Summary
Overview
Work History
Education
Affiliations
Languages
Timeline
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Soraida Ortiz-Sotelo

Soraida Ortiz-Sotelo

Colorado Springs,CO

Summary

Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic.

Overview

16
16
years of professional experience

Work History

Chief Financial Officer

Hortus Tree and Landscape Services, Corp.
01.2012 - Current
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
  • Oversaw budgets, payroll, and accounts payable and receivable.
  • Conducted detailed analysis of company financial information and oversaw the preparation of related reports.
  • Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
  • Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
  • Initiated back-and-forth communication to negotiate and approve contracts and agreements.
  • Developed and oversaw yearly budgets and capital structure of company to determine best mix of debt, equity, and internal financing.
  • Spearheaded contract negotiation and financing to complete high-priority projects and realize target outcomes.
  • Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions.

Litigation Paralegal to the Managing Attorney

Ritsema & Lyon, PC.
02.2011 - 01.2012
  • Organized evidence, exhibits, motions, and subpoenas to support cases and prepare for trial.
  • Fulfilled roles of legal videographer, digital court reporter and production assistant.
  • Completed electronic court filings at state and federal levels.
  • Created visual displays such as timelines, graphs and PowerPoint slides to explain complex concepts during trials.
  • Used document review tools to discover and inspect records.
  • Prepared, indexed and developed exhibits such as medical records and court pleadings.
  • Researched statutes, decisions, legal articles, and codes.
  • Communicated pertinent information to clients via phone, email, and mail.
  • Contacted clients to schedule appointments and discuss progress of cases.
  • Assisted attorneys with reviewing and organizing witness reports.
  • Revised and finalized letters, briefs, and memos.
  • Attended court hearings and depositions to take notes and document proceedings.
  • Interviewed clients to obtain information relevant to cases.
  • Conducted background investigations on defendant.
  • Reviewed, edited and proofread litigation for proper grammar, spelling and punctuation.
  • Developed polished motions and briefs to support litigation processes and court proceedings.

Litigation Paralegal to the Managing Attorney

Anderson and Lopez, PC.
02.2009 - 02.2011
  • Organized evidence, exhibits, motions, and subpoenas to support cases and prepare for trial.
  • Fulfilled roles of legal videographer, digital court reporter and production assistant.
  • Completed electronic court filings at state and federal levels.
  • Created visual displays such as timelines, graphs and PowerPoint slides to explain complex concepts during trials.
  • Used document review tools to discover and inspect records.
  • Prepared, indexed and developed exhibits such as medical records and court pleadings.
  • Managed exhibits, evidence and data related to Worker's Compensation, Personal Injury, and Social Security Disability legal proceedings.
  • Researched statutes, decisions, legal articles, and codes.

Education

Bachelor of Science - Pre-Law

Liberty University
Lynchburg, VA
05.2024

Affiliations

  • The National Society of Leadership and Success (NSLS)
  • Rotary International

Languages

Spanish
Native or Bilingual

Timeline

Chief Financial Officer

Hortus Tree and Landscape Services, Corp.
01.2012 - Current

Litigation Paralegal to the Managing Attorney

Ritsema & Lyon, PC.
02.2011 - 01.2012

Litigation Paralegal to the Managing Attorney

Anderson and Lopez, PC.
02.2009 - 02.2011

Bachelor of Science - Pre-Law

Liberty University
Soraida Ortiz-Sotelo