Vanessa Sanchez
Corpus Christi,TX
Summary
Devoted professional proactively and quickly identifies best course of action for given scenarios. Confident handling tasks independently and in teams with highly organized approach to work. Strong advocate for those in need and committed to providing best possible service. Highly successful and proficient at executing financial administration, reporting and scheduling functions.
Overview
19
19
years of professional experience
1
1
Certification
Work History
SENIOR BUDGET PROGRAM SPECIALIST
Office of Management & Budget - City of Corpus Christi
06.2023 - Current
- Conduct detailed reviews of all General Fund/Internal Services and Enterprise/Utility revenue and expenditures
- Provide budgetary coordination and assistance in matters pertaining to fund administration, funding, and budgetary requirements
- Develop a variety of documents including Power Point presentations, written correspondence, memos, excel spreadsheets, agenda items, charts, and financial reports for the General Fund and Utility Funds departments
- Worked with CCW and NewGen on the implementation of the new utility rate model
- Complete special projects as directed by the director, required research, data analysis, coordination, and communication with various departments and multiple levels of staffing
- Administer 380 reimbursements and prepare sales tax reports.
- Collaborate with other supervisors and managers to ensure alignment of goals and standards across the departments
- Create and deliver program training and education to keep participants informed and equipped with necessary skills for productive participation
- Evaluate employee performance, conduct performance appraisals, and address any performance issues.; Coaching and mentoring team members
BUDGET ANALYST II
Office of Management & Budget - City of Corpus Christi
02.2019 - 06.2023
- Responsible for monitoring and reporting on Enterprise/Utility Fund's $300M in revenue and expenditure operating budget
- Assist in the preparation, reconciliation, and analytical review of Monthly/Quarterly/Annual financial reports
- Coordinate and monitor the implementation of new budget initiatives adopted by the City Council, compile and review implementation plan and monthly status updates
- Serve as a department representative during budget presentations to the Executive Leadership Team (ELT), budget workshops, and community input sessions
- Review transfer of fund requests, job requisitions, legistar items/ordinances and ensures accuracy for Council agenda items
- Offer advise and technical assistance to cost analysis, fiscal allocation, and budget preparation
- Assist with the implementation of the new Budget System (OpenGov)
- Monitor spending, keeping track of organizational expenses and ensure that spending remains within the allocated budget
- Review overtime reports and consult with departments regarding variances
BUDGET CLERK
Corpus Christi Independent School District
09.2017 - 02.2019
- Monitor budget of expenditures and balances for all high school athletic accounts for the Office of Athletics
- Prepared monthly actual to budgeted variance reports
- Assisted management with annual expense plans to strategically track income or revenue
- Created detailed expense reports to facilitate reimbursement for business expenses incurred
- Reconciled accounts, managed audits, and updated financial records with remarkable accuracy
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements
- Managed daily operations, including scheduling, reporting, and resolving escalated issues.
- Improved budget accuracy by diligently reviewing financial reports and correcting discrepancies.
COMMERCIAL LOAN REVIEW ANALYST
IBC Bank
08.2015 - 08.2017
- Develop integrated revenue/expense analyses, projections, reports, and presentations
- Reviewed agriculture, commercial real estate, and oil and gas industry loans
- Pre-Audit and Post-Audit loan reports to check that they are following laws and federal banking regulation
- Developed detailed quantitative and qualitative credit analysis and underwriting for commercial loan requests
- Create and analyze monthly, quarterly, and annual reports and ensures financial information has been recorded accurately and create credit risk management reports, present to bank board members as well as to senior lending officers and CEO
BOOKKEEPER
Robert's Equipment Sales & Service
05.2005 - 08.2015
- Prepare and process payroll
- Answer client queries regarding fees and invoices
- Contact clients on regard to outstanding bills payable
- Maintain books, including bank statements, financial transactions, invoices, and all receipts
- Prepare payroll and direct deposit accounts
- Produce monthly financial summaries and reports
- Reconcile and balance all accounts
- Monitor cash flow and produce financial reports
- File documents for taxation compliance
Education
Bachelor of Business Administration: Accounting -
Texas A&M University-Corpus Christi
Corpus Christi, TXSkills
- Teamwork and Collaboration
- Organizational Skills
- Microsoft Office
- Continuous Improvement
- Attention to Detail
- Strategic Planning
- Expense Tracking
- Process Improvements
- Financial Administration
- Program Management
Certification
- Supervisor Academy Training - 2023
- HR 101 Training - 2023
- Green Belt LSS, City of Corpus Christi - 2023
Timeline
SENIOR BUDGET PROGRAM SPECIALIST
Office of Management & Budget - City of Corpus Christi
06.2023 - Current
BUDGET ANALYST II
Office of Management & Budget - City of Corpus Christi
02.2019 - 06.2023
BUDGET CLERK
Corpus Christi Independent School District
09.2017 - 02.2019
COMMERCIAL LOAN REVIEW ANALYST
IBC Bank
08.2015 - 08.2017
BOOKKEEPER
Robert's Equipment Sales & Service
05.2005 - 08.2015
Bachelor of Business Administration: Accounting -
Texas A&M University-Corpus Christi
- Supervisor Academy Training - 2023
- HR 101 Training - 2023
- Green Belt LSS, City of Corpus Christi - 2023
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