Anna Fernandez
Tracy,California
Summary
With 18 years of experience working with broad array of accounts. Committed to maintaining detailed records and vendor management. Detail-oriented worker with proven resourcefulness and reliability with a high degree of professionalism and strong problem resolution capabilities. Maintains 100% accuracy in processing invoices, Proficient at vendor management and thrive in challenging, fast-paced environments and time sensitive projects. A meticulous professional with advanced accounting, mathematical and software experience. Successful at keeping accounts current and accurate for compliant financial recordkeeping. Well-organized, diligent and focused professional.
Overview
25
25
years of professional experience
Work History
Caregiver
Visiting Angels
08.2021 - Current
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Maintained a safe and clean environment for patients, reducing risks.
- Administered medications as prescribed, ensuring accurate dosage and timely administration.
- Managed patient appointments and transportation needs, ensuring punctual arrival at medical visits and other engagements.
- Prepared nutritious meals according to dietary restrictions, supporting clients'' overall health through balanced nutrition.
- Performed light housekeeping duties to maintain cleanliness standards while respecting the patient's personal space.
- Documented detailed daily reports on each client's progress, informing adjustments in care plans when necessary.
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Provided safe mobility support to help patients move around personal and public spaces.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
Caregiver
Visiting Angels
09.2019 - 08.2020
- Verified details of transactions, including funds available and total account balances.
- Revamped 70% of the accounting quality system to prepare for important audits.
- Renegotiated payment terms with dozens of suppliers.
- Coded the general ledger and processed vendor invoice payments.
- Rectified escalated accounts payable issues from employees and vendors, reducing loss by 85%.
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Maintained a safe and clean environment for patients, reducing risks and ensuring optimal health outcomes.
- Administered medications as prescribed, ensuring accurate dosage and timely administration for maximum efficacy.
- Managed patient appointments and transportation needs, ensuring punctual arrival at medical visits and other engagements.
- Prepared nutritious meals according to dietary restrictions, supporting clients'' overall health through balanced nutrition.
- Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
- Documented detailed daily reports on each client''s progress, informing adjustments in care plans when necessary.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Maintained clean personal areas and prepared healthy meals to support client nutritional needs.
- Provided safe mobility support to help patients move around personal and public spaces.
- Supported clients with mental support and physical activities to accomplish quality of life and sustain needs.
Assistant Property Manager
Gatewood Apartments
01.2018 - 09.2018
- Assisted management in developing effective accounts payable system to bring all delinquent accounts current.
- Developed monthly tracking reports to keep management informed of due and past-due vendor invoices.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Prepared vendor invoices and processed incoming payments.
- Enhanced property value by overseeing regular upkeep, repairs, and capital improvement projects.
- Streamlined rent collection process for improved cash flow and reduced delinquencies.
- Developed strong relationships with vendors, negotiating favorable contracts for cost-effective services.
- Implemented new marketing strategies to attract prospective tenants and maintain high occupancy rates.
- Assisted in the preparation of annual budgets, monitoring expenses to ensure financial goals were met.
- Coordinated move-ins and move-outs, ensuring smooth transitions for both tenants and property management team.
- Maintained accurate records of all transactions, ensuring timely reporting to senior management and owners.
- Processed applications efficiently by conducting thorough background checks and verifying references to select qualified tenants.
- Followed up on delinquent tenants and coordinated collection procedures.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Oversaw monthly collections and maintained high payment rates by building positive relationships with tenants.
- Showed apartments to potential tenants and answered questions regarding community.
- Processed security deposit refunds.
- Collected and maintained careful records of rental payments and payment dates.
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
Property Manager
Parkside Glen Apartments
01.2005 - 10.2017
- Streamlined rent collection processes, reducing late payments and improving overall revenue generation.
- Managed budgetary constraints to maximize profitability while maintaining high-quality living environments for residents.
- Implemented cost-saving measures through efficient resource allocation and vendor negotiations, optimizing property financial performance.
- Negotiated favorable contract terms with vendors, resulting in reduced operating expenses without compromising on service quality.
- Monitored market trends closely, adjusting rental rates accordingly to remain competitive within the regional market landscape.
