Marco A Ortiz Jr.
Summary
Detail-oriented and highly motivated Bookkeeper with extensive experience maintaining accurate financial records, managing ledgers, and ensuring regulatory compliance. Proficient in QuickBooks Online and Desktop, leveraging expertise to streamline accounting processes and deliver timely reconciliations. Proven track record of supporting corporations with efficient bookkeeping practices and providing insightful financial reporting. Recognized for exceptional attention to detail, strong accounting skills, and the ability to quickly adapt to new procedures, consistently enhancing operational efficiency.
Overview
6
6
years of professional experience
Work History
Bookkeeper
Ortiz Insurance Agency
01.2022 - Current
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial record
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
- Established QuickBooks accounting system to reflect accurate financial records.
- Provided support during audits by supplying requested documentation promptly and accurately.
Security Officer
Fashion Valley Comprehensive Treatment Center
08.2020 - 01.2021
- Greeted guests professionally and courteously to cultivate welcoming atmosphere while making safety top priority.
- Acted quickly during emergency situations to reduce opportunity for damage and injury.
- Patrolled and monitored premises on foot.
- Provided excellent customer service while addressing visitor inquiries or concerns related to facility safety or access control procedures.
- Prevented unauthorized access to facilities by enforcing strict entry protocols and verifying identification.
- Maintained a safe environment for employees and visitors through continuous risk assessment and threat analysis.
- Oversaw daily monitoring and patrolled buildings, grounds, and work sites.
Prime NOW Shopper
Amazon
02.2020 - 05.2020
- Maintained high satisfaction ratings by completing orders quickly and making good selections for customers.
- Placed completed orders in labeled, temperature-appropriate storage pending customer pick up.
- Reviewed customer orders closely to locate desired items and checked app regularly to identify changes.
- Demonstrated speed and accuracy in order item selection.
- Selected best-quality perishable items such as meat and produce.
Cruise Ship Security/Security Officer
Allied Universal
07.2019 - 01.2020
- Checked passenger cruise ship ID and Passport to Confirm Identity
- Supervised construction workers in a Federal Building
- Provided customer service and resolved inquiries in a timely, friendly, and efficient manner
- Enhanced safety by conducting thorough and regular patrols of the premises.
- Directed guests around building and answered accessibility questions.
- Completed full building and grounds patrols to spot and investigate concerns.
- Consistently maintained compliance with all site-specific guidelines, regulations, policies, procedures while carrying out duties as an Unarmed Security Officer.
- Ensured secure access to facilities by verifying identification and implementing visitor protocols.
- Verified each individual's right to enter restricted areas and denied access to unauthorized persons.
Education
Bachelor of Science - Accounting And Finance
San Diego Mesa College
San Diego01.2026
High School Diploma -
James Madison High School
06.2017
Skills
- Advance computer skills
- Effective time management
- Excellent prioritizing tasks
- Problem-Solving Ability
- Effective Multi-task
- Excellent written and oral communication
- Ability to maintain composure in high-tension situations
- Four years of experience providing customer services
- Four years of experience using Quickbooks
- Accounting and bookkeeping
- Bank statement reconciliation
- Payroll processing
Languages
English
Native or Bilingual
Spanish
Limited Working
Interests
- I enjoy helping others and giving back to the community
- I like working with my hands and fixing things
- DIY and Home Improvement
- Video Gaming
- Strategy Games
Timeline
Bookkeeper
Ortiz Insurance Agency
01.2022 - Current
Security Officer
Fashion Valley Comprehensive Treatment Center
08.2020 - 01.2021
Prime NOW Shopper
Amazon
02.2020 - 05.2020
Cruise Ship Security/Security Officer
Allied Universal
07.2019 - 01.2020
Bachelor of Science - Accounting And Finance
San Diego Mesa College
High School Diploma -
James Madison High School
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