Summary
Overview
Work History
Skills
Timeline
Generic

Shelbi Aguilar

Leander,TX

Summary

Dynamic and results-driven professional with a strong dedication to delivering exceptional customer care and ensuring client satisfaction. Skilled in building and nurturing strong client relationships through outstanding communication and interpersonal abilities. Proficient in general accounting, financial transactions, and problem-solving to identify customer needs, and provide effective solutions. Highly organized, with exceptional time management skills, and extensive knowledge of the customer service and Medicaid industries.

Overview

21
21
years of professional experience

Work History

Bookkeeper

Leander High School
Leander , Texas
06.2025 - Current
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Reconciled and corrected issues with financial records.
  • Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
  • Improved financial accuracy by meticulously recording all transactions in accounting software.
  • Matched purchase orders with invoices and recorded necessary information.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Communicated proactively with team members regarding any issues or concerns related to bookkeeping tasks.

Program Support Administrator

MSB School Services
05.2015 - 11.2024
  • Collected, organized, and managed data for the administration of the School Health and Related Services (SHARS) Program
  • Interpreted and applied federal and state Medicaid regulations and policies related to special education services in school districts, ensuring compliance.
  • Led efforts to achieve successful project execution by adhering to established objectives, timelines, and budgetary constraints.
  • Oversaw data collection and management for the School Health and Related Services (SHARS) Program, supporting 67 schools in maximizing Medicaid reimbursements.
  • Analyzed financial data across multiple platforms, identifying trends that improved forecasting accuracy.
  • Built and maintained strong professional relationships, enhancing collaboration and expending project completion.
  • Secured and streamlined data exchanges between vendors and school districts, ensuring 100% compliance with security protocols.
  • Managed project administration, reducing communication gaps, and improving cross-functional coordination.
  • Ensured compliance with federal and state Medicaid regulations, reducing audit risks, and safeguarding funding for special education services.
  • Led projects within scope and timeline, improving on-time delivery rates, and optimizing resource allocation.
  • Entered and updated customer information in the company database, ensuring accuracy and completeness.
  • Conducted comprehensive data analysis utilizing multiple financial software platforms, delivering actionable insights to support decision-making.
  • Demonstrated exceptional oral communication and interpersonal skills to foster strong professional relationships.

Shelf Edge Specialist

HEB Grocery Store
09.2004 - 05.2015
  • Ensures 100% compliance with store inventory management (SIM) and plan-o-gram (POG) procedures, reducing stock discrepancies, and improving operational efficiency.
  • Conducts perpetual audits, maintaining inventory accuracy, and reducing shrinkage.
  • Investigates and resolves inventory discrepancies promptly, minimizing out-of-stocks, and ensuring product availability.
  • Executes category refreshes, optimizing new item placement and category updates to align with sales trends.
  • Assigns product shelf placements to maximize organization, and improve customer navigation.
  • Audits plan-o-gram for accuracy, ensuring proper setup, demographic alignment, and adherence to merchandising standards.
  • Enhances store presentation by maintaining clean, organized shelf edges through consistent sanitation.
  • Processes and resolves preliminary exception reports, reducing inventory variances, and improving data integrity.
  • Verifies ad, price, and item sign accuracy, contributing to a seamless shopping experience, and reducing pricing errors.
  • Manages coupon displays efficiently by updating new offers, removing expired ones, and ensuring proper placement.
  • Issues letters of correction for coupon discrepancies, ensuring compliance with promotional guidelines.
  • Conducts ad walks, WIC audits, and price updates to maintain compliance and pricing accuracy.
  • Processes tag host batches and ensures accountability for ad racks and scale checks, maintaining store-wide consistency.

Skills

  • Data analysis
  • Project management
  • Regulatory compliance
  • Database management
  • Customer service
  • Time management
  • Collaboration
  • Relationship building
  • Organizational skills
  • Verbal and written communication
  • Team collaboration
  • Problem solving
  • Multitasking Abilities
  • Interpersonal communication
  • Detail orientation
  • Audit compliance
  • Bookkeeping
  • Accounting and bookkeeping
  • Account reconciliation
  • Financial recordkeeping

Timeline

Bookkeeper

Leander High School
06.2025 - Current

Program Support Administrator

MSB School Services
05.2015 - 11.2024

Shelf Edge Specialist

HEB Grocery Store
09.2004 - 05.2015
Shelbi Aguilar