Julianne Valenti
Naples,FL
Summary
Detail-oriented Office Manager with financial reporting and regulatory compliance expertise. Managed bookkeeping services for 100+ private clients and consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of clients. Looking for a new role where hard work and dedication will be highly valued.
Overview
24
24
years of professional experience
Work History
Manager-Bookkeeper
Shore Counseling
Cape May Court House, NJ
05.2007 - Current
- Responsible for all aspects of the business
- Managed all front desk operations; scheduling, verifying insurance, collecting payments and answering phones
- Using quickbooks, entered all appointments and prepared invoices
- Interfaced with insurance carriers regarding eligibility and client information
- Prepared payroll using quickbooks and Excel; prepared monthly profit/loss statements and end of the year 1099’s and tax information.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Implemented new technologies to streamline operations, reduce costs, and improve customer service.
- Established processes to ensure efficient workflow throughout the organization.
- Reviewed contracts before signing them on behalf of the organization.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Modified existing software systems to enhance performance and add new features.
Residential Real Estate Agent
Century 21 Alliance
Moorestown, NJ
11.2004 - Current
- Selling homes in Camden/Burlington/Gloucester Counties
- Developed marketing strategies to promote the sale of residential properties.
- Drafted and negotiated purchase agreements, leases, and other real estate transactions.
- Organized showings for interested parties who wanted to view listed properties in person.
- Compared similar properties to determine competitive market price.
- Educated clients on current market trends, pricing strategies, and financial considerations.
Business Analyst
AS&T Corp
Mays Landing, NJ
11.1999 - 05.2004
- Prepared invoices and worked on proposals with team members
- Interfaced with clients and produced reports on an as needed basis.
- Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
- Identified needs of customers promptly and efficiently.
- Monitored project timelines and budgets by tracking milestones, deliverables, tasks.
Education
B.S - Business
Rowan University
1987
M.I.S -
Skills
- Excel
- Computer Skills
- Quickbooks
- Insurance Billing
- Bank Reconciliation
- Front Desk
- Excellent communicator
- Flexible and Adaptable
- Decision-Making
- Teambuilding
- Self-Motivated
- Attention to Detail
- Problem-Solving
- Good Telephone Etiquette
- Staff Development
- Operations Management
- Business Administration
Timeline
Manager-Bookkeeper
Shore Counseling
05.2007 - Current
Residential Real Estate Agent
Century 21 Alliance
11.2004 - Current
Business Analyst
AS&T Corp
11.1999 - 05.2004
B.S - Business
Rowan University
M.I.S -
Similar Profiles
Patricia MoxeyPatricia Moxey
Clinical Social Worker Intern at Shore Counseling And WellnessClinical Social Worker Intern at Shore Counseling And Wellness
Patricia SmithPatricia Smith
Mental Health Counselor at Positive Solutions Mental Health CounselingMental Health Counselor at Positive Solutions Mental Health Counseling
Estela MalagonEstela Malagon
THERAPIST INTERN at Cutting Edge Counseling of the North ShoreTHERAPIST INTERN at Cutting Edge Counseling of the North Shore
Mahealoni JuarbeMahealoni Juarbe
Registered Nurse | Labor and Delivery at Naples Community HospitalRegistered Nurse | Labor and Delivery at Naples Community Hospital
Yenny MillikanYenny Millikan
Director of Customer Experience at SAFETTI USADirector of Customer Experience at SAFETTI USA