- Followed up on delinquent tenants and coordinated collection procedures.
- Maintained original leases and renewal documents in digital and hardcopy format for property management office.
- Verified income, assets, and expenses, and completed file tracking sheet for each applicant.
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
- Kept property in compliance with local, state and federal regulations.
- Collected and maintained careful records of rental payments and payment dates.
- Monitored and tracked payments and expenses, providing timely and accurate financial reports.
- Developed annual operating budgets and forecasts, as well as sales and marketing plans.
- Conducted regular inspections of both interior and exterior of properties for damage.
- Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs, and capital improvement projects.
- Handled tenant complaints promptly and appropriately, calling in repairmen, and other support services.
- Provided ongoing training opportunities for staff, promoting professional growth and fostering a cohesive team environment.
- Conducted regular property inspections, identifying areas for improvement and proactively addressing potential safety hazards.
- Coordinated with maintenance staff to ensure timely completion of repairs, minimizing downtime for tenants and maintaining property aesthetics.
Escrow Assistant
Chicago Title
08.2002 - 01.2005
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Assisted with the successful closing of numerous escrow transactions, ensuring all parties were informed and satisfied.
- Reduced errors in documentation by meticulously reviewing and verifying all necessary paperwork.
- Maintained organized files for easy access, increasing team efficiency during transaction reviews.
- Managed multiple high-priority tasks simultaneously while maintaining strict deadlines and attention to detail.
- Efficiently processed incoming funds from buyers and disbursed funds to sellers upon closing transactions successfully.
- Scheduled signings and gathered required paperwork.
- Scheduled closing appointments for seller and buyer or arranged for delivery of documents for out of area closings.
- Prepared estimated closing statements for buyer and seller.
- Input transfer data into system and manually updated accounting and certificate records.
- Documented security transactions such as purchases, sales and conversions to create in-depth database of clients and transactions completed.
- Prepared forms such as receipts, withdrawal orders or transfer confirmations based on transaction requests.
- Processed and verified all new account applications and documents.
- Consistently updated client information in company database, keeping records accurate and up-to-date throughout the transaction process.
- Streamlined escrow processes by implementing efficient filing and tracking systems.
Administrative Assistant
Financial Title
05.2000 - 08.2002
- Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Managed expense reports for executive staff members, ensuring accurate documentation of spending for budgeting purposes.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items.
- Streamlined invoice processing procedures to ensure timely payment of vendors while minimizing errors in financial records.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Executed record filing system to improve document organization and management.
- Scheduled office meetings and client appointments for staff teams.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Processed customer orders accurately and within agreed timeframes to meet service standards.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
Assistant Manager
Fitness USA Supercenter
10.1998 - 05.2000
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Streamlined store operations for increased efficiency, implementing new processes and procedures.
- Developed strong working relationships with staff, fostering a positive work environment.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Improved client fitness levels by developing personalized workout plans and monitoring progress.
- Fostered a positive workout environment with upbeat energy and professional demeanor.
- Boosted personal training revenue by promoting additional services to existing clients.
- Educated clients on proper exercise techniques, reducing risk of injury during workouts.
- Assisted in the development of gym-wide events, increasing overall membership engagement.
- Consistently exceeded monthly sales targets by effectively presenting personal training packages to potential clients.
- Mentored junior trainers on best practices for building a successful career in the fitness industry.
- Assisted clients with personal fitness goals through realistic objectives.
Education
High School Diploma -
Piedmont High School
San Jose, CA06.1998
Skills
- Account administration
- Vendor management
- Reporting
- Organized
- Detail oriented
- Self-motivated
- Budget control
- Proactive
- Regulatory compliance
Timeline
Caregiver
Visiting Angels
08.2021 - Current
Caregiver
Visiting Angels
09.2019 - 08.2020
Assistant Property Manager
Gatewood Apartments
01.2018 - 09.2018
Property Manager
Parkside Glen Apartments
01.2005 - 10.2017
Escrow Assistant
Chicago Title
08.2002 - 01.2005
Administrative Assistant
Financial Title
05.2000 - 08.2002
Assistant Manager
Fitness USA Supercenter
10.1998 - 05.2000
High School Diploma -
Piedmont High School