Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Sophia Martinez

Los Lunas,NM

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

8
8
years of professional experience

Work History

Finance Graduate Research Assistant

Los Alamos National Laboratory
05.2022 - Current
  • Identified areas of cost savings by conducting thorough expense analysis.
  • Generated annual budget forecasting information for various groups within LANL's Director's Office.
  • Conducted variance analyses to identify potential areas for improvement in existing budgeting practices.
  • Identified and resolved discrepancies in budget reports, maintaining financial integrity.
  • Engaged in continuous learning to stay updated on best practices in budget analysis and financial management.
  • Assisted in preparation of annual budgets, working closely with department heads to gather necessary information.
  • Monitored and reported budgetary discrepancies to management to maximize reporting efficiency.
  • Compiled statistical data after each month-end closing.
  • Created and updated expenditure reports using MicroStrategy and MS Excel.
  • Facilitated cross-department communication to ensure consistent understanding of budgetary goals and constraints.

Unit Assistant – Plant Operations

Haverland Carter Lifestyle Group/La Vida Llena
08.2020 - 02.2022
  • Researches, analyzes and provides written advisory notices to supervisor.
  • Provides professional customer communication techniques to ensure communication to residents, clients, and other department staff are up to par.
  • Performs data programming and analysis for Director of Plant Operations and Corporate Finance Department.
  • Uses computer system/word processing equipment on a daily basis to perform necessary job duties.
  • Keeps record of financial statements/invoices for Plant Operations Department through Microsoft Access in order to maintain and monitor current fiscal year budget.
  • Uses Adobe PDF to create required forms and label financial statements with designated GL codes.
  • Assigns and maintains resident requested work orders through online software (MicroMain).
  • Effectively communicates messages from supervisors to proper party when necessary or requested.
  • Assists three department supervisors with any remaining clerical/administrative duties as needed.

Receptionist

Square Root Salon
10.2019 - 07.2020
  • Booked and confirmed future appointments using STX software.
  • Knowledgeable of store product, suggested retail items and/or gift cards.
  • Checked out clients by accepting and processing cash and credit card transaction and issuing receipts.
  • Attentive to detail when handling cash and opening/closing the register.
  • Executed proper telephone and front desk reception procedures using appropriate customer service etiquette.
  • Supported business owners by maintaining records and files.

Receptionist/Front Desk

Duke City Urgent Care
10.2019 - 06.2020
  • Greeted patients and other visitors and provide them with professional and undivided attention.
  • Checked in existing/new patients by verifying identity utilizing Experity software systems.
  • Maintained patient accounts by obtaining, recording, and updating personal and financial information.
  • Operated cash register, collected cash or electronic payments for co-payments received.
  • Answered incoming customer phone calls, addressed their needs or redirected them to proper personnel.
  • Provided administrative and clerical support to medical staff.
  • Verified insurance policies to determine coverage for services through online portals.
  • Upheld strict confidentiality, protecting Personal Identifiable Information (PII) and medical records as part of HIPAA.
  • Observed safe money handling procedures and processing to balance drawers at closing.
  • Facilitated patient flow by notifying provider of patients' arrival, being aware of delays, and communicating with medical staff.

Customer Service Coordinator

Lovelace Medical Center, Emergency Department
01.2019 - 09.2019
  • Registered incoming patients in a timely manner.
  • Repeated and/or confirmed patient's personal information to ensure accuracy.
  • Responsible for the collection and processing of payment information, maintaining customer's personal identifiable information (PII) was secure of copays/coinsurance deposits.
  • Verified patient insurance benefits through online portals.
  • Professionally communicated, both orally and in writing, when responding to medical personnel.
  • Data entry and maintenance for patient demographics through Epic software.
  • Transcribed medical reports and correspondence from dictation and handwritten notes.


Receptionist

Square Root Salon
09.2017 - 12.2018
  • Booked and confirmed future appointment through STX software.
  • Knowledgeable of store product, suggested retail items and/or gift cards.
  • Checked out clients by accepting and processing cash and credit card transaction and issuing receipts.
  • Attentive to detail when handling cash and opening/closing the register.
  • Executed proper telephone and front desk reception procedures using appropriate customer service etiquette.
  • Supported business owners by maintaining records and files.

Team Member/Barista

Target Corporation
06.2016 - 09.2017
  • Welcomed customers and took drink and/or food orders.
  • Prepped and served a variety of Starbuck's drinks, following prescribed recipes and preparation techniques.
  • Prepped and handled food utilizing proper utensils and sanitation techniques.
  • Maintained a safe and healthy work environment by following sanitation regulations.
  • Attentive to detail when handling cash and opening and closing cash drawer.
  • Performed opening and closing duties to include cash/credit procedures and facility cleaning.

Education

MBA -

New Mexico State University
Las Cruces, NM
08.2024

Bachelor’s of Business Administration -

New Mexico Highlands University
Las Vegas, NM
08.2022

Associate’s of Business -

Central New Mexico Community College
Albuquerque, NM
08.2020

Skills

  • Cost Analysis
  • Data Interpretation
  • Budget Forecasting
  • Cost Monitoring
  • Variance Analysis & Reporting
  • Analytical Thinking
  • Reports Generation
  • MS Office

Additional Information

Active Q Clearance

Timeline

Finance Graduate Research Assistant

Los Alamos National Laboratory
05.2022 - Current

Unit Assistant – Plant Operations

Haverland Carter Lifestyle Group/La Vida Llena
08.2020 - 02.2022

Receptionist

Square Root Salon
10.2019 - 07.2020

Receptionist/Front Desk

Duke City Urgent Care
10.2019 - 06.2020

Customer Service Coordinator

Lovelace Medical Center, Emergency Department
01.2019 - 09.2019

Receptionist

Square Root Salon
09.2017 - 12.2018

Team Member/Barista

Target Corporation
06.2016 - 09.2017

MBA -

New Mexico State University

Bachelor’s of Business Administration -

New Mexico Highlands University

Associate’s of Business -

Central New Mexico Community College
Sophia Martinez