PATRICIA "Trish" GRIEGO
Santa Ana,NM
Summary
Efficient and detail-oriented with 19 years of experience in utility regulation in New Mexico. Experienced Office Manager/Finance Office Coordinator, Tax Asst. Bureau Chief and Financial Specialist Supervisor with 15 years in administrative management. Expertise includes developing teams, managing department operations and evaluating and optimizing employee performance. Highly skilled at multitasking and prioritizing tasks to complete projects on time and determine appropriate courses of action. Organized, dependable and successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
39
39
years of professional experience
Work History
LEGAL ASSISTANT SR.
El Paso Electric Company (“EPE”)
2016.08 - Current
- Provide support for all regulatory filings in New Mexico
- Coordinate regulatory filings and service with New Mexico outside counsel and key EPE personnel in El Paso, Texas
- Research regulatory orders, review, draft and edit correspondence of regulatory pleadings, reports and pre-filed documents
- Research past cases, recommended decisions, final orders and Supreme Court Cases to assist in developing cases
- Gather and analyze data for better decision making
- Primary preparer for all annual reports and compliance filings for New Mexico and ensure they are submitted timely to NMPRC Records
- Prepare monthly status reports for all EPE New Mexico cases
- Attend and prepare NMPRC Open meeting notes and NMPRC strategic planning notes for upper management
- Process P-Card expenses for Legal team and process timesheets
- Manage Santa Fe office
- Responsible for efficient functioning of the office
- Maintain electronic and internal files
- Ensure that there are sufficient supplies
- Manage the following accounts: NM Statutes yearly order; storage and shredding; postage; copier, security alarm system; electric utility service and telephone
- Work with the City of Santa Fe yearly for business registration
- Meet with the Galisteo Association on expenses and upgrades to the building
- Prepare minutes from association meetings
- Handle office scheduling and made notes for deadlines, motions, and other important dates
- Work alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes
- Schedule appointments and hearings
FINANCE OFFICE COORDINATOR
Santo Nino Regional Catholic School
2014.05 - 2016.07
- Worked with Federal Food Program and Public Education Department for approvals and reporting of families who qualify for free/reduced lunch and monthly reimbursements for those accounts
- Worked with Parish/Archdiocesan personnel regarding the parish subsidy report and funds received
- Process all FACTS (tuition payment program), including working with families to ensure proper set up of accounts and funds to be distributed
- Posting all monies received to accounts, adjusting accounts, and following up on delinquent accounts
- Assessed family accounts including financial reporting on Sycamore (student/family information and accounting system) working with outside entities in determining tuition assistance and collection of family payments for various accounts
- Worked with enrollment/admissions of new and existing families
- Assisted Principal with tuition assistance program and distribution to families
- Worked with Accounts Receivable including establishing and maintaining cash controls, functioning as cashier at all school events and provided collection and reporting for all school operations
- Established and maintained inventory controls, school contact for vendors and inventory reporting
- Coordinated and prepared all pertinent information requested by the Director of Finance and Accounting Consultant as well as external auditors
- Prepared tax information for families and donors
- Worked collaboratively with office staff to maintain smooth operations and team readiness for unexpected demands
- Interacted with customers by phone, email, or in-person to provide information
- Organized team workload and prioritized tasks to streamline office functions in deadline-driven environment
- Reconciled account files and produced monthly reports
EDUCATIONAL ASSISTANT
Santo Nino Regional Catholic School
2011.08 - 2014.05
- Assisted in teaching children ranging from 5 to 6 years of age
- Included retrieving and preparing, all materials needed for the week as requested by the teacher
- Worked with individual groups based on their abilities, strengths and weaknesses
- Challenged each child and encouraged them to believe in their abilities while making learning fun
- Supported student learning objectives through personalized and small group assistance
- Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives
- Oversaw students in classroom and common areas to monitor, enforce rules, and support lead teacher
- Assisted classroom teacher in supervising snack time and indoor and outdoor play
ASSISTANT BUREAU CHIEF
New Mexico Taxation & Revenue Dept.
2006.06 - 2010.06
- Supervised the Accounting, Resolution and Services Bureau (ARSB) of The Revenue Processing Division of Taxation & Revenue which included personal income tax, gross receipts tax, corporate income tax, workers compensation, unclaimed property, combined fuel taxes, bingo, raffle and gaming and weight distance
- Supervised, managed, hired, trained, evaluated, cross trained, a division which included over 75 employees
- This included six-unit Supervisors and 69 Tax Examiners, part-time employees and summer interns
- Managed personnel issues and followed the State Personnel Rules and Regulations
- Reviewed effects on changes faced by the Department due to Legislation, Statutes, Rules and Regulations.
