Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
Generic

MARGARITA "Maggie" URIBE

Flagstaff,AZ

Overview

30
30
years of professional experience
1
1
Certification

Work History

Receptionist

SFdA School
Flagstaff, AZ
05.2024 - Current
  • Assisted with enrollment of new students.
  • Ensured all necessary paperwork was completed accurately prior to submission.
  • Processed incoming mail, packages, and deliveries in a timely manner.
  • Managed inventory of office supplies and placed orders to ensure adequate stock levels.
  • Kept updated records of office expenses and costs, assisting with budget tracking.
  • Sorted incoming mail and directed to correct personnel each day.
  • Conducted initial screening of incoming calls to determine urgency and directed them accordingly.
  • Performed clerical duties such as filing, photocopying, transcribing, and faxing.
  • Handled customer inquiries and complaints, providing timely and appropriate solutions.
  • Processed payments and updated accounts to reflect balance changes.
  • Coordinated meeting room bookings and arranged catering for meetings and events.
  • Collated, bound and stored computer-generated reports.
  • Maintained business office inventory and equipment by checking stock for needed supplies.
  • Used company badging system to create badges for new employees and visitors.
  • Coordinated pick-up and delivery of express mail services.
  • Composed and prepared routine correspondence, letters and reports with job-related software.
  • Sorted invoices for accounting department by date stamping and filing by vendor code.
  • Assisted with onboarding of new employees by providing orientation information and support.
  • Coordinated travel arrangements and accommodations for staff and visiting guests.
  • Provided administrative support to various departments, assisting with document preparation and data entry.
  • Updated and recorded customer or client information to maintain accounts.
  • Developed and maintained a filing system for essential documents, improving office organization.
  • Transcribed tapes and notes from meetings into prescribed formats.
  • Assisted with special projects assigned by management when required.
  • Monitored office supplies inventory and placed orders when necessary.
  • Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
  • Coordinated with vendors for repairs and maintenance of office equipment.
  • Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
  • Responded to inquiries from internal staff members regarding office operations.
  • Prepared welcome packages for new hires.
  • Organized travel arrangements for staff members including flights, hotels, car rentals.
  • Ensured that all necessary forms were completed accurately prior to submitting them for processing.
  • Scheduled and confirmed appointments and meetings for management team.
  • Handled mail distribution, including sorting and forwarding incoming mail and preparing outgoing mail.
  • Greeted and directed visitors to appropriate personnel and answered large number of calls and emails daily.

Bookkeeping Assistant

S.D.M.A Miller and Associate PLLC
Flagstaff, Arizona
12.2016 - 03.2024
  • Coordinated with external auditors during annual audits.
  • Managed fixed assets inventory systems ensuring accuracy of asset information.
  • Calculated payroll checks based on hours worked, taxes, insurance premiums.
  • Maintained sales records with payment details and invoices.
  • Conducted regular audits of financial documents to ensure compliance with accounting standards and regulations.
  • Assessed estimated income, expenses and historical budgets to coordinate budget information.
  • Coordinated with external auditors during annual audits by providing necessary financial data and support.
  • Managed inventory records and assisted with inventory counts and valuation.
  • Prepared adjustment entries for accruals, prepayments, and depreciation.
  • Prepared invoices and monitored accounts to ensure timely payments.
  • Assisted with cash flow management and forecasting.
  • Processed payroll for employees, including calculation of hours, tax deductions, and issuing of paychecks.
  • Assisted in the preparation of financial projections and analysis for business planning.
  • Assisted with the annual budget preparation and monitored expenditure against budget.
  • Processed payroll, calculated wages, deductions, and issued paychecks to employees.
  • Assisted in the preparation of budget forecasts and monitored budget variances.
  • Assisted with tax preparation and filing, including sales tax and income tax returns.
  • Analyzed financial statements to identify trends and make recommendations for improvement.
  • Conducted inventory counts and reconciliations to maintain accurate stock levels.
  • Assisted in the development and maintenance of financial databases and software systems.
  • Tracked and reported on departmental expenditures, contributing to cost control efforts.
  • Performed credit checks on new clients and set up payment terms.
  • Reviewed and implemented improvements to accounting processes and procedures.
  • Supported the finance team with ad-hoc projects and financial analysis as required.
  • Streamlined transactions using automation systems to process payments and invoices.
  • Liaised with vendors and suppliers to negotiate payment terms and resolve billing issues.
  • Produced reliable reports by checking financial statements for accuracy.
  • Monitored and recorded company expenses, ensuring adherence to budget guidelines.
  • Coordinated with external auditors to facilitate annual auditing process.
  • Reconciled computer reports with manually maintained ledgers.
  • Completed and submitted tax forms and returns, workers' comp forms and pension contribution documentation.
  • Implemented program to create daily spreadsheets and streamline financial reporting.
  • Calculated income and social security tax deductions.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Prepared and processed payroll.

