Summary
Overview
Work History
Education
Skills
Timeline
Generic

Caroline Rath

Temecula,CA

Summary

Diligent Secretary with talent for fostering effective professional relationships with clients, staff and business associates. Supportive and focused team player with proactive approach to administration and strong attention to detail. Skilled at providing friendly service to coworkers and customers.

Overview

25
25
years of professional experience

Work History

Secretary

Professional Women's Roundtable
Temecula, CA
02.2024 - Current
  • Manage calendar reminders for upcoming deadlines or events associated with the office.
  • Organized and maintained executive calendars, including scheduling meetings, travel arrangements and conference calls.
  • Created agendas and took minutes during meetings; distributed notes in a timely manner afterwards.
  • Attend monthly membership meeting and all PWR functions

Community Liaison Specialist

Hospice of the Valley
Temecula, CA
02.2019 - Current
  • Analyzed feedback received from stakeholders in order to develop strategies for improvement.
  • Organized meetings with key stakeholders to identify potential areas of collaboration.
  • Created a comprehensive plan for outreach activities in order to build awareness of the organization's services.
  • Worked closely with marketing team to create promotional materials for distribution.
  • Provided presentations to various groups on the organization's mission and goals.
  • Maintained records of all contacts made within the community, including notes from meetings and conversations.
  • Assisted in the planning and execution of events designed to promote community involvement.
  • Represented the organization at conferences, forums, and other events as needed.
  • Identified opportunities for partnerships between the organization and other entities.
  • Collected data from community members regarding their needs and preferences.
  • Collaborated with staff on developing strategies to increase community engagement.
  • Created and delivered community presentations to deliver at local events, including workshops, seminars and fairs.
  • Provided community education about local medical facilities, hospice care and resources to enlighten and inform.

Accounting Clerk

Healthsmart Corporation
, CA
06.2001 - 11.2024
  • Furthered my proficiency in QuickBooks accounting software
  • Learned how to evaluate, adjust and prepare complete P&L statement for month end closings
  • Organized and set up A/P process for doctors offices
  • Created in depth Excel spreadsheets
  • Resolved customer inquiries regarding bills and payments.
  • Assisted with the preparation of month-end close activities including journal entries, reconciliations, accruals.
  • Reviewed accounts payable ledgers for accuracy and completeness prior to payment processing.
  • Generated financial reports for management review on a regular basis.

Community Liaison

Inland Valley Hospice
Temecula, CA
11.2018 - 01.2019
  • Developed partnerships with organizations that serve similar communities in order to share resources.
  • Maintained relationships with key stakeholders in the local community.
  • Attended conferences, seminars, and other professional development opportunities as needed.
  • Evaluated existing programs and services offered by the organization to identify areas for improvement.
  • Identified new resources within community and met with professionals to discuss ways to blend such capabilities with current programs.
  • Cultivated and developed relationships with existing and potential referral sources, identified new partners, uncovered untapped opportunities and raised brand awareness.
  • Met with the families of patients who are in need of the hospice benefit and explain to them the services provided through Medicare

Site Coordinator

Envision Inpatient Services
Temecula
08.2017 - 10.2018
  • Created daily hospitalist rounding lists and provided administrative assistance to providers throughout the day
  • Audit patients medical records to ensure all necessary documentation is recorded and then sent to billing company.
  • Work with case management to maintain proper assignment of patients to hospitalist groups based on insurances and to obtain necessary paperwork for Medicare billing
  • Set up and attend hospitalist team meetings, coordinate with outside vendors to sponsor meetings, and provide minutes following meeting commencement
  • Organized and managed logistics for multiple events.

Site Coordinator

CEP America
, CA
05.2012 - 05.2014
  • Worked daily to ensure hospitalist staffing coincided with fluctuating inpatient numbers
  • Learned to utilize Cerner for pulling patient records for billing
  • Prepared spreadsheets to report various site information requested by corporate
  • Developed a close working relationship with hospital administration, emergency department and nursing staff to ensure overall quality patient care

Assistant Controller

Galorath Incorporated
, CA
08.1999 - 05.2001
  • Developed and implemented internal control procedures for accounting operations.
  • Ensured compliance with Generally Accepted Accounting Principles standards.
  • QuickBooks
  • Implemented various tracking procedures for the office
  • Planned and organized company events

Education

Bachelor of Arts - Liberal Arts

California State University
Long Beach
12-1999

Skills

  • Calendar Management
  • Meeting Coordination
  • Supply Ordering
  • Database Management
  • Office Administration
  • Expense Tracking
  • Recordkeeping
  • Project Planning
  • Expense Reporting
  • Bookkeeping
  • Networking

Timeline

Secretary

Professional Women's Roundtable
02.2024 - Current

Community Liaison Specialist

Hospice of the Valley
02.2019 - Current

Community Liaison

Inland Valley Hospice
11.2018 - 01.2019

Site Coordinator

Envision Inpatient Services
08.2017 - 10.2018

Site Coordinator

CEP America
05.2012 - 05.2014

Accounting Clerk

Healthsmart Corporation
06.2001 - 11.2024

Assistant Controller

Galorath Incorporated
08.1999 - 05.2001

Bachelor of Arts - Liberal Arts

California State University
Caroline Rath