Executive Assistant Manager

SONJA M. RODRIGUEZ

Plano, TX *****

********@**.*** 469-***-**** LinkedIn Profile

STRATEGIC BUSINESS OFFICE MANAGER

Create Standardized Corporate Policies and Procedures Forge Business-Aligned Management Strategies / Enhance Organizational Effectiveness

Collaborative Business Manager skilled in using analytics to create financial reports for upper management, sales growth, acquisition, retention, performance management and organizational development strategies to drive business results. Enjoys training subordinates and getting them to buy into corporate vision.

Excels at identifying business management gaps and developing action plans that close those gaps to meet corporate goals and strengthen organizations. Proficient with MS Office, specialized Accounting and Customer Service Management software, including Service Plus, MAS90, QuickBooks, CCH Practice Management, Office Tools Workspace, Concur Web Expense and Business Works Accounting. Vendor Management GAAP FAR Knowledge

Succession Planning Talent Acquisition Performance Management Compensation Strategy Diversity & Inclusion Procurement Management Benefits Administration Policy & Procedure Development PROFESSIONAL EXPERIENCE

The MB Group, LLC, Plano, TX 75093 March 2013 to November 2018 Firm Administrator/CPA Business Manager

Managed all administrative, human resources and accounting tasks for small CPA firm of 20-25 persons. Managed vendor relationships, contract renewals, A/R, A/P, billing, collections, preparation of monthly financial statements, payroll, planning of company events and social outings, and executive reporting.

• Performed due diligence, research and selection of new software, served as project manager for implementation of new Firm management time and project tracking software, as well as training of employees.

• Implementation of new software saved the Firm approximately 2-man hours weekly per employee in time entry, streamlined tracking of open projects and provided real-time status, as well as eliminating the need for tracking spreadsheets.

• Bi-monthly billing cycle time line decreased from 7-10 days to 3-5 days, speeding up collections and cash flow.

• Revised company employee manual with updated regulations, as well as added and clarified items regarding employee performance issues.

• Reduction of over 90-day Accounts Receivable by 90% within first 6 months of employment and currently maintains a collection rate of 98%

• Briefed partners on financial systems to ensure compliance with Sarbanes Oxley Act.

• Prepared all financial statements for management review. SONJA M. RODRIGUEZ ********@**.*** PAGE TWO

PROFESSIONAL EXPERIENCE (Continued)

Crossmark, Plano TX 75024 2010 to 2012

Accounting Manager– Expense & Corporate Travel

Managed and reconciled the American Express Master Corporate Travel Account, processed corporate card application for new associates, acted as backup Corporate Card Program Administrator. Answered incoming hotline phone inquiries concerning all aspects of travel & expense – corporate policy, Concur Web Expense issues, and corporate credit cards.

• Set policies in place for clear communication between Travel and Accounting Departments to eliminate double bookings of airfares thus nearly eliminating all cancellation and change booking fees for booked airfare companywide.

• Reduced turnaround time for employee’s expense reimbursements from an average of 10 days to 5 days.

Data Applications Corporation, Addison, TX 75001 1998 to 2006 Manager, Finance & Administration

Managed multiple corporate departments to include Procurement, Customer Service, Help Desk, Accounts Payable, Accounts Receivable, Human Resources, and Payroll. Served as signing authority for all corporate expenditures. Supervised subordinate employees, prepared performance reviews and responsible for department staffing. Wrote and revised policies and procedures for all departments. Managed all aspects of contracts with the City of Fort Worth and the City of Dallas for IT service and support.

• Wrote new policies for tracking service calls for the helpdesk, which increased the dispatch time and thus increased the technician response time for the client.

• Served as project lead for new accounting software upgrade and implementation, as well as trained all staff.

• Assisted in preparing and reviewing all Purchase Requests and Purchase Orders for management approval.

• Facilitated Vendor meetings prior to Proposal Solicitations and Kick-off meetings.

• Served as primary point of contact for Vendors interested in working with company.

• Reviewed contract modifications for compliance with Statement of Work and financial CLIN adjustments.

Murata Business Systems, Inc., Plano, TX 75093 1995 to 1997 Cash Management Accountant

Managed multiple U.S. and foreign bank accounts and outstanding credit lines of approximate $30 million on a daily basis for minimization of interest cost, and maximum usage of firm’s funds. Executed daily banking functions to include borrowing and pay down calculations, daily wire transfers, and account analysis for executive review.

• Created quarterly forecasting matrix for department distribution.

• Managed foreign parent company accounts receivable and accounts payable in excess of $20 million.

• Created automated corporate travel reports and implemented automated tracking system to reduce travel costs and implemented paperless reporting which resulted in a 50% man-hour reduction.

SONJA M. RODRIGUEZ ********@**.*** PAGE THREE

PROFESSIONAL EXPERIENCE (Continued)

U.S. Government, Worldwide locations 1987 to 1995

DOD Civilian Employee

US Geological Survey, Reston VA 1993 to 1995

Travel Specialist

Analyzed and interpreted Federal, Departmental, and USGS policies and procedures related to travel, relocation, and travel systems affecting the fiscal management of USGS activities. Analyzed effect on current processes and modified procedures for situations involving foreign travel, emergency travel for natural disasters or program emergencies, and recurring travel for scientific research, etc. Researched problems and issues effecting programs. Initiated and drafted advisory correspondence to Area locations, including implementation guidance for new policies directives, and procedures for release by senior management.

COMSERVFOR 6TH Fleet, Naples, Italy 1990 – 1993

Accounting Specialist

Performed site visits to perform reviews, examinations and analysis of all accounting related data to include property records, payables, receivables, inventory, petty cash/change funds, purchase orders, invoices, payroll summaries, daily activity summaries and other operating accounts. Also maintained, reconciled and verified accounting records by implementing principles of accounting and double entry bookkeeping. Acted as the lead technician and assisted the supervisor in providing advice and technical guidance on accounting operational issues to business activities, staff and program managers. US Army Finance, Heidelberg, Germany 1987 – 1990

Accounting Associate

Performed technical accounting work including the maintenance, validation, and reconciliation of accounting records for multiple accounts. Interpreted data, identified related transactions and determined root causes/source of problem by identifying trends and workable/corrective solutions. Researched and processed a variety of recurring standard and nonstandard accounting transactions for adequacy, legality, and propriety. Prepared correspondence responding to inquiries of a non-routine nature explaining various aspects of accounting and providing detailed and technical explanations of accounting discrepancies or procedural and reporting requirements.

EDUCATION

Strayer University, Business Administration, Manassas, VA, 1994 – 1995 - Maintained 4.0 GPA Normandale Community College, Accounting & Business Administration, Bloomington MN, 1982 – 1984

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