Summary
Overview
Work History
Education
Languages
Timeline
Awards
Generic

Daniel Shahgaldians

Glendale,CA

Summary

Finance professional with strong focus on accuracy, analytical skills, and financial reporting. Proven track record in managing accounts, budgeting, and supporting financial audits. Reliable team player who adapts to changing demands and consistently contributes to achieving organizational goals. Proficient in financial software, data analysis, and regulatory compliance, bringing collaborative approach to every task.

Overview

11
11
years of professional experience

Work History

Clinic Operations and Finance Assistant

Serenity Care Health Group
10.2024 - Current
  • Oversaw administrative operations across multiple clinic sites, including document compliance, floor plan design, policy management, and project support for HRSA audits and OSV prep.
  • Led credentialing and reappointment processes for providers across hospital networks (Providence, St. Mary’s, CMC), managing applications, hospital privileges, COIs, and follow-ups with med staff departments.
  • Spearheaded the planning, budgeting, and execution of a high-impact Cambodian New Year community event attended by hundreds, coordinating 10+ vendors, live performers, clinic staff assignments, equipment rentals, and cultural programming.
  • Conducted ongoing research and led applications for licensing and compliance requirements—including Medicare Cost Report preparation, PTAN consolidation, CLIA registration, and CDPH medical waste permitting.
  • Supported possible expansion of clinic operations into a new medical site and convenience store by researching and managing business licenses, zoning, ABC/CUP liquor permits, NPI registration, and strategic vendor partnerships.
  • Managed the end-to-end recruitment pipeline for new clinic hires, including job postings, application screening, first-round interviews, and coordination of second-round interviews with leadership.
  • Drafted and maintained HR documents such as standardized performance evaluations and updated job descriptions for staff and contractors.
  • Produced detailed, multi-step Family Lists verifying Medi-Cal eligibility across patient panels monthly, training staff on process and managing deadlines for submission.
  • Created and implemented internal tracking tools for vendor payments, credentialing deadlines, event logistics, grant expenses, and operational tasks to ensure continuity and accountability across departments.
  • Developed and maintained SCHG website and marketing materials—publishing bios, service updates, clinic images, event recaps, and public health flyers in English, Spanish, and Khmer.
  • Collaborated on external grants and contracts, including LA Care equipment grants and FQHC transition research, preparing supporting documentation for program development and linkage-to-care services.
  • Served as a liaison with health plans, local government departments, and vendors, coordinating efforts such as vaccine drives, oral health rollouts, and public health resource distribution.

Financial Professional

New York Life Insurance Co
09.2024 - 10.2024
  • Guide clients in financial planning, achieving notable portfolio growth, utilizing analytical skills.
  • Foster strong client relationships, working closely with diverse individuals to align insurance and investment solutions with unique financial objectives.
  • Analyze client portfolios, recommending tailored insurance and investment strategies.
  • Leverage market insights to optimize financial plans, driving substantial growth.
  • Partner with diverse clients, aligning financial solutions to unique objectives.
  • Cultivate lasting relationships through personalized guidance and attentive service.

Clinic Manager/Coordinator/Optician/ Lens Tab Technician

Vivid Visions Optometry, INC
11.2023 - 07.2024
  • Assisted in opening a start-up private practice clinic of optometry.
  • Contacted and established various vision insurance connections and contracts for the practice.
  • Contacted and established a Seller’s permit along with a Certificate of Resale permit
  • Monitor business tax requirements, updates, and deadlines.
  • Verify and process insurance eligibility for patients and assist patient with insurance-related concerns and occasional contact with the insurance company on patient’s behalf.
  • Advise patients on spectacle and contact lens options related to the type and specific measurements, increasing sales and customer satisfaction.
  • Craft custom lenses in-office post-fitting, eliminating patient excessive wait time and improving turnaround time.
  • Create, organize, and maintain clinic patient schedules, enhancing service efficiency.
  • Schedule, plan, and/or coordinate various meetings or other assigned tasks in support of the senior leadership based on senior leadership’s calendar availability.
  • Handle office concerns with staff, patients, and vendors on various issues.
  • File and process all insurance claims in compliance with its regulations.
  • Handle, receive, and respond to calls/emails of vendors, insurance companies, patients, and interested parties, including perspective candidates, on any questions or concerns.
  • Screen and handle incoming vendor invoices
  • Manage daily clinic operations and patient schedules, ensuring excellent customer service, operation, and vendor satisfaction.
  • Maintain, follow-up, and track optical inventory, discrepancies and order accuracy.

Administrative Assistant

GlenMed Billing Services
07.2019 - 10.2023
  • Produced daily and weekly financial and patient reports for clients and employer
  • Compiled, evaluated, and oversaw complex reimbursements from a variety of insurance companies, including government agencies, for billed claims
  • Performed routine audits of various patient records for private entity, including discovering and resolving/eliminating discrepancies
  • Served as liaison with private entities to obtain, draft, and prepare various types of patient records
  • Evaluated and reconciled denied claims
  • Professional understanding of NextGen, Lytec, Office Ally, and Claim Shuttle
  • Worked closely with employer on various assignments and projects
  • Managing all billing from all clients
  • Performed a wide variety of accounting related assignments occurring within the quarterly or annually accounting cycle, including the maintenance of accounting records, the types of revenue and expense transactions, recording accounting transactions, balancing, and preparing closing period adjustments
  • Interpreted and itemized other financial provisions of a variety of revenue expenses, and financial responsibilities
  • Experience with privately-owned clinics and Federally Qualified Healthcare Centers

Sales Representative

Wireless Plus Inc.
09.2018 - 11.2018
  • Maintain a professional relationship with Verizon customers in order to provide them with the best service.
  • Managed inventory check at the beginning of every shift
  • Delivered company’s earnings to the bank daily

Bookkeeper & Camp Counselor

Ararat Summer Day Camp
06.2017 - 08.2017
  • Communicated with parents weekly regarding day camp registration
  • Oversaw registration website and kept in constant contact with I.T. department
  • Generated weekly financial reports to the accounting department
  • Facilitated and organized activities for children between the ages of 6 and 14

Server

MGN Five Star Cinemas
01.2015 - 01.2017
  • Maintained a professional relationship with customers to ensure a great fine-dining and movie theater experience
  • Assisted and oversaw other servers during private parties and busy movie showings
  • Supported needs of 10-person wait staff who attended to specific needs of countless customers daily for a dine-in movie theater and restaurant with social relevancy and intentionality.

Education

Bachelor of Science - Finance, Financial Analysis Option

California State University, Northridge
Northridge, CA
08.2024

Languages

English
Native or Bilingual
Armenian
Native or Bilingual

Timeline

Clinic Operations and Finance Assistant

Serenity Care Health Group
10.2024 - Current

Financial Professional

New York Life Insurance Co
09.2024 - 10.2024

Clinic Manager/Coordinator/Optician/ Lens Tab Technician

Vivid Visions Optometry, INC
11.2023 - 07.2024

Administrative Assistant

GlenMed Billing Services
07.2019 - 10.2023

Sales Representative

Wireless Plus Inc.
09.2018 - 11.2018

Bookkeeper & Camp Counselor

Ararat Summer Day Camp
06.2017 - 08.2017

Server

MGN Five Star Cinemas
01.2015 - 01.2017

Bachelor of Science - Finance, Financial Analysis Option

California State University, Northridge

Awards

Boy Scouts of America Wood Badge 2017, Boy Scouts of America Eagle Scout 2014

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