CATHERINE VALDEZ SCHWARTZ
Core Qualifications
• Efficiency/Flexibility - Open to change; rapidly adapts to new information, changing conditions, and
unexpected obstacles.
• Conflict Management - Anticipates and takes steps to prevent counter-productive confrontations.
Manages and resolves conflicts and disagreements in a constructive manner.
• Employee Development - Develops the abilities of others by providing ongoing feedback and by
providing opportunities to learn through formal and informal methods.
• Creative Problem Solving - Identifies and analyzes problems; weighs relevance and accuracy of
information; generates and evaluates alternative solutions; makes recommendations.
• Influencing/Negotiating - Builds consensus through give and take; gains cooperation from others to
obtain information and accomplish goals.
Profile
To secure a long-term career that allows me to grow professionally and enables me to learn
and implement new techniques and technologies. I would like the opportunity to utilize my
skills, experience, and dedication for the betterment and long-term growth of my new
professional home. I am highly motivated, determined, and inquisitive, with a strong desire to
learn new things. This, coupled with the fact that I am quick to understand, utilize, and
implement the knowledge I have received, will allow me to quickly become an invaluable
member of your team.
Experience
Controller - sparkDEMAND, LLC
November 2017 - Present-- Redland Downs
San Antonio, TX 78247
LinkedIn.com/in/
Catherine-Valdez
Responsibilities
• Handle all accounting and tax matters, including A/P, A/R, fixed assets, credit, payroll,
business tax, income tax; responsible for cash flow; close books and prepare financial
reports for monthly and yearly.
• Participate in financial strategic planning, prepare budget and forecasts, handle owners
capital equities accounts, review of budgets vs. actual to ensure accuracy.
• Develop internal control system, recommend areas for improvement both financial and
operational, establish new accounting policies and procedures, and develop strategies for
the company
Quality Control Manager - South Texas Center for Pediatric Care
February 2014 - November 2017
Accomplishments
• Single-handedly achieved continual funding through an annual grant from Superior Health
Plan for the Literacy and Book Ownership Program, an initiative that served low-income
children by providing free books at every check-up, which I individually conceptualized,
organized, and implemented. To date, this program has provided over 3500 books to welldeserving children.
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CATHERINE VALDEZ SCHWARTZ
• Organized company-wide fundraiser for the March of Dimes across 5 locations, generating
over $1100 in charitable donations from both employees and patients in less than three
weeks.
• Contributed to the company’s achievement on becoming the first Foster Care Center of
Excellence in San Antonio, and the second in the state of Texas, through the creation and
implementation of a streamlined process for CPS Case Workers to obtain required medical
services, thereby removing the barrier to facilitate placement in a foster home.
• Provided ongoing management and oversight of Foster Care program to maintain
recognized status and ensure that all services are provided in a timely and cost-effective
manner. Conceptualized and currently mapping out policies and procedures for on-site
doctor visits at a CPS group home for behaviorally-challenged youth.
Responsibilities
• Managed the customer complaint process handling system which included interacting with
and involving other departments, as necessary, to meet resolution and quality expectations.
Maintained and actively cultivated in-depth knowledge of Company policies and procedures
across all departments. Maintained active communications to effectively manage
outstanding quality issues and improve customer relations.
• Supervised 8 person call center, ensuring that peak levels of customer service are
maintained while quickly and effectively solving any issues that may arise.
• Responsible for all new hire training across the company including customer service, office
skills, and technology training - On-Site Trainer / Super User for Office Practicum EHR.
Handle employee questions, concerns, and issues cross departmentally including, the areas
of, but not limited to, policies, procedures, and technical support.
• Analyzed patient service rates and numerous secondary data points across 4 locations to
devise strategies and initiatives to increase client satisfaction, improve renewal rates, and
attract new patients. Created policies, procedures, and best practices to optimize customer
experience while minimizing expended time, resources, and costs.
• Instituted data science best practices to track and maintain patient records, automate
patient follow-up process, and implement controls to drastically decrease ER utilization
and, therefore, customer churn rate.
• Designed statistical models for the tracking and forecasting of customer trends through
advanced analytical techniques while maintaining industry best practices in regards to data
collection, maintenance, and hygiene. Put processes in place to utilize statistical automation
to increase accuracy and consistency of reporting while minimizing resources expended.
• Conducted contractual negotiations with insurance companies to achieve realistic incentive
benchmarking. Created policies and procedures to ensure benchmarks are hit to maximize
revenue and minimize overhead. Verify benefits and required medical services are properly
and timely administered to all patients to maximize revenue potential by meeting and
exceeding incentive benchmarks.
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