Erika Ramirez De Robinson
Oakland
Summary
Results-oriented Business Professional with extensive experience in Retail Finance, Taxation, Banking, and Financial Consulting. Expertise in developing personalized strategies that enable business owners and entrepreneurs to achieve financial goals. Adept at enhancing operational efficiency and driving sustainable growth through strong relationship building and exceptional service delivery.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Small Business Engagement Specialist
Spanish Speaking Unity Council
03.2024 - Current
- Provide personalized one-on-one consultations and coaching for entrepreneurs and business owners by utilizing the Canvas Model and SMART Goals.
- Build strong client relationships by offering tailored support for both new and established businesses.
- Offer coaching on financial literacy, credit management, sales techniques, and tax compliance.
- Assist clients with digital tools and software, including POS systems (such as Square and Zelle) and Google Suite applications like Google Maps.
- Help clients complete all necessary forms and applications for business licenses or permits required by agencies such as the Alameda Health Department, the City of Oakland, the City of Hayward, the Contra Costa Health Department, the Alameda County Business Division, the City of Emeryville, and the State Board of Equalization, depending on the type of business and San Francisco.
- Coach clients on practical social media usage and create marketing content for platforms like Instagram and Facebook, create promotional reels, and videos to increase branding and sales.
- Maximize productivity using Google Mail, Google Maps, and other essential business platforms.
- Connect clients with valuable resources, including banks and suppliers, brokers, and events to strengthen their networks.
- Support clients in preparing loan applications and securing capital for business growth, processing loan applications for CDFIs.
- Assist with record-keeping, bookkeeping, and inventory management to enhance efficiency.
- Document client activities in Salesforce for progress tracking.
- Review lease agreements, provide Spanish translations as needed, and assist clients in locating retail spaces.
- Collaborate on outreach initiatives to promote services and expand market opportunities.
- Organize grand openings for new businesses in Oakland.
- Share expertise to improve service quality and achieve organizational goals.
- Create a monthly Business Assistance Newsletter to keep clients informed, including graphics.
- Establish a marketing plan for clients to enhance their online presence and boost sales, as well as design marketing materials on Canva, such as flyers, postcards, and business cards. Suggest web design platforms and assist in reviewing and improving them as necessary.
- Participate in outreach activities to promote services, entrepreneurs, and business workshops, and business assistance.
- Also assist in other departments of the organization like the career center, by helping clients to apply for government assistance benefits like food stamps, disability benefits, edd. Creation of resumes and cover letters, submit job applications and provide a translation in english and spanish.
- Mentoring other team members in areas of expertise like taxes, financial literacy, marketing , finance.
Financial Capability Specialist
Spanish Speaking Unity Council
05.2022 - 03.2024
- Provide one-on-one financial coaching to assist clients in educating them in financial literacy, create a personalized action plan for clients to improve their personal finances in different financial topics like: budgeting, credit, bank accounts, savings, retirement accounts, debt reduction, and debt consolidation.
- Promote, enroll, and open a 529 college savings account for partner Oakland Promise, for the Brilliant Baby program.
- Work individually and as a team to contribute to the financial department goals.
- During VITA season, assist as a tax professional, prepare accurate tax returns, revise tax returns for quality review, and assist in coordinating the VITA site. Provide expertise, advice, coaching, and education to volunteers on federal and California tax law. Prepare ITINs’ applications and tax returns.
- Assist with various projects assigned. Design social media flyers to promote our services and the organization. Created workshop events in Calendly.
- Establish relationships and networking with other nonprofit organizations like Eden church in Hayward and banks like Self Help. Outreach at local events to promote our services.
- Assisted in the Housing Department with the application of rental assistance, outreach to our clients, collecting documentation, processing the application, and preparing forms and tax documents. Communicate with the landlord to participate in the program and collect information and documents.
- Prepare a PowerPoint presentation in financial literacy for workshops, promote workshops, and hold workshops in English and Spanish, by Zoom or in person.
- Record and input information on Salesforce.
Store Team Lead
Oportun
09.2019 - 11.2021
- Supervise, train, coach, and develop subordinate staff.
- Manage store cash transactions, implementing security and company policies.
- Perform store audits to comply with company policy.
- Perform agent duties, processing payment and loan applications for secured, guaranteed loans, and credit cards.
- Implement techniques to improve store performance in revenue and company goals.
- Increase sales and revenue and the store level.
- Solve the client’s inquiries and concerns.
Relationship Manager
Bank of America, NA
02.2019 - 05.2019
- Provided and serviced client relationships for new and existing bank accounts and lines of credit
- Offered clients bank products and services available, both online and in person
Office Manager
H&R Block Enterprises, Inc.
01.2015 - 01.2019
- Recruited, hired, managed, and retained seasonal Tax Preparation and support staff. Researched and resolved client issues and inquiries. Developed and implemented a weekly staff schedule. Performed opening and closing office procedures, including end-of-the-day financial reconciliation. Developed and implemented marketing plans to increase office revenue and visibility. Implemented H&R Block Policies and procedures.
