ALEXANDRA LOMELI
Gilbert,AZ
Summary
With over 15 years of experience in office management, accounting, and payroll, I have developed a strong proficiency in handling various aspects of these fields. Expertise lies in office and payroll management with a track record of ensuring accurate and timely processing. Excel in providing exceptional customer service, effectively scheduling tasks and appointments, and overseeing overall business operations. Extensive background in delivering efficient and organized management solutions.
Overview
11
11
years of professional experience
Work History
Treatment Coordinator
Dental Specialty Associates
Gilbert, AZ
08.2023 - Current
- Maintained detailed records of patient treatments, ensuring accurate billing and efficient followups.
- Increased case acceptance rates through persuasive presentation of treatment options and benefits.
- Explained treatment choices to patients and helped determine best options.
- Provided exceptional customer service to create a welcoming atmosphere for patients and their families.
- Presented financial arrangements clearly to patients, enabling informed decisions about payment options and timelines.
- Improved patient satisfaction by effectively communicating treatment plans and addressing concerns.
- Researched billing issues, scheduled appointments and verified insurance coverage.
- Assisted dentists in the development of customized treatment plans, ensuring optimal patient outcomes.
- Laid out potential payment plans for patients.
- Educated patients on dental benefits and coordinated proper payment with insurance companies.
- Streamlined appointment scheduling for increased efficiency and reduced wait times.
- Managed the coordination of complex multi-disciplinary cases involving multiple specialists, ensuring timely completion of treatments.
- Contributed to a continuous improvement culture by regularly soliciting and incorporating feedback from patients, staff, and referring providers.
- Scheduled surgeries, managed pre-certifications and verified insurance coverage.
- Delivered excellent patient experiences and direct care.
- Performed in team leader capacity and organized all treatment and placement activities.
ACCOUNTING AND PAYROLL MANAGER
GROWTH, LLC
Gilbert, AZ
03.2022 - 08.2023
- Implemented cost-saving measures through diligent expense tracking and identification of inefficiencies in spending patterns.
- Collaborated with external auditors during annual reviews, ensuring transparency and adherence to regulatory requirements.
- Optimized the payroll process by automating routine tasks such as data entry, reducing the risk of human error while increasing productivity levels.
- Safeguarded company assets through vigilant monitoring of account reconciliations and prompt resolution of discrepancies.
- Boosted accounting team productivity by leveraging technology to automate repetitive tasks, allowing more time for strategic analysis and decisionmaking.
- Conducted internal audits to identify areas of improvement in financial processes and systems, leading to increased efficiency.
- Established effective communication channels between finance departments to streamline information sharing and improve overall operational efficiency.
- Collaborated cross-functionally with HR, IT, and other departments to streamline operations and ensure accuracy across all financial data inputs.
- Reduced payroll errors by implementing a robust system to ensure accurate salary calculations and timely disbursements.
- Calculated deductions and processed payroll for employees.
- Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.
- Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.
- Processed payroll garnishments such as tax liens and child support.
- Established and checked coding procedures, monitored reports and updated internal files.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Created financial dashboards to provide insights into key performance indicators.
PRACTICE MANAGER
CENTRAL VALLEY DENTAL CARE
Mesa, AZ
10.2021 - 03.2022
- Addressed patient concerns promptly and professionally, demonstrating empathy and excellent problem-solving skills.
- Managed daily practice operations to optimize appointment scheduling, patient records management and billing functions.
- Ordered all office supplies and kept check on inventory levels.
- Facilitated communication between staff members, fostering a collaborative work environment that improved overall team performance.
- Developed strong relationships with patients, ensuring a high level of care and satisfaction throughout their experience.
- Developed close working relationships with front office and back office staff.
- Evaluated practice workflows regularly to identify areas for improvement and implement necessary changes efficiently.
- Oversaw the hiring process for new employees, selecting candidates who aligned with the practice''s mission and values.
- Ensured compliance with healthcare regulations, maintaining up-to-date knowledge on industry standards and best practices.
- Increased patient satisfaction by streamlining appointment scheduling and implementing efficient check-in processes.
- Provided outstanding support to entire staff which helped improve process flow and boosted efficiency.
- Consulted with healthcare professionals on business decisions.
- Coordinated with healthcare providers to ensure that patient care plans were effectively implemented.
- Monitored and analyzed patient feedback to identify areas for improvement in service delivery.
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees.
- Developed and updated policies and procedures, maintaining compliance with guidelines relating to HIPAA, benefits administration and general liability.
- Communicated with patients, ensuring that medical information was kept private.
Dental Office Manager
GENTLE DENTAL
Gilbert, AZ
04.2021 - 10.2021
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
- Effectively resolved patient concerns or complaints, maintaining excellent client relations and promoting ongoing customer loyalty.
- Boosted dental practice revenue by optimizing billing procedures and diligently following up on outstanding payments.
- Collaborated closely with dentists to create customized treatment plans that best met individual patient needs while maximizing practice profitability.
- Maintained strict confidentiality of all patient records, ensuring compliance with HIPAA regulations and safeguarding sensitive personal information.
