Catalina Ezquerra
San Antonio,Texas
Summary
Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
13
13
years of professional experience
Work History
Property Accounting Assistant
REOC Properties, Robert Half
11.2022 - Current
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements for over 200 properties and 50 employees.
- Used accounting software to prepare weekly and monthly financial reports.
- Completed payroll functions to facilitate accurate and prompt staff payments.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Transferred data and documents to facilitate system migration and software updates.
- Analyzed financial discrepancies and provided solutions for accurate financial records.
- Coordinated office supply ordering to avail materials for streamlined operations.
- Assisted management with annual expense plans to strategically track income or revenue.
- Completed financial reports, providing insight into performance, operations and cash flow.
Patient Care Coordinator
Embrace Hospice
03.2022 - 11.2022
- Maintained confidentiality of patient data and condition to safeguard health information.
- Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
- Acted as main point of contact for over 60 patients, 6 doctors, and 50 hospital staff by closely reviewing medical charts and maintaining high levels of communication.
- Worked closely with 60+ patients to deliver excellent and direct individualized patient care.
- Monitored patient health records for accuracy to meet compliance with healthcare guidelines.
- Performed as subject matter expert for case management processes.
- Supported patients with necessary care during end-of-life phases by coordinating hospice care.
- Answered incoming calls, scheduled appointments and filed medical records.
- Verified patient insurance eligibility and entered patient information into system.
Unit Clerk
DCI, Dialysis Clinic Inc
01.2021 - 03.2022
- Functioned as Executive Assistant for CEO, maintaining calender, appointments, setting up travel arrangements, for training and quarterly inspections
- Produced and distributed companywide memos and announcements
- Performed expense reports and grant proposals
- Documented updates to patient information in medical charts while maintaining HIPAA compliance protecting confidentiality of records.
- Arranged discharges and patient transportations.
- Answered multi-line telephone system, provided information and directed calls.
- Responded to and resolved diverse patient issues with speedy and knowledgeable assistance.
- Orchestrated efficient and thorough replenishment of unit supplies to handle forecasted patient loads.
- Coordinated diagnostic tests, collection of samples and transportation to scanning rooms.
- Translated all document and forms form English to Spanish for all locations
- Organized and implemented 1st annual Kidney Golf Tournament with Texas Kidney Foundation.
Data Analyst
Energy Transfer Partners
12.2017 - 01.2021
- Produced monthly reports using advanced Excel spreadsheet functions.
- Identified, analyzed and interpreted trends or patterns in complex data sets.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Used statistical methods to analyze data and generate useful business reports.
- Collaborated with business-unit leaders to identify and prioritize problems.
- Tested data prediction algorithms based on historical data.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Identified patterns and trends in large data sets and provided actionable insights.
Administrative Assistant
Toyota of Boerne
05.2016 - 12.2017
- 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.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Created and maintained databases to track and record customer data.
- Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Drafted correspondence and other documents for CEO and department heads in company's voice.
- 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.
- Completed forms, reports, logs and records to quickly handle all documentation for human resources.
Bookkeeper Assistant
LEADING EDGE
06.2015 - 05.2016
- Performed bookkeeping and all financial transactions for 52 Subway locations,
- Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
- Assisted bookkeepers in providing support documentation required for audits.
- Filed invoices with processed checks to maintain orderly accounting filing system.
- Created and maintained detailed, organized and timely records of transactions to support legal compliance.
- Performed data entry, paper filing, electronic archiving and used 10‐key and other machines and equipment to support office efficiency.
- Processed employee and contractor expense reimbursements quickly.
- Confirmed accounts payable and controlled expenses by receiving, processing, verifying and reconciling invoices.
- Researched financial information discrepancies and documentation to verify accuracy and adhere to established procedures prior to processing.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Handled day-to-day accounting processes to drive financial accuracy.
Financial Accounting Assistant
HCS Corp
04.2015 - 06.2015
- Input financial data and produced reports using Quickbooks.
- Managed office inventory and ordered new supplies when items were running low.
- Handled day-to-day accounting processes to drive financial accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Executive Assistant
LEADING EDGE - HCS CORP
04.2015 - 06.2015
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Processed travel expenses and reimbursements for executive team and senior management group.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Transferred data and documents to facilitate system migration and software updates.
- Analyzed financial discrepancies and provided solutions for accurate financial records.
Chief Operations Administrator
HAPPY HOUSEKEEPERS
06.2010 - 04.2015
- Managed financial departments with responsibility for Budgets, Forecasting, Payroll, Accounts Payable, and Receivable
- Created budgets and forecasts for management group
- Ensured compliance with accounting deadlines
- Prepared company accounts and tax returns for audit
- Coordinated monthly payroll functions for employees
- Consulted with bankers, insurers, and solicitors regarding financial transactions
- Managed daily operations including financial and administrative responsibilities, ensuring goals and budgets were on point
- Implemented quality control program to increase customer satisfaction
- Lead internal communications efforts through active communications with all staff including meetings, announcements, reports, and bulletins
- Aided and provided information to Board of Trustees as requested.
- Provided answers to customer questions via phone and email, typically within 24 hours.
- Motivated and trained employees to maximize team productivity.
Education
Bachelor of Science - Accounting & Finance
UNIVERSITY OF PHOENIX
PHOENIX, AZ08.2025
Bachelor of Science - Aeronautical Engineering
UNIVERSITY OF TULSA
TULSA, OK08.2012
Skills
- Microsoft Office
- Payroll Preparation and Processing
- Collections and Invoice Processing
- Microsoft Excel
- Data Analysis
- Income Statements
- Journal Updates
- Accounting Systems and Software
- Expense Reports
- Sage 50 US Proficiency
- Event Calendar Management
- Advanced Language Knowledge
- Document Interpretation
- Property Accounting
- Understanding of accounting principles
Timeline
Property Accounting Assistant
REOC Properties, Robert Half
11.2022 - Current
Patient Care Coordinator
Embrace Hospice
03.2022 - 11.2022
Unit Clerk
DCI, Dialysis Clinic Inc
01.2021 - 03.2022
Data Analyst
Energy Transfer Partners
12.2017 - 01.2021
Administrative Assistant
Toyota of Boerne
05.2016 - 12.2017
Bookkeeper Assistant
LEADING EDGE
06.2015 - 05.2016
Financial Accounting Assistant
HCS Corp
04.2015 - 06.2015
Executive Assistant
LEADING EDGE - HCS CORP
04.2015 - 06.2015
Chief Operations Administrator
HAPPY HOUSEKEEPERS
06.2010 - 04.2015
Bachelor of Science - Accounting & Finance
UNIVERSITY OF PHOENIX
Bachelor of Science - Aeronautical Engineering
UNIVERSITY OF TULSA
Similar Profiles
Shirley JEEWOOLALLShirley JEEWOOLALL
Responsable recrutement interne at Robert HalfResponsable recrutement interne at Robert Half
Rhyann LeveretteRhyann Leverette
Accounting Specialist at Robert HalfAccounting Specialist at Robert Half
Jeremy WolfJeremy Wolf
Accountant II at Woodward, Inc./Robert HalfAccountant II at Woodward, Inc./Robert Half