Stefany Martinez
Dave’s Income Taxes
Ontario
11
years of professional experience
My goal is to become associated with a company where I can utilize my skills and gain further experience while enhancing the company’s productivity and reputation.
Experienced accounting professional prepared for this role, known for strong analytical skills and precision in financial management. Proven ability to drive results through team collaboration and adaptability to changing needs. Expertise in financial reporting, budgeting, and compliance, with focus on accuracy and efficiency. Reliable, dependable, and committed to achieving organizational goals.
Diligent with solid background in accounting principles and practices. Successfully managed financial records and performed audits, ensuring compliance and accuracy. Demonstrated analytical thinking and attention to detail in financial reporting and tax preparation.
Work History
Accountant
3 Years 2 Months- Managed monthly financial reporting and analysis to ensure accuracy and compliance with standards.
- Oversaw budget preparation processes, aligning departmental goals with organizational objectives.
- Streamlined accounts payable and receivable operations, enhancing cash flow management strategies.
- Led audits and reviews, identifying discrepancies and implementing corrective actions to mitigate risks.
- Coordinated scheduling and meeting logistics to optimize executive productivity.
- Managed documentation processes, ensuring accuracy and compliance with company standards.
- Developed and maintained filing systems for efficient information retrieval and organization.
- Led month-end closing processes, ensuring timely and accurate financial reporting.
- Managed accounts payable and receivable operations, improving cash flow management.
Tax Preparer
6 Years 7 Months- Customer Services, Filing, Answer Calls
- 626-252-2695
- Managed scheduling and coordination of client appointments to enhance office efficiency.
- Prepared and organized tax documentation for accurate filing and compliance.
- Analyzed financial documents to determine accurate tax obligations, minimizing errors in submissions.
- Reviewed prior year returns to identify discrepancies and recommend adjustments for improved accuracy.
- Developed strategies for optimizing client tax situations through careful analysis of income and expenses.
- Prepared and filed federal and state tax returns for individuals and small businesses.
- Processed accounts payable and receivable transactions efficiently.
- Maintained accurate financial records using QuickBooks and Excel.
- Reconciled bank statements with monthly financial reports to maintain accuracy in financial data.
- Managed accounts payable and receivable processes to ensure timely payments and accurate record-keeping.
- Prepared monthly financial statements and performed variance analysis to support organizational decision-making.
Training Ambassador
4 Years 5 Months- Facilitated onboarding and training sessions for new associates, enhancing their understanding of operational procedures.
- Developed engaging training materials to improve knowledge retention among team members.
- Collaborated with management to identify training needs, ensuring alignment with organizational goals.
- Assessed training effectiveness through feedback and performance evaluations, recommending improvements as needed.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
Customer Service
3 Months- Talking to people about voting
- 619-955-2448
- Analyzed policy impacts and provided recommendations based on data-driven research.
- Collaborated with stakeholders to develop strategic policy frameworks and initiatives.
- Developed data-driven policy recommendations for better decision-making and resource allocation.
Ticket Agent
3 Months- Customer service, cashier
- 6263377308
- Facilitated ticket sales and reservations through multiple platforms, ensuring customer satisfaction.
- Assisted customers with itinerary changes and travel-related inquiries, enhancing overall service experience.
- Streamlined check-in processes, reducing wait times for passengers during peak travel periods.
- Trained new staff on company policies and ticketing systems to improve operational efficiency.
stocker
4 Months- Stocker, sales, cashier
- 619-428-1235
- Stocked shelves efficiently to ensure product availability and enhance customer experience.
- Organized inventory layout for optimal space utilization and easier access to products.
- Monitored stock levels regularly, reporting discrepancies and replenishing items as needed.
Ticket agent
1 Year 1 Month- Processed ticket transactions efficiently using advanced ticketing software.
- Assisted in scheduling and coordinating travel itineraries for clients.
- Resolved customer inquiries and complaints, enhancing overall satisfaction.
- Trained new staff on operational procedures and customer service standards.
- Developed strategies to streamline ticketing processes, improving workflow efficiency.
Education
High School
Experience
Skills
Excel
Power Point
Word
Note
Customer services
Bilingual (Spanish & English)
Intuit quickbooks specialist
MS outlook
Microsoft outlook
word
and Excel
Timeline
Accountant
United Elevator Co.
06.2023 - CurrentRead More
Training Ambassador
Amazon
09.2021 - 02.2026Read More
Customer Service
GroundWorks Campaigns
09.2020 - 12.2020Read More
Tax Preparer
Dave’s Income Taxes
01.2020 - CurrentRead More
Ticket Agent
Futuranet / Executive lines
10.2018 - 01.2019Read More
stocker
7 Eleven
09.2017 - 01.2018Read More
Ticket agent
Executive Lines
12.2015 - 01.2017Read More
Sierra Vista
High School
Read More