MARTHA ORTIZ
Kansas City
Summary
Dynamic and detail-oriented professional with extensive experience at A&M Income Tax & Insurance, excelling in tax preparation and accounts receivable management. Proven ability to enhance operational efficiency through effective policy modification and exceptional multi-tasking skills, ensuring compliance and fostering strong client relationships. Bilingual in Spanish and English, enhancing communication across diverse clientele. Always looking to serve and provide a enthusiastic work experiences for all and my self.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Bookkeeping Administrative Assistant
A&M Income Tax & Insurance
08.2023 - Current
- Processed client invoices accurately and efficiently using QuickBooks.
- Maintained organized financial records to ensure compliance with tax regulations.
- Assisted in preparing tax returns by gathering necessary documentation from clients.
- Responded to client inquiries, providing timely support and information regarding accounts.
- Supported year-end financial audits by compiling required documentation and reports.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Tracked financial progress by creating quarterly and yearly balance sheets.
Office Manager
V&A Multiservices LLC
10.2021 - 05.2023
- Organized office supplies and maintained inventory levels to ensure operational efficiency.
- Assisted in scheduling meetings and coordinating office events to enhance team collaboration.
- Supported onboarding processes by preparing materials and assisting new hires with orientation.
- Implemented basic administrative procedures to improve workflow and task management.
- Collaborated with team members to streamline communication across departments for project alignment.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Managed vendor relationships, negotiating contracts for cost savings while maintaining high-quality services.
- Developed comprehensive policy manuals outlining procedures and guidelines, contributing to a well-organized workplace culture.
Store Manager
Speedy Cash
02.2012 - 08.2018
- Oversaw daily operations, ensuring efficient workflow and excellent customer service.
- Trained and mentored staff, fostering a collaborative team environment.
- Implemented visual merchandising strategies to enhance product visibility and appeal.
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees, created schedule for employees.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Establish and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Manage cash orders and a weekly bases. Audited stores closing and openings.
- Approving payroll submissions for employees.
- Delivering positive results by controlling monthly operations budget and limiting financial discrepancies.
Store Manager
ACE Cash Express Inc.
04.2004 - 12.2009
- Analyzed sales data to identify trends, adjusting strategies for improved performance.
- Establish and administer annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Audited loans for three different locations, ensuring all loans are countable and proper documentations in file.
- Work directly with customers proving and offering all new products and promotions.
Education
Religious Certificate - Religious Theology
Bishop Helmsing Institute
Kansas City, MO08-2011
High School
Preparatoria Juventino Rosas
Juventino Rosas, Gto Mexico06-2003
Skills
- Payroll processing
- Accounts receivable management
- Expense tracking
- Tax preparation
- Policy and procedure modification
- Administrative Support
- Scheduling
- Documentation and control
- Excellent multi- tasking ability
- Proficient in spanish and english
Accomplishments
- Supervised team of 11 staff members.
Certification
- Quick Books Training - 3 months
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Bookkeeping Administrative Assistant
A&M Income Tax & Insurance
08.2023 - Current
Office Manager
V&A Multiservices LLC
10.2021 - 05.2023
Store Manager
Speedy Cash
02.2012 - 08.2018
Store Manager
ACE Cash Express Inc.
04.2004 - 12.2009
Religious Certificate - Religious Theology
Bishop Helmsing Institute
High School
Preparatoria Juventino Rosas
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