Detail-oriented Document Control and Financial Management Specialist with expertise in organizing controlled documents and preparing financial statements in compliance with accounting principles. Experienced in managing accounts payable and receivable, conducting audits, and collaborating with cross-functional teams to enhance efficiency. Proficient in medical coding and billing, ensuring accuracy and compliance in high-volume medical record management.
Overview
1
1
Certification
5
5
years of post-secondary education
10
10
years of professional experience
Work History
Document Control Manager
Lonestar Energy Fabrication
Houston, Texas
08.2026 - Current
Managed document control for energy fabrication drawings and project records.
Organized revision logs for engineering packages and vendor submittals.
Issued controlled documents to fabrication teams and project stakeholders.
Accountant
UTMB-Galveston Campus
Galveston, TX
03.2025 - 08.2026
Prepared and analyzed financial statements, ensuring accuracy and compliance with accounting principles
Managed accounts payable and receivable processes, ensuring accurate transaction recording and timely resolution of discrepancies
Performed monthly bank reconciliations to verify the accuracy of financial data
Conducted regular audits to detect errors or fraud in financial records, enhancing overall financial integrity
Collaborated with cross-functional teams to streamline accounting processes and improve efficiency
Provided support during external audits by preparing necessary documentation and answering inquiries from auditors
Conducted thorough investigations into discrepancies in financial records to identify root causes. in financial records and implemented corrective actions.
Closely monitored accounts receivable aging reports, following up on overdue payments promptly
Implemented new cash management system, improving accuracy and timeliness of cash flow reporting
Identified discrepancies or missing information in medical records and collaborated with healthcare providers to obtain necessary documentation
Ensured timely submission of claims to insurance companies for reimbursement
Implemented quality control measures to minimize errors in coding processes
Managed a high volume of medical records daily while maintaining accuracy
Enhanced operational efficiency by streamlining workflows and implementing best practices. by implementing automated tools for code verification
Assisted in the implementation of electronic health record (EHR) systems for improved efficiency and accuracy
Accountant/Payroll
Houston Skin Associates
Houston, TX
01.2024 - 01.2025
Processed bi-weekly payroll for employees, ensuring accurate and timely compensation
Managed accounting tasks to maintain up-to-date financial records
Utilized Quickbooks for precise financial reporting and tracking of expenditures
Assisted HR department with employee onboarding
Administrative Assistant/Bookkeeper
Wrinkle, Gardner & Company
Houston, TX
12.2022 - 05.2023
Prepared and analyzed financial statements, including balance sheets, income statements, and cash flow statements
Prepared and edited correspondence, reports, presentations, and other documents.
Provided ongoing training to staff members on proper bookkeeping practices to improve overall financial literacy within the organization
Managed and maintained executive calendars, scheduling appointments, meetings, and travel arrangements
Managed expense reports for executives by tracking receipts, reconciling expenses, and submitting reimbursement requests promptly
Implemented an electronic document management system that streamlined document retrieval and reduced paper usage
Prepared and analyzed financial statements, providing insights on balance sheets, income statements, and cash flow statements
Implemented an electronic document management system that improved efficiency by reducing paper usage by
Served as the primary point of contact for visitors/guests, greeting them professionally and ensuring their needs were met during their time at the office
Human Resources Assistant
San Luis Resort
Galveston, TX
03.2017 - 12.2017
Maintained accurate employee records by updating information in the HRIS system and ensuring compliance with data privacy regulations
Coordinated new hire onboarding process, conducting orientation sessions and preparing paperwork to enhance new employee experience
Responded to employee inquiries regarding company policies, benefits, and procedures in a timely and professional manner
Assisted with payroll administration by verifying timesheets, calculating overtime hours, and resolving any discrepancies
Managed employee offboarding process, conducting exit interviews and processing termination paperwork to gather feedback and improve retention strategies
Supported the HR department by managing calendars and scheduling appointments
Administrative Assistant
Galveston County Veterans services
Texas City, TX
08.2016 - 01.2017
Acted as the primary point of contact for visitors and guests, greeting them professionally and addressing their needs during their time at the office.
Managed and maintained executive calendars, scheduling appointments, meetings, and travel arrangements
Handled sensitive information with confidentiality, ensuring data integrity was consistently upheld
Developed efficient electronic and physical filing systems to facilitate easy retrieval of important documents
Created efficient filing systems both electronically and physically to ensure easy retrieval of important documents
Coordinated executive calendars, scheduling appointments, meetings, and travel arrangements to optimize time management
Education
Associate's degree - Health Information Management and Technology