Amaya Ortiz

Amaya Ortiz Email and Phone Number

San Antonio, TX, US
Amaya Ortiz's Location
San Antonio, Texas, United States, United States
Amaya Ortiz's Contact Details

Amaya Ortiz personal email

n/a
About Amaya Ortiz

Amaya Ortiz is a Operations Manager at AC Financial Investment & Wealth Management. She possess expertise in public speaking, strategic planning, program management, nonprofits, leadership and 16 more skills. She is proficient in French. Colleagues describe her as "I have worked side by side with Amaya over the last 7 years. Amaya is a true team player. Loyal, caring, resourceful, and incredibly supportive. She's helped me as a leader grow and develop, beginning as my EA, in so many ways. I remember very clearly when she started at Engaged Health Solutions as my Executive Assistant. She helped me be a better leader through her support, attention to detail and organization. She brought more hours to my life. Amaya is a selfless leader that was always working in the shadows to enable the business to succeed and me as a leader to be at my best. Amaya stayed by my side and stepped up with courage and tenacity into any role that was asked of her, from planning an annual meeting, to learning how to handle HR and quickbooks. Whatever the task required, Amaya wash always willing. After our work at EHS, Amaya took the plunge and started SHIFT with me. Amaya assisted in all aspects of growing SHIFT; investor management, finance (bookkeeping, contracts), vendor management, HR, hiring and many other operational functions. I could always rely on Amaya to be organized, scheduled and thorough. Amaya is built of the highest integrity. I never hesitated and always counted on her to be an extension of me. Amaya is true to her character, the way she shows up, her professionalism, her care, her honesty, authenticity, and tenacity for any request or challenge you put in front of her. Amaya also demonstrates remarkable courage in all the years I have known her, as she's doing now, to step up and grow with new and different experiences. And while I'd love the chance to work with her forever, sometimes, one chapter must close in order for another to open. Amaya continues to demonstrate the qualities of an amazing employee and a human being. Amaya will be missed. She is a versatile player who will immediately add value to the next organization she joins.", "Amaya and I worked closely together for about two and a half years, as we started a new healthcare concept in Chicago, SHIFT. As with any new start up, there is no shortage of projects and unexpected tasks that pop up along the way. Amaya was a flexible and reliable partner. She proved that she could handle a variety of projects, demanding deadlines and a fast pace. She's well-organized and always takes great pride in her work. Most importantly, she's willing to do what it takes to make things work. She's a great partner and was always willing to pick up projects or tasks even if they are outside her traditional role.", and "Amaya was an outstanding team member at EHS. She was hired as an admin, but soon earned greater responsibility by demonstrating both her willingness to take on new roles and an aptitude for acquiring new knowledge. From office management to vendor support to bookkeeping, Amaya consistently performed at a very high level. She has a very high ceiling."

Amaya Ortiz's Current Company Details
AC Financial Investment & Wealth Management

