Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Veronica Sanchez

Magnolia,TX

Summary

Experienced with financial record management, data entry, and reconciliation in accounting environments. Utilizes accounting software and tools to enhance efficiency and accuracy. Knowledge of regulatory compliance and reporting standards, ensuring precise and timely financial documentation.

Overview

15
15
years of professional experience

Work History

Accounting Assistant

Corey Construction
Houston , TX
07.2023 - Current
  • Processed payments and documents, including invoices, employee reimbursements, and statements.
  • Streamlined bank reconciliation processes, resulting in increased efficiency and reduced errors in cash management activities.
  • Managed high-volume invoice processing and payment.
  • Maintained confidentiality of sensitive financial data to protect company integrity and privacy rights of individuals involved.
  • Organized and maintained digital and physical financial records to enhance team productivity.
  • Identified inefficiencies in billing processes, contributing to reduced overhead costs.
  • Enhanced vendor relations by promptly resolving invoice discrepancies.
  • Reconciled Corporate and intercompany bank accounts and credit cards(JP Morgan, American Express, Chase United), investigating, and resolving discrepancies to keep accounts audit-ready.
  • Inspection of accounts including intercompany books and recorded transactions.
  • Audit of balance sheet for several locations/ divisions

Tax Preparer (Contract)

EXPERIENCE TAX & MULTISERVICES
01.2019 - Current
  • Prepared monthly and annual tax reports for small business and individual clients
  • Analyzed tax law regulations to find potential deductions and recognize any deficiencies.
  • Maintained positive relationships with clients, handled daily phone calls and emails.
  • Run the company's agenda of appointments and ensured all payments are done on time.
  • Ensured confidentiality of client information.
  • Managed electronic tax records using Tax wise
  • Generate signature pages for contract binding through Texas Real Estate portal

Payroll Admin/ Procurement Analyst

Kingsley Constructors Inc
The Woodlands, Texas
08.2021 - 07.2023
  • Complete manual entry of time for 300 plus employees
  • Code time correctly according to job and proper phase codes towards GL accounts
  • Process all onboarding/offboarding paperwork for Renewable department
  • Facilitate new hire procedure
  • Process any change or status forms, truck pay documentation, etc.
  • Answer calls from field employees as needed
  • Receive all material, subcontract/rental PO's so AP can apply invoices accordingly.
  • Create new and close/open existing PO's
  • Maintain receiving logs up to date for PM's

Insurance Risk Advisor

State Farm
05.2020 - 08.2021
  • Reviewed insurance inquiries, working effectively to accommodate various requests to build agency's reputation as service provider.
  • Monitored clients' insurance coverages to ensure changing needs were met.
  • Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
  • Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
  • Earned "Beast of the Week " award for successfully landing most apps in new business within a weekly basis.
  • Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
  • Offered policy guidance and management to promote asset protection.

Administrative Assistant

Southwest Key Program
04.2016 - 05.2020
  • Assisted EA in proper handling and filing of confidential and sensitive files.
  • Assisted EA in conducting initial background checks for on-boarding of new employees
  • Assisted program director with monthly meeting preparation and execution.
  • Developed administrative processes to achieve organizational objectives and improve office efficiency.
  • Tracked and submitted employee time sheets in Kronos for payroll processing and reconciling.
  • Collected, calculated and reported on expenditure and statistical data to inform senior management.

Operations Assistant

Modern Home Renovation
01.2014 - 02.2016
  • Helped senior staff carry out daily facility operations, set schedules and meet customer requirements.
  • Identified needs of customers promptly and efficiently.
  • Identified operational and performance issues and worked with managers to resolve concerns.
  • Developed and maintained standard operating procedures for scheduling in-house and contract trades to job sites.
  • Managed time off, delays, PTO. for all personnel
  • Executed a calendar of events to provide translation to assure proper communication between in-house trade and project managers.
  • Prepared proper documentation to obtain permits from the city of Houston and HOA for project completion.
  • Maintain all confidential and general paperwork in an orderly manner.

Administrative Specialist

Scaffolding Today
05.2010 - 01.2014
  • Executed customer service, order processing, web managing, logistics, shipping/receiving.
  • Filed confidential customers info & resolved past due accounts
  • Using Microsoft programs on a day-to-day basis, such as creating spread sheets, monthly reports, material list, packing list, commercial invoices, etc
  • Set up and maintained physical and electronic filing systems.
  • Provided top quality control, eliminating downtime to maximize revenue.
  • Automated office operations by managing internal and external customer correspondence, record tracking and data communications.
  • Assisted program director with monthly meeting preparation and execution.

Education

Associate of Arts -

Houston Community College
Houston, TX
01.2014

Skills

  • AP/ Invoices
  • New Hires onboarding/offboarding
  • Adobe/ Kronos/ Microsoft/ View Point/QuickBooks/NetSuite
  • Order Processing
  • Customer Service
  • Bank Reconciliation
  • Intercompany invoicing management
  • Vendor account management
  • Journal entries
  • Payroll Processing
  • Month-end reports
  • Expense reports
  • Clear focus on detail and ability to recognize inconsistencies in data/documents
  • Good oral and written communications skills
  • Strong analytic and problem solving ability

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Accounting Assistant

Corey Construction
07.2023 - Current

Payroll Admin/ Procurement Analyst

Kingsley Constructors Inc
08.2021 - 07.2023

Insurance Risk Advisor

State Farm
05.2020 - 08.2021

Tax Preparer (Contract)

EXPERIENCE TAX & MULTISERVICES
01.2019 - Current

Administrative Assistant

Southwest Key Program
04.2016 - 05.2020

Operations Assistant

Modern Home Renovation
01.2014 - 02.2016

Administrative Specialist

Scaffolding Today
05.2010 - 01.2014

Associate of Arts -

Houston Community College

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Veronica Sanchez