Angela Morales
Finance
Oceanside,CA
Summary
FINANCE MANAGER AM PROFESSIONAL SUMMARY Efficient Financial Manager with extensive experience in billing, collections, accounts payable and accounts receivable.
Seasoned Office Manager offering leadership experience in administrative positions. Well-versed in industry practices and procedures. Top-notch management abilities in financial, personnel and clerical areas.
Overview
29
29
years of professional experience
Work History
Account Receivable Manager, Office Manager
COOLA SUNCARE
Carlsbad, CA
04.2015 - 02.2023
- Coordinated special projects and managed schedules.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Established team priorities, maintained schedules and monitored performance.
- Developed and maintained successful relationships with vendors, suppliers and contractors.
- Defined clear targets and objectives and communicated to other team members.
- Updated reports, managed accounts, and generated reports for company database.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Utilized financial software to prepare consolidated financial statements.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Complied with established internal controls and policies.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Coached new hires on company processes.
- Managed office operations.
- Performed banking, business administration and financial tasks.
- Established and checked coding procedures, monitored reports and updated internal files.
- Improved safety procedures to promote employee well-being and safety.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Trained personnel in equipment maintenance.
- Supported financial director with special projects and additional job duties..
- Prepared internal and regulatory financial reports, balance sheets, income statements.
Emergency Medical Technician
TRANSCARE
Poughkeepsie, NY
09.2010 - 08.2014
- Communicated with patients about pain, comfort, and needs during transportation and preliminary medical care.
- Triaged patients in emergency situations based on life-threatening needs and delegated tasks to better provide treatment to maximum patients at once.
- Assessed medical conditions of patients in pre-hospital settings.
- Assisted with lifting and moving patients.
- Administered CPR, oxygen and other life-saving medical treatments.
- Conducted equipment and vehicle checks to maintain continuous and safe operation.
- Utilized oxygen tanks, EKG and IVs to perform various medical procedures.
- Assessed nature and extent of illness or injury to establish and prioritize medical procedures.
- Followed all safety protocols and took necessary precautions while providing care.
- Evaluated patient histories to assess and prioritize levels of care.
- Utilized communication devices to maintain contact with supervisors.
- Handled patient transfers from one medical facility to another.
- Maintained accurate patient records and documentation of treatments to enable tracking history and safeguard information.
- Immobilized patient for placement on stretcher and ambulance transport.
- Observed patient behavior to report changes to medical personnel.
Emergency Medical Technician
EAST FISHKILL RESCUE SQUAD
Eastfishkill, NY
09.2009 - 08.2014
- Assessed medical conditions of patients in pre-hospital settings.
- Communicated with patients about pain, comfort, and needs during transportation and preliminary medical care.
- Assisted with lifting and moving patients.
- Delivered emotional support to patients and families.
- Conducted patient intake and triage procedures.
- Utilized communication devices to maintain contact with supervisors.
- Controlled wounds and injuries en-route to hospitals, prepping patients for advanced treatments or maintaining conditions pre-arrival.
- Collaborated with medical doctors and other healthcare professionals.
- Transported patients to medical facilities and provided transportation to follow-up appointments.
- Observed patient behavior to report changes to medical personnel.
Bus driver
BEACON CENTRAL SCHOOL DISTRICT
10.2008 - 11.2013
- Completed pre- and post-trip bus inspections for safe passenger transportation.
- Picked up and dropped off passengers at regularly scheduled locations by following strict time schedules.
- Verified cleanliness and tidiness of bus through regular cleaning.
- Developed and maintained positive relationships with passengers and other drivers.
- Followed all relevant schedules for routes and arrivals.
Watch Technician
GAME
Fishkill, NY
11.2005 - 10.2008
- Provided quotes to customers based on detailed inspections and identification of necessary repairs, material costs and time involved.
- Oiled moving parts of timepieces.
- Maintained performance by oiling moving parts of watches and clocks.
- Replaced non-working parts and repaired lubricated components after dissembling watches and watch parts.
- Fabricated parts for watches and clocks using small lathes and other machines.
- Repaired or replaced broken, damaged or worn parts on timepieces using drill presses and hand tools.
- Disassembled timepieces to inspect for defective, misaligned or rusty parts.
Medical biller
ST. LUKE’S HOSPITAL
07.1997 - 09.2000
- Created improved filing system to maintain secure client data.
- Collected payments and applied to patient accounts.
- Reviewed patient diagnosis codes to verify accuracy and completeness.
- Monitored outstanding invoices and performed collections duties.
- Prepared billing statements for patients and verified correct diagnostic coding.
Medical biller
PEDIATRIC UROLOGY ASSOCIATES
01.1994 - 05.1997
- Reviewed patient diagnosis codes to verify accuracy and completeness.
- Monitored outstanding invoices and performed collections duties.
- Handled account payments and provided information regarding outstanding balances.
- Communicated with insurance providers to resolve denied claims and resubmitted.
- Prepared billing statements for patients and verified correct diagnostic coding.
- Reviewed patient records, identified medical codes, and created invoices for billing purposes.
Education
Some College (No Degree) - Financial Accounting
EMT/Paramedic Certification Associates Degree Multiple clinical hours for DDC Paramedic Program and East Fishkill Fire District - undefined
12.2013
Volunteer Emergency Medical Technician – B
Some College (No Degree) -
Academic diploma - undefined
6.1986
Skills
- Inventory management
- Invoicing
- Research and resolution of invoicing issues
- Monthly statements
- Month-end reviews and reconciliation of variances
- Account management
- Proficient in Netsuite
- Accounts receivable point of contact for corporate and national accounts
- Organize, arrange, and coordinate meetings
- Microsoft
- Problem-Solving
- Finance and Business
- Excellent organizational skills
- Great attention to detail
- Staff leadership and development
- Customer relations
- Ability to remain calm under pressure
- Agility and Resilience
- Flexibility and Adaptability
- Hybrid and Remote Working
Additional Information
- MILESTONES Implemented and directed Ops/Finance weekly team meetings to ensure all open orders were being addressed which directly resulted in an increase in percent shipped. Improved vendor invoicing coordination by implementing scanning procedures. Developed Notes SOP in Netsuite to track all updates to customer records. Increased inventory accuracy by developing cycle count SOP. Trained staff on expense account procedures. Promoted to primary liaison officer between corporate customers and finance team. Office asset manager. Created positive recognition activities for company. Lead on moving from our old location to our new 35000.00SQ location. Meeting with vendors to stage a function office.
Languages
Spanish
Native or Bilingual
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Account Receivable Manager, Office Manager - COOLA SUNCARE
04.2015 - 02.2023
Emergency Medical Technician - TRANSCARE
09.2010 - 08.2014
Emergency Medical Technician - EAST FISHKILL RESCUE SQUAD
09.2009 - 08.2014
Bus driver - BEACON CENTRAL SCHOOL DISTRICT
10.2008 - 11.2013
Watch Technician - GAME
11.2005 - 10.2008
Medical biller - ST. LUKE’S HOSPITAL
07.1997 - 09.2000
Medical biller - PEDIATRIC UROLOGY ASSOCIATES
01.1994 - 05.1997
Palomar Community College - Some College (No Degree), Financial Accounting
Dutchess Community College - EMT/Paramedic Certification Associates Degree
Multiple clinical hours for DDC Paramedic Program and East Fishkill Fire District,
LaGuardia Community College of The City University of New York - Some College (No Degree),
Monsignor Scanlon High School - Academic diploma,
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