Kayla Ray
Bellingham,WA
Summary
Thorough Bookkeeper with 5+ number of years of experience working closely with accounting team to create and analyze financial reports. Polished in bank reconciliation, financial statement preparation and billing dispute resolution. Careful, fast-learning worker dedicated to accuracy.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Bookkeeper/Legal Assistant
Law Offices of Elizabeth S. Fasano, P.S.
Bellingham , WA
2022.12 - Current
- Handled bi-weekly payroll services for [Number] employees.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Reduced financial discrepancies by accurately managing accounting documentation.
- Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
- Received and recorded cash, checks and transfers.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Generated invoices for clients and tracked payments received from customers.
- Conducted monthly bank reconciliations.
- Responded to inquiries from IRS, state and other tax authorities to minimize additional interest and penalty charges.
- Analyzed financial transactions, assigning to specific accounts.
- Provided assistance in preparing tax returns annually.
- Posted journal entries to the general ledger system accurately and timely.
- Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
- Delivered subpoenas and coordinated law office activities.
- Maintained client confidentiality in all matters.
- Organized exhibits for trial proceedings.
- Proofread drafts of legal documents for accuracy in grammar and punctuation.
- Drafted correspondence, documented data and submitted materials to appropriate parties.
- Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests.
- Understood and followed oral and written directions.
- Leveraged [Software] skills to input and compile data gathered from various sources.
- Scanned physical documents into electronic format for storage in a secure database system.
- Drafted motions, briefs and other legal documents.
- Met with clients and attorneys to discuss case details and evidence.
- Attended hearings with counsel and recorded minutes from the proceedings.
- Greeted clients upon arrival at office and provided assistance as needed.
- Analyzed legal statutes, codes and previous court decisions to determine optimal course of action.
- Organized and prepared case exhibits and evidence for trial.
- Compiled financial records related to specific cases.
- Ensured that all paperwork was properly filed according to established procedures.
- Maintained knowledge on case status by reviewing relevant records and reporting back to clients.
- Redacted confidential information from legal documents on case-by-case basis.
Head Waiter
Taste of Inda
Bellingham , WA
2017.01 - 2023.10
- Trained new waiters on food service procedures and customer service standards.
- Served high volume of tables at once and simultaneously supervised serving staff.
- Stocked service areas with supplies during slow periods.
- Adhered to cash handling policies when accepting payments from customers.
- Worked closely with kitchen staff to ensure prompt delivery of food items when requested by guests.
- Verified guest satisfaction with meals and suggested additional items to increase restaurant sales.
Patient Financial Coordinator
Northwest Oral And Maxillofacial
Bellingham , WA
2023.03 - 2023.06
- Resolved customer service inquiries related to account balances, payments, and collections activities.
- Followed up on denied claims in order to maximize reimbursements from third party payers.
- Completed registration procedures for patients, expertly inputting information to meet provider, facility and legal requirements.
- Verified patients' insurance and payment methods during admissions or check-in processes.
- Developed payment plans with patients to assist them in meeting their financial obligations.
- Explained policies, procedures and services to patients.
- Prepared written correspondence to patients concerning account status updates or delinquency notices.
- Maintained accurate records of all transactions for auditing purposes.
- Reconciled daily cash deposits from multiple locations against bank statements.
- Initiated contact with insurance companies to obtain additional information regarding claims.
- Reviewed patient accounts for accuracy and completeness, verifying insurance coverage and eligibility.
- Conducted extensive research on unpaid invoices to identify potential issues or discrepancies.
- Leveraged [Software] skills to input and compile data gathered from various sources.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Financial Coordinator/Board of Directors Member
Ortho Smiles 4 UÂ Â Â
Milwaukee , WI
2021.02 - 2022.03
- Approached customers and engaged in conversation through use of effective interpersonal and people skills.
- Leveraged OrthoTrac Software Skills and trained employees.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Maintained confidentiality in regard to internal organizational affairs and information.
- Brainstormed new business policies and directed program operations.
- Participated in committees related to specific functions such as finance or audit.
- Hired, trained and mentored staff members to maximize productivity.
- Attended board meetings and reviewed meeting agendas.
- Screened resumes, interviewed applicants and hired new staff.
- Screened possible new clients and patients.
Education
Some College (No Degree) - Nursing
Whatcom Community College
Bellingham, WASkills
- Confidential Document Control
- Bookkeeping
- Finance
- Account Reconciliation
- Spreadsheet Tracking
- Customer Relations
- Payroll Processing
- Project Management
- Cash Flow Management
- Superior Attention to Detail
- Tax Preparation
- Proficient in Adobe Software
- General Ledger Entries
- Bookkeeping Software
- A/P and A/R
- Invoice Processing
- Quickbooks
Certification
- General Bookkeeping Course.
Volunteering
- Occassionaly volunteer at with church outreach programs with the church including helping with church nursery and assisted living home church program.
Timeline
Patient Financial Coordinator
Northwest Oral And Maxillofacial
2023.03 - 2023.06
Bookkeeper/Legal Assistant
Law Offices of Elizabeth S. Fasano, P.S.
2022.12 - Current
Financial Coordinator/Board of Directors Member
Ortho Smiles 4 UÂ Â Â
2021.02 - 2022.03
Head Waiter
Taste of Inda
2017.01 - 2023.10
Some College (No Degree) - Nursing
Whatcom Community College
- General Bookkeeping Course.
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