Rodrigo Ramos
Business Professional
San Lorenzo,CA
Summary
Highly resourceful and result-driven professional with diverse experience in administrative, financial, and corporate project management backed by seamless execution of multiple projects.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
2
2
Languages
Work History
Auditor Associate
Alameda County Auditor’s Office
Oakland, CA.
07.2022 - Current
- Reviewed transactions, documents, records and reports for accuracy and effectiveness.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Followed established auditing processes to meet internal and regulatory requirements.
- Process high priority warrant cancellation, re-issuance, and disbursement.
- Create vouchers for county payroll and vendor payment wire transfers.
- Reconciled journal and ledger data for daily warrant disbursement for and reported on discrepancies for 50% of Alameda County Schools
Portfolio Manager
Self
San Francisco Bay Area, CA
11.2019 - Current
- Evaluated and negotiated contracts to procure favorable financial terms.
- Perform banking, business administration and financial tasks to guarantee five-star service for clients.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Develop strategic plans for day-to-day financial operations.
- Check invoices, vendor payments, and other accounting disbursements for accuracy to ensure 100% profitability.
Project Manager
Bureau Veritas
San Francisco Bay Area, CA
05.2021 - 04.2022
- Identified plans and resources required to meet project goals and objectives.
- Achieved project deadlines by coordinating with stakeholders to set timeline and expectations.
- Coordinated with cross-functional teams to resolve project issues and ensure timely deliverables.
- Examined building plans and evaluated technical reports for accuracy and regulatory compliance.
- Perform fact-finding interviews and inspections and report findings on property condition assessment, including risk mitigating measures for 50% assignments.
Commercial Field Claims Specialist
Farmers Insurance
San Francisco Bay Area, CA
07.2011 - 01.2020
- Conducted 6-8 full claim investigations concluding in coverage determinations and applicable settlement.
- Escalated files with significant indemnity exposure to supervisor for further investigation.
- Followed up with customers on unresolved issues.
- Reviewed complex files to determine status of claim and develop plan of action.
- Drafted and reviewed legal documents utilizing knowledge of relevant clauses to minimize incurred liability.
- Collaborated with legal counsel to make organizational claims decisions aligning company guidelines and governing laws.
- Provided advice to customers regarding claims, rights and insurance processes to prevent escalations.
- Responded to inquiries by answering questions, providing information and directing customers to appropriate resources.
- Monitored compliance with regulations and industry best practices to promote fair and proper treatment for insured customers.
- Navigated policy interpretation to guide key coverage decisions.
Professional Tax Preparer
H&R Block
San Leandro, CA
01.2014 - 04.2016
- Prepared tax returns, extensions, tax planning calculations, and write-ups for individuals, organizations, and entities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured area.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained 100% compliance by adhering to current tax laws and regulations.
- Researched complex tax issues utilizing online resources and professional tax software.
- Assessed client tax situations to determine best filing options.
- Analyzed financial records to verify accuracy of tax returns prepared by others.
Site Director
Boys and Girls Club
San Leandro, CA
08.2007 - 07.2011
- Managed programmatic change guided by comprehensive evaluations.
- Leveraged strengths and focused on opportunities to improve performance.
- Consulted stakeholders to develop functional budgets within allocated funds.
- Oversaw employee daily attendance record, handled bi-weekly payroll, and ordered new materials.
- Resolved issues between employees and customers using company policies.
- Evaluated team member strengths and assigned tasks based upon expertise and background.
- Recruited and hired top-quality staff to fill 80% of positions.
- Reinforced human resources personnel management operations.
Education
Bachelor of Science - Finance And Corporate Management
California State University East Bay
Hayward, CA 08.2008 - 06.2010
Skills
Costing & BudgetingCross-Functional ManagementRisk ManagementProcess ImprovementProject CoordinationCoaching & Mentoring
Financial analysis
Valuation knowledge
Relationship building and networking
Policy development and enforcement
Group facilitation and presentations
Payroll familiarity
Financial records review
Timeline
Auditor Associate
Alameda County Auditor’s Office
07.2022 - Current
Project Manager
Bureau Veritas
05.2021 - 04.2022
Portfolio Manager
Self
11.2019 - Current
Professional Tax Preparer
H&R Block
01.2014 - 04.2016
Commercial Field Claims Specialist
Farmers Insurance
07.2011 - 01.2020
Bachelor of Science - Finance And Corporate Management
California State University East Bay
08.2008 - 06.2010
Site Director
Boys and Girls Club
08.2007 - 07.2011