Summary
Overview
Work History
Education
Skills
Timeline
Generic

YOLANDA OLIVARES

Summary

Accounting graduate with experience in budgeting, bookkeeping, tracking revenue and expenditure. Highly dependable, ethical, reliable support specialist and works effectively with cross-functional teams in ensuring operational and service excellence.

Overview

7
7
years of professional experience

Work History

Consultant Services

Progressive
02.2024 - Current
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Offering detailed information about billing issues and policy changes
  • Recommending additional products or services that may benefit the customer.
  • Assisting customer with understanding the changes in their premium and providing a complete policy review.


Business Clerk

IDEA Public Schools
06.2021 - 01.2024
  • Manage $600K-$1.4M in Principal discretionary budgets.
  • Ensure school leaders are informed regarding the financial state of their school through consistent monthly check-ins and robust report sharing.
  • Ensure timely vendor payments by receiving 100% of all goods or services in Tyler Munis within one business day of delivery and include all appropriate documentation.
  • Assist school leaders in delivering training to campus staff regarding campus and student activity fund policies and procedures.
  • Managed POs, expense reports and end-of-month financial accruals.

Student Manager

UTSA Student Union
08.2018 - 05.2021
  • Responsible for recruiting, interviewing, onboarding, training, and scheduling duties.
  • Collaborated with different cross-functional teams to organize events to increase attendance.
  • Thoroughly completed all necessary paperwork and proficiently addressed inquiries pertaining to event planning, ensuring compliance with organizational protocols, and facilitating seamless event coordination.

Education

Bachelor of Business Administration - Accounting

The University of Texas at San Antonio
05.2021

Skills

  • Continuous improvement
  • Processes and procedures
  • Attention to detail
  • Team leadership & development

Timeline

Consultant Services

Progressive
02.2024 - Current

Business Clerk

IDEA Public Schools
06.2021 - 01.2024

Student Manager

UTSA Student Union
08.2018 - 05.2021

Bachelor of Business Administration - Accounting

The University of Texas at San Antonio

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YOLANDA OLIVARES