Wendy Rodriguez
Del Rio,TX
Summary
Proven track record in enhancing financial accuracy and efficiency, notably at Rio Grande Electric Coop, Inc., through expert bank reconciliations and meticulous monthly journal entries. Demonstrated ability to maintain confidentiality and provide exceptional customer service, underscoring a blend of technical proficiency and interpersonal skills.
Overview
10
10
years of professional experience
Work History
Staff Accountant
Rio Grande Electric Coop, Inc.
05.2023 - Current
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
- Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
Office Manager
David P. Graf CPA, LLC
12.2016 - 05.2023
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Responded to employee inquiries to clarify payroll issues regarding wages, deductions and taxes.
- Processed new hire paperwork and documents.
- Filed payroll taxes with appropriate government agencies by deadlines to minimize risk of penalties or fines.
- Processed W-2s, 1099s and other year-end reports to remain in compliance with state and federal laws.
- Reviewed monthly journal entries and reconciliations to find and resolve variances.
- Managed the company''s financial transactions with precision, including accounts payable, accounts receivable, and bank reconciliations.
- Reviewed and approved general ledger transactions and bank reconciliation reports.
- Performed monthly bank reconciliations to maintain accuracy of financial data and prevent potential issues.
- Ensured timely filing of sales tax returns, preventing penalties or interest charges for clients.
- Assisted in preparing tax returns by gathering required documentation and ensuring compliance with local, state, and federal tax regulations.
Part Time Teller
Border Federal Credit Union
07.2015 - 08.2016
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
Student Budget Clerk
San Felipe Del Rio Consolidated Independent School District
08.2014 - 06.2015
- Enhanced office efficiency by organizing and maintaining filing systems.
- Reduced errors in data entry by carefully inputting information into computer systems with attention to detail.
- Improved customer satisfaction by promptly answering inquiries and providing accurate information.
- Monitored office supplies and made arrangements for restocking of low-stock items.
- Worked well in a team setting, providing support.
Education
MBA - Business Administration
Strayer University
Washington, DC03.2024
BBA - Business Administration
Sul Ross State University
Alpine, TX12.2021
Associate of Arts - General Studies
Southwest Texas Junior College
Uvalde, TX07.2019
Skills
- Bank Reconciliation
- Journal entry preparation
- Account Reconciliation
- Monthly Journal Entries
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Staff Accountant
Rio Grande Electric Coop, Inc.
05.2023 - Current
Office Manager
David P. Graf CPA, LLC
12.2016 - 05.2023
Part Time Teller
Border Federal Credit Union
07.2015 - 08.2016
Student Budget Clerk
San Felipe Del Rio Consolidated Independent School District
08.2014 - 06.2015
MBA - Business Administration
Strayer University
BBA - Business Administration
Sul Ross State University
Associate of Arts - General Studies
Southwest Texas Junior College
Similar Profiles
Orlando MolinaOrlando Molina
Apprentice Lineman at Rio Grand Electric COOPApprentice Lineman at Rio Grand Electric COOP
Stacey CastillaStacey Castilla
Project Coordinator at Rio Grande Electric Cooperative, Inc.Project Coordinator at Rio Grande Electric Cooperative, Inc.
Angel IsidroAngel Isidro
Apprentice Lineman at Rio Grande Electric Co-OpApprentice Lineman at Rio Grande Electric Co-Op