Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Interests
Timeline
Generic

Carla Castillo

Rego Park,NY

Summary

Versatile, analytical, and detailed oriented professional, equipped with experience in accounting and administrative support. Skilled in identifying discrepancies and developing solutions to optimize financial processes and support strategic decision making. Known for strong work ethic, excellent communication, organizational, and time management skills. Adept at adapting to new systems and environments to support business objectives.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Bookkeeping Assistant

Ken Moadel, MD
New York, USA
01.2021 - Current
  • Maintain accurate and complete financial records using QuickBooks software, spreadsheets, and manual records in compliance with company standards
  • Record daily financial transactions, including preparing, verifying, and processing invoices for accounts payable while tracking vendor payments
  • Maintained 99% accuracy in financial records by carefully reconciling accounts and transactions.
  • Reconcile transactions, bank statements, credit cards statements, and other financial documents to ensure accuracy and proper accounting
  • Assist in maintaining accurate financial records, reducing discrepancies by 40% through diligent data entry and reconciliation.
  • Support the processing of in-house payment plans, verifying balances and payment schedules
  • Manage accounts receivables for vendors, ensuring timely payments and tracking outstanding balance
  • Communicate with vendor regarding payment schedules, discrepancies, and account reconciliation
  • Organize and file financial documents, including receipts, bank statements, and reports
  • Help prepare periodic financial reports to support management decision and financial analysis
  • Support payroll processing by collecting and verifying employee work hours and ensuring accurate compensation data

Collections Assistant

Ken Moadel, MD
New York, USA
01.2021 - Current
  • Contact patients to discuss outstanding balances and ensure timely payment for in-house financing plans
  • Supported patients in understanding their payment plans, terms and available payment options
  • Process payments, set up automatic billing, and update account records accurately
  • Negotiate and arrange payment solutions for overdue accounts while maintaining positive patient relationships
  • Maintain an average 10% collection rate, exceeding department goals.
  • Developed a racking system to monitor outstanding accounts, increasing efficiency in follow-ups.
  • Follow up with patients via phone, email, and mail regarding past-due accounts sending payment reminders to reduce overdue accounts
  • Maintain detailed records of collection activities, patient interactions, and payment status updates
  • Collaborate with the finance and administrative teams to optimize payment collection processes
  • Generate reports on outstanding balances, payments trends, and collections performance for management review

Customer Service | Call Center

Ken Moadel, MD
New York, USA
04.2015 - 01.2021
  • Answered inbound calls and provide detailed information about LASIK procedures, eligibility, and post-operative care
  • Trained and Mentored new employees, improving team performance and reducing onboarding time by 2 weeks.
  • Reduced average call handling time by 60 seconds, leading to increased productivity.
  • Scheduled Consultations, Pre-operative assessments, and follow-up appointments
  • Managed appointment reminders and rescheduling to optimize clinic efficiency
  • Provided support through phone, email, and live chat while maintaining excellent customer service
  • Maintained compliance with HIPAA regulations
  • Coordinated with ophthalmologists and clinical staff to ensure seamless patient experiences
  • Educated patients on financing options, payment plans, and insurance coverage

Administrative Assistant

movistar
Peru
04.2012 - 05.2013
  • Managed and organize schedules, appointments, and meetings for executives or department heads.
  • Handled correspondence, email, and phone calls.
  • Coordinated office supplies, orders, and inventory management.
  • Process invoices, expense reports, and other financial documents as needed.
  • Successfully managed office supply inventory, reducing unnecessary expenses by 20%.
  • Reduced response time to internal and external inquiries by 10% through improved communication protocols.
  • Managed daily business closing and created completed report for operations managers
  • Monitored daily sales routes and effective transport
  • Performed evaluation of daily stocks and encoded into account losses or returns
  • Checked and validated warehouse stocks in the system

Personal Banker

Interbank
Lima, Peru
05.2009 - 03.2012
  • Met monthly goals by cross-selling bank products and services such as mortgage loans, personal loans, vehicle loans, credit cards, and opening accounts
  • Successfully opened 10 new accounts per month, growing the customer base.
  • Maintained a 90% customer satisfaction score, ensuring excellent service
  • Administered the processing of regular teller transactions for customers such as servicing customer accounts, accepting loan payments, cashing checks, validating currency, balancing cash drawer, correcting discrepancies, and making appropriate adjustments
  • Identified and meet the financial needs of customers or prospects
  • Improved knowledge of retail consumer and small business services and recommended appropriate solutions using the values of the company
  • Opened new checking and saving accounts, also offering new products to clients
  • Analyzed customer credit data and other related financial information

Education

Bachelor of Science - Business Administration

San Juan Bautista Private University
Peru
12.2011

Skills

  • Bookkeeping principles
  • Call center experience
  • Payment processing
  • 3 years of experience with Quickbooks
  • Payment collection
  • Accounts receivable
  • Accounts payable
  • Attention to detail
  • Customer service
  • Call center experience
  • Intermediate Microsoft Excel Functions

Accomplishments

  • Assist in maintaining accurate financial records, reducing discrepancies by 10% through diligent data entry and reconciliation.
  • Efficiently manage accounting software (Quickbooks) to track financial transactions.
  • Provide administrative support to accountants, improving workflow efficiency.

Certification

  • Human Resources Certification, Villanova University, 01/20
  • Bookkeeping, Penn Foster, 01/23

Languages

Spanish
Native or Bilingual

Interests

  • Hiking
  • Gym Workouts
  • Passionate about balancing physical health with mental and emotional wellness
  • Interior Design

Timeline

Collections Assistant

Ken Moadel, MD
01.2021 - Current

Bookkeeping Assistant

Ken Moadel, MD
01.2021 - Current

Customer Service | Call Center

Ken Moadel, MD
04.2015 - 01.2021

Administrative Assistant

movistar
04.2012 - 05.2013

Personal Banker

Interbank
05.2009 - 03.2012

Bachelor of Science - Business Administration

San Juan Bautista Private University
Carla Castillo
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