Summary
Overview
Work History
Education
Skills
Timeline
Generic

Yvette Martinez

Pueblo,CO

Summary

Proven achiever with extensive experience in office administration and project management, notably at Colorado State University Pueblo. Excels in vendor management and Microsoft Excel, enhancing operational efficiency by implementing streamlined processes. Demonstrates exceptional attention to detail and time management, significantly improving workflow and reducing expenses by over 30%. Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence. Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills and strong work ethic. Organized and efficient [Job Title] supporting corporate level officers and senior management personnel with demonstrated expertise in financial and operational leadership. Adroit professional exemplifies multidisciplinary managerial skill in process, procedure and policy improvement initiatives. Accomplished in workflow optimization techniques implementation which increase productivity, reduce labor and maintain business integrity and quality of service. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

35
35
years of professional experience

Work History

HSI Grant Administrative Coordinator

Colorado State University Pueblo
12.2021 - Current
  • Monitored and directed incoming mail and prepared outgoing mail.
  • Greeted visitors with professionalism and enthusiasm to provide support and direct guests to appropriate department.
  • Managed and maintained electronic and paper-based filing systems to keep essential documents and information easily accessible and organized.
  • Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Monitored front areas so that questions could be promptly addressed.
  • Implemented project management techniques to overcome obstacles and increase team productivity.
  • Conducted ongoing reviews of program financial systems to assess cost control measures.
  • Organized spaces, materials and catering support for internal and client-focused meetings.
  • Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
  • Organized meetings for executives and coordinated availability of conference rooms for participants.
  • Managed supervisor itinerary and appointments and streamlined scheduling procedures.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Improved office operations by automating client correspondence, record tracking and data communications.

Administrative Assistant III

Colorado State University Pueblo
12.2016 - 12.2021
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Developed strategies to streamline and improve office procedures.
  • Maintained inventory of office supplies and placed orders.
  • Drafted correspondence and other documents for CEO and department heads in company's voice.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
  • Managed department budgets and generated financial reports for management review.
  • Performed research to collect and record industry data.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Managed filing system, entered data and completed other clerical tasks.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Established administrative work procedures to track staff's daily tasks.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.

Tax Professional II

H & R Block
02.2009 - 04.2021
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Assessed client tax situations to determine best filing options.
  • Developed tax plans and projections to help clients meet objectives.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Identified potential audit red flags to minimize risk of IRS audits.
  • Analyzed financial records to verify accuracy of tax returns.
  • Calculated estimated tax payments for clients.
  • Facilitated integration of modern tax software with client accounting software.
  • Utilized tax software to prepare returns and meet deadlines.
  • Collaborated with clients to answer questions and provide advice on tax matters.
  • Developed spreadsheet models to accurately track tax information.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Facilitated communication between clients and tax authorities.
  • Responded to inquiries from IRS and other tax authorities.
  • Researched tax implications for various deductions and credits.
  • Prepared written responses or tax return amendments to resolve state and federal notices.

Accounting Technician III

Colorado State University Pueblo
07.2007 - 12.2016
  • Screened company accounts receivable, accounts payable, payroll processing and general ledger transactions.
  • Entered figures using 10-key calculator to compute data quickly.
  • Completed bi-weekly payroll for company employees.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Organized general ledger with accuracy and within time constraints.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Organized budget documentation and tracked expenses to maintain tight business controls.
  • Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
  • Recorded deposits, reconciled monthly bank accounts and tracked expenses.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Implemented new accounting processes to decrease spending and work flow downtime.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Input financial data and produced reports using [Software].
  • Strengthened financial operations by conducting bank reconciliations and financial reporting.
  • Managed and responded to correspondence and inquiries from customers and vendors.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
  • Inspected account books and recorded transactions.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Gathered, evaluated and summarized account data in detailed financial reports.
  • Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
  • Supported management by processing invoices and documents with consistent on-time delivery.

Court Clerk II

Tenth Judicial District
02.1989 - 04.2005
  • Examined legal documents submitted to courts for adherence to laws and court procedures.
  • Processed payments for fines and fees, maintained accurate drawers, issued receipts, and updated account balances.
  • Maintained court dockets and updated disposition of cases after court hearings and trials.
  • Prepared court orders and judgments for signature.
  • Provided assistance to attorneys and court personnel in courtroom
  • Reviewed court documents to process subpoenas, motions and pleadings.
  • Assisted court in scheduling hearings, meetings and other events to support seamless operations.
  • Prepared court documents for filing in alignment with established protocols to support compliance.
  • Maintained and updated electronic databases to accurately and securely store court documents.
  • Collected court fees and fines and recorded amounts collected in [Software].
  • Answered telephone calls, took messages and transferred calls to appropriate colleagues.
  • Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
  • Coordinated courtroom proceedings and enforced adherence to proper procedures.
  • Stayed up-to-date on [State] laws and licensing requirements to complete accurate and efficient reviews.
  • Recorded and edited minutes of meetings and distributed to appropriate officials or staff members.
  • Issued public notification of official activities or meetings.
  • Performed routine data entry or document management.
  • Created documents with applicant information and verified data against [Type] database information.
  • Assisted newly hired clerks in learning about application reviews and verification procedures, performance strategies and customer service techniques.

Education

Master of Science - Professional Accounting

Colorado State University Global Campus
Aurora CO
10.2025

Master of Science - Business Management

Colorado State University Global Campus
Aurora CO
07.2023

Bachelor of Science - Business Management

Colorado State University Global Campus
Aurora, CO
11.2020

Skills

  • Office Administration
  • Telephone Etiquette
  • Filing
  • Office inventory management
  • Travel administration
  • Microsoft Access
  • Travel arrangements coordination
  • Microsoft Excel
  • Time Management
  • Correspondence Management
  • Inbound phone call handling
  • Event Planning
  • Calendar Management
  • Project management experience
  • File Organization
  • Workload Management
  • Documentation and Recordkeeping
  • Office Opening and Closing
  • Data Entry
  • Expense Tracking
  • Attention to Detail
  • Employee Records Management
  • Inventory Management
  • Vendor Management
  • Managing office supply inventory
  • Document Management
  • Report Development
  • Processing Expense Reports
  • Data Collection
  • Travel Arrangements
  • Proficient in [Software]
  • Cash register operation
  • Cash drawer management
  • Payment collection
  • Cash register systems
  • Inventory management
  • Point of sale operation
  • Point-of-sale system operation
  • Money handling
  • Safe verifications
  • Records Maintenance
  • Cash Handling
  • Drawer management

Timeline

HSI Grant Administrative Coordinator

Colorado State University Pueblo
12.2021 - Current

Administrative Assistant III

Colorado State University Pueblo
12.2016 - 12.2021

Tax Professional II

H & R Block
02.2009 - 04.2021

Accounting Technician III

Colorado State University Pueblo
07.2007 - 12.2016

Court Clerk II

Tenth Judicial District
02.1989 - 04.2005

Master of Science - Professional Accounting

Colorado State University Global Campus

Master of Science - Business Management

Colorado State University Global Campus

Bachelor of Science - Business Management

Colorado State University Global Campus
Yvette Martinez