Summary
Overview
Work History
Education
Skills
Timeline
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Daniele Miller

Surprise,Arizona

Summary

Dynamic and results-driven professional with over a decade of experience in financial management, healthcare, and customer service. Proven expertise in Microsoft Excel and exceptional communication skills, enhancing operational efficiency and client satisfaction. Recognized for implementing effective workflow processes that significantly improved team productivity and morale.

Overview

17
17
years of professional experience

Work History

Client Account Manager/ FAA

Prime Wealth Advisors
05.2022 - 07.2025
  • Supported financial advisors by facilitating daily activities, addressing inbound calls, organizing calendars, liaising with clients, administering office tasks, processing new client paperwork, and addressing client service inquiries while safeguarding confidential information.

Office Supervisor

Affiliated Dermatology
02.2018 - 01.2022
  • Managed quality assurance program, including on-site evaluations, internal audits, and customer surveys.
  • Prepared relevant SRM documents in conformance with the Safety Management System order.
  • Resolved employee issues, monitored social media accounts, and evaluated industry trends.
  • Provided exceptional customer service by addressing client inquiries promptly and professionally.
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement, or address productivity concerns.

Executive Assistant

Envision Healthcare Holdings Inc
01.2017 - 01.2018
  • Successfully orchestrated conferences, including associated travel for all speakers and attendees, facilities, and support services.
  • Coordinated responses to emails and other correspondence to facilitate communication and enhance business processes, including the GEM program, and oversaw the residency program.
  • Produced accurate office files, updated spreadsheets, and crafted presentations to support executives and boost team efficiency.
  • Responsible for applicant recruitment, onboarding, and orientation of new trainees.
  • Managed executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time.

Operations Administrative Assistant

Sun Valley Orthopedic Surgeons
07.2014 - 12.2016
  • Maintained organized filing systems, allowing for quick retrieval of information when necessary.
  • Assisted with budget management, tracking expenses and providing regular financial updates to the operations team.
  • Reduced errors and increased accuracy in documentation with meticulous attention to detail and thorough proofreading.
  • Proactively identified areas of improvement within the administrative function, proposing innovative solutions that led to positive change.
  • Managed hundreds of accounts receivables working directly with the Financial Management Office including invoicing, researching charge backs, discrepancies and reconciliations.

Office Manager

Desert Cardiovascular Group
04.2008 - 06.2014
  • Created and maintained confidential files pertaining to the medical history of each patient.
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Kept financial records accurate, current and compliant by monitoring records.
  • Assessed personnel performance and implemented incentives and team-building events to boost morale.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Performed calculations in overtime, vacation, and sick hours to provide accurate data to payroll processing database.

Education

BBA - Finance

Strayer University
Online
03.2026

High School Diploma -

Buena High School
Sierra Vista, AZ
05-2003

Skills

  • CRM software experience
  • Cash flow management
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Outlook
  • CPT coding
  • Clerical experience
  • HIPAA
  • EMR systems
  • Calendar management
  • Customer service
  • Multi-line phone systems
  • Accounts payable
  • Accounts receivable
  • ICD-9
  • Bookkeeping

Timeline

Client Account Manager/ FAA

Prime Wealth Advisors
05.2022 - 07.2025

Office Supervisor

Affiliated Dermatology
02.2018 - 01.2022

Executive Assistant

Envision Healthcare Holdings Inc
01.2017 - 01.2018

Operations Administrative Assistant

Sun Valley Orthopedic Surgeons
07.2014 - 12.2016

Office Manager

Desert Cardiovascular Group
04.2008 - 06.2014

BBA - Finance

Strayer University

High School Diploma -

Buena High School

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