Joshua Trevizo
El Paso
Summary
Highly skilled professional with experience using data analytics for process improvement. Successfully managed multiple programs from startup to a successful day-to-day operational business. Proven track record working remotely or within a brick-and-mortar environment.
Overview
13
13
years of professional experience
Work History
Accounting Assistant/Marketing Coordinator
Texan Cardiovascular Institute
El Paso
07.2024 - Current
- Developed procedures for more efficient workflow in accounting department.
- Provided support to upper management with special projects related to finance or accounting processes.
- Performed account analysis and reconciliations, including bank statements and inter-company general ledger accounts.
- Reconciled expenses and financial records.
- Processed payroll, calculated wages, deductions, and issued paychecks to employees.
- Monitored social media trends and best practices to drive continuous improvement.
- Created daily social media posts to build robust brand presence on Twitter, Facebook and Instagram.
- Supervised creation of marketing materials and collateral.
- Facilitated internal communication to ensure alignment on marketing objectives and strategies.
- Developed and implemented marketing plans and strategies to boost company visibility.
Medical Records Specialist
Professional Radiology
El Paso
06.2023 - 07.2024
- Maintained accurate documentation of all activities related to medical records.
- Reviewed medical records for completeness and accuracy, updating information as needed.
- Assisted with chart preparation for upcoming appointments or surgeries.
- Scanned documents into electronic health record system according to established procedures.
- Consolidated diverse medical records.
- Traveled to different clinical sites to review procedures.
- Implemented updates and improvements to electronic health records systems as directed.
Partner Liaison Data Analyst
American Express, AMEX
El Paso
12.2019 - 09.2022
- Maintained relationships with key stakeholders, clients, and customers to ensure satisfaction with services provided.
- Cultivated long-term relationships with existing clients through consistent communication efforts .
- Identified opportunities for growth by analyzing current trends in the marketplace and making strategic decisions based on those findings.
- Provided leadership and guidance to team members while encouraging collaboration across departments.
- Managed daily operations of the business including budgeting, forecasting, financial analysis, staffing, and customer service.
- Analyzed data from various sources in order to identify areas of improvement within the organization's processes or procedures.
- Collected, tracked and evaluated current business and market trend data.
- Created data visualizations and reports for management, showcasing findings and recommendations.
- Provided data-driven solutions to support decision making.
Project Implementation Team Lead
Gethired
El Paso
04.2019 - 12.2019
- Conducted project kick-off meetings to ensure all stakeholders understood the scope of work and timeline.
- Assessed customer feedback from pilot implementations to identify areas for improvement in our processes.
- Provided training sessions for users on how to use newly deployed systems effectively.
- Monitored system performance during testing phases and identified potential issues before deployment.
- Tracked progress against key deliverables and communicated any risks or issues to senior management.
- Evaluated existing processes and procedures to recommend improvements that increase efficiency.
- Submitted project deliverables to clients, consistently adhering to quality standards.
- Maintained a library of documentation regarding best practices for successful implementations.
- Provided technical guidance to junior members of the implementation team.
- Created project status presentations for delivery to customers or project personnel.
Implmentation Specialist
ADP
El Paso
01.2012 - 06.2018
- Evaluated software or hardware to recommend improvements or upgrades.
- Established communication protocols with customers related to implementation timeline expectations.
- Conducted workflow analysis, space design or cost comparison analysis.
- Coached, mentored and developed implementation managers by teaching best practices and protocols to reduce discrepancies.
- Conducted post-implementation reviews to assess project success and identify areas for improvement.
- Coordinated installation activities with external providers as needed.
- Facilitated user training sessions and workshops to ensure successful software adoption.
- Created client rapport to grow profitability.
- Developed and maintained project documentation, including implementation plans and user guides.
- Monitored progress of implementations in order to meet deadlines set by clients.
- Maintained composure and patience in face of difficult customer situations, applying de-escalation techniques and positive customer support.
- Customized software features to meet specific client requirements and preferences.
- Developed and documented implementation plans for new software systems.
- Provided ongoing support and maintenance for implemented systems.
Education
Business Management
Western Governors University
Salt Lake City, UT12-2026
Skills
- Data Analysis
- Project management
- Project Implementation
- Process Improvement
- Data visualization
- Training and Development
- Curriculum Design
- Microsoft Excel
- Customer service
- Marketing
- Market research
- Effective communication
- Team collaboration
- Workflow optimization
- MS office
Timeline
Accounting Assistant/Marketing Coordinator
Texan Cardiovascular Institute
07.2024 - Current
Medical Records Specialist
Professional Radiology
06.2023 - 07.2024
Partner Liaison Data Analyst
American Express, AMEX
12.2019 - 09.2022
Project Implementation Team Lead
Gethired
04.2019 - 12.2019
Implmentation Specialist
ADP
01.2012 - 06.2018
Business Management
Western Governors University
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