Accountant/Executive Assistant
Catalytic Health Partners
Phoenix, AZ
05.2025 - 11.2025
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Facilitated smoother audit processes by maintaining organized and comprehensive financial documentation.
- Prepared working papers, reports and supporting documentation for audit findings.
- Tracked funds, prepared deposits and reconciled accounts.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Streamlined executive communication by managing emails, phone calls, and scheduling appointments.
- Served as a liaison between departments to facilitate effective communication throughout the company.
- Organized and coordinated conferences and monthly meetings.
- Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
- Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
- Provided professional administrative support during board meetings, including agenda preparation and minute-taking duties.
- Prepared and edited presentations on behalf of executives for both internal meetings and external conferences.
- Improved office efficiency by implementing new filing systems and document management processes.
- Collaborated on special projects to improve overall business operations within the organization efficiently.
- Managed complex calendars for senior executives to facilitate efficient scheduling and meeting planning.
- Improved team communication and collaboration through coordination of weekly meetings and distribution of agendas.
- Managed mail and both incoming and outgoing correspondence, mail, email and faxes.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Used QuickBooks to produce monthly invoices, reports, and other deliverables.