Sofia Ortega Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

Performs routine bookkeeping and financial record-keeping operations within complex accounting system. Providing professional level analytical work in a variety of areas in administration and accounting, responds to inquiries from other units, departments or the public by extracting information and providing summaries via email. Performs tasks in software related to accounting, including databases, automated accounting systems, spreadsheets and word processing. Assists in reconciling and summarizing accounts. Routinely monitor Accounts Payable Group Email. Work closely with others in an Account Payablesdepartment to accomplish tasks on time while keeping the quality assurance up to date weekly. Sending follow up email on outdated/hold invoices. Assist with staff engagement meetings virtually. Typing speed 45 WPM, daily mailroom duties of incoming and outgoing mail, with confidential letters and responsibility of large amounts of checks for deposit.

1050 York Street, San Francisco, Ca 94110

Create and maintain a safe, supportive and sustaining school community. Being an excellent communicator who supports the school and community with a high level of efficacy and alignment with local, state and federal rules and regulations. Daily contact with parents, staff, board members, community members and Emergency personal. Prepared, generated, and updated documents. Input and maintain data in computerized/paper file system and generate reports as needed. Order supplies for staff/students. Distribute mail to appropriate staff. Collaborated with systems manager, operations and compliance staff to support registration.Assisted when needed for reviewing, processing of important, confidential documents/certifications process. Prepare records for students and staff. Verify income for eligibility for free/reduced lunch fee. Maintain office equipment, and request support for servicing when needed. Explain the process of application and lottery system and follow up after selection of students are accepted.

As the Office Manager at Positive Pathways in San Francisco, I played a pivotal role in establishing foundational operations during its startup phase. I managed daily administrative tasks, streamlined communication processes, and implemented efficient systems to support our growing team. Collaborating closely with therapists, parents, and stakeholders, I ensured that all logistical aspects were in place for optimal service delivery. My proactive approach to problem-solving and my ability to adapt to the dynamic startup environment helped create a supportive and organized atmosphere, fostering the company’s mission to provide high-quality care to our clients.