I am a trustworthy, self-motivated, and highly organized individual. I possess exceptional time management skills and can simultaneously handle multiple projects with precision. My strengths lie in creativity and adaptability; always continuing to expand my skills. I require minimal supervision and am known for my strong work ethic, excelling in a fast-paced, team-based environment.
Knowledge and Skills
Finance/Treasury analysis knowledge
Cash forecast and variance analysis
Daily cash positioning
Month, quarter, and yearly closing
General ledger and journal entries postings
Financial statement analysis
GAAP knowledge, Sarbanes-Oxley
Budget creation, forecasting, and cost allocation analysis
Languages: English, Spanish
Single and multiple regression analysis
Create statistical models using T-tables and Confidence Intervals
Advance MS Excel - Match and index, create macros - edit using VBA, create automated dashboards
Software Knowledge: SAP, BPC/EPM, Quickbooks
Programming languages: R, Python, SQL
Interest: Business Analytics
American National Insurance | Houston, TX
11/2019 – Current
Treasury Services, Liquidity and Cash Management.
Daily Accounting Clerk
Bike Barn | Houston, TX
11/2018 – 11/2019
Execute Month-end closing for three entities - Present Income Statement and Balance Sheet results with analysis.
Create journal entries and make any corrections to Point-of-Sales systems.
Reconcile bank, inventory, and other Balance sheet accounts - Update Master files.
Audit accounts to locate any discrepancies - Provide finding to management.
Create weekly analytical summaries of store sales, employee warranties, and sales margins for different departments.
Reconcile payroll liabilities, update employee commissions, and prepare monthly payroll accruals.
Manage A/R and A/P accounts – Maintain vendor relations.
Reconcile Sales Tax payable - Calculate and file monthly Sales Tax with Texas Comptroller.
Client Service Representative
Bank of America | Highland Village, TX
01/2017 – 11/2018
Process transactions efficiently while analyzing financial documents for accuracy.
Meet/exceed sales goals by introducing products to clients and encouraging them to expand their relationship at the bank.
Follow established policies, procedures, and guidelines to protect both consumers and Bank of America.
Inform and educate customers on how to conduct transactions through self-service technologies.
University of Houston
Master of Science in Technology Project Management
08/2020 - 05/2022
Certificate in Accountancy Program (CAP)
01/2018 - 05/2020
University of North Texas
Bachelor of Arts in Economics
Class of 2017
Paschal High School
Fort Worth, TX
High School Diploma
Class of 2011
Certified Public Accountant