Erika Roldan Email & Phone Number

Coral Springs, Fl, Us

Plantation, Florida, United States

Broward County, Florida, United States

Assisted in conducting monthly to annual accounting for a small construction design company, presenting unofficial P&L, statements, Budgets and Job Costing for YE 2020, Q1 and Q2 of 2021 through QBO. Analyzed clients’ administrative and management structures, resolving gaps in communication by proposing cloud solutions for dispatching, centralization of management information and CRM. Provided contracted services as an office manager, including but not limited to hiring and on-boarding office personnel, assisting in inventory management, reviewing past, present and future project activity while resolving missing information and billing.

Fort Lauderdale, Florida, United States

Engaged in 401(k) audits, reviewed administrative plans to outline parameters of plans, conducting samplings from 2 to 20 participants for testing on accuracy of retirement plan remittances and contributions.Discovered information discrepancies, troubleshooting to supervisors and inquiring client on large variances in materiality from $3,000 to over $100,000Imported trial balances, completed administrative forms and analyzed previous year financial statements.

Florida, United States

Accurately fulfilling data entry for contract requests submitted by real estate agents in under 30 minutes, extracting information from MLS systems and tax records.Advise real estate agents and buyers who call regarding questions about listings, from escalating property damage to entering potential leads into designated CRM.Closing institutional contracts and entering new listings from Opendoor into the designated cloud-based system, carefully following entire receival, review, reporting and closing processes.

Coral Springs, Florida, United States

Forecasted up to a year of P&L statements and budgets for mock companies based on partial income statements, balance sheets and statement of cash flows.Used ratios such as working capital and gross profit margin to highlight where given case study falls short in comparison to industry standards.Lead team for all three years through scheduled meetings, deadlines, and delegation of tasks according to strengths, resulting in placing top three competitors for three consecutive years at the State Leadership Conference.

Broward County, Florida, United States

Created and delivered detailed PowerPoint presentations, workshops and seminars on the college process, financial aid and alternatives to college. Utilized Microsoft Office applications to create slide decks, project management plans and templates to keep consistent documentation of the different project scopes, and progress, delivering clear reports of project on a timely basis to supervisor. Attended exclusive training, forums, and community events such as Ready or Not, Here Growth Comes and Ed Talk, networking among executives while engaging in discussion of local problems and proposing solutions.

Bachelor Of Business Administration - Bba, Finance, General, Senior

Associate Of Arts - Aa, Finance, General

High School Diploma, Finance, General

Activities and Societies: Business Professionals of America, BRACE Cadet, College Career Transition Club