Rachel Obregon
Houston,TX
Summary
Dedicated Executive Assistant with 10 years of experience in the clerical field. Bilingual fluency, adaptive with Microsoft Office Suite and highly competent in a fast-paced environment. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
11
11
years of professional experience
Work History
Tax Preparer
Asteri Tax Service
Houston, Tx
08.2022 - Current
- I fully comprehend the level of organization, detail-orientation, and efficiency required in handling such responsibilities and have risen to the challenge repeatedly in the past
- Notably, I also led a project to create and launch a business webpage Processed IRS paperwork
- I take pride in my capability to offer excellent service to clients and work in harmony with team members
- As a tax preparer I honed my abilities to meticulously manage tax processing
- High level of organizational skills, strict attention to detail and efficiency, and I rose to the challenge
- Processing tax preparations, handling IRS paperwork, and maintaining detailed record-keeping systems make me an excellent fit for your organization.
Profitability Specialist
Rexel Electric
Houston, Tx
02.2021 - 08.2022
- Expedited & tracked all open orders for H&P, Parker, Diamond and Canrig
- Processed returns and expedited clearance with import & export team
- Created items, invoices, and quotes
- Process and batch orders in the Holds queue
- Keep sales team within profit margin, maintain holds queue with less than 150 orders daily
- V-Loop up data comparison & match GP Changes and report to management
- Administered $800,000 processed invoices for the quarter exceeding $10,000,000 GP Branch deadline
- Process SPAs & updates rebates
- Documents and coordinates the distribution of competitive market activity to both management and other outside sales personnel
- Assists in problem resolution for assigned accounts
- Reconciled and all delayed orders
- Entered sales tickets, processed Import & Export orders.
Bookkeeper
Reina Meals
09.2020 - 02.2021
- Comprehensive knowledge of accounting A/P& A/R, Payroll, invoicing underpays, overpay
- Headed the transfer of customer accounts from Excel to QuickBooks, resulting in increased efficiency of customer relations
- Increased efficiency of the bill, invoice, and financial statements
- Prepared and finalized all journal entries, monthly bank reconciliations, and account analyses
- Holder of bookkeeping aspects for 20+ clients on a weekly, monthly, and quarterly basis
- Arranged payment arrangements, balanced out accounts, and processed payments in Euros and US currency
- Issue credit memos, collect payments, confirm shipping & receiving appointments; Make travel arrangements for production crew, order catering & arrange team meetings.
Operations Coordinator
AppleOne Career Center
03.2020 - 09.2020
- Process weekly temp payroll 54 candidates, underpay, holiday, and other pay codes
- Scheduled qualified applicants for appointments
- Prescreen applicants for registration with the company and administer and grading evaluations and recording evaluations scores on profile
- Back up account executive
- Enter applicant information into the Office Automation system
- Maintain all records in accordance with the Quality Manual
- Maintain an adequate supply of information for temporary associates
- Process I-9 E-Verify for employment authorization
- Process W-2 forms, unemployment claims, and some employment verifications
- Reset contractor passwords and email hyperlinks.
Administrative Assistant II
MCLANE FS
03.2017 - 03.2020
- Coordinated and tracked the status of department initiatives and projects, follow-up on outstanding action items and report status to superiors
- Coordinated travel, meeting sessions, and other events (birthday events, department luncheons)
- Gathered statistical data for weekly/monthly reports, including preparation and distribution
- Compiled documents and information including graphics and visuals, Maintained accurate files & records
- Tracked and reconciled expense reports, prepared travel arrangements, made hotel reservations & calculated layovers
- Ordered business cards, company stationery, office supplies, etc
- Maintained sensitive and confidential information
- Responded to phone calls, emails, voicemails, and written correspondence.
Administrative Assistant/Clerk III
HISD
07.2013 - 12.2016
- Promoted from Clerk II to Clerk III (Administrative Assistant) within the first six months of employment
- Created the attendance procedure and guidelines for the campus, improved attendance by 6.4% within the first month
- Managed calendars and arranged appointments
- Participated in attendance audits (every six weeks)
- Performed clerical duties including filing and inventory
- Communicated with the public to provide general information
- Sorted and distributed incoming mail
- Operated office machinery, such as copier and fax machine
- Typed and proofread outgoing correspondence
- Performed additional general office duties such as assisting staff with their specific work when required.
Education
Some College (No Degree) - Business Administration
University of Phoenix
Miami, FLSkills
- Microsoft Office (Word, Excel)
- OANET/ Classic
- Citrix
- Google Docs
- SharePoint
- OneNote
- CTRAX Beeline
- ADP
- Eclipse
- Quickbooks
- V-look
- Bookkeeping
- Tax Return Preparation
- Data Gathering
- Document Preparation
- Financial Statements
- Organization skills
- Payroll Processing
- Account Reconciliation
- QuickBooks proficiency
Languages
Spanish
Professional
Timeline
Tax Preparer
Asteri Tax Service
08.2022 - Current
Profitability Specialist
Rexel Electric
02.2021 - 08.2022
Bookkeeper
Reina Meals
09.2020 - 02.2021
Operations Coordinator
AppleOne Career Center
03.2020 - 09.2020
Administrative Assistant II
MCLANE FS
03.2017 - 03.2020
Administrative Assistant/Clerk III
HISD
07.2013 - 12.2016
Some College (No Degree) - Business Administration
University of Phoenix
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