Hi, I’m
Monica Rodriguez
Tax Specialist/Financial Analyst
Riverside,CA
Summary
Hardworking Financial professional with in-depth understanding of related compliance requirements. Detail-oriented, organized and offering excellent communication, customer service and time management skills.
Overview
23
years of professional experience
2
years of post-secondary education
5
Certifications
1
Language
Work History
H&R BlockRiverside, CA
Tax Specialist
12.2023 - Current
Job overview
- Conduct face to face tax interviews
- Supported company growth by participating in business development efforts targeting new clientele in need of specialized tax services
- Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices
- Streamlined tax preparation processes for increased efficiency and accuracy
- Maintained strict compliance with all federal, state, and local tax laws while preparing client returns
- Enhanced client satisfaction by providing thorough tax analysis and recommendations
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships
- Assisted clients in reducing tax liabilities through strategic financial planning
- Identified potential tax savings opportunities for clients by conducting thorough reviews of their financial records
- Reconciled and produced federal and state tax documents for corporate, private business and customers
- Managed tax submissions and made sure all information complied with regulations
Sotheby's International RealtyRiverside, CA
Real Estate Broker Associate
12.2022 - 12.2023
Job overview
- Guided & coordinated over 12 vendors per transaction such as Escrow, Title, Lenders, etc., Managed & coordinated budgets, forecast, treasury & accounting functions., Responsible for all marketing, & all administrative functions for real estate business.
City of San BernardinoSan Bernardino, CA
Assessment District/Real Property Specialist
05.2021 - 09.2021
Job overview
- Preparation & execution of street right-of-way's, easements, annexation and street vacations., # Preparation & administration of leases of City-owned properties., # Coordination and formation of special assessment, landscape maintenance and community facility districts
- Prepared reports for submittal to City Council action items and public hearings., # Preparation of engineer reports, property legal descriptions, appraisals, quit claims and deeds.
- Maintained current contract files as prescribed by company contract policies and procedures.
- Assessed property, compiled information, and wrote reports regarding findings for submission to director.
- Developed annual operating budgets and forecasts, as well as sales and marketing plans.
Rodriguez & Associates RealtyRiverside, CA
Real Estate Broker
10.2010 - 03.2021
Job overview
- Responsible for all marketing, all payroll & all administrative functions for real estate business.
- Enhanced client satisfaction by providing comprehensive market analysis, tailored to their individual needs and preferences
- Boosted referral business by establishing strong network of professional contacts in real estate industry
- Expanded clientele base with exceptional service delivery, resulting in numerous positive reviews and recommendations from satisfied customers
- Stayed current on industry trends and market fluctuations by attending professional development courses, conferences, and networking events
- Optimized listing presentations by utilizing cutting-edge technology tools such as 3D virtual tours and drone photography
- Managed complex transactions involving short sales, foreclosures, or other challenging situations with tactful problem-solving skills
- Developed training materials to educate newly licensed agents on industry best practices, ensuring high level of professionalism within the team
- Increased overall office productivity by implementing streamlined systems for client management, lead tracking, and transaction coordination
- Conducted thorough due diligence investigations for clients to identify potential risks or concerns before proceeding with transactions
- Assisted clients in navigating the complexities of financing options, ensuring they secured suitable mortgage products for their needs
- Generated new leads through strategic prospecting efforts, including cold calling, door knocking, and community events participation
- Streamlined the transaction process for clients with efficient coordination of inspections, appraisals, and closing activities
- Utilized online marketing platforms to promote real estate services and generate leads
- Managed, coached & developed over 10 real estate agents & 5 administrative assistants.
Guided & coordinated over 12 vendors per transaction such as Escrow, Title, Lenders, etc.
Managed & coordinated budgets, forecast, treasury & accounting functions.
University of California, RiversideRiverside, CA
Financial Analyst II
10.2008 - 09.2010
Job overview
- Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Optimized cash flow management through meticulous tracking, forecasting, and proactive communication with stakeholders.
- Assisted in M&A transactions, conducting valuation analyses to ensure favorable deal terms for the company.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Maintained accurate records of all grants awarded, allowing for efficient tracking and reporting on outcomes.
- Managed a diverse portfolio of grants, ensuring compliance with funder requirements and organizational policies.
- Improved the efficiency of grant allocation through detailed financial analysis and assessment of project proposals.
- Enhanced collaboration between departments by effectively communicating grant updates and progress reports.
- Streamlined grant reporting processes, resulting in more accurate and timely submissions to funders.
- Assisted in budget development for funded projects, ensuring effective use of resources while meeting objectives.
- Administered department budgets & accounting functions.
- Worked with faculty on various submission of grants & grant awards management.
- Supervised & provided support for payroll analyst & travel coordinator.
Wachovia BankJacksonville, FL
Branch Manager
01.2004 - 10.2004
Job overview
- Increased customer satisfaction by implementing efficient banking processes and providing exceptional service.
- Championed community involvement initiatives to strengthen the bank''s reputation as a responsible corporate citizen.
- Coached and mentored staff to improve job performance, resulting in higher productivity and employee retention.
- Delivered consistent revenue growth through effective sales strategies, promoting banking products and services tailored to client needs.
- Developed a loyal customer base through personalized service and tailored financial solutions.
- Led efforts for branch growth, successfully achieving targeted loan portfolio expansion while maintaining credit quality.
- Built strong relationships with local businesses, fostering partnerships that benefited both parties.
- Commercial portfolio size of $1.6 million in loans outstanding & $4.3 million in deposits.
- Consumer portfolio size of $7 million in loans outstanding & $16 million in deposits.
- Coached, developed & managed 2 financial specialist, 1 teller manager & 7 tellers
Fifth Third BankCincinnati, OH
Branch Manager
10.2001 - 10.2003
Job overview
- Training, coaching & development of 15 tellers, 3 retail associates, 3 office managers & 2 branch managers.
- Commercial portfolio size of $1.3 million in loans outstanding & $5 million in deposits.
- Consumer portfolio size of $16 million in loans outstanding & $58 million in deposits.
- Life & Health license, Series 6 & 63 license, consumer lending & wire authority.
- Enhanced employee engagement by organizing team-building activities, training sessions, and open communication channels within the branch.
- Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
- Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
- Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
- Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
- Developed and executed strategies to grow the bank''s loan portfolio, expanding business opportunities.
Education
California State University-Long BeachLong Beach, CA
Bachelor of Science from Business Administration, Finance, Real Estate, Law
08.1998 - 05.2000
Skills
Speak, read and write Spanish
undefinedCertification
Real Estate Broker
Availability
See my work availability
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Available
monday
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wednesday
thursday
friday
saturday
sunday
morning
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evening
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Work Preference
Work Type
Full TimeContract WorkPart TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Work-life balanceCareer advancementFlexible work hoursHealthcare benefitsStock Options / Equity / Profit SharingPersonal development programsWork from home optionTimeline
Tax Specialist
H&R Block
12.2023 - Current
Real Estate Broker Associate
Sotheby's International Realty
12.2022 - 12.2023
Assessment District/Real Property Specialist
City of San Bernardino
05.2021 - 09.2021
Real Estate Broker
Rodriguez & Associates Realty
10.2010 - 03.2021
Financial Analyst II
University of California, Riverside
10.2008 - 09.2010
Branch Manager
Wachovia Bank
01.2004 - 10.2004
Branch Manager
Fifth Third Bank
10.2001 - 10.2003
California State University-Long Beach
Bachelor of Science from Business Administration, Finance, Real Estate, Law
08.1998 - 05.2000