Theresa Ambriz-Almendarez
Interim CFO
Houston,TX
Summary
Dedicated and highly effective at helping accomplish missions and drive growth. Eager to leverage 28 years of school district experience and success in the areas of Payroll, financial Performance, and problem-solver. Strong ability to utilize a wide range of transferable skills and knowledge to consistently exceed expectations. Multi-tasking, hardworking, passionate leader, well-known for creating positive workplace culture and high-performing teams.
Overview
34
34
years of professional experience
Work History
Interim CFO
Stafford Municipal School District
10.2023 - Current
- Oversee budgets, payroll, accounts payable and purchasing and the accountant.
- Prepare accurate financial statements at end of month to summarize financial and business performance.
- Tracked cash flow and financial planning to analyze school district financial strengths and weaknesses and propose strategic directions.
- Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
- Conducted detailed analysis of company financial information and oversee preparation of related reports.
- Worked closely with audit team to hedge against or mitigate operational risks.
- Authored, evaluated and reviewed reports to highlight company financials to key stakeholders.
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Controlled and keep the school business operating within budget and increase fund balance.
- Handled employees, and stakeholders inquiries and suggestions courteously and professionally.
- Actively listened to employees and stakeholders, handled concerns quickly and escalated major issues to upper management.
Business Coordinator/Manager
Stafford Municipal School District
01.2022 - Current
- Facilitated communication with clients and team members to improve business strategy and operation.
- Maintain the general ledger and records of assigned district financial transactions.
- Classify, record, and summarize numerical and financial data to compile and keep financial records using journals and ledgers or computer.
- Evaluated situations and delivered targeted solutions using various tools and resources.
- Conducted research assignments for executive team to support internal special projects.
- Cross-trained existing employees to maximize team agility and performance.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Trained and guided team members to maintain high productivity and performance metrics.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Reported issues to CFO or higher management with great detail.
- Manage and Supervise the Payroll, accounts payable, and purchasing departments, and the accountant.
- Prepared the financials statement on a monthly basis.
- Managed and motivated employees to be productive and engaged in work.
Child Nutrition Accountant
Aldine ISD
04.2021 - 12.2021
- Handled day-to-day accounting processes to drive financial accuracy.
- Completed daily cash functions- account tracking, cash, and banking reconciliations.
- Gathered financial information, prepared documents, and closed books.
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Used advanced software to prepare documents, reports, and presentations.
- Provided journal entries and performed accounting on accrual basis.
- Tracked funds, prepared deposits and reconciled accounts.
Payroll Supervisor/Manager
Aldine ISD
06.2009 - 04.2021
- Resolved payroll discrepancies quickly and successfully.
- Provided customer service to employees regarding payroll inquiries and issues.
- Maintained strict confidentiality of all payroll information and records.
- Oversee 9 payroll staff members and 1 payroll leader
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Collaborated with human resources, accounting and other departments to confirm payroll accuracy.
- Researched payroll errors and processed payments for federal and state taxes, social security, Medicare and various employee deductions, annuity contributions, and retirement plan withholdings.
- Documented and processed all garnishments for bankruptcies, student loans, and child support orders.
- Developed and implemented new payroll policies and procedures according to changing laws and regulations.
- Assisted in developing and tracking payroll budgets.
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
- Develop work calendars for the district
- Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Completed bi-monthly payroll for over 10,000 employees.
- Prepared 941 Tax forms for the district.
- Reconciliation, prepared and print W2 reports and forms.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
- Offered payroll-related subject matter expertise to management and employees to resolve payroll discrepancies.
- Complied with established internal controls and policies.
Payroll Clerk
Aldine ISD
09.1999 - 05.2009
- Processed new hire paperwork and documents.
- Verified timekeeping records and handled any discrepancies with employees.
- Maintained payroll information by calculating, collecting, and entering data.
- Updated employee files with new details such as changes in address or salary levels.
- Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
- Maintained employee privacy and protected payroll operations by keeping all information confidential.
- Reconciled bank and payroll records routinely to verify accuracy.
- Created payroll reports, tax forms and other financial reports to provide employer with necessary information to make informed business decisions.
- Processed timecards and payroll data for team of employees.
- Completed payroll accurately and timely to meet employee expectations.
- Tracked employee vacation, sick and personal time.
- Audited timesheets and payroll records for accuracy.
- Performed data entry tasks and maintained accurate records of employee payroll information.
- Responded to employee questions and requests for information in timely and knowledgeable fashion.
General Clerk/Teacher Aide/Tax Clerk
Aldine ISD
02.1996 - 09.1999
- Greeted visitors and answered incoming telephone calls and assisted or directed visitor or caller to appropriate individual or office to foster pleasant service experience.
- Processed incoming correspondence, assembled and distributed notices, letters and other materials and created and maintained files to promote efficient flow of communication.
- Completed and delivered requests for photocopying, printing, scanning or faxing and regularly maintained and serviced equipment to reduce workflow disruptions.
- Assisted staff with office supplies requests, verified receipts with orders and reconciled charges to facilitate supply inventory.
- Substitute in classes where was needed.
- Drafted, reviewed and negotiated contracts and other legal documents to support client needs.
- Filed timely case pleadings to meet district deadlines.
- Analyzed legal documents and identified pertinent issues for clients.
- Drafted tax documents for the general counsel of the district.
- Print Chapter 7 and 13 bankruptcy petitions for the tax attorneys for the district.
Cashiers/Courtesy Booth Clerk
Krogers
01.1990 - 07.1995
- Presented favorable impression in dress, personal hygiene and business attitude.
- Minimized expense control through optimal use of office and front-end supplies.
- Greeted customers entering store and responded promptly to customer needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Welcomed customers and helped determine their needs.
- Restocked and organized merchandise in front lanes.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Handled cash with high accuracy and took care to check bills for fraud.
- Learned duties for various positions and provided backup at key times.
Education
Certificate of Accounting Advanced Technical - Professional Accounting
Lone Star Community College
Houston, TX06.2020
MBA - Business Administration And Management
Our Lady of Lakes University
San Antonio, TX08.2014
Bachelor of Science - Interdisciplinary Studies
University of Houston - Downtown
Houston, TX06.2007
Skills
- Documentation Compliance
- Financial Reporting
- Accounting Principles
- Audit Coordination
- Time Management
- Complex Problem-Solving
- Team Training
- Data Analytics
- Customer Service
- Team player/team work
- Organization
- leadership
Timeline
Interim CFO
Stafford Municipal School District
10.2023 - Current
Business Coordinator/Manager
Stafford Municipal School District
01.2022 - Current
Child Nutrition Accountant
Aldine ISD
04.2021 - 12.2021
Payroll Supervisor/Manager
Aldine ISD
06.2009 - 04.2021
Payroll Clerk
Aldine ISD
09.1999 - 05.2009
General Clerk/Teacher Aide/Tax Clerk
Aldine ISD
02.1996 - 09.1999
Cashiers/Courtesy Booth Clerk
Krogers
01.1990 - 07.1995
Certificate of Accounting Advanced Technical - Professional Accounting
Lone Star Community College
MBA - Business Administration And Management
Our Lady of Lakes University
Bachelor of Science - Interdisciplinary Studies
University of Houston - Downtown
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