Summary
Overview
Work History
Education
Skills
Timeline
Rachel Martinez

Rachel Martinez

Aurora,CO

Summary

Looking to bring a profound ability for delving into financial and operational processes, meticulously researching for areas requiring correction and enhancement to drive efficiency. With an inherent love for establishing and adhering to consistent processes allows for their seamless replication by new team members under my guidance. Thriving on fostering an environment where intricate financial intricacies are not only understood but also optimized, ensuring a sustainable framework for continued success and growth.

Overview

10
10
years of professional experience

Work History

Treasury Manager

Comploy, Inc.
08.2023 - Current
  • Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
  • Successfully identified financial operational gaps in collections, rectifying discrepancies of up to $12,000 for November.
  • Reduced payroll funding non-collection duration from 2 months to 4 days on average, significantly improving cash flow and financial efficiency.
  • Actively supported contracted group for tax payments, delving into payroll tax processes to enhance understanding and efficiency.
  • Reconciled payment errors by contracted groups to reduce liability ASAP.
  • Prepared and presented financial reports to inform senior management and board of directors.

Payroll Manager

Comploy , Inc.
01.2023 - 08.2023
  • Developed new teams while handling payroll for 250 clients and integrated client book purchase of 100 additional clients over 3 months.
  • Adapted processes with new accounting build-outs, and oversaw contracted group incorporation and process which managed daily tax payments.
  • Coordinated contracted group for new client management and contributed to process documentation for enhanced compliance.

Account Manager

Comploy, Inc.
07.2022 - 01.2023
  • Managed portfolio of 200 clients, conducted regular communications, utilized iSolved software, and provided business education to clients.

Accounting and Benefits Specialist

Buddy Boy Staffing
01.2021 - 06.2022
  • Managed accounting processes and benefits administration, ensuring accuracy and compliance.
  • Implemented efficient accounting practices, resulting in improved financial tracking and reporting.
  • Oversaw benefits administration, streamlining processes and enhancing employee experience.
  • Conducted benefit billing audits which resulted in significant decrease of non liable payments.

Operations Consultant

RMMAdvising
01.2018 - 01.2021
  • Implemented processes and procedures to improve overall efficiency in operations.
  • Collaborated with clients to target issues and uncover methods that would increase operational efficiency.
  • Successfully opened new stores in San Diego, California, and restructured locations in Denver, Colorado, enhancing operational efficiency and effectiveness for clients.
  • Collaborated with Green Thumb Industries to open 3 new locations in Florida and Ohio while developing CRM processes for operational consistency for future locations.

District Manager

AJS Holdings
Denver, CO
2014 - 2017
  • Led and managed operations across a growing district, overseeing a team that expanded in size from 8 to 25 members over a span of 3 years.
  • Spearheaded the documentation and implementation of Standard Operating Procedures (SOPs) within a novel industry, ensuring consistent and efficient practices across the district.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.

Education

Certificate - Accounting

Red Rock Communicty College, Arvada, CO
05.2021

Bachelor of Arts - Biology

Clemson University, Clemson, SC
05.2012

Skills

  • Financial Analysis Proficiency
  • Electronic Banking Systems
  • Internal Controls Implementation
  • Audit Preparation Abilities
  • Payroll Taxation Knowledge
  • Risk Management
  • Operations Management
  • Leadership
  • CRM content Development
  • Client Communication
  • Microsoft Office, Payroll Software, Quickbooks, Sage, and Google

Timeline

Treasury Manager - Comploy, Inc.
08.2023 - Current
Payroll Manager - Comploy , Inc.
01.2023 - 08.2023
Account Manager - Comploy, Inc.
07.2022 - 01.2023
Accounting and Benefits Specialist - Buddy Boy Staffing
01.2021 - 06.2022
Operations Consultant - RMMAdvising
01.2018 - 01.2021
District Manager - AJS Holdings
2014 - 2017
Red Rock Communicty College - Certificate, Accounting
Clemson University - Bachelor of Arts, Biology

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Rachel Martinez