Summary
Overview
Work History
Education
Skills
Timeline
Generic

Denise Lorenzo

Haddonfield,NJ

Summary

Highly detail-oriented and organized Finance Assistant with 20 years of experience in managing financial records, processing transactions, and providing administrative support to the accounting department, proficient in [relevant accounting software] and committed to maintaining accuracy and timely reporting.

Overview

40
40
years of professional experience

Work History

Receptionist/Administrative Assistant

Thriven Design
10.2010 - Current
  • Invoicing
  • Accounts Receivable
  • Accounts Payable
  • Monthly Invoicing
  • Bank Reconciliation
  • Recocile Credit Card
  • Sales & Use Tax / Corporate Taxes
  • Expense Reports
  • Wires
  • AR follow up
  • Monthly Reporting
  • Cashflow entries/journal entries
  • Deposits
  • Consultant Invoicing
  • PhillySeeds
  • Perform month end close procedures
  • Experience with Accounts payable, managing outgoing payments to vendors
  • Profiency in AR, ensuring all financial transactions are accurately recorded and reconciled
  • Solid understanding & experience in managing GL, recording all financial transactions accurately
  • Experience conducting bank reconciliations with the general ledger
  • Reconcile bank and credit card transaction
  • Categorize expenses and maintain accurate financial records
  • Generate monthly financial reports (profit & loss, balance sheet, cash flow)
  • Completing work with highest ethical standards
  • Accounting Expertise: Proven experience in bookkeeping, including managing accounts payable/receivable, reconciling accounts and preparing financial statements
  • Problem-Solving Mindset: Comfortable troubleshooting financial discrepancies and finding solutions for process improvements
  • Attention to Detail: Accuracy and thoroughness in managing financial records and identifying discrepancies
  • Time management: Ability to manage multiple client accounts, prioritize tasks, and meet deadlines
  • Strong Communication Skills: Ability to clearly explain financial insights to clients and maintain responsive communication
  • Responsible for answering and directing all incoming calls and screening calls when necessary
  • Ability to handle a high volume of calls simultaneously
  • Provide information to callers when applicable
  • Responsible for the distribution of all incoming and outgoing mail and shipments
  • Responsible for the company-wide implementation of UPS CampusShip, an internet based UPS shipping program
  • Coordinate and schedule courier services when necessary
  • Responsible for office supply inventory
  • Responsible for providing administrative support to the administrative and accounting staff to include the preparation of correspondence, labels, specifications, and data entry via the Vision database
  • Schedule and coordinate internal meetings to include resources and catering
  • Manage conference room schedule
  • Meet and greet clients on a daily basis
  • Handle and distribute confidential correspondence

Billing Specialist

Booth, Bartolozzi & Balderston (3B Orthopaedics)
07.2005 - 07.2008
  • Verified insurance coverage, registered and scheduled patients via the IDX database
  • Greeted patients and provided front desk point of service registration
  • Responded to all patient inquiries and provided information accordingly
  • Performed daily reconciliation of cash and completion of daily receivables

Receptionist/Salon Coordinator

Blink Salon & Spa
07.2005 - 07.2008
  • Managed staff of 20 employees
  • Performed all general office duties
  • Filed, prepared correspondence, compiled daily sales reports, reconciled and prepared deposits
  • Answered a high volume of calls simultaneously and scheduled appointments accordingly
  • Greeted and interacted with clients and vendors
  • Managed inventory and ordered supplies
  • Prepared monthly budget and invoices

Patient Service Coordinator

Cooper Health System
02.2004 - 07.2005
  • Registered patients and assisted in the collection of accounts receivables

Office Administrator

Lancaster Foods, Inc.
06.1985 - 04.2004
  • Managed all aspects of a business office
  • Processed payroll, managed personnel records, employee benefits and health plan
  • Coordinated customer billing and collections

Education

Medical Office Administration Program -

The Cittone Institute
Mt. Laurel, NJ
01.2004

Skills

  • Microsoft Suite
  • Mac/OSX
  • OpenOffice
  • Vision Database
  • IDX with FSC
  • Charge Entry
  • PCS/HIPPA Compliant

Timeline

Receptionist/Administrative Assistant

Thriven Design
10.2010 - Current

Billing Specialist

Booth, Bartolozzi & Balderston (3B Orthopaedics)
07.2005 - 07.2008

Receptionist/Salon Coordinator

Blink Salon & Spa
07.2005 - 07.2008

Patient Service Coordinator

Cooper Health System
02.2004 - 07.2005

Office Administrator

Lancaster Foods, Inc.
06.1985 - 04.2004

Medical Office Administration Program -

The Cittone Institute

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Denise Lorenzo