Summary
Overview
Work History
Skills
Timeline
Generic

Carlos Hidalgo

Lake Forest

Summary

Career-driven professional with a background in accounting, client services, and system implementation. Experienced in managing large client portfolios, reconciling financial data, and supporting onboarding and training initiatives. Known for strong communication, attention to detail, and a commitment to accuracy and compliance in fast-paced environments.

Overview

7
7
years of professional experience

Work History

Senior Implementation Coordinator

ADP
San Dimas
02.2025 - Current
  • Worked closely with clients to understand their business needs, current systems, and processes in order to recommend the best ADP solutions.
  • Guided clients through the implementation process by suggesting practical tools, features, and process changes to meet their goals.
  • Collaborated with internal teams such as sales and customer service to ensure a smooth and effective rollout of ADP systems.
  • Built strong, long-term client relationships by providing ongoing support, addressing concerns, and keeping communication clear and consistent throughout the project.

Implementation Coordinator

MSI
Orange
06.2024 - 02.2025
  • Supported team members across departments in using current applications and rolling out new business processes, serving as the main point of contact for updates and feedback.
  • Created and maintained training materials, lead recurring training sessions/webinars, and ensured user adoption through ongoing support and branch visits.
  • Monitored application effectiveness by running usage and compliance reports, conducting audits, and identifying opportunities for process improvements or additional training.
  • Assisted with testing and delivery of new system requirements and enhancements, while also supporting other project testing and providing feedback to the development team.

Senior Case Manager

Omega Accounting Solutions
Irvine
05.2021 - 12.2023
  • Researched IRS guidelines and qualifications for the Employee Retention Credit (ERC) to ensure accurate and compliant filings for clients.
  • Served as the primary contact for clients seeking the ERC, acted as a subject matter expert, and communicated proactively via email and phone to collect tax documents.
  • Managed a portfolio of over 300 clients, providing consistent updates and maintaining strong client relationships through clear, proactive communication.
  • Developed onboarding materials and supported new employee training, facilitating smooth transitions and strengthening overall team performance.

Risk Analyst

Strategic Property Associates
Ladera Ranch
10.2019 - 05.2021
  • Reviewed commercial property loans to identify financial triggers, defaults, and covenant breaches, updating internal systems accordingly.
  • Analyzed PPP loan documents to support property owners during COVID-19 by implementing relevant compliance triggers.
  • Collaborated with Wells Fargo to resolve loan documentation discrepancies and ensure accurate records.
  • Extracted financial data from loan documents to support funding decisions and ensure lender compliance.

Accounts Receivable Specialist

Vacation Resorts International
Lake Forest
06.2018 - 10.2019
  • Handled a high volume of inbound calls (up to 100 daily) from timeshare owners during peak season, resolving billing inquiries and account issues.
  • Reconciled owner accounts by processing payments, credits, and debits with a strong focus on accuracy and timeliness.
  • Generated monthly delinquency reports to inform board members of outstanding balances and collection status.
  • Maintained detailed records and provided consistent support to ensure smooth financial operations across multiple properties.

Skills

  • Data analysis
  • Report generation
  • Documentation management
  • Microsoft Office
  • Account reconciliation
  • Communication skills

Timeline

Senior Implementation Coordinator

ADP
02.2025 - Current

Implementation Coordinator

MSI
06.2024 - 02.2025

Senior Case Manager

Omega Accounting Solutions
05.2021 - 12.2023

Risk Analyst

Strategic Property Associates
10.2019 - 05.2021

Accounts Receivable Specialist

Vacation Resorts International
06.2018 - 10.2019

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Carlos Hidalgo