Marizel F. Pelayo
San Francisco,CA
Summary
Organized and dependable professional with a proven track record of managing multiple priorities while maintaining a positive attitude. Demonstrates exceptional communication and project management skills, effectively handling diverse tasks in fast-paced environments. Recognized for a proactive approach to identifying and addressing challenges, with a strong focus on optimizing processes to support team objectives and drive success. Eager to embrace additional responsibilities to contribute to overall team goals and enhance operational efficiency.
Overview
30
30
years of professional experience
Work History
Customer Service 2
University of California, Oakland
10.2015 - Current
- Provide retirement counseling to active employees considering retirement
- Assist retirees with password resets, unblocking accounts and navigating the new retirement system UCRAYS
- Answer miscellaneous questions from retirees and active employees regarding the UC Retirement programs
- Research questions from retirees about retiree health and welfare accounts
- Forward requests to accounting for stop pay/reissue of checks
- Forward rush set-ups of insurance benefits for members in the retirement process
- Field questions regarding status of retirement process, QDRO process or any number of requests submitted to the Retirement Administrative Service Center
- Part of project to assist Retirement Insurance department input insurance set up
- Respond to income emails
- Assisted with training TOPS representatives when we were in the office
- Processed personal retirement profile packets
Sales Associate
Banana Republic Store, Gap Inc., San Francisco
06.2009 - 10.2015
- Process incoming merchandise on shipment days
- Manage inventory controls - replenish and recover stock on sales floor
- General sales support and cashiering responsibilities
- Assist with creative visions for merchandising displays
- Assist store merchandiser with roll out of new season displays
- Provide excellent customer service; this includes conducting nationwide merchandise locator and charge send assistance to customers, as well as pinning up garments in preparation for garment alterations
Studio Manager
Spring Pilates & Yoga, San Francisco
04.2009 - 10.2015
- Studio manager overseeing all aspects of business' needs
- Manage day-to-day business of the studio and escalate any major or building problems to the owner
- Work with business owner on potential marketing opportunities
- Hire, train and develop staff of 4 administrative employees
- Manage on-boarding of all new contract employees; this includes ensuring all appropriate HR documents and W-9s are completed and processed, as well as proofs of insurance on file, training new contractors on studio policies and procedures, and provide system training when necessary
- Maintain daily cash drawer receipts for deposit and provide reports to business owner
- Run bi-monthly payroll report and ensure accuracy against attendance sheets and instructor invoices for commission payouts
- Coordinate class sessions with instructors and update the system for changes in class schedules; post updates on all the studios
- Coordinate instructor/client schedules when necessary
- Misc. ad hoc administrative duties as needed
- Managed daily studio operations to ensure seamless class scheduling and instructor coordination.
Foreign Exchange Operations Account Analyst
Wells Fargo Bank N.A., San Francisco
07.2006 - 10.2008
- Run and distribute daily Overnight Suspense Accounts and Retail Without Instructions reports
- Reconcile and analyze high volume of Wires in Progress Account and alert manager of items that need escalation
- Reconcile and analyze Overnight Suspense Account and resolve aged outstanding or unusual items
- Post all monthly journal entries for Treasury and Foreign Exchange account transactions
- Clear incoming branch settlements into Wires in Progress Account and research unusual entries passed to the account
- Post daily accounting activity for FX Options Premiums to GL
- Post miscellaneous month end adjustments to GL
- Process international time-deposit, multi currency deposit, off-shore foreign currency deposits and loans
- Maintained accurate records of all financial transactions, ensuring compliance with relevant regulations and company policies.
- Collaborated with cross-functional teams to ensure seamless integration of financial data for comprehensive reporting.
- Developed and maintained successful business partnerships to address and proactively manage service issues.
- Reduced discrepancies in financial reports through thorough account reconciliation and data verification.
- Create and distribute daily Outstanding Deposits and Loans Reports
- Send confirmations to clients regarding outstanding deposits and loans
Consultant
Accountemps & Kforce Professional Staffing, San Francisco
05.1998 - 09.1999
- Various temporary accounting assignments for both large and small firms within the Bay Area including Fischer Development as well as ...
Staff Accountant
YMCA of San Francisco
08.1997 - 05.1998
- Maintain the system general ledger files
- Merge and post daily branch revenue to general ledger
- Monitor bank accounts and make necessary adjusting entries to reconcile daily bank activities to the general ledger
- Book monthly journal entries for payroll, money market earnings and benefits
- Provide support and training to branch staff regarding accounting policies and procedures
- Review, approve and post branch journal entries
- Train and coordinate temporary accounting staff
- Worked all aspects of accounts payable, including the training of new staff
Cost Accountant/Customer Service
Omega Performance, Inc., San Francisco
02.1996 - 07.1997
- Performed weekly and monthly sales close
- Generated weekend and monthly billings
- Investigated billing and shipping discrepancies
- Post international sales invoices to general ledger
- Liaison between fulfillment center/warehouse and finance department
- Responsible for monthly revenue logs and associated billing reports
- Set up and maintain customer and associate databases
- Lead the monthly close meetings, which includes cross training other staff members on sales close procedures
Education
Bachelor of Arts - Accounting
Golden Gate University
San Francisco, CASkills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
Timeline
Customer Service 2
University of California, Oakland
10.2015 - Current
Sales Associate
Banana Republic Store, Gap Inc., San Francisco
06.2009 - 10.2015
Studio Manager
Spring Pilates & Yoga, San Francisco
04.2009 - 10.2015
Foreign Exchange Operations Account Analyst
Wells Fargo Bank N.A., San Francisco
07.2006 - 10.2008
Consultant
Accountemps & Kforce Professional Staffing, San Francisco
05.1998 - 09.1999
Staff Accountant
YMCA of San Francisco
08.1997 - 05.1998
Cost Accountant/Customer Service
Omega Performance, Inc., San Francisco
02.1996 - 07.1997
Bachelor of Arts - Accounting
Golden Gate University