Rosalba Ortiz Email and Phone Number

• Reporting directly to CEO, fully accountable for administrative support functions to include Fiscal, Human Resources, IT, Real Estate and Procurement• Plan, develop, organize, implement, and manage annual operating budget of 4 million dollars and 80-million-dollar budget• Manage team of 22 employees including four department administrators through empathetic coaching and mentoring• Continuously identify opportunities to streamline business processes, track and reduce turnaround time resulting in substantial savings in staff hours and dollars

• Responsible for all accounting operations and payroll, cash and treasury management and supervised reconciliation of 1.5 million• Oversaw procurement, contract management, grant administration for over 40 grants and grant compliance for 6 workforce centers across the region• Collaborated in creating strategic plans that maximized workforce grants increasing community partnerships, accuracy in reporting and overall efficiency• Identified funding/grant opportunities and developed partnerships in response to solicitations from Department of Labor, Texas Workforce Commission, and other funding agencies that increased organization funding and community impact

• Generated annual budget forecasting information for executive management and Board members• Reviewed accounting structures and procedures on regular basis to identify areas in need of improvement• Directed staff of three budget analysts and one accountant while overseeing 50 million in revenue allocation• Developed detailed financial reports improving tracking for grant metrics, data for budget development and supporting key program initiatives

• Examined, reviewed, and analyzed Board operating budget (approximately 3.5 million) and annual budget (approximately 50 million in federal and state revenue)• Reviewed monthly operations to assess budget compliance, report discrepancies to executive staff and recommend necessary adjustments to minimize operational impact

• Developed functional accounting specialties, created clerical work procedures to optimize processes • Supervised small teams of accounting and clerical staff while handling day-to-day accounting and ensuring financial accuracy

• Reviewed and analyzed new, proposed, or revised laws, regulations, policies, and procedures to interpret meaning and determine impact• Reviewed audit reports of internal and external auditors to monitor adequacy of scope of reports and discover specific weaknesses in internal routines

• Provided exceptional audit and accounting services for 15-20 companies in various industries to reduce audit risk on a biweekly rotation• Evaluated internal control systems, identifying control weaknesses, providing recommendations for improvement, and ensuring compliance with Sarbanes-Oxley Act