Andres Rivera Email & Phone Number

New York, United States

New York, United States

New York, United States

New York

• Serve as the point person for all P-card (Union Bank Card Program Management), T&E, AP, and expense issues for the East Coast.• Consistently receive and accept additional responsibilities including, preparing commercial rent tax returns, and generate Fedex reports into Netsuite.• Manage accounts payable process for the New York Office. Ensure all bills are paid timely and without discrepancies while ensuring thorough coding in Netsuite, proper documentation and appropriate approvals. Payout and upload 5-15 invoices into Netsuite per week.• Approve T&Es in SAP Concur for all UTA based NY employees. Ensure all required receipts are accurate & are in accordance with Company Policy. Collaborate with Los Angeles AP team to approve LA’s employees T&Es.• Cooperate with vendors on all AP-related matters including billing discrepancies, payments, collection issues and ensure all aged bills are cleared in a timely manner. • Fully responsible for vendor set-up, 1099/W9 maintenance, and year-end processing along with any Ad-hoc/Special projects needed. Ensure all personal and financial information for vendors is entered accurately into Netsuite.

New York, United States

• Consistently receive additional responsibilities including invoice procedure and processing training evaluations on SPSS. Assigned full responsibility to oversee payroll process and expense reports process. • Recommended to work on a project with the Associate Director on financial analysis; to find ways in how to lower costs and to better manage the budget. • Manage accounts receivable process by contacting 5-10 partners per month to confirm Purchase Orders are certified.• Communicate with partners on behalf of Chief Partnership Officer & Senior Partnership.• Assist Manager of Operations with Accounts Payable (e.g. process, review and organize invoices). Research and resolve invoice discrepancies and issues. • Scan and upload 15-25 invoices into Salesforce per month. Ensure all required supporting documentation for invoices is accurate and complete. • Conduct quarterly Salesforce audits, in order to insure all information is entered correctly and accurate. Handles quarterly Salesforce’s data cleanup and makes any correction to follow company’s standards. • Salesforce Data entry - Verifies entered data by reviewing, correcting, deleting, or reentering data; combining data from both systems when account information is incomplete; purging files to eliminate duplication of data.

New York, United States

Brooklyn, New York, United States

• Promoted from Volunteer Income Tax Preparer in 2018 to Site Coordinator. • Record and ensure clients provide all necessary documents required for tax preparation.• Supervise 20 students and respond to # of inquiries from clients. Call clients to resolve issues from IRS. • Conduct quality reviews of taxes prepared by other students to ensure all information was accurate and no mistakes were present.

Brooklyn, New York

• Selected by manager to supervise other workers when the manager is not present.• Take initiative to recommend to the manager appropriate staffing for morning shifts to meet customer’s needs. • Inform manager when supplies are low to ensure appropriate amounts are ordered.• Receive orders and restock supplies and retail products and keep track of needed items. • Handle approximately $1,800 in cash and credit card transactions per shift.• Provide excellent service to approximately 50 - 75 customers during each 9-hour shift.• Accurately count money in cash drawers at end of shifts to ensure specific amounts in cash drawers and amount of adequate change.

Brooklyn, New York, United States

• Assist 5-15 clients with filling out necessary forms each day.• Interview clients and ensure clients provide all necessary documents required for tax preparation.• Conduct quality review check on other student tax preparer’s to ensure all information is accurate and no mistakes are presented.• Prepare five to 10 tax returns per week.