RACHEL FARINELLI ZURITA
*************@*****.***
281-***-**** cell
OBJECTIVE
A motivating leader and builder of teams, I seek the opportunity to educate and learn, while utilizing diverse skills and experience to the utmost benefit of the organization and its communities. With a passion for continuous development and lifelong learning, I thrive in an environment of programming and creation where I have the opportunity to improve professionally and develop and maintain symbiotic relationships in the community. I seek a position in an organization whose drive to achieve excellence matches my own, and one in which I can remain for a long-term commitment to the mission, vision, and values that we share.
EDUCATION
Master Of Higher Ed Administration, In English and Mass Communications 2006
Northeastern State University Tahlequah, OK
Graduation July 2006, with honors 4.0 GPA
Bachelor of Business Administration in Accounting 1997 1997
Northeastern State University Tahlequah, OK
Graduated Magna cum Laude, Alpha Chi Honor Society
CERTIFICATIONS
Series 7 Financial Advisor Representative Certification
Series 66 Financial Advisor Representative Certification
Texas Health, Life, and Annuities Insurance Certification
Oklahoma Health, Life and Annuities Insurance Certification
Texas Real Estate License with Relocation Certificate
PROFESSIONAL EXPERIENCE
OWNER/AGENCY MANAGER August 2014-Present
Farinelli-Zurita Consulting, LLC Texas, Oklahoma, Arkansas, Louisiana
Business management consulting, financial services, accounting and bookkeeping, insurance sales, and events management. Supervise a team of worksite sales agents coordinators, and benefits counselors, in health, major medical, dental, life, and supplemental insurance sales to individuals and small, medium, and large corporations, community organizations, and independent contractor firms. (Insurance carriers include: Colonial Life Insurance Company, Assurant Health, United Healthcare, Met Life, Humana, Cigna, Delta Dental, Fidelity & Guarantee, Washington National, and others)
FINANCIAL ADVISOR February 2014-August 2014
Edward Jones Investments The Woodlands, TX
Supervision and management of branch office for top investment advisory firm. Series 7, Series 6 certifications. Texas Life & Health Insurance license. Texas Annuities Insurance License.
PUBLIC ACCOUNTING MANAGER November 2013-February 2014
Ahlers and Stoll Houston, TX
Supervision and management of the accounting division for small CPA firm in North Houston. Coordination of 164 monthly, quarterly, and annual bookkeeping and tax clients, with the assistance of one part-time staff bookkeeper report.
DEVELOPMENT DIRECTOR August 2013-November 2013
Including Kids, Inc. Humble, TX
Supervision and management of entire development function, including events, grant writing, communications, fundraising, and donor development.
DEAN OF COMMUNITY EDUCATION October 2012-August 2013
San Jacinto College District Pasadena, TX
Supervise and direct all non-credit community-based training and certificate programs in Community Outreach, Education, Training Services, and Lifelong Learning, on three campuses and 4 external training facilities, with a budget of $2.5 million. Supervise grants and external funding for non-credit division. Supervise registration processes for all non-credit courses for all campuses. Serve as division representative for Workforce and Development Council, community economic development council, workforce, strategic planning groups, and community organizations.
DIRECTOR OF CONTINUING EDUCATION July 2009 – October 2012
Northeastern State University Tahlequah, OK
Director for Continuing Education programs for three Oklahoma campuses with a budget of $250,000. Direct, design, implement, evaluate and supervise all areas of continuing education, community outreach programs, corporate training, professional education, college prep, academic outreach and community development. Collaborate with on-campus and off-campus programs to build certificate programs and develop revenue streams. Diversity Council chair, President’s Advisory Council, Provost’s Academic Council.
COMMUNICATIONS CONSULTANT and ACCOUNTANT July 2008 – July 2009
Corporate Managing Systems, Inc Houston, TX
and Business Credentialing Systems, Inc. New York, NY
CMSI provides accounting and financial services, while BCS provides strategic risk management solutions. Direct all aspects of communications and marketing contract sales, communications strategy, planning, implementation, and evaluation, for corporate risk management consulting firm based in New York, NY, working with Fortune 500 Companies. I also provide internal audit, financial statements, and accounting.
VICE PRESIDENT OF OPERATIONS October 2007-February 2008
ANDON Specialties, Inc. Houston, TX
Supervise finance, accounting, human resources, legal, marketing, information technology, purchasing, warehousing and shipping, and facilities for a manufacturer’s representative and sales corporation in the petro-chemical and process control industries. Company budget is $50million in annual revenues, and staff of 50 full-time employees.
FINANCIAL ANALYST April 2007-October 2007
NACE International, Inc. Houston, TX
Supervise budget processes and year-end audit for $6mil budget and 17,000-member organization. Bank reconciliations, general ledger maintenance, financial statement creation. Supervise legal secretary, contracts, and human resources department.
