Summary
Overview
Work History
Education
Skills
Timeline
Generic

MARITZA ROSA

CAPE CORAL

Summary

Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic.

Overview

21
21
years of professional experience

Work History

Office Manager/Senior Bookkeeper

Whiskey Creek Country Club
10.2024 - Current
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Paid attention to detail while completing assignments.
  • Organized and detail-oriented with a strong work ethic.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Enhanced client satisfaction by resolving billing disputes promptly and effectively.
  • Served as a key point of contact for any billing-related inquiries, both internally and externally, fostering a reputation for reliability and expertise in the field.
  • Provided training to new Billing Staff members, sharing best practices and assisting with their onboarding process.
  • Initiated collections procedures when necessary, maintaining professionalism and preserving positive client relationships during difficult conversations about overdue payments.
  • Assisted in annual financial audits by providing thorough documentation of all relevant billing information.
  • Reviewed contracts to ensure proper adherence to specified terms, avoiding potential legal issues related to incorrect billings.
  • Maintained a high level of customer service with timely and accurate invoicing for all accounts.
  • Reconciled accounts receivable to general ledger.
  • Processed vendor and supplier payments on weekly basis.
  • Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
  • Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.

ASSISTANT CPA

Haney and Wheat CPA
04.2024 - 10.2024
  • Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude.
  • Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
  • Payroll
  • Sales Tax
  • Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
  • RT-6
  • 940
  • 1020

ACCOUNTANT/BOOKKEEPER

BMI Real Estate
05.2023 - 05.2024
  • Reduced delinquency rates by implementing efficient rent collection procedures and maintaining clear communication with tenants.
  • Facilitated smooth transitions during property acquisitions or sales by effectively managing the transfer of financial responsibilities between parties.
  • Managed accounts payable and receivable processes, ensuring timely payments and accurate reporting.
  • Provided support during property sales transactions, including due diligence reviews and closing document preparation.
  • Increased property revenue through proactive management of expenses and strategic lease negotiations.
  • Collaborated with property managers to improve operational efficiency through streamlined accounting processes.
  • Conducted regular financial audits to maintain accurate records and ensure regulatory compliance.
  • Provided exceptional customer service through clear communication channels such as email, phone calls, or in-person meetings when necessary.
  • Assisted guests in planning their vacations by providing personalized recommendations, ensuring memorable and enjoyable stays.

ACCOUNTS PAYABLE SPECIALIST

Creighton construction
09.2023 - 05.2024
  • Handled quarterly taxes, enhancing accuracy and compliance, ensuring precise financial records
  • Managed accounts and reconciled statements, improving financial accuracy and decision-making
  • Utilized EFTPS for tax payments, streamlining processes and boosting efficiency
  • Prepared sales tax reports, aiding informed business decisions and strategic planning
  • Streamline tax preparation processes, reducing filing time and improving accuracy
  • Implement efficient payroll systems for timely employee compensation
  • Meticulously prepare and review 941, 720, and RT-6 forms
  • Conduct thorough bank statement and credit card reconciliations to maintain financial integrity
  • Partner with clients to optimize financial strategies
  • Provide expert guidance on sales tax compliance and green sheet preparation
  • Manage AIA billing processes, ensuring timely and accurate invoicing for enhanced cash flow
  • Coordinate subcontractor payments, achieving consistent on-time disbursement
  • Oversee change orders and job costing, contributing to precise project budgeting
  • Enhance customer satisfaction through efficient communication and problem resolution
  • Meticulously handled change orders, ensuring accurate documentation and seamless integration into project financials for comprehensive cost tracking
  • Fostered positive client relationships through responsive communication and proactive problem-solving, significantly enhancing overall customer satisfaction
  • Developed and implemented streamlined accounts payable processes, reducing processing time and minimizing errors in financial transactions
  • Implemented efficient subcontractor payment system, achieving consistent on-time disbursements and fostering strong vendor relationships
  • Managed job costing and change orders with precision, contributing to accurate project budgeting and comprehensive financial oversight
  • Elevated customer satisfaction through responsive communication, proactive problem-solving, and efficient issue resolution strategies

STORE MANAGER/DISTRICT MANAGER

Burger King
01.2004 - 05.2023
  • Managed regional operations, enhancing store efficiency and profitability
  • Trained and developed managers, improving team performance and customer satisfaction
  • Implemented strategic marketing, boosting customer base and sales revenue
  • Resolved customer issues, maintaining high service standards and loyalty
  • Monitored budgets and financial reports, optimizing resource allocation
  • Implemented creative marketing strategies and visual merchandising techniques, enhancing store appeal and significantly boosting customer traffic and sales across multiple locations
  • Fostered strong team dynamics by mentoring staff, conducting performance appraisals, and addressing issues promptly, resulting in improved store operations and employee retention
  • Analyzed sales trends, customer needs, and profit margins to inform business strategies, leading to data-driven decisions that enhanced overall store performance
  • Spearheaded grand openings and revitalized underperforming stores through innovative business strategies, resulting in substantial improvements in profitability and market presence
  • Orchestrated regional operations, driving store efficiency and profitability while cultivating a high-performing team through targeted training and development
  • Leveraged sales trends and customer data to inform strategic decisions, resulting in measurable improvements in overall store performance and market presence

Education

Associate of Science - Human Resources Management

Western Governors University
Salt Lake City, UT
01-2025

Associate of Science - Business Administration

Colorado Technical University
Colorado Springs, CO
02-2024

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Billing
  • Clear oral/written communication
  • Customer relations
  • Scheduling and calendar management
  • Administrative support
  • Employee coaching and mentoring
  • Training and development
  • Financial management
  • Onboarding and orientation
  • MS office
  • Decision-making
  • Banking operations
  • Computer skills
  • Office management software
  • Vendor engagement
  • Budget administration
  • Supply management
  • Documentation and control
  • Inventory control
  • Scheduling coordination

Timeline

Office Manager/Senior Bookkeeper

Whiskey Creek Country Club
10.2024 - Current

ASSISTANT CPA

Haney and Wheat CPA
04.2024 - 10.2024

ACCOUNTS PAYABLE SPECIALIST

Creighton construction
09.2023 - 05.2024

ACCOUNTANT/BOOKKEEPER

BMI Real Estate
05.2023 - 05.2024

STORE MANAGER/DISTRICT MANAGER

Burger King
01.2004 - 05.2023

Associate of Science - Human Resources Management

Western Governors University

Associate of Science - Business Administration

Colorado Technical University

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MARITZA ROSA