Ivan Beltrani
San Antonio,TX
Summary
Reliable bilingual professional with over nine years of experience across finance, non-profit, and health education sectors. Known for a strong work ethic, adaptability, and self-direction, with a proven record of success in managing programs, delivering excellent service, and handling confidential information responsibly. Seeking a night position where strong organizational skills, communication, and problem-solving abilities can contribute to operational success.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Billing Manager
Legacy office centers
San Antonio, TX
03.2022 - 10.2023
- Prepared monthly, quarterly, and annual financial statements by generally accepted accounting principles.
- Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.
- Researched complex accounting issues and provided solutions to the management team.
- Maintained accurate records of payroll information, including wages, deductions, and bonuses.
- Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
- Reviewed and reconciled tenant accounts to ensure the accuracy of lease information.
- Performed detailed analysis of tenant chargebacks to ensure proper accounting treatment.
- Processed tenant invoices accurately, according to lease terms and conditions.
- Maintained accurate records of all leases executed by the company.
- Prepared accrual entries for unpaid rent at month-end close.
- Calculated base rent increases based on contractual terms.
- Compiled data from various sources into a comprehensive report on leased properties.
Program Coordinator
Social and Health Research Center
San Antonio, TX
11.2019 - 03.2022
- Maintaining a database and tracking system of patients requiring diabetes education, applying appropriate metrics to determine outcomes, and reporting to the CDC.
- Facilitate diabetes prevention groups regarding healthy eating, regular physical activity, self-monitoring techniques, and lifestyle routines to reduce the risk of complications.
- Served as a liaison between external organizations and partners, delivering programming services.
- Developed and implemented program activities according to established goals and objectives.
- Prepared reports on progress toward program goals for management review.
- Conducted research into best practices for program delivery, including methods for increasing efficiency and effectiveness.
Holistic Health Programing Manager
Ymca Of Greater San Antonio
San Antonio, TX
12.2017 - 11.2019
- Collaborate with other well-known non-profits in the San Antonio area
- Collecting and analyzing HIPAA information from each program participant efficiently for grant funding qualifications
- Recruited, hired, trained, developed scheduled and directed staff as needed for all holistic health program
- Coordinate and implement multiple holistic health programs at various locations throughout San Antonio, Boerne, Schertz, and Pearsall Tx
- Implement and provide a support system at every program location resulting in high retention, participant success and program success
- Creating curriculum and lesson plans for program success
- Create and manage effective marking tools for community outreach and engagement by creating flyers and events and sharing through multiple outlets
- Develops health and wellness budget, monitors expenditures and oversees budget for programs
- Conduct various free health seminars for the community
- Organize and host fundraising events
Health Wellness Lifestyle Coach
Ymca Of Greater San Antonio
San Antonio, TX
12.2013 - 11.2019
- Facilitated hour-long adult classes for 16 consecutive weeks, followed by monthly sessions for 12 months.
- Lessons focused on prediabetes prevention, and lifestyle changes.
- Created and led physical activity for families in a 12-week healthy living program.
- Aided participants in breaking lifelong habits through nutrition education, physical activity education, and mental education.
- Supported the journey of a healthy living lifestyle of 100+ participants.
- Answered questions for participants about proper physical activity and nutrition.
- Provided individualized lifestyle coaching services to clients to help them reach their goals and objectives.
- Developed tailored nutrition plans based on client health needs, lifestyle, and preferences.
- Planned and conducted group coaching sessions focused on healthy eating habits, physical activity levels, stress management techniques, and other wellness topics.
- Monitored progress towards established goals through regular check-ins with clients via phone or online platforms.
- Provided resources regarding mental health issues such as depression or anxiety related to lifestyle choices.
Education
High School Diploma -
Southwest High School
San Antonio, TX07-2011
Skills
- Management
- Organizational skills
- Problem-solving
- Collaboration
- Leadership
- Empathetic
- Work ethic
- Customer Service
- Partnership Development
- Budgeting and Resource Management
- Decision-Making
- HIPAA knowledge
- Project Leadership
Certification
- State Of Wellness- National Diabetes Prevention Program
- YMCA’s Diabetes Prevention Program Lifestyle Coach Certification
- LiveStrong Instructor Certified
- Blood Pressure Monitor – Healthy Heart Ambassador
- HIPAA Privacy and Safety Certification
Accomplishments
- CDC Full Diabetes Prevention Recognition
Languages
Spanish
Professional
Affiliations
- graphic designer
- event planning
- toy drive
- social work
Timeline
Billing Manager
Legacy office centers
03.2022 - 10.2023
Program Coordinator
Social and Health Research Center
11.2019 - 03.2022
Holistic Health Programing Manager
Ymca Of Greater San Antonio
12.2017 - 11.2019
Health Wellness Lifestyle Coach
Ymca Of Greater San Antonio
12.2013 - 11.2019
High School Diploma -
Southwest High School
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