NEYZA J. ORTEGA
Mingo,WV
Summary
Organized and dependable operations professional successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
15
15
years of professional experience
Work History
Fractional Accounting Operations
Self-employeed
12.2022 - Current
- Supported merger and acquisition activities through thorough due diligence processes and post-acquisition integration efforts.
- Increased efficiency in the finance department by identifying opportunities for process improvement, implementing new systems, and developing strong internal controls.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared balance sheets, cash flow reports and income statements.
- Managed payroll data entry and processing for 30 employees
Director of Accounting Operations
EverlyWell
11.2019 - 11.2022
- Oversee high-volume accounting operations with eight person team focused on efficient purchasing, AP/AR and other financial management needs.
- Perform routine closings, maintain clean, accurate and accessible records and keep close eye on transaction updates throughout each quarter.
- Performed banking, business administration and financial tasks
- Developed strategic plans for day-to-day financial operations, resulting in shortening month-end close by 7 days.
Controller
Stio
08.2017 - 09.2019
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
- Completed year-end close processes with CFO through effective supervision financial functions and regular treasury transactions.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
Controller
Prognos
03.2010 - 08.2017
- Prepared balance sheets, cash flow reports and income statements.
- Managed all aspects of the day-to-day back office operations of the accounting department
- Managed budgets, assets, accounts payable and receivable and general financial reporting procedures.
- Accurately completed financial statement audits and thoroughly reviewed results.
Education
Bachelor of Arts - Business Management
Hiram College
Hiram, OH05.2002
Skills
- Systems Efficiency Evaluation
- Proactive and Resourceful
- Intuit QuickBooks, Sage Intacct, NetSuite ERP
- Audit Preparation
- Account and Ledger Reconciliations
- Comprehensive payroll processing expertise
- Orientation facilitation
- Financial compliance measures
Languages
Spanish
Native or Bilingual
Timeline
Fractional Accounting Operations
Self-employeed
12.2022 - Current
Director of Accounting Operations
EverlyWell
11.2019 - 11.2022
Controller
Stio
08.2017 - 09.2019
Controller
Prognos
03.2010 - 08.2017
Bachelor of Arts - Business Management
Hiram College
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