Kimberly Bollas
Tustin,CA
Summary
I am organized and dedicated with a proven track record of providing exceptional team effort in fast-paced office environments. Offering attention to detail and strong decision-making skills to manage multiple tasks. Also self-motivated to perform effectively in independent or team environments.
Overview
5
5
years of professional experience
Work History
CPA Assistant
Silva And Silva CPAs
09.2023 - Current
- Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
- Facilitated month-end and year-end closing statements processed to support accuracy and completeness of financial reports.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Assisted with monthly and quarterly income statements, balance sheets and cash flow reports.
Medical Chart Auditor
Laboratory Outreach Solutions
10.2019 - 09.2023
- Utilized electronic medical record systems to retrieve and process patient data.
- Analyzed complex medical records to identify discrepancies in accuracy and completeness.
- Maintained accuracy and security for medical records and patient information.
- Examined medical records and laboratory data
- Reviewed charts and flagged incomplete or missing data.
Caregiver
Dabs Inc
11.2018 - 02.2020
- Assisted clients with daily living needs to maintain self-esteem and general wellness.
- Assisted with dressing guidance, grooming, meal preparation, and medication reminders.
- Engaged patients in meaningful conversation, socialization, and activity while providing personal care assistance.
- Built strong relationships with clients to deliver emotional support and companionship.
Education
Phlebotomy Technician - Phlebotomy
U.S. Colleges
Santa Ana, CA10.2019
Skills
- Data Entry
- Account Evaluation
- Records Preparation
- Income Statements
- Data Processing
- Collections and Invoice Processing
- Reports and Documentation
Languages
English
Spanish
Timeline
CPA Assistant
Silva And Silva CPAs
09.2023 - Current
Medical Chart Auditor
Laboratory Outreach Solutions
10.2019 - 09.2023
Caregiver
Dabs Inc
11.2018 - 02.2020
Phlebotomy Technician - Phlebotomy
U.S. Colleges
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