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Financial Specialist Branch Manager

Location:
Santa Fe, NM
Salary:
16.00
Posted:
February 21, 2022

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Resume:

Renee K. Mendiola

*** ******* ***** ** 505-***-****

Education:

Years

Institution Location Attended Degree

St. Michael’s High School Santa Fe 4 Diploma

Employment:

New Mexico Department of Transportation 7315 Cerrillos Rd

Financial Specialist-Advanced-Operational 05/15/00-present

Conduct annual and semi-annual physical inventory, and upon my discretion I spot check throughout the year.

Process and generate Inventory Reports gathering financial information to update current locations.

Process fixed assets (new purchases), changes, deletions, betterments and transfers.

Prepare, audit and process contract of sales, memo of charges, Inspection and Condemnations for proper removal of obsolete, salvage and scrap inventories by sale to the public entities or contract vendors.

Audit and process accounts payables, specifically Final Payments, Utilities, Payroll, Per-Diem, Data Control, Petty Cash, and Reconcile Fixed Assets to General Ledger.

Create purchase orders by entering the vendor number, department codes, accounting codes and sub accounts.

Print the purchase orders after proper approval.

Serve as back up for relief of receptionist, Radio as well as back up for employees in the Accounting Section when they are absent.

Process receiver documents into the PeopleSoft (Share System) to account for inventory items.

Process, balance and reconcile bulk for District 5.

Balance and reconcile Stockpiles (Inventory) for all of District 5.

Make daily accounting decisions regarding problems occurring at the District.

I have good knowledge of accounting methods and principals, policies, procedures and regulation.

I have the ability to interpret, analyze and compile data pertaining to financial problems that might arise.

My computer experience includes Microsoft Word, Excel and Outlook, Internet and Time and Attendance as well as Share People Soft and HMMS.

I have experience using a copy and fax machine and 10 key calculators by touch. I am also capable of using the Financial Management Information System (FMIS), People Soft and CICS.

State Employees Credit Union 813 St. Michael’s Drive

Assistant Branch Manager 8/92-5/00

Primary job duties pertain to training and supervision of branch staff, as well as completing monthly reports. Also assisting members with information regarding the Credit Union and assisting with business transaction during the course of business. Details of job duties include but are not limited to the following. Assigning daily work duties to the operation staff (tellers, member services, etc.) for day-to-day operations, and supervising staff or completion of assigned duties. Also assisting in answering incoming phone calls, and assisting in teller functions.

Member service functions are included in daily duties. These duties would

Include providing Credit Union services, such as opening new accounts, Individual Retirement Accounts, and Certificates of Deposits. I also provide necessary information to the membership regarding services offered by the Credit Union.

Closing of the branch at the end of the business day is a required daily duty. This would include balancing of Travelers and Official Checks, as well as the teller line. Entering Of closing balances and verification of bank deposit, and verification of closing branch totals.

Administrative duties are also included, which require daily attention. These duties include developing policies and procedures for the Credit Union, and performance Appraisals, evaluations and disciplinary notices. Also, completing payroll records for the Staff under my supervision, and interviewing individuals for available positions. Included with these duties is the necessity of being knowledgeable with the machines Needs for daily duties. These machines would include a 10 key calculator, micro machine and an electronic postage meter.

Urgent Care Santa Fe 2801 Rodeo Rd Receptionist 10/3/2006 – 02/2013

Part Time Job

Assist incoming patients upon arrival.

Process and input new patients into Lytec and Soapware.

Scan templates into E-Charts.

Set up Referrals

Collect and process payments.

Balancing drawer at end of night.

Answer phones and fax.

Drury Plaza Santa Fe 828 Paseo De Peralta

Bartender 06/30/14 – 3/25/2017

Served alcoholic and non-alcoholic beverages to guests

Maintained bar area.

Helped guests with all questions and concerns.

Dollar Tree 5251 Las Soleras Dr.

Cashier 4/20/17 – 09/26/19

• Processing purchases by customer on Register and balance register

• Worked with Manager with end of night balancing of deposit and safe

• Put away go backs

• Stock all merchandise

• Balance money drawer

• Clean Store

Murphy’s Express 3155 Cerrillos Rd

Cashier 03/31/2020 – 02/02/2021

Part Time Job

Processing purchases by customer on Register and balance register

• Stock all merchandise

• Clean Store

References

Dr. Richard Lieberman 505-***-****

Andrea O’Connell 505-***-****

Ashley Rivera 505-***-****



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