Detail-oriented Administrative Professional with expertise in financial operations, policy implementation, and vendor contract oversight. Skilled in maintaining accurate records, driving process improvements, and collaborating across departments to optimize efficiency and ensure compliance.
Overview
24
24
years of professional experience
Work History
Bookkeeper
Alma Rosa Winery & Vineyards
Solvang, CA
05.2021 - 08.2025
Maintained financial records supporting budget planning and regulatory compliance.
Processed and reconciled bank deposits.
Processed AP/AR and vendor contracts aligned with policy and purchasing standards.
Improved workflows by transitioning AP processes to Bill.com, enhancing performance.
Coordinated multi-department expense tracking, and prepared financial summaries.
Oversaw high-value wire transfers with banking staff, mitigating financial risks.
Supported compliance for wholesale, international shipments, and documentation.
Managed inventory, mail distribution, and resource allocation for administrative functions.
Analyzed financial data to identify inefficiencies and support resource optimization.
Office Assistant
Shoestring Winery
Solvang, CA
03.2019 - 03.2021
Supported administrative workflows with filing, records management, and customer service.
Maintained wine club data, coordinated membership communication, and ensured compliance.
Medical Administrative and Billing Coordinator
The Med Center, Inc.
Santa Barbara, CA
08.2001 - 08.2017
Maintained confidential records in compliance with HIPAA and regulatory requirements.
Oversaw billing, ICD-9 coding, charge reconciliation, and cash handling in a high-volume environment.
Processed and reconciled bank deposits to ensure accurate financial reporting.
Coordinated with insurers, patients, and agencies to verify policy compliance.
Supported policy enhancements for billing and collections to optimize operations.