Sonia Quiroz

• Conduct and document complex and detailed PHA financial management reviews including analyses of financial statements and reports, trend analysis, and assessment of financial risk for the overall entity as well as Public Housing programs
• Monitor and evaluate management or performance plan goals, including input and feedback into the development and analysis of diagnostic data
• Serve as the financial technical expert for all Federally Funded PH programs, in areas such as: operating subsidy funding calculation, cash management, budget and fiscal controls, financial policies, procedures and internal controls accounting records, cash on hand reconciliations, investments, physical inventory control, use of disposition proceeds, and insurance coverage, etc
• Analyze reports submitted on shortfalls, clarifies issues, and resolves problems relating to achievement of goals/outcomes
• Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
• Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
• Strengthened relationships with external partners through timely communication and collaboration.
• Identified underperforming product lines by conducting thorough profitability analysis.
• Generated comprehensive reports on portfolio performance and risk assessment.
• Leveraged deep understanding of Federal budget cycles to strategically plan sales activities and secure contract renewals.

Specialized Experience for this position includes:

• Managing and analyzing large volumes of financial data; AND Applying analytical and problem-solving techniques to identify financial trends and issues, and develop solutions; AND Conducting financial analysis and developing financial analytical reports and presenting that data to management; AND Providing direction or technical assistance and applying authorities such as financial laws and regulations, OMB circulars, or the Generally Accepted Accounting Principles (GAAP)

• Monitor the financial management of conservatorships, trusts and descendent estates by reviewing the annual accountings submitted by Conservators, Trustees, and Personal Representatives
• Analyze and evaluate financial management practices and expenditures made on behalf of protected persons to determine compliance with laws and orders of the court
• Create written reports to explain complex accounting scenarios in a clear and concise manner to the Court
• Critically analyze accounting and legal procedures to convey accurate recommendations and findings to the Presiding Judge
• Assisting in the analysis of financial statements, audits and reports
• Understand Accounting Guidelines for Probate Accounts, Administrative Orders, Arizona Rules of Probate Procedure, state laws and other policies applicable to Probate Court and related to the laws governing
• Handled day-to-day accounting processes to drive financial accuracy.
• Reconciled accounts and reviewed expense data, net worth, and assets.
• Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
• Enhanced financial decision-making capabilities by providing timely, accurate information to management through regular performance reports.
• Maintained integrity of general ledger and chart of accounts.
• Trained new employees on accounting principles and company procedures.

• Gather, analyze and prepare reports on various HR metrics for agency management
• Serve as Lead Analyst and Coordinates various special projects and task teams with internal and external resources
• Auditor for all DOC MAP compliance (Performance Management) and Recruiting Personnel Files
• Grant Security Access for HRIS & Data Warehouse Systems
• Responsible for statewide assignment and inventory of Correctional Officer badges
• Provide technical guidance and support to the Classification and Compensation Unit Administrator to include preparing various reports and salary analysis
• Assist in developing and implementing employee surveys
• Generate reports and conduct data analysis based on responses
• Assist with project management and continuous process improvement methodologies
• Implemented effective training programs tailored to individual employee needs, boosting skillsets and job satisfaction.
• Optimized workforce planning efforts to align staffing levels with business objectives, resulting in cost savings.
• Improved workforce productivity, proactively addressing performance issues through coaching and development initiatives.
• Streamlined HR processes by implementing efficient data management practices and reducing redundancies.
• Managed the annual performance review process, providing constructive feedback for continuous improvement opportunities.
• Knowledgeable with State & Federal Laws, Arizona Department of Administration (ADOA) Personnel rules, ADOA Classification and Compensation Guidelines and Human Resources Development Group (HRDG)

• Perform underwriting process for Commercial & Small Business financial accounts
• Understand BSA/AML/OFAC/Code of Ethics & Conduct regulations
• Perform analysis activities of current data to provide critical information to our internal and/or external clients
• Supply time sensitive reports and special projects as required
• Account Receivable and Inventory analysis supporting Asset Based Lending loan portfolios
• Determine eligible client collateral in accordance with Credit Agreement
• Review and understand client trends in relation to Accounts Receivable, Accounts Payable and Inventory collateral levels
• Identify and escalate potential risk items in client loan support documentation
• Effectively communicate analysis to business partners & clients
• Extracting/formatting/uploading client report data for multiple lending lines of business
• Review client file submissions for completeness and assess file format for predetermined requirements
• Coordinate the receipt of missing/incomplete documentation with our internal Servicing partners
• Managed multiple projects simultaneously, delivering results within tight deadlines while maintaining high-quality standards.

• Resolve routine and complex inquiries in a fast-paced call center environment, problem resolution by phone or e-mail requests, as well as client education regarding products they utilize for their expense reporting needs
• Serve as an account manager in this role assisting clients with reports, assisting with new products and coaching over the phone concerning these products, as well as suggesting best practices based on client needs
• Provide administrative and operational support to the delivery of financial and investment planning
• Assist Clients with escalated issue resolution, event alert notifications and general service inquiries
• Assist clients with inbound trading, wire transfers and funds transfers up to 50 million USD
• Own and resolve customer issues assigned to the department, through research, resolution and when necessary
• Serve as an informational resource for department peers, department managers and internal business partners as required
• Consistently follow departmental & compliance approved procedures, controls and protocols, with a focus on detail and accuracy
• Protect the Bank's assets and comply with all regulatory, legal and ethical requirements
• Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.

• Supervised the work related to Dealer Services Department and unit by performing second level review of SCRA Service member accounts to identify potential risks to the company
• Led and supervised a team of 5-10 specialists in executing daily operations, ensuring timely completion of tasks.
• Delegate tasks and create team schedules
• Training and onboarding, evaluating yearly performance, and resolving conflicts
• Responsible for evaluating work performance of my team's portfolios to identify any errors or missing documents
• Provide individual score based on audit and findings, feedback and direction
• Mandatory attention to detail of accounts to target collateral retention within dealer services department
• Analyzed performance metrics and provided recommendations for continuous improvement initiatives.
• Track effectiveness and ensure compliance with applicable State and Federal laws, policies and procedures
• Conduct and attend weekly meetings with management and team
• Adhere to deadlines and Special Project assignments
• Verify status of business documents and or request documentation to ensure compliance
• Managed Probate and trust accounts
• Responsible for the collection, analysis and reporting of client data using complex investigative computer programs