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
Excellent organization skills
Proficient in Microsoft Office
Property Management
Financial Analysis
Management
Accounting
Payroll
Marketing
Bookkeeping
Market Analysis
Analysis Skills
Credit Analysis
Forecasting
Financial Report Writing
Tax experience (1 year)
Customer Retention
P&L Management
Business Development
Contract Negotiations
Customer Relationship Management
Staff Supervision
Administrative Skills
Problem Resolution
CRM Software Usage
Multitasking
Sales expertise
Certification
Real Estate Broker
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
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