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Work Background
Rozki Rides, LLCDirector of Finance And Operations
Dec. 2023 - Feb. 2025Springfield, Massachusetts Metropolitan AreaPassionate about optimizing financial performance and operational efficiency. Leading financial management, budgeting, and forecasting initiatives while overseeing day-to-day operations, fleet maintenance, and scheduling. Dedicated to driving growth and fostering positive stakeholder relationships. Implementing software to automate all operations and finance activities. Joining forces with a talented team at Rozki Rides to ensure safe and reliable school bus transportation services in the Springfield, MA area.
Chelsea Business FoundationBusiness Consultant
Jan. 2023 - Jun. 2023Boston, Massachusetts, United StatesTo analyze organizational practices, identify weaknesses, and recommend solutions. I specialize in specific areas such as marketing, human resources, management, administration and finances to provide expert advice on those topics.
Cruzando PuentesBoard Member
Jan. 2023Springfield, Massachusetts, United StatesClerk of the Non-Profit Executive Board of Directors. I oversee the activities, services, and operations of the Board agendas, minutes, actions, ordinances, and resolutions, maintaining official Authority documents and records and conducting Agency elections.
The VierasFinancial Controller
Oct. 2022 - Oct. 2023Lawrence, Massachusetts, United StatesAssist with the organization's accounting and regulatory compliance. I am responsible for managing financial planning and analysis, forecasting, budgeting, and internal control.
Samatix Bookkeeping & Consulting, LLCOwner & CEO
Jun. 2022Boston, Massachusetts, United StatesAt Samatix, we specialize in delivering meticulous financial services to help Entrepreneurs and Small businesses thrive. We offer various services designed to optimize your financial processes and support your business growth. From bookkeeping to operations, software implementation and training, contracts management, and comprehensive financial reports, we've got you covered. Visit our Website at www.samatixbc.com for more information and to book a free advisory session!
MCBI AdvisorsFinance Operations Manager
Jun. 2022Boston, Massachusetts, United StatesResponsible for managing financial and operational systems, processes, administration, and internal controls supporting the organization's mission.
Archipelago Strategies Group, (ASG)Procurement & Finance Administration Manager
Dec. 2020 - Nov. 2022Estados UnidosAccounts Receivables
Created and managed client invoices, collections, credit applications, contracts, and reports for business certifications, and taxes. Accounts Payable
Managed and overseen vendor processing invoices, onboarding, staff, and project reimbursements. Finance Administration
Completed controller reports, made payments, and managed operations, payroll bank accounts, and employee credit cards.
Created accounting department workflow mapping process and procedures, client contracts, vendor contracts and subcontractors digital database using Sharepoint and Lucidcharts. Procurement
Purchases all goods and services in relation to client projects and/or ASG internal needs. Managed the procurement process from start to finish, ensuring that purchase orders are created, approved, paid, and closed. Ensured ASG obtained quality products for competitive prices in a timely fashion. Developed and implemented strategies for procuring, storing, and distributing goods. Kept an accurate inventory and managed the distribution of ASG’s inventory to appropriate locations
Archipelago Strategies Group, (ASG)Marketing, Community Engagement & Healthcare Account Manager
Oct. 2019 - Dec. 2020Greater Boston AreaClient Management: Manage healthcare accounts involving content creation, management of media, budget, and procurement. Community Engagement: Implement focus groups, analyze data; coordinate logistics for engagement events; build new connections, and expand existing partnerships in target communities. Marketing: Design and implement event marketing and communications strategies; manage, create and edit content for social media campaigns, including videos, photos, PR, and promotional flyers; produce virtual educational and entertainment events for multilingual audiences
The Nature ConservancyNonprofit Marketing Fundraising Specialist
Oct. 2016 - Jul. 2017Sydney, AustraliaAs a Marketing Fundraising Specialists I Conducted data analysis to identify potential areas to increase donation rates and membership.
Completed research, budget and strategy plan for leadership team to approve campaign sites.
Organized local fundraising coordinators and transportation for all NSW State Campaigns.
Developed training sessions for B2B and grass-root sales technique.
UnitedHealth GroupSenior Account Manager For SCO Community Plan
Oct. 2015 - Apr. 2019Greater Boston AreaUnitedHealth Group is the most diversified healthcare company in the United States and a leader worldwide in helping people live healthier lives and helping to make the health system work better for everyone. Our core capabilities in clinical care resources, information and technology uniquely enable us to meet the evolving needs of a changing health care environment as millions more Americans enter a structured system of health benefits and we help build a stronger, higher quality health system that is sustainable for the long term. The following task but not limited to a Senior Account Manager are as followed: Developed strategic marketing plan to achieve assigned sales and profitability goals.
Conducted business presentations to new potential leads and ongoing Executive Clients.
Managed Business Development implementation and conflict resolution team for my clients.
Maintained current sales account portfolio and purchases in Salesforce .
Assisted HR Department with onboarding new employee's and training on CRM systems.
