Emily Perez
Lancaster,CA
Summary
Experienced finance professional prepared for accounts management roles. Skilled in managing accounts receivable and payable, ensuring accuracy and compliance. Strong focus on team collaboration and adaptability to changing needs. Reliable in meeting deadlines and achieving tangible results. Proficient in financial software and maintaining comprehensive records.
Overview
18
18
years of professional experience
Work History
Financial Planner
Mental Health America of Los Angeles
03.2025 - Current
- Developed comprehensive financial plans tailored to clients' mental health needs and goals.
- Analyzed financial data to identify trends and recommend strategic investment opportunities.
- Collaborated with multidisciplinary teams to integrate financial strategies into holistic care approaches.
- Educated clients on budgeting, debt management, and savings strategies for long-term stability.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Advocated for clients' rights, ensuring equitable access to services and promoting self-sufficiency goals.
- Managed time efficiently in order to complete all tasks within deadlines.
- Developed strong working relationships with clients' accounts payable departments, fostering trust and collaboration on billing matters
Accounts Receivable Clerk/Administrative Assistant
ARCpoint Labs
06.2021 - 03.2025
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Processed high volumes of data entries accurately and efficiently.
- Maintained database integrity by verifying and correcting discrepancies.
- Utilized advanced spreadsheet functions to enhance data organization and reporting.
- Managed accounts receivable processes, ensuring timely billing and accurate record-keeping.
- Monitored aging reports, proactively following up on overdue payments to reduce outstanding balances.
Volunteer
Stay at Home Mom
01.2012 - 06.2021
- Assisted with special events and programs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Supported the school's fundraising efforts, raising funds for extracurricular activities and resources.
- Enhanced efficiency of school administrative tasks, providing support with filing and data entry.
- Collaborated with teachers to implement lesson plans effectively and promote classroom participation.
Customer Service Representative
Right Source Mercury Insurance
01.2012 - 01.2012
- Resolved customer inquiries and issues through effective communication and problem-solving techniques.
- Facilitated claims process by gathering necessary documentation and ensuring accurate information entry.
- Developed and implemented filing systems to improve document retrieval times and reduce clutter.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
Care Provider
In home Support Services (IHSS)
01.2008 - 01.2012
- Helped with home management tasks, meal preparation, grocery shopping, and routine cleaning.
- Delivered high-quality personal care services that improved overall health outcomes for patients with various medical conditions or disabilities.
- Provided compassionate care and support to clients in daily living activities.
- Developed and maintained trusting relationships with clients and families, enhancing communication and collaboration.
- Coordinated transportation arrangements for medical appointments, facilitating access to essential services.
Education
High School Diploma -
California Technical University
Los Angeles, CA06-2008
Skills
- Leadership qualities
- Client relationship development
- Cash flow management
- Strategic financial planning
- Budgeting expertise
- Financial software proficiency
- Honest and dependable
- Time management
- Attention to detail
- Invoice processing
- Accounts receivable management
- Accounts payable management
Timeline
Financial Planner
Mental Health America of Los Angeles
03.2025 - Current
Accounts Receivable Clerk/Administrative Assistant
ARCpoint Labs
06.2021 - 03.2025
Volunteer
Stay at Home Mom
01.2012 - 06.2021
Customer Service Representative
Right Source Mercury Insurance
01.2012 - 01.2012
Care Provider
In home Support Services (IHSS)
01.2008 - 01.2012
High School Diploma -
California Technical University
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