Amy Lopez
Fallbrook,CA
Summary
Seasoned Manager with broad experience in both team leadership and project delivery. Possess strong strategic planning abilities, coupled with the capability to coordinate operational initiatives for maximum efficiency. Proven track record of driving process improvements, enhancing productivity, and implementing innovative solutions. Skilled in building strong relationships across all levels of an organization to achieve business goals.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Revenue Account
Victor Community Support Services
Ontario, CA
08.2025 - Current
- Revenue Recognition: Ensure timely and accurate revenue recognition across multiple funding streams, including fee-for-service, wrap-around services, capitation, and grant funding.
- Contract & Budget Tracking: Collaborate with clinical and program directors to monitor revenue, ensure maximum utilization of government contracts, and compare actuals against program budgets.
- Reconciliation: Reconcile revenue accounts, accounts receivable, and ledger balances against county contacts and third-party claims on a monthly and yearly basis.
- Cost Reporting & Audits: Prepare financial working papers for annual county cost reports, and provide supporting documentation for internal and external audits
- Cross-functional Collaboration: Work closely with the revenue cycle, billing, and grants departments to resolve any billing discrepancies or claim denials.
Credit/Accounts Receivable/Payable Manager
Haro Bicycles
Vista, USA
01.2000 - Current
- Monitor cash flow, conducted credit checks, and managed collections efforts as needed.
- Analyze financial data to determine the degree of risk involved in extending credit based on financial reports, payment history, and other sources of information.
- Draft journal entries related to accounts receivable and payable activities.
- Facilitate timely payments and improve collection processes.
- Analyze invoice and expense reports, identified variances, and researched issues to correct problems and maintain financial compliance.
- Handle accounts payable and receivable, including invoicing and payment processing.
- Reconcile discrepancies between accounts receivable and payable ledgers, and bank statements.
- Support the implementation of new software solutions for managing accounts receivable and payable operations.
- Ensure compliance with all applicable laws, regulations, and company policies.
- Collaborate cross-functionally with sales, management and other departments to maintain effective operations.
- Assist with month-end and year-end closings to support accounting system accuracy.
Education
Associate of Arts - Accounting
Mira Costa College
Oceanside, CA01.2009
Skills
- Business Administration
- Financial Management
- Time Management
- Complex Problem-Solving
- Negotiation
- Staff Training and Development
- Team Leadership
- Cross-Functional Teamwork
- Verbal and written communication
- Financial records oversight
- Performance Evaluations
- Policy Implementation
References
Available upon request
Coursework
- Managerial Accounting, Focus on accounting and recording. Reporting of business transactions, application of GAAP, the classified financial statements, and statement analysis.
- Financial Accounting, Focus on how managers use accounting information in decision-making, planning, directing operations, and controlling.
Affiliations
- I run a small home based business which creates creative and customized gifts.
Certification
- Hold a current California Notary licesnse
Timeline
Revenue Account
Victor Community Support Services
08.2025 - Current
Credit/Accounts Receivable/Payable Manager
Haro Bicycles
01.2000 - Current
Associate of Arts - Accounting
Mira Costa College