Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Steven Marquez

San Antonio,TX

Summary

Seasoned small business owner with several years of experience in operations management, business strategy and financial management. Demonstrated success in capitalizing on new trends and technologies to drive business development initiatives and achieve sales goals.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Business Owner

CFP Texas
Austin, TX
03.2015 - Current
  • I provided accounting services for property management companies and commercial management companies.
  • Oversaw financial activities, including budgeting, forecasting, and accounting to ensure fiscal health.
  • Managed daily accounting operations, including inventory control, vendor communications.
  • Implemented customer service protocols to enhance satisfaction and loyalty.
  • Worked with tax accounting team for audit and tax preparation annually.

Cash Manager

Capstone Management
Austin, TX
08.2009 - 10.2017
  • Developed and maintained policies and procedures for cash handling and banking operations.
  • Collaborated with cross-functional teams to support company initiatives and treasury transactions.
  • Remained up-to-date on information and technology to increase innovation and drive compliance.

Controller

United Campus Housing, Inc.
Austin, TX
08.2005 - 05.2009
  • Analyzed financial data and generated accurate financial statements on a monthly basis.
  • Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
  • Assisted in developing best practices for overall corporate governance processes and procedures.
  • Implemented new accounting policies and procedures.
  • Interviewed and hired all property accounting staff members.
  • Oversaw the production of quarterly and annual financial reports to owners and executive staff.

Education

Some College (No Degree) - Accounting

Texas A&M University
College Station, TX

Some College (No Degree) - Business

Blinn College
Brenham, TX

Skills

  • Sales oversight
  • Business development
  • Trends analysis
  • Cost control and budgeting
  • Policies and procedures development
  • Operations management
  • Negotiation and persuasion
  • Employee training
  • Staff management
  • Consulting
  • Budget control
  • Financial management

Affiliations

  • Hiking, camping, biking
  • World Traveler

Certification

  • Working towards certified dog trainer - Worked 1.900+ hours in canine training with Canine Companions for Independence (CCI). This is a non-profit organization that provides free service animals for veterans with needs, handicap children and other individuals with needs.

Timeline

Business Owner

CFP Texas
03.2015 - Current

Cash Manager

Capstone Management
08.2009 - 10.2017

Controller

United Campus Housing, Inc.
08.2005 - 05.2009

Some College (No Degree) - Accounting

Texas A&M University

Some College (No Degree) - Business

Blinn College

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Steven Marquez