals and other accounting duties
- Filed/paid monthly Sales Tax
- Reconcile bank statements and daily cash
- Reconcile violent credit card
- Maintain vendor files
- Collaborate with department leads to get invoices and contract payments done in a timely matter
- Assist CFO with accruals and other accounting duties.
Accounts Payable Specialist
Western Connecticut Health Network, WCHN
Bethel, Connecticut
12.2017 - 07.2019
- Processed various types of vendor payments in an organized manner, including automated payments, checks, and credit cards, among others
- Ensured all invoices/check requests have proper supporting documents prior to payment
- Compared check runs to invoices and mail checks
- Maintain an accurate accounting ledger by properly posting transactions, including month-end cut-off
- Developed and maintained a strong understanding of processes and systems
- Developed strong relationships with the internal team members and external vendors
- Communicated across the departments to resolve outstanding reconciliation items in a timely manner for month end close
- Participated in preparing and supplying documentation for the annual audit and quarterly reviews with external auditors, other accounting team data requests, and executive management special projects.
Jr. Cash Accountant
Driscoll Children's Hospital, Corpus Christi
, Texas
12.2015 - 10.2017
- Area
- Sorted and reviewed documents substantiating business transactions from various sources verifying documents are acceptable for processing, notifying supervisor of discrepancies
- Classified and summarized transactions, preparing control documents determining debits and credits to general ledger accounts, following standardized procedures
- Used various software applications, such as spreadsheets, databases, & packages to assemble, manipulate, and/or format data for reports
- Verified transaction entry and arithmetic computations by other co-workers, as needed
- Printed of Accounts Payable and Payroll disbursements
- Obtained necessary signatures on checks, coordinating with other departments as necessary
- Prepared checks and direct deposit statements for disbursement or mailing
- Examined and maintained assigned accounts
- Monitored account activity for notifying supervisor of discrepancies
- Reviewed records and source documents to identify the sources of discrepancies
- Determined entries required to bring account into balance
- Prepared worksheets or reports reflecting the examination of the accounts
- Page 3 of 4
- Assisted with closing of general ledger at month-end and year-end, departmental filing of reports and documents, year-end boxing, sorting, storing, and moving of records, and the preparation of schedules and reports as needed
- Answers and resolves routine situations and questions from employees and managers.
Branch Office Administrator
Tire Centers, LLC
Corpus Christi, United States
08.2012 - 12.2015
- Billing, credit and collection
- Handling location purchase orders
- Ensuring inventory is secured, stored and only accessible to the associates in accordance with company guidelines
- Maintaining work flow and organization to ensure maximum productivity
- Filing and other administrative duties
- Reviewing daily sales reports for any significant changes in gross profits, inventories and potential bad debt losses
- Maintaining control of all Center assets and inventory
- Providing excellent service to meet the goals of the location and of customers
- Customer interaction through phone calls
- Opening and closing work orders
- Quoting tire prices, including trade-ins, accurately
- Perform a variety of manual tasks for extended periods of time, which may include light lifting, standing, bending, and squatting
Education
Bachelor's degree - Accounting
Grand Canyon University
Phoenix, AZ 10.2019 - 05.2022
Associate's degree - Business Administration, Management and Operations
Del Mar College
Corpus Christi, TX 08.2010 - 05.2012
High School Diploma -
Banquete High School
Banquete, TX 08.2000 - 05.2004
Skills
Auditingundefined
Additional Information
- Honors-Awards ITD Peer Recognition ITD Peer Reward
Accomplishments
- Achieved multiple recognitions by completing project purchase orders with accuracy and efficiency.
- Documented and resolved past due accounts which led to a better vendor relationship.
- Collaborated with team of 8 in the development of a more efficient accounts payable strategy.
- Used Microsoft Excel to develop vendor payment/purchase order tracking spreadsheets.
Timeline
Systems Business Analyst
Apex
09.2022 - Current
Business Solutions Analyst
TEKsystems
10.2020 - 09.2022
Bachelor's degree - Accounting
Grand Canyon University
10.2019 - 05.2022
Accounts Payable Specialist
Surgery Partners, Inc
08.2019 - 10.2020
Accounts Payable Specialist
Western Connecticut Health Network, WCHN
12.2017 - 07.2019
Jr. Cash Accountant
Driscoll Children's Hospital, Corpus Christi
12.2015 - 10.2017
Branch Office Administrator
Tire Centers, LLC
08.2012 - 12.2015
Associate's degree - Business Administration, Management and Operations
Del Mar College
08.2010 - 05.2012
High School Diploma -
Banquete High School
08.2000 - 05.2004
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