Dynamic professional with extensive experience at the Department of the Treasury, excelling in customer service and operational efficiency. Proven ability to manage complex data analytics and streamline processes, enhancing productivity. Proficient in MS Office and medical records maintenance, with a strong focus on achieving results and improving workflows.
Overview
11
11
years of professional experience
Work History
Initial Assistance Representative
Department of the Treasury
Washington, DC
12.2023 - Current
Provides specialized clerical assistance to Tax Resolution Representatives (TRRs), Tax Specialists, and other support personnel by assessing taxpayer needs and directing them to the appropriate individual or area in addition to controlling walk-in area traffic flow and demands.
Examined returns, supporting documents, and monetary receipts for completeness, ensuring compliance and minimizing discrepancies.
Identified and analyzed barriers impacting operational effectiveness, suggesting corrections that enhanced work area efficiency.
Managed reporting systems tracking taxpayer utilization of IRS products and services to inform operational improvements.
Administrative Assistant
Goldman, Clearfield & Ocampo, LP
Columbia, Maryland
01.2023 - 12.2023
Manage electronic calendars for staff accountants with complete authority for commitment of time.
Supported accountants and financial professionals by coordinating administrative tasks to enhance workflow.
Streamlined bookkeeping processes and tracked task progression to ensure adherence to deadlines.
Utilized spreadsheets and bookkeeping software to efficiently manage financial tasks and improve accuracy.
Apply detailed data entry to multiple applications and verify product accuracy and authenticity.
Reconcile invoices and identify discrepancies.
Create and update expense reports.
Process reimbursement forms.
Assist in preparation for business tax returns.
Prepare memoranda, reports, and charts showing findings or recommendations.
Gained knowledge of various automated databases to research, analyze and extract information from internal and external sources.
Utilize word processing, databases, spreadsheets, and other software to prepare correspondence, reports, forms requisitions.
Demonstrated proficiency in Microsoft Word and Excel for document creation and data analysis.
Achieved certification as a Public Accountant to validate expertise in financial practices.
Front Office Coordinator/ Chiropractic Assistant
Ballston Chiropractic & Acupuncture
Arlington, VA
02.2019 - 02.2020
Collected and documented patients' medical histories and condition details during intake sessions to support accurate treatment planning.
Established and maintained medical recordeded for patients; obtained and record vital signs; performed point-of-care testing; assisted providers with diagnostic and/or therapeutic procedures; collected and handling clinical specimens.
Collaborated with patients, families, physicians, and health care team members to enhance outpatient care quality and clearly communicated policies and procedures to patients and families.
Handled patient data entry procedures according to established protocols.
Utilized office software such as (Microsoft word, Excel, and Power Point) to create documents/spreadsheets; and reviewed reports and ensured their completion.
Demonstrated proficiency in using Microsoft Word and Excel for document creation and data management.
Managed patients' accounts and financial information with a focus on confidentiality and professionalism.
Collect, verify, and organize data with a high degree of accuracy.
Typed documents at a speed of 50 words per minute to enhance office productivity.
Chiropractic Assistant
Hickory Ridge Chiropractic
Columbia, MD
10.2015 - 07.2018
Manage front desk and greet patients entering chiropractic facility.
Coordinate chiropractor schedules with patient appointments.
Assist chiropractors in providing manual therapies.
Established and maintained patient medical records, utilizing office software to create documents and spreadsheets, and ensured timely review and completion of reports.
Processed insurance claims and payments, determining appropriate charges for chiropractic procedures not covered by insurance.
Collaborated with patients, families, physicians, and healthcare team members to enhance quality of outpatient care and clarified policies and procedures for patients and families.
Demonstrated proficiency in Microsoft Word and Excel to enhance office productivity.
Achieved typing speed of 50 words per minute for efficient documentation.