Summary
Overview
Work History
Education
Skills
Certification
Software
Timeline
Generic

Luis Romero

Sacramento

Summary

Results-driven Executive Assistant with a proven track record for delivering exceptional administrative and fiscal support, bolstered by two years of experience providing high-level support to a CFO. Proficient in accounting and payroll administration.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Executive Assistant to the CFO

California Northstate University
03.2022 - Current
  • Manage the Accounts Payable Department, approving the release of checks of around $1.5mm per month, initiating wire payments and intercompany transfers as necessary.
  • Oversee payroll processing for 400+ employees, researched payroll errors and processed payments for federal and state taxes, social security, medicare, various employee deductions, and retirement plan withholdings.
  • Review and approve purchase orders, reimbursements, and check requests.
  • Conducted interviews and facilitated training for incoming office staff.
  • Manage executive calendars, schedule meetings, appointments, and coordinate travel arrangements.
  • Assist the CFO in multiple audits, including annual financial audit, 401K audit, Grant audit, Non-profit audit and Workers Compensation audit.
  • Led the COVID-19 Vaccination Billing Project, contributing to a revenue increase of over $130,000 for the company.
  • Developed the Equipment list for the CNU Medical Center - coordinated with hospital vendors, general contractors, and Architects
  • Designed and coordinated the promotional advertisements of the university, prominently displayed at San Jose and Sacramento Airports.


Accounts Payable Specialist

Gurkha Cigars
06.2019 - 03.2022
  • Reconciled company credit card accounts, investigating and resolving discrepancies to keep accounts audit-ready.
  • Reviewed all invoices for appropriate documentation and approval prior to payment
  • Matched purchase orders with invoices and recorded necessary information
  • Maintained customer billing and postings to general ledger account
  • Respond to all customer/vendors inquires
  • Reconciled vendor statements, research, and correct discrepancies
  • Assisted Human Resources with HR administrative functions as needed and protected/ kept information confidential
  • Assisted with other projects as needed by HR, Operations Manager, and CFO

Front Desk Receptionist

Horizon
08.2020 - 11.2021
  • Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
  • Maintained files and records by implementing effective filing systems that boosted efficiency and organization.
  • Scheduled, coordinated and confirmed appointments and meetings.


Education

Bachelor of Arts - Finance

California State University, Sacramento
Sacramento, CA
12.2020

Certificate - Accountancy

California State University - San Bernardino
San Bernardino, CA
07.2024

Skills

  • Project Management
  • Financial Reporting
  • Accounting
  • Payroll
  • Budgeting and Forecasting

Certification

  • Licensed Notary Public - Expires: 04/2026

Software

  • Great Plains
  • QuickBooks
  • Lease Crunch
  • Canva
  • CAMS
  • Axium
  • Certify


Timeline

Executive Assistant to the CFO

California Northstate University
03.2022 - Current

Front Desk Receptionist

Horizon
08.2020 - 11.2021

Accounts Payable Specialist

Gurkha Cigars
06.2019 - 03.2022

Bachelor of Arts - Finance

California State University, Sacramento

Certificate - Accountancy

California State University - San Bernardino
  • Licensed Notary Public - Expires: 04/2026
Luis Romero