Detail-oriented Case Manager with excellent communication and problem-solving skills, dedicated to helping individuals navigate difficult situations.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Bookkeeper & Tax Preparer
MKJ Services
01.2017 - Current
Maintained financial records and prepared business and personal tax returns for clients.
Completed payroll for employees and maintained detailed records of procedures.
Prepared monthly bank reconciliations to ensure accurate representation of the company's financial position.
Effectively communicated with clients and provided tax planning services.
Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
Case Manager
Community Medical Wellness Center
10.2022 - 03.2024
Assist participants in enroll in healthcare programs, maintained accurate documentation on all cases, ensuring compliance with regulations and confidentiality requirements.
Educated individuals on available programs, benefits, and services, empowering them to make informed decisions about their care needs.
Proficient in advocating patient's needs and right. While also navigating complex systems and resources for optimal assistance.
Conducted thorough assessments, developing individualized care plans, and monitoring progress to ensure successful outcomes.
Effective communication and interpersonal skills in working with diverse populations and multidisciplinary teams in fast-paced environments.
Education
Bachelor of Science - Accounting And Business Management
University of Phoenix
6 Centerpointe Dr, La Palma, CA 90623
12.2025
Associate of Arts - Taxation Programs
Liberty Tax School
Long Beach, CA
01.2018
Skills
Communication Skills
Critical Thinking
Customer Service
Customer Satisfaction
Community Integration
Indirect Patient Care
Patience and Composure
Patient Management
Certification
HIPAA Compliance Certification
Certified Tax Preparer
Certified Bookkeeper
Languages
Cambodian (Khmer)
Native or Bilingual
Timeline
Case Manager
Community Medical Wellness Center
10.2022 - 03.2024
Bookkeeper & Tax Preparer
MKJ Services
01.2017 - Current
Bachelor of Science - Accounting And Business Management