JOHANNA HERNANDEZ
Miami,FL
Overview
9
9
years of professional experience
Work History
Administrative Assistant
Ustundag CPA + Tax Advisors
Hollywood, FL
03.2026 - Current
- Facilitated client intake and organized confidential tax and accounting records for CPA advisors, ensuring efficient access to critical information.
- Managed phone and email communications, effectively routing client inquiries to appropriate tax advisors for timely responses.
- Scheduled appointments and coordinated calendars for tax preparation meetings and review deadlines.
- Prepared correspondence letters and client packets for accounting and tax services.
- Entered financial data into QuickBooks to maintain accurate records.
Executive Assistant
Northwestern Mutual
North Miami Beach, Florida
01.2023 - 01.2026
- Acted as the primary client contact.
- Served as primary client contact, fostering strong relationships and ensuring client satisfaction.
- Coordinated communication among advisors, clients, and headquarters to facilitate timely policy processing.
- Organized documentation systems to support accurate record-keeping and streamline file retrieval.
Front Desk Coordinator
Juan Garcia Dental Office
Hialeah, Florida
05.2020 - 01.2023
- Supervised front desk operations, trained new staff, and streamlined administrative workflows to increase team effectiveness.
- Managed office scheduling and optimized patient booking to enhance patient flow and reduce waiting times.
- Verified patient insurance eligibility and benefits.
- Prepared treatment estimates and coordinated pre-authorizations with insurance providers.
- Processed patient payments and reconciled daily receipts while handling account adjustments and refunds to ensure financial accuracy.
Accounts Payables / Receivable
Miami Doors and Locks
01.2018 - 05.2020
- Processed payments while managing accounts receivable and payable transactions to support cash flow.
- Maintained vendor records and coordinated with vendors on billing and payment inquiries to resolve issues promptly.
- Entered and maintained client and vendor invoices in QuickBooks to ensure accuracy of financial records.
Education
Bachelors Degree - International Relationships and Diplomacy
Catholic University of Honduras
02-1999
Skills
- Technical Skills:
- Microsoft Office 365
- QuickBooks
- CRM Systems
- Zoom
- Work Manager
- Administrative Skills:
- Calendar Management
- Client Relations
- Insurance Verification
- Payment Processing
- Office Operations
Personal Information
Title: Executive Assistant
Timeline
Administrative Assistant
Ustundag CPA + Tax Advisors
03.2026 - Current
Executive Assistant
Northwestern Mutual
01.2023 - 01.2026
Front Desk Coordinator
Juan Garcia Dental Office
05.2020 - 01.2023
Accounts Payables / Receivable
Miami Doors and Locks
01.2018 - 05.2020
Bachelors Degree - International Relationships and Diplomacy
Catholic University of Honduras