Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Marisol Garcia

Pueblo,CO

Summary

Accomplished Finance Manager with a proven track record at Easy Financial LLC., enhancing financial efficiency by streamlining reporting processes and improving forecasting accuracy. Expert in Microsoft Excel and adept at fostering team dynamics, I've significantly reduced month-end close times and negotiated cost savings, demonstrating keen attention to detail and robust financial management skills.

Offering strong foundation in financial principles combined with eagerness to learn and develop within accounting field. Brings understanding of financial reporting and hands-on experience with software tools like Excel and QuickBooks. Ready to use and develop analytical and organizational skills in Desired Position role. Diligent [Desired Position] with solid background in accounting principles and practices. Successfully managed financial records and performed audits, ensuring compliance and accuracy. Demonstrated analytical thinking and attention to detail in financial reporting and tax preparation.

Overview

10
10
years of professional experience

Work History

Accountant

GARCIA'S ALL ELECTRIC AND HVAC
02.2024 - 02.2025
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Used advanced software to prepare documents, reports, and presentations.
  • Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
  • Prepared and filed tax forms to meet needs of customers.
  • Reduced expenses by negotiating with vendors for better pricing and terms on services and supplies.

Business Finance Manager

G&G Ideas LLC.
03.2019 - 01.2024
  • Mentored junior team members in best practices for financial management, fostering a culture of continuous improvement within the department.
  • Supported executive leadership by providing insightful recommendations backed up by thorough research into key business indicators.
  • Evaluated potential acquisition targets based on detailed due diligence exercises, ensuring a solid foundation for future growth opportunities.
  • Championed corporate social responsibility initiatives that positively impacted both bottom-line results and broader community engagement efforts.
  • Improved business finance processes by implementing effective budgeting and forecasting techniques.
  • Coordinated annual budgeting processes, aligning departmental expectations with overarching financial goals.
  • Streamlined financial reporting processes for increased accuracy, timeliness, and ease of comprehension.
  • Conducted regular reviews of internal controls and risk management strategies to maintain a strong financial infrastructure.
  • Enhanced company profitability by identifying cost-saving opportunities and implementing process improvements.
  • Led negotiation efforts with vendors and suppliers to secure favorable pricing terms while maintaining strong relationships.
  • Conducted in-depth financial analyses to support decision-making processes across multiple departments.
  • Developed strategic financial plans for long-term organizational growth and sustainability.
  • Designed custom financial models tailored to specific project needs, enabling accurate projections and informed decision-making processes within the organization.
  • Provided expert guidance on investment decisions, contributing to the company''s overall financial success.
  • Managed financial risk through comprehensive analysis of market trends, industry data, and internal performance metrics.

Finance Manager

Easy Financial LLC.
05.2015 - 11.2018
  • Reviewed documentation and identified financial discrepancies where applicable.
  • Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
  • Ensured compliance with local, state, federal tax regulations; timely filing of all required documents, mitigating potential penalties or fines.
  • Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
  • Mentored junior finance staff, fostering professional development and strong team dynamics.
  • Processed invoices and contacted appropriate parties for timely payment receipt.
  • Trained new and existing staff members in various financial procedures to prepare for job requirements.
  • Optimized cash flow with diligent monitoring of accounts receivable and payable.
  • Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
  • Negotiated favorable terms with vendors, resulting in significant cost savings for the company.
  • Developed comprehensive financial reports for executive decision-making support.
  • Increased financial efficiency by streamlining and automating financial reporting processes.
  • Strengthened internal controls through regular audits and adherence to regulatory requirements.
  • Improved financial forecasting accuracy, utilizing advanced analytical models.
  • Created organizational structures to improve accounting and finance functions.

Education

Office Proficiency - Accounting And Finance

Tarrant County College
Fort Worth, TX
05.2007

Accounting Proficiency -

Fort Worth Education
Fort Worth, TX
05.2006

GED -

Texas Education Agency
Bryan, TX
02.2004

Skills

  • Accounting and bookkeeping
  • Accounts payable and receivable
  • Bank reconciliation
  • Bookkeeping
  • Account reconciliation
  • Accounts payable
  • Financial statements
  • Data analysis
  • General ledger entries
  • Management accounting
  • MS office suite
  • Invoice balancing
  • Customer relations
  • Financial management
  • Payroll management
  • Quickbooks
  • Financial statements expertise
  • Microsoft Excel

Languages

Spanish
Full Professional
English
Full Professional

Timeline

Accountant

GARCIA'S ALL ELECTRIC AND HVAC
02.2024 - 02.2025

Business Finance Manager

G&G Ideas LLC.
03.2019 - 01.2024

Finance Manager

Easy Financial LLC.
05.2015 - 11.2018

Office Proficiency - Accounting And Finance

Tarrant County College

Accounting Proficiency -

Fort Worth Education

GED -

Texas Education Agency
Marisol Garcia