Assistant Manager - Finance

BANCO DE OCCIDENTE
Medellin, Colombia
01.1995 - 02.2016
  • Cross-sold banking products such as credit cards, loans and investments.
  • Advised customers on various financial products available from the bank.
  • Identified potential fraud risks on accounts and reported suspicious activities to management.
  • Processed loan applications according to established guidelines.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Researched customer inquiries and reported findings in a timely manner.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
  • Responded promptly to customer emails, phone calls and requests for information.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
  • Provided guidance on how best to utilize online banking tools for maximum benefit.
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
  • Reviewed existing accounts for accuracy of information and compliance with regulations.
  • Analyzed financial documents provided by customers to determine their needs.
  • Maintained accurate records of all transactions conducted throughout the day.
  • Conducted account openings and closings for clients.
  • Monitored changes in laws related to banking policies and procedures.
  • Promoted additional bank services through personal contact with customers.
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Participated in training sessions regarding new banking products or services.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
  • Collaborated with team members to meet branch targets and objectives.
  • Assisted and advised customers on using online and mobile banking systems.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Entered new account information into computers and filed related forms and other documents.
  • Maintained customer data confidentiality while inputting information into system.
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Used customer and bank records to investigate and correct errors upon customer request.
  • Received mortgage and other loan payments by verifying payment dates and amounts due.
  • Identified transaction errors for unbalanced debits and credits.
  • Examined checks for endorsements to verify legality of documents.
  • Prepared bank deposits, general ledger postings and statements.

Education

BBA - Accounting And Finance

UNIVERSITY OF TOLIMA
Medellin, Colombia
01-1994

Skills

I am excited to volunteer as a Spanish and Math teacher Although I don’t have teaching experience, I have many years of work experience that will help me in this role I worked for 20 years in a bank in Colombia, where I learned skills like communication, problem-solving, and working with people I also worked for 6 years in Flagstaff as a bookkeeper, where I learned to be organized and manage my time well

Currently, I work as a receptionist at a Catholic school In this job, I communicate with students, teachers, and parents, which helps me improve my ability to work with people These skills will help me create a good learning environment for students

I love the Spanish language and culture, and I am excited to teach these to students I also enjoy Math and feel confident teaching basic Math skills Even though I am new to teaching, I am ready to learn and improve I am open to feedback and want to help students do their best in their studies

Volunteering as a teacher is a great opportunity for me to use my experience and share my love of education I look forward to helping students grow and succeed

Languages

English
Limited

Certification

  • CPR
  • MENTAL HEALTH AND SAFE ENVIROMENT
  • EXCELL
  • WORK

Accomplishments

  • Student of the year Award (English) September 2024

Timeline

Receptionist

SFdA School
05.2024 - Current

Bookkeeping Assistant

S.D.M.A Miller and Associate PLLC
12.2016 - 03.2024

Assistant Manager - Finance

BANCO DE OCCIDENTE
01.1995 - 02.2016
  • CPR
  • MENTAL HEALTH AND SAFE ENVIROMENT
  • EXCELL
  • WORK

BBA - Accounting And Finance

UNIVERSITY OF TOLIMA

Similar Profiles

CREATE PROFILE
MARGARITA "Maggie" URIBE