Ruth Ortiz
Laredo,USA
Summary
Detail-oriented accountant with eight years of expertise in office procedures, recognized for productivity and efficient task execution. Specializes in financial analysis, tax preparation, and regulatory compliance, ensuring accuracy and integrity in financial reporting. Excels in time management, problem-solving, and communication, enabling effective collaboration with teams across departments to meet tight deadlines and financial objectives.
Overview
11
11
years of professional experience
Work History
Accountant/ HR Manager
IDC Charter Services, LLC
01.2023 - 10.2025
- Prepare and analyze financial statements.
- Ensure legal compliance and financial control.
- Prepare weekly payroll, monitor employee timesheets, and manage tax payments.
- Prepare and file tax return.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Analyzed monthly expenses to identify cost-saving opportunities.
- Maintain accurate and tax-compliant documentation for businesses and employees.
- Complete the necessary contract and compliance documents, as required.
Staff Accountant
Canales,Garza & Baum, PLLC
02.2020 - 01.2023
- Complete Audit Documentation and Assist in Audit Procedures (Governmental/NPO/County, etc.)
- Interacted with internal auditors to help complete audits and resolve issues.
- Prepare and Analyze Financial Statements
- Analyzing financial trends, costs, and revenues
- Ensuring compliance with financial policies and procedures.
- Conducted thorough monthly reconciliations of financial accounts to ensure accuracy.
- Prepare Individual and Corporate Tax Returns including state
- Assist with Payroll processing and pay pertaining taxes
- Compiled and prepared journal entries to ensure accurate general ledger records.
Accountant
El Buen Samaritano
05.2020 - 03.2022
- Complete and maintain accurate bookkeeping and financial statements.
- Prepare financial statements, including balance sheets, income statements, and statements of cash flows.
- Conducted thorough financial analysis to identify trends and discrepancies.
- Maintained accurate financial records and documentation for efficient tracking.
- Processed payroll, ensuring timely and accurate employee payments.
- Assisted in the preparation of grant financial reports and documentation.
- Prepare tax forms.
- Provide training and development to employees.
- Manage Human Resources duties.
Regional Coordinator
BGCT River Ministry Coordinator
10.2017 - 12.2019
- Managing informative reports to sponsors
- Conducted needs assessments to identify gaps in community services and proposed actionable solutions.
- Gathered and analyzed data on program outcomes to inform strategic planning and decision-making.
- Established and maintained relationships with local partners to foster collaboration and resource sharing.
- Program leadership training and conferences.
- Assign and coordinate missionary groups duties: volunteering and charity activities
- Managed scheduling and logistics for regional events, ensuring smooth execution and participant satisfaction.
Tax Preparer Specialist
Liberty Tax- Laredo TX
08.2017 - 05.2019
- Assisted clients with inquiries on tax planning strategies to maximize refunds and minimize liabilities.
- Collaborated with teammates to ensure efficient workflow during peak tax season.
- Organized paperwork and electronic files related to client transactions and activities.
- Maintain proper documentation requested by IRS audits
- Offer bookkeeping services to customers and businesses
- Conducted thorough reviews of client financial documents to ensure accuracy and compliance.
- Prepared and filed individual and small business tax returns, ensuring adherence to all deadlines.
Bookkeeper and Payroll Clerk
Charis CEB Inc- Laredo TX
02.2016 - 04.2017
- Conducted monthly bank reconciliations to ensure accuracy in financial reporting and account balances.
- Complete Contract and Compliance forms
- Gathered timesheets to prepare weekly payroll data for processing
- Processed payroll weekly, ensuring timely and accurate employee payments.
- Prepared and submitted invoices to clients, tracking payments and following up on overdue accounts.
Bookkeeper
LO Masonry- Laredo TX
01.2015 - 01.2016
- Managed daily bookkeeping tasks, maintaining accurate financial records and documentation.
- Reviewed financial transactions for accuracy and completeness, addressing discrepancies as needed.
- Organized and maintained accounting files, ensuring easy access and retrieval of financial documents.
- Provided assistance in preparing tax returns annually.
- Prepare and submit invoices.
Education
Master of Professional Accountancy (MPAcc) -
Texas A&M International University
Laredo, TX05.2025
Bachelor of Business Administration - Accounting
Texas A&M International University
Laredo, TX05.2019
International Business & Entrepreneurship Course Completion -
Arnhem School of Business
Arnhem, Netherlands01.2019
Associate of Arts -
Laredo Community College
Laredo, TX05.2017
Skills
- Analytical thinking
- Attention to detail
- Rapid adaptability
- Team collaboration
- Organizational skills
- Software expertise (QuickBooks, Lacerte, ProConnect, TaxSeason)
- Proficiency in Microsoft Office and Adobe
References
- Isaac De la Cruz Valero, IDC Charter Services, LLC, CEO, (956)489-4733
- Lorenzo Ortiz Albarran, El Buen Samaritano Migrante NPO, President, (956)701-2851
- Aaron Canales, Canales, Garza & Baum, PLLC, CPA/Partner, (956)724-1111
Languages
English
Professional
Spanish
Professional
Timeline
Accountant/ HR Manager
IDC Charter Services, LLC
01.2023 - 10.2025
Accountant
El Buen Samaritano
05.2020 - 03.2022
Staff Accountant
Canales,Garza & Baum, PLLC
02.2020 - 01.2023
Regional Coordinator
BGCT River Ministry Coordinator
10.2017 - 12.2019
Tax Preparer Specialist
Liberty Tax- Laredo TX
08.2017 - 05.2019
Bookkeeper and Payroll Clerk
Charis CEB Inc- Laredo TX
02.2016 - 04.2017
Bookkeeper
LO Masonry- Laredo TX
01.2015 - 01.2016
Master of Professional Accountancy (MPAcc) -
Texas A&M International University
Bachelor of Business Administration - Accounting
Texas A&M International University
International Business & Entrepreneurship Course Completion -
Arnhem School of Business
Associate of Arts -
Laredo Community College