Ac Financial Investment & Wealth Management

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Operations Manager
San Antonio, TX, US
Employees:
5
Amaya Ortiz Work Experience Details
  • Ac Financial Investment & Wealth Management
    Operations Manager
    Ac Financial Investment & Wealth Management
    San Antonio, Tx, Us
  • Metronome Partners Llc
    Office Manager
    Metronome Partners Llc May 2018 - Nov 2023
    Chicago, Illinois, Us
  • Shift (Life)
    Director Of Operations/Accounting
    Shift (Life) Jan 2016 - Feb 2018
    Chicago, Illinois, Us
    An integrated health facility start-up providing premium services, including concierge medicine, fitness, nutrition, and physical therapy, to affluent individuals and corporate executives.• Managed all aspects of accounting of two business entities, including budgeting, A/R, A/P, account reconciliation, SBA loan proceed and asset tracking, and monthly financial packages and dashboards for C- Suite; created and managed accounting related processes pre-launch and administrated multi-million dollar construction buildout budget with General Contractor and over 50 start-up related contractors and vendors• Directed all aspects of investor relations transactions, including cap table updates and legal documentation• Administrated billing functions according to contracted terms with corporate clients and vendors• Ensured accurate and timely filing and payment of multiple local, state, and federal taxes• Distributed company payroll, including 401(k) and benefit allocations using ADP software• Supported operations staff and health professionals in the daily delivery of high touch services to members• Provided ad hoc support to business development and marketing professionals with sales and special events
  • Engaged Health Solutions
    Assistant Controller/Executive Assistant
    Engaged Health Solutions May 2011 - Dec 2015
    EHS created and delivered custom health and well-being programs that transformed organizations by helping employees make significant, lasting changes in their lives—changes that energized workplaces and reduced healthcare spending.• Managed all accounting activities of health and wellness company with over $3M in annual revenues• Identified and led multiple cost-savings initiatives increasing annual net margin by 40%• Directed implementation of new accounting practices, facilitating transfer to accrual method accounting• Co-created executive financial dashboard with COO to represent performance, key ratios, and trends• Designed, implemented, and enforced policies and procedures for new web-based expense tracking• Prepared and presented monthly financial statements and executive dashboard to CEO and COO• Recommended operational and financial adjustments based on analyses of trends and forecasts• Managed all aspects of accounting, including budgeting, account reconciliations, and payroll• Worked in conjunction with tax professionals to ensure timely and accurate corporate filings• Provided administrative and business support to CEO, President, and other members of leadership team• Translated all educational materials and related communications for clients into Spanish• Managed day-to-day operations and staff relations, including scheduling travel for executives and staff• Served as primary point of contact for all vendors
  • World Affairs Council Of San Antonio
    Program Director
    World Affairs Council Of San Antonio Jan 2009 - May 2011
    San Antonio, Texas, Us
    Not-for-profit organization that promotes public understanding of world affairs and United States foreign policy to enhance the ability of its citizens and future leaders to participate in a global community.• Managed operations of cultural and business programs, including marketing, communications, and staffing• Recruited high-level diplomats, scholars, and business leaders and planned their visits and presentations• Managed a roster of over a thousand memberships and developed strategies to recruit new members• Developed and executed outreach opportunities for members and community sponsors• Served as the main point of contact and liaison for the Board of Directors• Created all communications and materials required for events, including flyers, invitations, social media• Developed and monitored all budgets• Worked closely with the President to support all aspects related to the delivery of events• Assisted with the implementation of the website and responsible for activity updates and site maintenance• Hired, trained, and managed interns on proper event planning procedures

Amaya Ortiz Skills

Public Speaking Strategic Planning Program Management Nonprofits Leadership Social Media Event Planning Spanish Public Relations Fundraising Coaching Team Building Training Program Development Leadership Development Translation Government Strategy Healthcare Quickbooks Bookkeeping

Amaya Ortiz Education Details

  • University Of The Incarnate Word
    University Of The Incarnate Word
    Minor In Economics
  • Schiller International University, Paris Fr
    Schiller International University, Paris Fr
    International Business

Frequently Asked Questions about Amaya Ortiz

What company does Amaya Ortiz work for?

Amaya Ortiz works for Ac Financial Investment & Wealth Management

What is Amaya Ortiz's role at the current company?

Amaya Ortiz's current role is Operations Manager.

What is Amaya Ortiz's email address?

Amaya Ortiz's email address is ao****@****ers.com

What is Amaya Ortiz's direct phone number?

Amaya Ortiz's direct phone number is +121036*****

What schools did Amaya Ortiz attend?

Amaya Ortiz attended University Of The Incarnate Word, Schiller International University, Paris Fr.

What skills is Amaya Ortiz known for?

Amaya Ortiz has skills like Public Speaking, Strategic Planning, Program Management, Nonprofits, Leadership, Social Media, Event Planning, Spanish, Public Relations, Fundraising, Coaching, Team Building.

Who are Amaya Ortiz's colleagues?

Amaya Ortiz's colleagues are Ashley Newman, David Bologna, Alexandra Cavazos.

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