Dedicated and organized operations manager with several years of experience using proven planning and support initiatives to cut costs, streamline operations and increase productivity. Decisive and resourceful team builder versed in accounting, management and process improvement.
Overview
15
15
years of professional experience
Work History
Revenue Operations Manager
Venning Services LLC
Modesto
12.2024 - Current
Led revenue reporting and analytics, delivering insights that informed forecasting and performance evaluation.
Advised CEO on revenue trends and operational efficiencies to identify growth opportunities.
Developed pricing strategies with partners that enhanced revenue optimization across all locations.
Directed revenue operations for 15 offices, ensuring accurate billing and financial integrity.
Audit Senior
Withum
07.2019 - 04.2024
Led high-performing audit teams for unions, not-for-profits, and multi employer benefit plans
Prepared financial reports following Generally Accepted Accounting Principles, enhancing understanding of the organization's financial health
Monitored internal controls to ensure compliance with regulatory standards and protect organizational assets
Performed detailed risk assessments to identify vulnerabilities and implement strategies for mitigation
Prepared tax forms including Internal Revenue Service Form 990 and Department of Labor Forms 5500 and LM-2
Nurtured client relationships through exceptional service and proactive addressing of client needs
Property & Casualty Accounting Intern
Farmers Insurance Exchange
06.2016 - 08.2016
Fixed out-of-balance accounts by entering corrective journal entries totaling over 17 million dollars
Identified drivers for expense budget anomalies and developed future budget for department of 50 employees
Led project ensuring all account reconciliations included detailed desktop procedures
Prepared quarterly income statement, balance sheet, and statement of cash flows for subsidiary Texas County Mutual
Corporate Headquarters
Accounts Receivable & Insurance Coordinator
7x7 Dental Implant & Oral Surgery Specialists
09.2011 - 07.2015
Calculated expected insurance payments and processed claims for cosmetic treatment plans up to 25 thousand dollars, securing timely reimbursement and minimizing discrepancies.
Reconciled payments, maintaining financial accuracy and recovering 25 percent of losses through resubmission of past due claims and resolution of billing issues.
Led project to digitalize pre-patient records which reduced the time needed to create new patient files by 15 percent
Scheduled doctor appointments and managed professional calendars to support efficient patient care.
Education
Bachelor of Science - BS - Business Administration, Accountancy Option
California State University-Long Beach
Long Beach, CA
12-2017
Certification - Dental Assisting
Eden Area Regional Occupational Program
Hayward, CA
04-2011
Skills
Revenue & Financial Operations
Process Improvement & Optimization
Operational efficiency
Data-driven Decision Making
Timeline
Revenue Operations Manager
Venning Services LLC
12.2024 - Current
Audit Senior
Withum
07.2019 - 04.2024
Property & Casualty Accounting Intern
Farmers Insurance Exchange
06.2016 - 08.2016
Accounts Receivable & Insurance Coordinator
7x7 Dental Implant & Oral Surgery Specialists
09.2011 - 07.2015
Bachelor of Science - BS - Business Administration, Accountancy Option