Tax Preparer, Advisor, and Instructor
H&R Block Enterprises, Inc.
01.2010 - 01.2019
- Prepared Federal and State Income Tax Returns for Individuals and Small Businesses. Assisted clients on Retirement and Tax Planning. Helped clients reach financial and tax goals. Assisted in response to Internal.
- Revenue Service (IRS) and State taxing authority inquiries and audits. Planned, delivered, and facilitated H&R Block Income Tax Course for three seasons between 2012 and 2015. Trained students on H&R Block tax preparation software and tax laws for individual Tax Preparation.
Site Supervisor
Oakland Parents Together
01.2011 - 01.2012
- Supervised tutor performance and implementation of the Sullivan learning system. Established and implemented the tutoring program, including an “Intensive Reading” program at the school site. Coordinated agendas and schedules for children and tutors. Prepared Student daily, weekly, and monthly progress reports.
Tutor
Oakland Parents Together
01.2010 - 01.2010
- Provided tutoring assistance to students at Manzanita Elementary School in Math and Reading. Worked in the core program with bilingual students.
Fifth Grade Spanish Teacher
Piedmont Language School
01.2008 - 01.2009
- Planned lessons and activities, program exercises, and education levels. Taught the correct use of Spanish grammar, reading, and oral communication. Evaluated and submitted student progress reports semi-annually.
Founder and Owner
All4myfiesta.com
01.2008 - 01.2009
- Developed and managed an online store of children’s party supplies. Planned, developed, implemented, and administered websites. Implemented marketing research and positioning strategies to increase sales and revenue.
Real Estate Agent and Administrative Assistant, Loan Processor Assistant
1st Fortune Real Estate
01.2006 - 01.2007
- Performed Real Estate Sales, developed Marketing materials, and was responsible for Spanish-speaking clients, including translation of materials.
Part-Time Collector, Clerk, and Account Manager
Law office of Michael C. Cohen
01.2005 - 01.2005
- Collection of attorney’s fees, accounts receivable, and administrative duties. Bookkeeping, filing, inputting information into the Timeslip program, processing collection reports, and client invoices.
Education
Bachelors - business administration with Concentration in Marketing
Escuela Bancaria y Comercial (School of Banking and Commerce-EBC)
Mexico City, MexicoReal Estate Principles, Real Estate Finance, Real Estate Practice, Real Estate Cram Courses, Real Estate Trust Funds Management, Real Estate Agency
Rockwell Institute
Bellevue, WASkills
- Retail management in a fast-paced Financial and Tax Preparation environment
- Coaching and managing staff in a financial environment, business owners, and entrepreneurs
- Proficiency in Federal and State tax theory and client compliance with current tax law
- Tax preparation, planning, and representation of clients with the IRS and the California Franchise Tax Board
- Retail sales and marketing, strategic and office planning, development, and implementation
- Proficiency in Private and Non-Profit Business, Marketing, and Outreach Programs
- Project and Organization Management Skills
- Bilingual- Fluent in Spanish
- Excellent Customer Service Skills
- Event planning, organization, and implementation
- Business consulting
Certification
- State of California 2019 - 2023
- Notary Public
- California Tax Education Council (CTEC) 2010 - Present
- Certified Tax Professional for the State of California 2019 – 2026
- Internal Revenue Service 2010 - Present
- Member of Annual Filing Season Program
- Registered Tax Return Preparer (RTRP)
Languages
Spanish
Native or Bilingual
Timeline
Small Business Engagement Specialist
Spanish Speaking Unity Council
03.2024 - Current
Financial Capability Specialist
Spanish Speaking Unity Council
05.2022 - 03.2024
Store Team Lead
Oportun
09.2019 - 11.2021
Relationship Manager
Bank of America, NA
02.2019 - 05.2019
Office Manager
H&R Block Enterprises, Inc.
01.2015 - 01.2019
Site Supervisor
Oakland Parents Together
01.2011 - 01.2012
Tax Preparer, Advisor, and Instructor
H&R Block Enterprises, Inc.
01.2010 - 01.2019
Tutor
Oakland Parents Together
01.2010 - 01.2010
Fifth Grade Spanish Teacher
Piedmont Language School
01.2008 - 01.2009
Founder and Owner
All4myfiesta.com
01.2008 - 01.2009
Real Estate Agent and Administrative Assistant, Loan Processor Assistant
1st Fortune Real Estate
01.2006 - 01.2007
Part-Time Collector, Clerk, and Account Manager
Law office of Michael C. Cohen
01.2005 - 01.2005
Real Estate Principles, Real Estate Finance, Real Estate Practice, Real Estate Cram Courses, Real Estate Trust Funds Management, Real Estate Agency
Rockwell Institute
Bachelors - business administration with Concentration in Marketing
Escuela Bancaria y Comercial (School of Banking and Commerce-EBC)