- Maintained a professional and welcoming atmosphere, fostering strong relationships with patients and encouraging referrals.
- Reduced wait times for patients through effective coordination of staff schedules and resource allocation.
- Reviewed flash reports, prepared bank deposits and posted daily revenues to stay on top of administrative demands.
- Achieved revenue goals with successful management of patient scheduling, receivables and miscellaneous operations expenses.
- Streamlined office operations by regularly evaluating workflows, identifying areas for improvement, and implementing necessary changes for increased productivity.
- Developed successful marketing strategies to attract new patients while retaining existing clientele base.
- Managed office within budget guidelines for clerical and auxiliary supply purchases, equipment upgrades and labor costs.
- Assisted in the recruitment, hiring, and training of high-quality dental staff to ensure exceptional patient care.
- Ensured compliance with all applicable regulations governing dental practices at local, state, and federal levels.
- Coordinated continuing education opportunities for dental staff members to stay updated with industry advancements and maintain licensure requirements.
- Oversaw inventory management, ensuring timely procurement of supplies while minimizing costs through strategic vendor negotiations.
- Improved team morale and reduced turnover through regular training sessions and team-building activities.
- Reduced appointment cancellations and no-shows with proactive reminder and follow-up system.
- Coordinated with dental professionals to ensure timely and effective patient care, increasing daily patient throughput.
- Managed all aspects of billing and insurance claims, ensuring accuracy and compliance with industry standards.
- Streamlined patient record-keeping with adoption of new dental software, ensuring accuracy and compliance with healthcare laws.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
ACCOUNTING TECHNICIAN
CITY OF WINSLOW
Winslow, AZ
08.2019 - 04.2021
- Enhanced financial accuracy by diligently reconciling accounts, identifying discrepancies, and resolving issues promptly.
- Reduced errors in financial reporting through meticulous attention to detail and thorough review of financial statements.
- Completed bi-weekly payroll for company employees.
- Supported smooth payroll administration through diligent record-keeping, proper deductions calculation, and prompt issue resolution.
- Contributed to successful audits with comprehensive preparation of supporting documentation and effective communication with external auditors.
- Organized general ledger with accuracy and within time constraints.
- Facilitated smooth financial operations by processing invoices accurately and efficiently, avoiding late payment penalties or disputes.
- Enhanced vendor relationships by managing accounts payable efficiently, negotiating favorable terms when possible, and ensuring timely payments.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Ensured data integrity in financial systems through regular audits, system updates, and adherence to internal control policies.
- Managed tax preparation tasks, ensuring compliance with state and federal regulations.
- Assisted in successful external audit process, preparing necessary documents and facilitating auditor inquiries.
- Supported finance team in strategic planning meetings, providing critical data for informed decision-making.
- Played key role in inventory management, ensuring accurate valuation and record-keeping.
- Coordinated with cross-functional teams to address and resolve any discrepancies in billing or payments.
- Compiled detailed monthly financial reports for management, ensuring transparency and aiding in strategic decision-making.
- Reduced overdue accounts receivables, implementing proactive follow-up process with clients.
- Facilitated smoother financial month-end close, rigorously adhering to deadlines and checklists.
- Streamlined invoice processing to improve vendor relationships and maintain timely payment schedules.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Matched purchase orders with invoices and recorded necessary information.
- Gathered, evaluated and summarized account data in detailed financial reports.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Handled day-to-day accounting processes to drive financial accuracy.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Implemented new accounting processes to decrease spending and work flow downtime.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
PRACTICE MANAGER
DENTAL INNOVATIONS-WINSLOW
Winslow, AZ
07.2017 - 09.2019
PRACTICE MANAGER
FLAGSTAFF FAMILY DENTAL
Flagstaff, AZ
09.2013 - 07.2017
Education
BACHELOR OF SCIENCE (B.S.) IN BUSINESS MANAGEMENT -
GRAND CANYON UNIVERSITY
Phoenix, AZSkills
- Biweekly Payroll Management
- Payroll Auditing
- Office Management
- Schedule coordinating
- Resolving Discrepancies
- Payroll Preparation
- Intuit QuickBooks
- Accounts Payable and Receivable
- Proactive and Focused
- Check Processing
- General Ledger Reconciliation
- Account and Ledger Reconciliations
- Customer Satisfaction
- Raising Capital
Awards
Presidents List
Timeline
Treatment Coordinator
Dental Specialty Associates
08.2023 - Current
ACCOUNTING AND PAYROLL MANAGER
GROWTH, LLC
03.2022 - 08.2023
PRACTICE MANAGER
CENTRAL VALLEY DENTAL CARE
10.2021 - 03.2022
Dental Office Manager
GENTLE DENTAL
04.2021 - 10.2021
ACCOUNTING TECHNICIAN
CITY OF WINSLOW
08.2019 - 04.2021
PRACTICE MANAGER
DENTAL INNOVATIONS-WINSLOW
07.2017 - 09.2019
PRACTICE MANAGER
FLAGSTAFF FAMILY DENTAL
09.2013 - 07.2017
BACHELOR OF SCIENCE (B.S.) IN BUSINESS MANAGEMENT -
GRAND CANYON UNIVERSITY