Amanda Ortiz
New Milford,NJ
Summary
Sophisticated Finance Assistant offering excellent skills in bookkeeping and writing. Pursuing a similar position where an enthusiastic individual with an understanding of invoicing and monthly reporting tasks is highly sought.
Overview
9
9
years of professional experience
Work History
Patient Financial Services Assistant
Helen Hayes Hospital
02.2024 - Current
- Managing all incoming facility payments and accurately posting to patient accounts
- Preparing and reviewing financial reports, ensuring accuracy in batch processing and ledger entries
- Reconciling transactions and maintaining detailed records with application of payment adjustments
- Addressing patient billing inquiries and providing exceptional customer service
- Collaborating with accounting and administrative teams to resolve discrepancies
- Handling various forms of payments including cash, checks and electronic fund transfers (EFTs)
- Established new office procedures converting paper-based processes to electronic record keeping
- Enhanced financial reporting accuracy by streamlining data collection and analysis processes.
- Coordinated resources effectively during peak periods by prioritizing tasks according to urgency levels which led to smooth workflow maintenance.
- Streamlined office operations through proficient use of software tools such as Microsoft Office Suite, CRM systems, and various financial applications.
- Handled sensitive client information with discretion, maintaining strict confidentiality standards at all times.
Billing and Collections Specialist
AS-IS Contracting Services
12.2021 - 12.2023
- Accurately managed and recorded incoming payments, prepared and issued detailed invoices and handled collections to ensure timely revenue recovery
- Resolved billing discrepancies and maintained client billing records and accounts while providing exceptional customer support
- Acted as a liaison between clients and internal teams and maintained positive relationships with clients to enhance satisfaction and retention
- Prepared detailed reports on account activity for management review, identifying areas for improvement or concern.
- Negotiated payment arrangements with delinquent clients, establishing mutually beneficial terms while minimizing losses.
- Assisted in implementing procedures and policies to facilitate timely payments.
Executive Assistant
United National Property Preservation Company
03.2016 - 04.2019
- Managed schedules, travel arrangements, and event planning for executive
- Provided administrative support, including handling correspondence and preparing reports, while coordinating projects and facilitating communication between departments
- Acted as a liaison between executive and clients, ensured timely and professional interactions, and oversaw office operations to maintain a productive work environment
- Handled confidential and sensitive information with discretion and tact.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Answered high volume of phone calls and email inquiries.
Education
Some College (No Degree) -
Manhattanville College
Purchase, NYHigh School Diploma -
North Rockland High School
New York, NY05.2011
Skills
- Billing and Invoicing
- Customer Service
- Problem Solving
- Administrative
- Organizational
- Attention to Detail
Timeline
Patient Financial Services Assistant
Helen Hayes Hospital
02.2024 - Current
Billing and Collections Specialist
AS-IS Contracting Services
12.2021 - 12.2023
Executive Assistant
United National Property Preservation Company
03.2016 - 04.2019
Some College (No Degree) -
Manhattanville College
High School Diploma -
North Rockland High School
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