HR, AP, Operations, Admin, QuickBooks, Small Business (San Francisco)

ABOUT ME

Seeking a position that will fully utilize my broad experience, strong organizational skills, attention to detail, and problem-solving multi-tasker orientation. As a dynamic, self-motivated individual, I aim to significantly contribute to a company’s efficiency, organization, and growth.

WORK EXPERIENCE

BUSSINESS ASSISTANT 247

2018 - Present | Small Business Consulting | Bookkeeping and Administration

Provide expert advice and support to help small businesses improve their performance in operations and administration. Offer tailored advice and research in areas such as finance, IT, human resources, and compliance to meet specific business needs. Ensure that financial records are accurate and complete to make the filing process smoother and more efficient.

• Bookkeeping: Clean and prepare company and sole proprietor financials for tax season. Problem Solving: Identifying and addressing issues within the business. 

• Skill Development: Helping business owners and employees develop necessary skills. Market Analysis: Providing insights into market trends and competition. 

• Operational Improvement: Recommending ways to streamline operations and reduce costs. Financial Planning: Assisting with budgeting, forecasting, and financial analysis. 

• Marketing and Sales: Developing marketing strategies and sales plans to increase revenue. Human Resources: Offering guidance on HR practices, including hiring and training. 

• Project Management: Overseeing specific projects to ensure they are completed on time and within budget. Personal assistant: Schedule meetings and manage calendars and help with emails. Take comprehensive notes at meetings Help with time management Run errands as requested. 

• Human Resources: Offering guidance on HR practices, including hiring and training

• Property management: Overseeing specific projects to ensure they are completed on time and within budget.

SENIOR HOME DESIGN

2018 - 2020 Executive Administrative Assistant | Property Management

Personal assistant:

• Schedule meetings and manage calendars and help with emails. 

• Take comprehensive notes at meetings 

• Help with time management 

• Run errands as requested. 

Property management: 

• Guest booking and coordination of guest registration Developed a monthly revenue of 8k dollars. 

• Coordinate local property taxes, and property management laws 

• Manage listings on rental platforms. 

• Created and coordinated interior design on property 

• Emergency Management

NOE VALLEY PEDIATRICS

2011-2018 Full Charge Bookkeeper| Administrative Assistant | Human Resources

Accounting: 

• Managed full charge payables, reconciled bank accounts and credit cards. 

• Handled daily bookkeeping, payroll, month-end closing, and reporting. 

• Conducted P&L and expense analysis. 

• Negotiated vendor contracts to reduce expenses and maximize profits. 

IT Support: 

• Researched and maintained office equipment, computers, telephones, and credit card machines. 

Human Resources:

• Set up and integrate time clocks with accounting software. 

• Prepared new employee hire packets. 

• Tracked vacation, sick leave, and managed IRA retirement accounts. Created an employee handbook.

THE UP & DOWN CLUB (SITIO Inc.)

2001-2006 CFO & Operations Manager | Partner

Entrepreneurial Experience: Formed a California Corporation from inception to completion. Conducted market research, attended SBDC seminars, and developed a business plan. Managed permits and complied with government regulations. 

Financing/Bookkeeping: 

• Handled all business accounts, payables, and receivables, including payroll, using QuickBooks Pro. Managed funds and record-keeping for small business finances. Kept corporate meetings notes. 

Administrative: 

• Managed calendar, scheduling, meetings, and telephone calls for corporate and personal events. Handled all expense reports and reimbursements. 

• Performed administrative duties required by the office. Hired and managed restaurant and bar staff. 

• Assisted with weekend party promotions and acted as the event coordinator for private and special events.

BRIDGE INTERNATIONAL COMPANY

1998-2001 Traffic Manager | Bookkeeper

• Traffic & Logistics: Coordinated the sales of cocoa-related products, raw materials and confections to the chocolate industry the USA and Latin-American. Handled the logistics, customs brokers documents for transportation of international shipments customs brokers and importers. Monitored transit from origin to destination to meet delivery timelines. 

• Research and Development: Analyze and successfully identified Indian suppliers and developed a new market for used jute bags in Latin-America. 

• Accounting: In charge of all internal accounting including international wire transfers payables and receivables. Forecast and reports on estimated profitability for the Management and Sales Team. Reconciliation of several bank accounts monthly. Bank deposits and payables checking. 

• Customer Support: Provided superior satisfaction to customers through attention to detail and by following-up on all international sales with documentation and logistics.

EDUCATION

High School Degree UDG Preparatory Guadalajara, MX

Business Admin, BBA Napa JC, CA US

International Business Course UC Berkeley, CA USA

PERSONAL SKILLS

• Organization

• Team Oriented

• Problem Solver

• Self-Starter

• Interpersonal Skills

• Bilingual English Spanish

PROFESSIONAL 

• Office Operations

• HTML & Java

• English Spanish

• 18-year Bookkeeping Experience

• Property Management

• Human Resources

• Microsoft Suite Mac + Windows User

CERTIFICATIONS

• QuickBooks Certified

• Peer to Peer Certification

• International Business