DIRECTOR OF ADMISSIONS AND ADMINISTRATION June 2006-February 2007
Culinary Institute, Alain & Marie LeNotre Houston, TX
Associate Degree-granting institution; supervise recruitment and retention of students and teachers, academic planning and counselling for Associate Degree programs, compliance supervision, internal and external communications. Team of 10 managers and staff. Supervise adjunct faculty in Associate Degree Program, Registrar, Student Services, Human Resources, and Information Technology. Instruct public speaking, English, business, and computer applications courses.
OWNER/DIRECTOR August 2003-Present
Farinelli Studios Houston, TX
Farinelli-Sage Productions Tahlequah, OK
Consultant for business management and accounting; Coach public speaking and interview skills, supervise vocal and instrumental music, dance and fitness instruction, musical instrument and equipment sales, digital recording studio, publishing company, and promotion including CD, DVD, and video and audio commercials. Supervise team of 15 instructors and 5 staff, individual duties also include all accounting, reporting, tax, reconciliations, banking, marketing and promotion.
MEMBERSHIP DIRECTOR November 2000-October 2003
Sweet Adelines International, Inc. Tulsa, OK
Serve on 7-member of Executive Management Team, manage headquarters staff of 30, and serve 15-member international volunteer Board of Directors. Organize 30,000 members in US and 14 countries. Design, implement and supervise membership recruitment and retention programs, educational workshops, international competitions, and grant writing.
ACCOUNTING MANAGER August 1999-November 2000
United Way of Metro OKC Oklahoma City, OK
Supervise campaign finance, accounting, and IT staff for major non-profit fundraising organization. Maintain general ledger and month- and year-end close. Organize complete accounting system change, supervise campaign data entry assistants. Manage benefits, payroll, and A/P for 30 affiliate organizations as well as United Way.
ACCOUNTANT March 1998-August 1999
Hobbs and Associates CPA Firm Tahlequah, OK
Client bookkeeping, payroll and taxes, individual tax returns, school district fund accounting, corporate records.
TEACHING EXPERIENCE AND INTERNSHIPS
ADJUNCT INSTRUCTOR, Northeastern State University, Tahlequah, OK 2003-2013
English, Higher Education, German Language, Business Leadership, College Strategies, Fitness and Physical Education, Musical Direction and Vocal Production
ADJUNCT INSTRUCTOR, Culinary Institute-LeNotre, Houston, TX 2006-2007
Business computing, Accounting, Public Speaking, English
CAPSTONE INTERNSHIP, College of Education, Northeastern State University 2006
Instruct courses in Higher Education, Teaching English in High School, English Grammar.
Supervisor: Swen Digranes, Program Chair and Professor of Education
GRADUATE MEDIA INTERNSHIP, Public Relations Department, NSU 2005
Instruct courses in public speaking, public relations, and media.
Supervisor: Dana Eversole, Professor of Public Relations
VOLUNTEER OFFICES, HONORS AND AWARDS
Treasurer, ORHS Choir Boosters Board of Directors, 2014-Present
Chair, Quality of Life Task Force, Economic Alliance Houston Port Region 2013-Present
Member, Workforce and Economic Development Council 2013-Present
Member, Allocations Committee, Harris County Alternative Education 2013-Present
Board of Directors, NSU Alumni Association 2012
Team Leader, University Strategic Plan Team, Making Place Matter 2009-2012
President’s Council, Northeastern State University 2009-2012
Academic Council, Northeastern State University 2009-2012
Chair, Diversity Task Force, Northeastern State University 2011-2012
Steering Committee, Northeastern Oklahoma Regional Alliance 2009-2012
Grants Review Panelist, Oklahoma Arts Council 2013
Leadership Tahlequah, Class XIII 2009-2010
United Way Allocations Committee, 2010-2012
Treasurer, Cherokee Hills Byway Organization 2010-2012
Board Member, Sequoyah Institute 2005-2013
REFERENCES
Dr. Don Betz, President
University of Central Oklahoma
100 N University Drive
Edmond, OK 73034
Anna Knight, Group Leader for Commerce
Cherokee Nation
22361 Bald Hill Road
Tahlequah, OK 74464
Dr. Renee Cambiano, Department Chair Educational Foundations and Leadership
Northeastern State University
600 N Grand Ave
Tahlequah, OK 74464
Dr. Joseph Faulds, Professor--English
Northeastern State University
600 N Grand Ave.
Tahlequah, OK 74464
Dr. Ron Cambiano, Professor of Higher Education, Special Assistant to the President for Economic Development
Northeastern State University
600 N Grand Ave.
Tahlequah, OK 74464