Elizabeth Aguayo
Roseville
Summary
Results-driven Bookkeeper with extensive experience at Stone Energy Associates, skilled in QuickBooks management and financial reporting. Proven track record of reducing outstanding invoices through the implementation of efficient processes. Highly organized, dependable, and adept in team collaboration and project management, ensuring accurate bank reconciliations and fostering positive client relationships. Actively seeking freelance opportunities in remote bookkeeping and administrative services, with flexibility for some hybrid work arrangements.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Bookkeeper
Stone Energy Associates
Loomis
01.2020 - Current
- Input and manage expenses in QuickBooks
- Organize electronic files using Dropbox/Sharepoint
- Perform monthly bank reconciliation for business accounts, ensuring accuracy and reporting any discrepancies
- Produced detailed income statements and balance sheets.
- Monthly invoicing
- Reduced monthly outstanding invoices through enhanced tracking.
- Facilitate monthly meetings with CEO/CFO to review status of current finances and upcoming projects/expenses
- Initiated a standardized process to ensure effective customer communication
- Created uniform digital signatures and terms templates to strengthen business identity.
Bookkeeper/ Office Manager
American Exposition Services
Sacramento
10.2022 - 10.2023
- Benefits coordinator for office staff of 19 employees
- Payroll specialist-Paychex software- responsible for timesheet audits, time card verification
- Expense reports- processed and paid with manual checks
- Executed payables to vendors and internal staff via Bill.com.
- Coordinated and executed purchase orders for necessary materials.
- Managed onboarding/exit interviews
- Processed accounts payable and receivable transactions efficiently.
Project Manager/ Analyst II/ Executive Assistant
Benningfield Group Inc.
Fair Oaks
02.2011 - 12.2019
- Partner in managing energy efficiency program for the SoCal Gas On Demand Efficiency (ODE Program)
- Responsible for processing and tracking program applications, monitoring confirmations, scheduling inspections, producing reports, and verifying that contractor invoicing was compliant
- Facilitated weekly meeting with subcontractors to track and review program sales and status
- Managed SMUD contract for Solar Multi-Family Program, leading the phone survey team
- Compiled results of phone surveys and reported critical feedback of customers during weekly management calls with SoCal Gas, SDGE and PG&E
- Personally conducted customer surveys for Spanish speaking residents on the Solar Multi Family Program, ODE Program, and other projects for SoCal Edison and SMUD
- Monthly invoicing, QuickBooks
- Generated project -related expense reports, inputted data in Bigtime (CRM system)
- Participated in weekly sales/status meetings with subcontractors and strategic planning meetings with management team to review metrics, at-risk cases and projects in the pipeline
- Managed budget for multiple projects for Senior Principals
Human Resource Coordinator/ President’s Assistant
Heald College
Roseville
09.2008 - 10.2010
- Worked alongside Campus President and HR Manager to ensure compliance of company policies, procedures and best practices
- Managed Campus President’s calendar, scheduled appointments and travel arrangements
- Payroll administrator for 200+ employees
- Tracked and entered annual merit increases, salary adjustments, transfers, and leaves of absence
- Updated and maintained HR database
- Administered annual open enrollment and new hire benefit sessions
- Participated in job fairs/open houses and maintained calendar for upcoming events
- Processed tuition reimbursement applications for eligible employees
- Provided guidance on health and safety programs for wellness including compliance to/ for BBB, Cal/OSHA and Roseville City Compliance Departments
Administrative Assistant/AutoCAD Technician I
Fehr and Peers
Roseville
06.2005 - 09.2008
- Utilized CAD/Microstation to draft design layout for Signal, Striping and Lighting Plans
- Assisted Project Managers with ensuring that all city and county standards were met
- Collaborated extensively with team to ensure project deadlines were met
- Supported Office Manager with timesheet/ invoice tracking and coding
- Assisted Project Managers with report production
- Coordinated travel arrangements for Project Managers and outside clients
- Organized internal training sessions
Office Manager
Merryhill Preparatory School
Sacramento
01.2004 - 06.2005
- Updated personnel files, ran background checks, and submitted new hire packets to HR
- Maintained school budget/bookkeeping in Office Center
- Tracked and submitted payroll
- Managed accounts receivable and accounts payable for two sister campuses
Data Entry/Legal Secretary
Law Offices of Nelson and Kennard
Sacramento
08.2003 - 01.2004
- Created merge codes to convert legal documents from WordPerfect to Word
- Trained supervisors in MS Office XP
- Used organizational skills to update and effectively handle work load
Education
Associate in Applied Science Degree - Business Software Applications
Heald College
Roseville, CA01.2004
Skills
- Office 365 (Word, Outlook, Excel, One Drive, Power Point)
- Multi database data-entry
- QuickBooks
- Dependable/ Organized
- Positive
- Bank reconciliation
- Financial reporting
- QuickBooks management
- Payroll administration
- Expense processing
- Vendor management
- Project management
- Attention to detail
- Time management
- Team collaboration
- Data inputting
Training
- Project Management Institute, Introduction to Project Management
- Project Management Institute, Project Management Foundations- Introduction, Planning and Initiating
- Fred Pryor, The Essentials of Human Resource Law
- Fred Pryor, Human Resources for Anyone with Newly Assigned HR Responsibilities
- Franklin Covey, Time Management
- Franklin Covey, Excel- Beyond the Basics
Certification
Project Management Institute
· Introduction to Project Management
· Project Management Foundations- Introduction, Planning and Initiating
Fred Pryor
· The Essentials of Human Resource Law
· Human Resources for Anyone with Newly Assigned HR Responsibilities
· Project Management
· Excel- Beyond the Basics
Franklin Covey
· Time Management
Languages
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Bookkeeper/ Office Manager
American Exposition Services
10.2022 - 10.2023
Bookkeeper
Stone Energy Associates
01.2020 - Current
Project Manager/ Analyst II/ Executive Assistant
Benningfield Group Inc.
02.2011 - 12.2019
Human Resource Coordinator/ President’s Assistant
Heald College
09.2008 - 10.2010
Administrative Assistant/AutoCAD Technician I
Fehr and Peers
06.2005 - 09.2008
Office Manager
Merryhill Preparatory School
01.2004 - 06.2005
Data Entry/Legal Secretary
Law Offices of Nelson and Kennard
08.2003 - 01.2004
Associate in Applied Science Degree - Business Software Applications
Heald College
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