AMY GARCIA
Houston, TX 832-***-**** *************@*****.***
AREAS OF EXPERTISE
EDUCATION
University of Houston
Bachelor of Business Administration in Finance and Marketing / May 2018 Honors/Awards: Dean’s List Spring 2017 & Dean’s List Spring 2018 Certifications: Sales Excellence Certified 2016
EXPERIENCE
University of Houston
Financial Coordinator / February 2020 – Present
Financial Assistant II / February 2019 – February 2020
• Coordinates personnel administration including employee sign-up, faculty folders, payroll and implementation of related policies and procedures
• Maintains personnel records for biweekly employees such as employee information, timesheets and lost time reports; tracks status of submitted personnel and administrative forms
• Run Monthly Payroll Verification Reports of monthly payees and document for accuracy using pivot tables
• Coordinates department administrative operations, including telecommunications, physical plant work orders, long distance codes, parking permits and ID card requests
• Maintains and reconciles accurate account balances on all accounts in revenues and expenditures
• Perform cash management duties involving depositing university cash gifts, checks, and credit card transactions using CashPro Online and Payeezy up to $30,000 on a daily basis
• Run financial summary reports to the college or division business manager with accurate and available State, Local, and Federal funds
• Run monthly financial queries to review and handles any pending, liabilities, vouchers, journals, requisitions, and sc vouchers
• Work closely with vendors to set them up as vendors and to create university contracts to abide by university policies
• Assist business manager with budget cycles and participate in the annual budget development process.
• Correct reconciliation discrepancies with reallocations and journal vouchers
• Process reimbursements/purchases/invoices including: coding to correct accounts while monitoring cost centers, spot checking for reasonableness, obtaining signatures, and submission to accounts payable
• Facilitate new vendor setup using contracts and process requisitions using PeopleSoft Finance to acquire sufficient funds in accounts to ensure invoices over $5,000 are paid in a timely manner
• Coordinate travel arrangements using SAP Concur for Faculty and Staff within the college and document travel expenses/accounts using assigned university credit card
• PeopleSoft Finance & HR
• Coachable/Team Player
• SAP Concur
• Customer Service
• Salesforce
• Billing and Cash Management
• Bilingual: English and Spanish
• Microsoft Suite Proficient
• Account & Vendor Management
• Interpersonal Communication
• Financial Reporting
• Time Management
CS DISCO
Sales Development Representative / June 2018 – November 2018
• Prospected, educated, qualified, and developed accounts and assigned leads via phone/email to create sales qualified leads and opportunities
• Identified key players and developed interest towards our eDiscovery platform using HubSpot while successfully managing and overcoming prospect objections
• Create relationships with prospective clients to better understand their problems with current platforms to conclude with solutions and how DISCO can help provide a better experience
• Designed and produced monthly company newsletters, announcements, and invitations to company social events Vinson & Elkins, LLP
Talent Management Intern / May 2016 – August 2016
• Coordinated the logistics of 30+ attorneys and 20+ summer associates in the Mergers & Acquisitions and Capital Markets practice group for events and meetings within the firm
• Performed other administrative work for the Talent Management department such as: examined resumes, created nametags, converted physical files into electronic files, and created invitations for social events INVOVLEMENT & ACKNOWLEDGEMENTS
CareerSpring / June 2020 – Present
• Apart of the Young Leaders Advisory Board within the CareerSpring Career Platform designed for first generation students and graduates of the Cristo Rey Jesuit College Preparatory Network to gain career exploration tools, a network of advisors, and access to job placement services that take your students to the finish line
• Advise first gen students in career advice, build their network, college admission advice, work-life balance, and preparation for job interviews (revise resumes and mock interviews) Ted Bauer Leadership Certificate Program / August 2017 – May 2018
• Utilized and practiced foundational communication skills through exposure to public speaking, professional writing, and group exercises
• Gained knowledge of professionalism and corporate culture through workshops in ethics, diversity, conflict resolution, and team dynamics
Program for Excellence in Selling Certificate Program / August 2017 - December 2017
• Received 180 hours of training in customer relationship management, software - salesforce.com, and live selling
• Worked closely with a team of four to plan and execute CRM on 30+ accounts using Salesforce and cold calling and generated an overall team revenue of $10,300 which placed us at 412% over quota as a team
• Selected to be a team leader/mentor to 5 first semester students to train them on Salesforce and provide take-away sales tips so that they may apply and practice throughout the program