Cali Shantz
Summary
Dedicated worker with years of experience in different fields. I love to gain knowledge. When employed with a company, I prefer to learn as much as possible; this helps me grow into an individual who wears many hates proudly. People are not only one thing and I strive for proficiency.
"I have no special talents. I am only passionately curious." - Albert Einstein.
Overview
9
9
years of professional experience
Work History
Finance Assistant
Mental Health Association In Essex County
Westport, NY
12.2022 - Current
- Support the Chief Financial Officer by processing invoices and expense them to the proper category and class.
- Monthly Ordering for all employees - 50+.
- Help reconcile bank statements and accounts and maintain accuracy and current records.
- Assist in accounts receivable as needed. i.e, bringing deposits to the bank and enter into Quickbooks Online.
- Assist in yearly audit.
- Maintained confidentiality of sensitive financial information, safeguarding both company data and client privacy.
- Streamlined vendor payment processes, ensuring timely disbursements to maintain strong relationships.
Administrative Coordinator
Rolling Hills Estate Winery
Westport, NY
08.2021 - 12.2022
- Answered phone calls and responded to inquiries from customers, vendors and other external contacts.
- Facilitated smooth day-to-day operations by anticipating needs, proactively addressing potential issues, and efficiently resolving problems as they arose.
- Assisted management with special projects to complete all tasks by deadlines.
- Prepared detailed documents and reports in adherence administrative processes.
- Maintained databases and contact lists to keep important contact information accurate and up to date.
- Monitored and directed incoming mail and prepared outgoing mail.
- Shipping and Receiving management.
- Inventory control
- Implement systems to simplify and organize inventory by putting electronic databases in place.
- Complete monthly sales and petty cash reconciliation for myself and all managers.
- Coordinating the hiring process: placing ads & conduct interviews.
- Signing off on employee timesheets before handing them in to payroll.
Finance Assistant
Audi Nashua/Lyon-Waugh Auto Group
Nashua, NH
11.2017 - 09.2020
- Organize deals, utilize Microsoft Excel and set up swap deals between dealerships within database.
- Create registration packets for runners to register purchased vehicles.
- Correspond with Sales and Finance team via Microsoft Outlook.
- Submit Audi money back program packets into Audi database and manage any issues that arise.
- Complete Title Clerk and Notary duties, operate office equipment, and submit funding packets.
Financial Clerk & Administrator
BAE Systems
Nashua, NH
10.2016 - 08.2017
- Sort through an average of 200 emails daily via Microsoft Outlook Accounts and distributing to the appropriate inbox.
- Create FedEx shipping labels.
- Update billing information, create spreadsheets and utilize Oracle and BAE database to create invoices.
- Work with financial team to resolve and clear payment variances.
Office Coordinator
The Youth Council
Nashua, NH
08.2015 - 08.2016
- Greet visitors, operate telephone switchboard, organize staff meeting notes, and maintain professionalism.
- Manage all medical billing with knowledge of CMS 1500 forms - ICD-10 & CPT codes.
- Manage petty cash.
- Assist with clerical and bookkeeping duties.
- Prepare and deposit monies.
- Maintain files, records, and client confidentiality following HIPAA regulations.
- Coordinate the purchase and maintenance of office equipment along with stocking and distributing inventory.
- Basic IT Support to staff including serving as a liaison to IT contractor.
Education
Certificate - Pharmacy
Pharmacy Technician
NashuaCertificate - Data Science
Entity Academy
Los Angeles11.2021
Associate of Science - Health Information Technology
Ultimate Medical Academy
Clearwater11.2020
High School Diploma -
Nashua High School North
Nashua06.2017
Skills
- Microsoft Office
- Accounts Receivable
- Bank Reconciliation
- Office Administration
- Document Management
- Telephone Etiquette
- Office inventory management
- Medical Billing Basics
- Adaptable nature
- Eager to learn as much as possible
Timeline
Finance Assistant
Mental Health Association In Essex County
12.2022 - Current
Administrative Coordinator
Rolling Hills Estate Winery
08.2021 - 12.2022
Finance Assistant
Audi Nashua/Lyon-Waugh Auto Group
11.2017 - 09.2020
Financial Clerk & Administrator
BAE Systems
10.2016 - 08.2017
Office Coordinator
The Youth Council
08.2015 - 08.2016
Certificate - Pharmacy
Pharmacy Technician
Certificate - Data Science
Entity Academy
Associate of Science - Health Information Technology
Ultimate Medical Academy
High School Diploma -
Nashua High School North
Similar Profiles
Faith KingFaith King
Health Home Care Manager at Essex County Mental Health ServicesHealth Home Care Manager at Essex County Mental Health Services
Sarah PetermannSarah Petermann
AP Clerk/Payroll Specialist at Mental Health Association of Frederick CountyAP Clerk/Payroll Specialist at Mental Health Association of Frederick County
John MoriartyJohn Moriarty
Intake and Outreach Case Aide at Mental Health Association In Orange CountyIntake and Outreach Case Aide at Mental Health Association In Orange County