EthosGeriatrics Support Services Coordinator HealthCare Manager for Masshealth Programs
Mar. 2015 - Oct. 2015Jamaica Plain, MA,USASouthwest Boston Senior Services d/b/a Ethos is a private, non-profit organization dedicated to promoting independence, dignity and well-being among the elderly and disabled through quality, affordable and culturally-appropriate home and community-based care. Our mission is to help elders remain in their own home for as long as possible.Ethos is a Boston-based, non-profit organization that has served the elderly and disabled since 1973. Its mission is to promote personal well-being, dignity and autonomy through the delivery of high quality, affordable and culturally competent home and community-based care. The following task but not limited to a GSSC Care Manager are as followed: The Geriatric Support Services Coordinator (GSSC) is the care manager
assigned to work with SCO enrollees and is a member of the Primary Care Team (PCT). With
the SCO Program Coordinator, the GSSC is responsible to coordinate and provide community
social services to SCO enrollees in accordance with the SCO’s policies, procedures and
practices. I managed the four following SCO programs:
United Health Care
Tufts Medicare Prefered Commonwealth Care Alliance Fallon Navi Care
EthosSHINE (Serving the Health Information Needs of Elders) Volunteer Counselor
Sep. 2014 - Feb. 2015555 Amory St Jamaica Plain, MA,USASHINE is a state health insurance assistance program that provides free health insurance information, counseling and assistance to Massachusetts residents with Medicare and their caregivers. The SHINE Program is administered by the Massachusetts Executive Office of Elder Affairs in partnership with elder services agencies. A committed volunteer who is trained and certified by the Executive Office of Elder Affairs in many areas of health insurance, including Medicare Part A, Part B, and Part D; Medigap insurance, Medicare HMOs, retiree insurance plans, prescription drug programs, Medicaid, Medicare assistance programs (QMB, SLMB and QI), and other programs for people with limited resources. For more information visit the SHINE http://www.mass.gov/elders/healthcare/shine/serving-the-health-information-needs-of-elders.html
Central Boston Elder ServicesHome Care Case Manager
Apr. 2014 - Aug. 2014Roxbury, Massachusetts,USASince 1974 Central Boston Elder Services has been helping seniors live independently, and with dignity. Extensive in-home services, ranging from personal care to home delivered meals are available.
Funding for Central Boston Elder Services is received primarily from the Massachusetts Executive Office of Elder Affairs and through private donations and foundations. Professionally staffed and managed, Central Boston Elder Services is governed by an elected board of elders and health care professionals. The following task but not limited to a Case Manager are as followed: -The Care Manager will interview elders for home care services to determine eligibility in home, hospital, nursing home, or other appropriate location. Conduct initial and periodic assessments within required time frames of elders’ physical, social, emotional and environmental status to determine needs. Complete all home visits and paperwork within guidelines of EOEA regulation and Agency policy.
-Implement service plan through contact and coordination with support persons, resources, and homecare provider agencies.
-Advocate for elders when necessary. Encourage elder’s participation in service plan implementation.
-Provide Information and Referral Services when needed. Refer elders to other appropriate programs,including Medicaid Waiver, Respite, Managed Care in Housing or other available and appropriate resources.
Greater Springfield Senior Services, IncState Home Care- Bilingual Case Manager
Jul. 2012 - May. 201466 Industry Ave. Suite 9, Springfield, MA 01104, USAFor many, the frailty of advancing age and chronic illness makes it impossible to live at home without outside help and support. Our mission remains the same today as it was in 1972 when our non-profit organization was founded: to keep people age 60+ living at home safely and independently by providing assistance and access to a comprehensive range of services. The following task but not limited to a Case Manager are as followed: • Interview Elders for SHC Services and determine Eligibility within EOEA guidelines. Refer elder to appropriate program and advocate for elder when necessary. Inform elder of public services available to them. • Conduct and complete quarterly home visit, paperwork and create service plan within required time frame following EOEA regulations and agency policy. Submit file and paperwork to SHC supervisor for review. • Translate marketing (letters, forms, brochures) paperwork for GSSSI. Provide translation to non-English speaking clients and GSSSI Staff. Visit Our Website for more Info: http://www.gsssi.org/
Contact us: Our office hours are 8 a.m. to 5 p.m. Monday through Friday. Telephone: 413-781-8800 / 1-800-649-3641
TTY: 413-272-0399
FAX: 413-781-0632
Report Elder Abuse Nights/Weekends: 1-800-922-2275
The log cabin and Delany HouseBanquet Lead Event
Oct. 2008 - Sep. 2012Holyoke, MA,USA- Review Banquet Event Orders (BEO’s) at the beginning of each shift with captain and/or Event coordinator to ensure room are set as contracted. - Assist captain and/or event coordinator with task that need to be completed. Distribute task to servers and ensure that they are completed before the start of event. - When Event is a wedding, lead server is in charge of the bride and groom party at all time, to ensure the satisfaction and guaranteed the quality of customer service that is expected during this special event. - Prepare rooms for specified events, do flips, and decorate set tables according to event contract. - Lead small events, managing staff of 5 or less servers according to that days event. - Trained new servers and mentored throughout event. - Assisted and gave a helping hand in the company restaurant, over night cleaning and laundry when need be.
Platinum Circle DistributorsDirect Product Sales & Marketing Manager
May. 2006 - Jul. 2010West Springfield, MA,USADeep Clean Your Home with The Kirby® System!
Cleaning takes on a whole new meaning with the Kirby Sentria® home care system and accessories. Designed to deep clean, protect and maintain the value of your home, a Kirby vacuum is a leader in the industry that outlasts the competition every time. Managed Human Resources, recruitment, risk and compliance policies and development of staff.
Conducted all financial functions including accounting, budget, credit, insurance tax, and treasury.
Responsible for business operations, planning, development and implementation of Marketing, Communications and Public Relations activities; both internal and external.
Developed onboarding training including product expertise, sales and customer conflict resolutions techniques.
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