Shannon Martinez

Accomplished leader with extensive experience in senior living operations, human resources, bookkeeping, payroll, and financial management. Proven ability to oversee teams of up to 11 employees, manage budgeting and compliance, support resident and customer service, and improve operational processes. Skilled in regulatory adherence, employee relations, financial reporting, and building positive workplace cultures across healthcare and business environments.

Assistant Executive Director at Marbella Santa Fe - Integral Senior Living (2026-02 – Present)

Support the Executive Director in daily senior living operations, resident care, customer service, and community performance.

• Provide leadership and guidance to department directors and team members, promoting teamwork, accountability, and effective communication.
• Assist with human resources functions including recruiting, onboarding, performance management, workplace investigations, employee documentation, and retention.
• Address resident and family concerns professionally and help resolve issues through clear communication and follow-up.
• Support compliance with company policies, resident rights, HIPAA requirements, safety standards, and applicable state and federal regulations.
• Assist with resident billing, accounts receivable, purchasing, budgeting, financial reporting, staffing needs, and process improvement.
• Support incident investigations, regulatory preparation, occupancy and resident-retention efforts, and leadership coverage in the Executive Director's absence.
• Build positive relationships with residents, families, employees, vendors, healthcare partners, and community organizations.

Business Office Director at Morada Senior Living (2025-08 – 2026-02)

Managed daily business office operations for a senior living community, supporting residents, families, employees, and leadership.

• Oversaw resident billing, accounts receivable, payment processing, account reconciliation, collections, and financial records.
• Managed HR administration including recruitment, onboarding, employee records, background checks, benefits, and employee relations.
• Coordinated payroll and timekeeping, reviewed employee hours, and resolved payroll discrepancies.
• Maintained resident and employee records and supported compliance with company policies, HIPAA requirements, and applicable regulations.
• Supported budgeting, financial reporting, purchasing, invoices, employee coaching, disciplinary documentation, investigations, leave requests, workers' compensation matters, and resident move-ins/move-outs.

Full Charge Bookkeeper at El Mezquite Market (2024-05 – 2025-05)

Managed full-cycle bookkeeping including accounts payable, accounts receivable, payroll processing, bank reconciliations, and financial records.

• Prepared monthly, quarterly, and year-end financial statements and reports; maintained the general ledger and adjusting journal entries.
• Handled payroll for employees including tax withholdings, benefits, direct deposits, and federal/state payroll tax reporting.
• Assisted with budgeting, forecasting, cash-flow monitoring, audits, tax preparation, inventory, and fixed-asset documentation.
• Used QuickBooks and other accounting software for data entry, reporting, reconciliation, and account management.

Bookkeeper / Human Resources at Sites Southwest (2022-03 – 2024-05)

Maintained financial records, reconciled bank and credit-card accounts, processed payroll/direct deposit, and prepared financial statements and tax documentation.

• Managed HR administration including payroll, benefits, employee records, recruitment support, onboarding, training, performance reviews, and employee relations.
• Managed a team of 11 employees and supported owners with budgets, new projects, site visits, and day-to-day business operations.

Bookkeeper at Fresquez Companies (2021-06 – 2022-03)

Maintained financial transaction records, reconciled bank and credit-card accounts, processed payroll, and prepared financial statements.

• Prepared quarterly and annual tax returns, supported budgeting and forecasting, monitored cash flow, and assisted with audits and month/year-end closing.

Payroll Specialist at Blake's Lotaburger (2019-09 – 2021-10)

Managed payroll and time-and-attendance processing for biweekly and special payrolls.

• Processed garnishments, vacation requests, accruals, fixed assets, quarterly reconciliations, and payroll database records.

Bookkeeper / Office Manager at VMR Holding LLC (2018-11 – 2019-04)

Maintained financial records, posted transactions, balanced the general ledger, invoiced customers, and managed payroll, accounts receivable, and accounts payable.

Accountant at Via Robert Half (2018-05 – 2018-10)

Handled accounts payable, accounts receivable, payroll, certified payroll reporting, journal entries, reconciliations, and month/year-end closing.

• Created formulas, pivot tables, formatting, and macros for payroll and used Kickserv and Neat scanner tools for document workflows.

Accounting Clerk at Pueblo of Laguna (2016-02 – 2017-12)

Accepted program cash deposits, prepared administrative documents, assisted with the annual tribal budget and audit, arranged staff travel, and entered journal entries, receipts, accounts receivable, and budget modifications in the Abila MIP system.

• Maintained warehouse inventory listings and fixed-asset records.

Certified Detention Officer at Pueblo of Laguna (2015-01 – 2016-02)

Processed incarceration paperwork, escorted inmates to court, medical appointments, visitation and religious services, maintained daily logs, conducted welfare checks, and completed incident/end-of-day reports.

Pharmacy Technician at Walgreens Pharmacy (2012-06 – 2015-01)

Prepared prescription orders, verified prescription information and dosage, entered patient/order information, processed insurance information, and provided customer service.

Associate of Applied Science in Nursing – New Mexico State University-Grants (2022-01 – 2025-05)

High School Diploma – Taos High School