Summary
Overview
Work History
Education
Timeline
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Kelli Finch

Kaufman,Texas

Summary

Experienced Office Manager and administration professional with 20 years of experience in overseeing wide variety of essential functions in bustling business. Analytical in optimizing productivity, efficiency and service quality across various offices within diverse environments. Highly organized with strengths in prioritizing tasks and managing deadlines.

Overview

27
27
years of professional experience

Work History

Office Manager

Guardian Dental Partners
Heartland, Texas
02.2019 - Current
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Developed effective communication strategies between departments within the organization.
  • Maintained confidential records relating to personnel matters.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Assisted in recruiting, onboarding and training new employees.
  • Provided administrative support to management team including preparing reports and presentations.
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Provided training to new hires on office policies and procedures.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Created spreadsheets in Excel to track data such as vacation requests, sick days .
  • Analyzed data from various sources to identify trends and make recommendations for improvement.
  • Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
  • Ensured compliance with applicable laws regarding employment practices.
  • Processed payroll accurately ensuring all employees were paid on time.
  • Ordered supplies and equipment to maintain adequate inventory levels.
  • Supervised staff members, organized schedules and delegated tasks.
  • Assisted with the preparation of budgets, forecasts and financial statements.
  • Maintained filing system for records, correspondence and other documents.

Owner/Bookkeeper

Texas Steel Haulers
Kaufman, TX
05.1997 - Current
  • Analyzed industry trends to develop competitive strategies.
  • Provided direction and guidance to employees.
  • Conducted performance reviews for employees on a regular basis.
  • Developed policies and procedures for the organization.
  • Participated in meetings with investors regarding financing options for the company.
  • Developed strategic plans to increase profitability and efficiency.
  • Managed daily operations of business, including hiring and training staff.
  • Maintained relationships with existing clients by providing superior customer service.
  • Oversaw budgeting and financial management.
  • Served as a liaison between the organization and external stakeholders.
  • Reviewed legal documents related to business operations.
  • Supervised performance of workers with goals of improving productivity, efficiency and cost savings.
  • Set pricing structures according to market analytics and emerging trends.
  • Executed performance reviews to encourage improved productivity for team members.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Delegated work to staff, setting priorities and goals.
  • Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
  • Coordinated with HR to recruit, train, and retain staff.

Unit Secretary

Baylor Scott & White
Dallas, TX
01.2017 - 02.2018
  • Attended regular meetings with department heads to discuss any changes in procedures or policies affecting unit operations.
  • Assisted with admitting processes including completing forms, obtaining signatures and verifying insurance coverage.
  • Compiled reports on daily activities for review by supervisor.
  • Managed multiple projects simultaneously while meeting deadlines consistently.
  • Organized laboratory specimens for pick-up by courier service.
  • Assisted nursing staff with administrative tasks such as scheduling appointments, ordering supplies and preparing charts.
  • Distributed incoming mail throughout the hospital in a timely manner.
  • Collected discharge summaries from nurses or physicians before release of patients from the facility.
  • Maintained patient records, medical histories, test results and other pertinent information in the hospital's computer system.
  • Greeted visitors and patients in a courteous and friendly manner.
  • Checked outpatients upon completion of their visit, collected co-payments if necessary and processed billing paperwork.
  • Provided clerical support including filing, faxing, photocopying and data entry of patient information into electronic health record systems.
  • Responded to requests from internal staff regarding patient information in accordance with HIPAA regulations.
  • Answered telephone calls promptly and directed them to appropriate personnel or departments.
  • Prepared documents for signature by physicians or other authorized personnel.
  • Coordinated with other departments to ensure timely delivery of services to patients.
  • Managed the front desk area ensuring neatness at all times.
  • Scheduled diagnostic tests and procedures for patients according to established protocols.

Education

Associate of Arts - Business/ Science

Trinity Valley College
Athens, TX
06-2020

Timeline

Office Manager

Guardian Dental Partners
02.2019 - Current

Unit Secretary

Baylor Scott & White
01.2017 - 02.2018

Owner/Bookkeeper

Texas Steel Haulers
05.1997 - Current

Associate of Arts - Business/ Science

Trinity Valley College

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Kelli Finch