Raquel Montanez
Garland,TX
Summary
Reliable business professional with over 18 years of experience excelling at prioritizing, completing multiple tasks simultaneously, and achieving project deadlines. Successfully works as part of a team to reach personal and business goals. Well-versed in applying financial data to create informative reports for corporate decision-makers. Skilled with business correspondence, bookkeeping, and project management.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Specialist III
Dallas Independent School District, DISD
06.2011 - Current
- Create quarterly and annual budgets to support organizational needs and expenses.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Liaised between employees and upper-level management and resolved issues.
- Manage administrative processes and prepare key reports and documentation.
- Pay vendors and oversaw other recurring operating expenses.
- Gather, enter and update data to maintain departmental records and databases.
- Work with the finance department to file receipts and reimbursements.
- Prioritize tasks to meet deadlines for policy and program initiatives.
- Handle purchasing and maintenance of general office supplies.
- Build loyal clientele through friendly interactions and consistent appreciation.
- Develop administrative processes to achieve organizational objectives and improve office efficiency.
- Manage physical and digital files, monitor spreadsheets and update reports to coordinate project materials.
- Respond effectively to sensitive inquiries or complaints.
- Manage inventory to ensure all supplies were in stock and within budget.
- Monitor office equipment and scheduled repairs.
- Scan physical documents and upload to encrypted databases for digital maintenance
- Coordinate with vendors, timelines and budgets for events.
- Prioritize needs and delegate assignments to simultaneously handle multiple projects.
- Manage communication flow by answering phones, routing and screening calls and coordinating incoming and outgoing mail.
- Calculate, document and review daily and weekly cash deposits.
- Monitor daily cash receipt log and research returns of incorrect payments.
- Balance daily cash deposits and vault inventory with zero error rate.
- Maintain customer financial information and files.
- Administer payroll and maintain proper documentation of employee personnel.
- Use judgment and initiative in handling confidential matters and requests.
- Elevate customer satisfaction ratings by promptly resolving client and case issues.
- Prepare and make daily deposits and assist with invoice processing and bank reconciliation.
- Records Management Liaison
Thomas J. Rusk Middle School
Dallas Independent School District, DISD
12.2005 - 06.2011
- Processed payroll for all biweekly personnel.
- Budget management, Purchase orders through oracle, prepare check request, Bookkeeping, issue reimbursements.
- Calculated, documented and reviewed daily and weekly cash deposits.
- Overseeing that all daily tasks were being completed.
- Disciplinary duties included processing referrals, suspensions, preparing documents for court hearings, setting up parent teacher conferences, and translating when needed for Spanish speaking parents during hearings.
- Paperwork preparation and filing for student enrolling /withdrawing from campus.
- Balanced daily cash deposits and vault inventory.
- Entered daily students tardiness and absences through DISD Student System.
- Managed getting students to class by providing tardy slips for class entrance.
- Assisted with different duties on a daily basis including filing attendance notes, filing delivery slips, answering multi phone lines, faxing and filing.
- Handled End of year activities included student accountability of textbooks, and archiving of files. Boxing up all referrals, boxing all financial documents, sending off folders or students moving to high school.
- Replenished office supplies, placing new orders for restocking to maintain inventory.
- Managed communication flow by answering phones, routing and screening calls and coordinating incoming and outgoing mail.
- Elevated parent satisfaction ratings by promptly resolving student and case issues.
- Assisted accounting department with financial recordkeeping for external audits.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Education
Management Supervisor Certification - Business Administration
Richland College
Dallas, TX05.2020
Human Resource Assistant - Business Administration And Management
Richland College
Dallas, TX05.2013
High School Diploma -
Dallas Texas
Dallas, TX01.2002
Skills
- Expert Problem Solving
- Documentation Management
- Excel Proficiency
- Payment Disbursement
- Relationship Building
- Good Work Ethic
- Planning & Organizing
- Critical Thinking
- Recordkeeping and Bookkeeping
- Timeline Planning and Management
- Account Balancing Reconciliation
- Inventory Systems
- Data Entry Documentation
- Records Management Systems
- Microsoft Office Suite
- Google Drive
- Team Collaboration
- Special Events Planning
- Spreadsheet Development
- Technologically Savvy
- Bilingual in Spanish and English
- Administrative Procedures
- Adobe Acrobat Pro
- Customer Service
- Payment Distribution
Certification
- Certified RTSBO, Texas Association of School Business Officials - November 2024
Languages
Spanish
Professional Working
Timeline
Specialist III
Dallas Independent School District, DISD
06.2011 - Current
Thomas J. Rusk Middle School
Dallas Independent School District, DISD
12.2005 - 06.2011
Management Supervisor Certification - Business Administration
Richland College
Human Resource Assistant - Business Administration And Management
Richland College
High School Diploma -
Dallas Texas
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