Juliane Beatrice Rodriguez
Grand Junction,CO
Summary
Highly ambitious, organized, efficient professional with proven adaptability to changing priorities. Demonstrates strong leadership qualities and excellent communication skills, fostering a collaborative mentality that builds strong, trusting relationships with colleagues and clients. Known for high organization and motivation, consistently delivering tasks with meticulous attention to detail. Continuously seeks opportunities to expand knowledge and advance career, currently pursuing self-paced certifications through Intuit QuickBooks. Additionally, possesses supervisory skills including scheduling, training, payroll management, and other administrative tasks.
Overview
7
7
years of professional experience
Work History
Support Specialist/Paraprofessional
DWC CPAs & Advisors
08.2022 - 12.2024
- Maintained detailed documentation of support interactions, ensuring valuable insights are preserved for future reference and analysis.
- Tracked and documented customer interactions in customer relationship management system to maintain accurate records.
- Prepared instruction materials, constructed bulletin boards, and set up work areas.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Used accounting software to prepare weekly and monthly financial reports.
- Coordinated purchasing activities for the department by obtaining quotes from vendors, preparing purchase orders, and tracking deliveries to ensure proper receipt of goods or services.
- Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Assisted coworkers and staff members with special tasks on daily basis.
Business Assistant
Julie M. Gillis DDS
01.2022 - 08.2022
- Managed the daily operations of a dental practice
- Updated records of dental treatments to ensure patient records are up to date
- Accounts receivable and account management
- Prepared, and processed all insurance claims and predeterminations
- Developed strong relations with patients by providing thorough and uncomplicated aid
- Verified new patients and existing patients insurance coverages
- Assisted patients with treatment plans and developed financial agreements
Operations Manager
US Cleaning Professionals
05.2021 - 11.2021
- Implementing and developing procedures to ensure efficiency
- Collaborating/driving sales and marketing to improve operational efficiency
- Develop and maintain productive working relationships with client personnel
- Staffed and developed teams and mentored area supervisors, cleaners and administration
- Facilitated directives including, budgets, cash reconciliation, inventory control, and AR/AP
- Act as a liaison between company and contractual vendors
Executive Assistant
Ellis CPA Firm PC
05.2019 - 05.2021
- Maintaining up-to-date contact information for each Clients and Client Prospects
- Implementing and developing procedures to ensure efficiency with tax and bookkeeping
- Develop and maintain productive working relationships with client personnel
- Maintained a tax calendar to ensure the company is meeting all filing obligations
- Act as a liaison; checking the status of returns, addressing rejected documents/returns and updating tax team and clients on the return status
- Maintain Records of Contact With Clients & Client Prospects
- Act as Liaison Between Company and Client & Client Prospect
- Scheduling appointments
- Contacting clients for required tax documents and securely filing documents away for tax preparation
- Assisting CEO & Operations Manager with any task - (clerical assistance, travel coordinating, to
Recruiting Manager
Elwood Staffing
06.2018 - 05.2019
- Marketing various job opportunities
- Engaging with other companies to offer employment help opportunities
- Drug screenings all new applicants
- Handing billing for drug screens and employee payrolls
- Data entry of employee activities and reports of drug screens
- Counseling /terminating employees as needed
- Consulting with clients for new positions
- Positioning applicants best suited for open job positions
- Managed full-cycle recruiting, including sourcing, interviewing, offering jobs, and negotiating contracts
- Conducting various drug screens for Federal, State and CDL employees/potential employees
Assistant Front Desk Manager
Moab Springs Ranch
10.2017 - 06.2018
- Training to new housekeepers and front desk associates
- Handling payment authorizations and processing
- Assigning/Scheduling housekeepers and maintenance
- Inventory of items in Townhouses, Condos, and Bungalows
- Online marketing - Instagram and new/available discounts, and promotions
- Guest relations via mail, phone, and Airbnb
- Held employees responsible for fulfilling the required duties and tasks during designated shifts
Education
No Degree - Bookkeeping
Intuit Quickbooks
12-2024
Skills
- Detail-oriented
- Inventory and staff management
- Time/schedule management
- Organization
- Goal-oriented
- Microsoft Office proficiency
- Schedule coordination
- Budgeting
- Ability to manage
- Ability to lead
- Ability to coach
- Ability to teach & train
- Ability to work in a collaborative environment
- Administrative support
- Proper verbal & written communication etiquette
- Conflict resolution
- Data entry
- Recruiting
- Accounts Receivable & Collections
- Sales & Proposal management
- Insurance Claim Submission & Billing
- Incident management
- Activity planning
- Recordkeeping skills
- Data collection
- Service desk operations
- Hardware troubleshooting
- IT ticket documentation
- Report preparation
- Crisis management
Timeline
Support Specialist/Paraprofessional
DWC CPAs & Advisors
08.2022 - 12.2024
Business Assistant
Julie M. Gillis DDS
01.2022 - 08.2022
Operations Manager
US Cleaning Professionals
05.2021 - 11.2021
Executive Assistant
Ellis CPA Firm PC
05.2019 - 05.2021
Recruiting Manager
Elwood Staffing
06.2018 - 05.2019
Assistant Front Desk Manager
Moab Springs Ranch
10.2017 - 06.2018
No Degree - Bookkeeping
Intuit Quickbooks