- Trained new employees on proper protocols and customer service standards
- Trained and guided team members to maintain high productivity and performance metrics
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service
- Assisted in recruiting, hiring and training of team members
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness
UTILITY ECONOMIST
New Mexico Public Regulation Commission
1997.11 - 2006.06
- Analyzed, computed, and interpreted rates and company reports and statistics for all companies regulated under the State of New Mexico
- Investigated the effect of rate change, analyzed rate problems and prepared exhibits and testimony
- Conducted audits on utility companies regulated by the State of New Mexico
- Testified as an expert witness in all cases
RATE ANALYST SENIOR
New Mexico Public Utility Commission
1994.07 - 1997.11
- Analyzed, computed, and interpreted rates and company reports and statistics for all companies regulated under the State of New Mexico
- Investigated the effect of rate changes, analyzed rate problems and prepared exhibits and testimony
- Testified as an expert witness in all cases
FINANCIAL SPECIALIST SUPERVISOR
State Land Office
1992.01 - 1994.07
- Supervised the Financial Section staff, of the Accounting Division, in a manner that ascertained the smooth performance of their responsibilities, and duties while meeting deadlines and providing quality customer service
- Participated, trained and tested in the development and implementation of additions or changes to the State Land Office Financial System by developing & modifying financial data input procedures
FINANCIAL AUDITOR II
State Land Office
1988.06 - 1992.01
- Conducted Oil and Gas audits, studied and tested transactions in determining if the proper volumes, product values and allowable deductions reported by state lessees were accurate as a Senior Auditor
- Determined if proper royalties had been assessed and paid, to the State of New Mexico
TAX ACCOUNTS AUDITOR II
New Mexico Taxation & Revenue Dept.
1987.06 - 1988.06
- Duties included scope and objectives of Oil and Gas audits, allowed or disallowed requests for credit or refund and advised taxpayers of actions or remedies pertaining to audit findings
TAX ACCOUNTS AUDITOR I
New Mexico Taxation & Revenue Dept.
1985.03 - 1987.06
- Conducted Tax Accounts Audits of Oil and Gas businesses, examined ledgers, journals, invoices, cash sales tickets, bank statements and verified accuracy of taxpayer's assessments in tax reporting
FINANCIAL SPECIALIST I
PERA/Investment Council
1984.12 - 1985.03
- Reviewed accounting reports, contracts and agreements dealing with stocks & bonds invested by, the PERA, for compliance with State and Federal regulations
TAX COMPLIANCE SPECIALIST I
New Mexico Taxation & Revenue Dept.
1984.09 - 1984.12
- Examined and reviewed taxpayer records for appropriate tax reporting documents & computations, corresponded with taxpayers to ensure accurate & timely payments were being made on delinquent taxes
- Assisted in verifying, the work of others
Education
ACCOUNTING PREPARATION - OFFICE ACCOUNTING
SANTA FE COMMUNITY COLLEGE
Santa Fe, NM 8750501.1985
BACHELOR OF BUSINESS ADMINISTRATION - MANAGEMENT
COLLEGE OF SANTA FE
Santa Fe, NM 8750501.1983
HIGH SCHOOL DIPLOMA -
Santa Fe High School
Santa Fe, NM01.1979
Skills
- Proficient in speaking, writing and reading Spanish.
- Able to multi-task, work independently and as a team member, provide quality customer service, in a professional manner under strict time constraints.
- Legal Document Preparation
- Legal Research
- Document Control Support
- Quality Control
- Legal Compliance
- Writing and Editing
- Tax Laws
- Task Prioritization
- Accounts Payable and Accounts Receivable
- Office Management
References
- Ms. Theresa Vaisa, Principal, Santo Nino Regional Catholic School, (505) 670-0857
- Mr. David De La O, Bureau Chief, Taxation & Revenue Dept., (505) 577-6743
Timeline
LEGAL ASSISTANT SR.
El Paso Electric Company (“EPE”)
2016.08 - Current
FINANCE OFFICE COORDINATOR
Santo Nino Regional Catholic School
2014.05 - 2016.07
EDUCATIONAL ASSISTANT
Santo Nino Regional Catholic School
2011.08 - 2014.05
ASSISTANT BUREAU CHIEF
New Mexico Taxation & Revenue Dept.
2006.06 - 2010.06
UTILITY ECONOMIST
New Mexico Public Regulation Commission
1997.11 - 2006.06
RATE ANALYST SENIOR
New Mexico Public Utility Commission
1994.07 - 1997.11
FINANCIAL SPECIALIST SUPERVISOR
State Land Office
1992.01 - 1994.07
FINANCIAL AUDITOR II
State Land Office
1988.06 - 1992.01
TAX ACCOUNTS AUDITOR II
New Mexico Taxation & Revenue Dept.
1987.06 - 1988.06
TAX ACCOUNTS AUDITOR I
New Mexico Taxation & Revenue Dept.
1985.03 - 1987.06
FINANCIAL SPECIALIST I
PERA/Investment Council
1984.12 - 1985.03
TAX COMPLIANCE SPECIALIST I
New Mexico Taxation & Revenue Dept.
1984.09 - 1984.12
ACCOUNTING PREPARATION - OFFICE ACCOUNTING
SANTA FE COMMUNITY COLLEGE
BACHELOR OF BUSINESS ADMINISTRATION - MANAGEMENT
COLLEGE OF SANTA FE
HIGH SCHOOL DIPLOMA -
Santa Fe High School
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