Guadalupe Estrada Email and Phone Number

- Effectively oversee day-to-day financial operations, encompassing bank reconciliations, cash flow management, and accounts receivable/payable.- Administer custom crush contracts and payment schedules with precision.- Supervise the recording and management of DTC sales entries, export wholesale orders, and associated documentation.- Ensure compliance with CA sales tax regulations through accurate reporting and timely filings.- Coordinate the prompt reporting and analysis of financial data to maintain accuracy and compliance standards.- Provide oversight for inventory reconciliation and asset management processes.- Manage loan reconciliation and amortization schedules meticulously.- Optimize procedures to enhance efficiency and accuracy, upholding a commitment to financial integrity and meeting reporting deadlines.- Handle payroll cycles proficiently, including calculating monthly tasting room commissions, tracking PTO, processing payroll in ADP, and recording transactions in QuickBooks for precise reporting and timely payment.

- Writing, editing e-mails/articles, drafting memos/presentations, and preparing communications on the executive’s behalf- Maintaining comprehensive and accurate records/ taking notes- Performing full cycle accounting and bookkeeping duties - Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary- Assist the CEO with client and media scheduling/calendar while prioritizing the most sensitive matters- Internal marketing duties- Onboarding for new employees - Other miscellaneous administrative/office duties

- Enter and oversee all AP entry, Manage bill.com interface for seven inter-company entities- Manage W9 collection and vendor updates- Processing mail and managing accounting inboxes- Scanning checks for remote deposits- Managing fixed asset schedules in reconciliation - Sales tax payments and quarterly reconciliations- Credit card reconciliations, backup for credit card processing and coding- Special projects and other miscellaneous duties- Report and record monthly DTC sales using WineDirect across all companies and brands- Monthly and Quarterly Sales tax filings

- Bookkeeping: All accounts payable and Accounts receivable functions, All general ledger entries and adjustment, All bank account and credit card reconciliations, Payroll preparation, Preparation and review of board financial reports, inventory reconciliations.- Financial Management: Monthly review of financial data, Preparation of monthly financials- Banking: Reconciliation and review of all bank and credit card reconciliations, Follow up on all unclear transactions when needed, Communication with bank transfers needed, reconciliation discrepancies, Communication with clients on transfers needed, bank balances.- Annual tax reporting: Completion on all tax reports need for completion by CPA for return, Quarterly sales tax reporting, Monthly or quarterly wine tax reporting, Work closely with Compliance companies on tax reporting for different states.- Human Resources functions: Completion on all payroll reports for tax filings, Communication with business owners/managers regarding compliance with all applicable laws, Employee file compliance, I-9 binder, etc. where applicable.- Other miscellaneous administrative duties as they arise(Focus on clients mainly in the Wine Industry)Software used: QuickBooks desktop and online, Adobe Acrobat, Excel, WineDirect, Vinespring, Groskopf Logistics, and other client specific software.

- Bookkeeping: All accounts payable and Accounts receivable functions, All general ledger entries and adjustment, All bank account and credit card reconciliations, Payroll preparation, Preparation and review of board financial reports, inventory reconciliations.- Banking: Reconciliation and review of all bank and credit card reconciliations, Follow up on all unclear transactions when needed, Communication with bank transfers needed, reconciliation discrepancies, Communication with clients on transfers needed, bank balances.- Human Resources functions: Completion on all payroll reports for tax filings, Communication with business owners/managers regarding compliance with all applicable laws, Employee file compliance, I-9 binder, etc. where applicable.- Other miscellaneous administrative duties as they arise.

- Lead the day-to-day operations of my department, including daily task lists, organizing, merchandising, monitoring work processes, and managing my team. - Implementing and enforcing systems, policies, and procedures. - Involved in training new workers, setting goals, monitoring inventory, and keeping the department’s performance in line with company expectations.

- Participated in physical and virtual training designed to develop my leadership and technical skills. PwC's Leadership Development Experience is creating leaders of the future through in-the-moment coaching and real-time development.- Experienced client assignments, while working directly with PwC partners, principals, and staff. - Completed a shadowing experience allowing to see various levels of the firm and gain insight to how their roles and responsibilities vary.

- Leadership, training, and development of staff- Provide and assist Store Manager in ensuring exceptional customer service practices with staff.- Help ensure that visual merchandising standards are maintained at all times- Help plan and direct store operations, including inventory control and security- Help get community involvement, including local level marketing and special events

As the Outreach Manager, managing all outside sales and recruitment of new potential clients as well as:- Manage social media presence daily to drive brand awareness and increase sales, including Facebook, Yelp, and MailChimp.- Occasionally help with graphic design, creative development, and marketing strategies- Edit and create monthly email blast and distribute to the client database- Confidently work in the community developing leads at a variety of venues including meeting clients and networking events.- Represent Minuteman Press of Napa at local events in the community- Build relationships with business owners to gain support spreading information on what we do- Plan and organize meetings with current and potential customers

Internal Firm Services(IFS) Internship with a focus on Marketing and Sales.- Gained exposure to our partners, principals and staff through networking events, social media, and formal and informal shadowing opportunities- Participated in professional development opportunities focused on topics such as personal brand, building relationships, developing a business perspective, and engaging in continuous coaching and development with the assistance of a team of mentors- Participated in technical development exercises focused on knowledge management, research, preparing for an engagement, and conducting a PwC audit- Engaged in work assignments within our Internal Firm Services Group, which includes, but is not limited to, Marketing and Sales, Human Resources, Learning and Development, US IT, etc.

- Anticipated customer and store needs by constantly evaluating environment and customers for cues. - Communicated information to manager so that the team could respond as necessary to create the Third Place environment during each shift.- Assisted with new partner training by positively reinforcing successful performance and giving respectful and encouraging coaching as needed.- Followed Starbucks operational policies and procedures, including those for cash handling and safety and security, to ensure the safety of all partners during each shift.- Maintained a clean and organized workspace so that partners can locate resources and product as needed.