Charlene Alviso

Took a planned medical hiatus to focus on health and recovery. Fully resolved and ready to return to full-time employment.

• Managed day-to-day accounting operations using QuickBooks accounting software.
• Oversaw Accounts Receivable (AR), including invoicing, collections, and customer account reconciliation.
• Handled Accounts Payable (AP), including vendor management, bill processing, and payment scheduling.
• Completed credit card reconciliations and monthly account reconciliations.
• Maintained and reconciled general ledger accounts.
• Assisted with payroll processing and timecard preparation.
• Supported month-end and year-end close processes.
• Generated financial reports for management review.
• Reviewed financial documents such as invoices, purchase orders, and contracts.
• Assessed credit applications from potential customers before extending credit lines.
• Coordinated with other supervisors to combine efforts and achieve shared goals.
• Consulted with managers to resolve issues related to employee performance, office equipment, and work schedules.
• Oversaw financial reporting, accounts payable and receivable, asset coordination, account management, and budget preparation.
• Implemented departmental policies and standards in collaboration with management to streamline internal processes.
• Managed vendor relationships to ensure timely payments were made according to agreed terms.
• Resolved discrepancies between vendor invoices and purchase orders.
• Provided leadership, insight, and mentoring to newly hired employees, offering knowledge of various company programs.
• Completed day-to-day duties accurately and efficiently.
• Demonstrated strong problem-solving skills by resolving issues promptly and effectively.
• Evaluated individual and team business performance to identify opportunities for improvement.
• Organized team activities to build camaraderie and foster a positive workplace culture.

• Managed daily office operations and maintained efficient workflow.
• Coordinated patient scheduling and ensured timely appointments.
• Managed day-to-day accounting operations using QuickBooks accounting software.
• Oversaw Accounts Receivable (AR), including statements, collections, and customer account reconciliation.
• Handled Accounts Payable (AP), including vendor management, bill processing, and payment scheduling.
• Completed credit card reconciliations and monthly account reconciliations.
• Maintained and reconciled general ledger accounts.
• Assisted with payroll processing and timecard preparation.
• Used judgment and initiative in handling confidential matters and requests.
• Called insurance companies to find pertinent information regarding policies and payment benefits.
• Assisted patients with insurance verification and financial arrangements for treatments.
• Conducted financial consultations with patient and set up payment plans.
• Sent treatment claims to insurance carriers on same day that patients received care.
• Responded promptly to inquiries from patients, providers, and insurers regarding claim status.
• Addressed and resolved patient concerns and complaints in a timely and empathetic manner.
• Coordinated patient referrals to specialists and other healthcare services.
• Monitored payments due from clients and promptly contacted clients with past due payments.
• Generated monthly reports detailing outstanding balances, delinquent accounts, and collection activity results.
• Counseled patients on potential financial liabilities and payment requirements.
• Provided training to new hires on office policies and procedures.
• Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
• Maintained filing system for records, correspondence and other documents.
• Managed office inventory and placed new supply orders.
• Organized company events including holiday parties, team building activities .
• Created and managed budgets for travel, training, and team-building activities.
• Remained calm and professional in stressful circumstances and effectively diffused tense situations.

• Helped sales professionals finalize customer sales and handled escalated concerns.
• Provided regular sales reports to the sales manager, highlighting achievements and challenges.
• Enhanced sales volume through skilled support to both new and inactive customers.
• Managed daily administrative tasks to ensure the sales team's operations run smoothly.
• Coordinated trade shows and other events to promote company products or services.
• Negotiated customer contracts and maintained relationships with existing clients.
• Resolved customer complaints in a timely manner while maintaining excellent customer relations.
• Supported sales manager in developing and implementing sales strategies to increase market share.
• Received and recorded cash, checks and transfers.
• Assisted with payroll processing by entering employee hours into the system.
• Answered questions from customers regarding their billing or payment status.
• Reconciled bank statements and resolved discrepancies to ensure accurate financial reporting.

• Assisted organizational efforts by filing, entering data and answering phones.
• Provided technical assistance to underwriters regarding product development, pricing strategies and coverage changes.
• Received and distributed mail, letters and packages.
• Photocopied, documented, and scanned received documentation and filed it for use by professionals.
• Collaborated with other departments such as Claims or Accounting when necessary.
• Assisted with new business processing, renewals, endorsements, cancellations and reinstatements.
• Collected and reviewed third-party reports to support decisions.
• Maintained positive working relationship with fellow staff and management.

• Managed daily operations of dental office efficiently and effectively.
• Coordinated patient scheduling and ensured optimal appointment flow.
• Maintained accurate patient records using electronic health record systems.
• Scheduled patient appointments and effectively handled cancellations and last-minute adjustments.
• Coordinated with dental providers regarding patient care and scheduling needs.
• Prepared monthly reports summarizing activity within the dental practice for review by senior management.
• Maintained patient records, scheduled appointments, and handled billing inquiries.
• Educated patients on treatment options and financial responsibilities.
• Processed insurance claims and verified coverage details accurately.
• Assisted in the coordination of dental treatment plans for patients.
• Performed bookkeeping duties, preparing and sending financial statements or bills.