Hi, I’m
Karen Le
Office Administrator / Accounting Assistant
San Jose,CA
Summary
Personable Office Administrator/ Accounting Assistant with 5+ years of experience prioritizing multiple tasks requiring prompt solutions.
- Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling managerial requests.
- Knowledgeable in areas of Construction & Medical terminology, departmental payroll, budgeting and AP/AR activities.
- Skillful coordinator of staff, resources and daily operations. Professional and welcoming in creating upbeat work environment.
Overview
7
years of professional experience
2
Languages
Work History
JJ Nguyen Inc.San Jose, CA
Office Administrator /Accounting Assistant
07.2018 - Current
Job overview
- Supported office manager with proactive correspondence management, document coordination and customer relations.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Edited documents to improve accuracy of language, flow and readability.
- Reconciled account files and produced monthly reports.
- Kept detailed records of supplies and office equipment use to budget and make orders for new supplies.
- Reported on daily office activities to help managers stay on top of dynamic conditions and make proactive decisions.
- Delivered clerical support by handling range of routine and special requirements.
- Kept accounts and records current by actively pursuing error resolutions and independently correcting problems.
- Evaluated office documentation to check accuracy and complete missing pieces, avoiding delays and maximizing team productivity.
- Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
- Used Microsoft Word and other software tools to create documents and other communications.
- Maintained payroll information by calculating, collecting and entering data.
- Updated employee files with new details such as changes in address or salary levels.
- Managed payroll data entry and processing for 20+ employees to comply with predetermined company guidelines.
- Maintained employee privacy and protected payroll operations by keeping all information confidential.
- Generated paper checks for employees and printed stubs for associates who received direct deposits to complete payroll distribution.
- Generated Certified Payroll Reports that meets DIR regulations
- Experience with Certified Payroll Reporting platforms such as LCPTracker, Elations, FileZilla, Anovo, & DIR eCPR
Vinh Quy Nguyen, M.D.San Jose, United States
Medical Office Receptionist
06.2015 - 07.2018
Job overview
- Pulled charts and prepared for nurse and doctor assessment.
- Coordinated patient scheduling, check-in, check-out and payments for billing.
- Completed administrative patient intakes with case histories, insurance information and mandated forms.
- Maintained patient databases and updated information in alignment with HIPAA protocols.
- Managed master calendar and scheduled appointments for providers based on optimal patient loads and clinician availability.
- Entered procedure codes and diagnosis codes into medical billing software.
- Maintained current and accurate medical records for patients.
- Handled office inventory by ordering new supplies and scheduled equipment services and repairs.
- Reviewed and sent medical records to other physicians upon request.
- Filed and retrieved patient records for provider.
- Prepared billing statements for patients and verified correct diagnostic coding.
- Posted payments and collections on regular basis.
- Orchestrated medical coding, payment posting, accounts receivables and collections.
- Collected payments and applied to patient accounts.
- Liaised between patients, insurance companies and billing office.
- Obtained payments from patients and scanned identification and insurance cards.
- Managed office bookkeeping with insurance billing and patient payments.
Optima OptometrySanta Clara, CA
Dental Office Receptionist
Job overview
- Helped patients complete necessary medical forms and documentation.
- Scheduled, rescheduled and cancelled appointments for dental patients.
- Prepared insurance claim forms, explained benefits and outlined pricing details for procedures and services.
- Greeted visitors and patients to determine needs, check appointments and direct accordingly.
- Adhered to strict HIPAA guidelines to protect patient privacy.
- Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
- Placed new supply orders, managed inventory and restocked clerical spaces.
- Obtained payments from patients and scanned identification and insurance cards.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
Education
Independence High SchoolSan Jose, CA
High School Diploma
08.2006 - 06.2010
San Jose City CollegeSan Jose, CA
Certificate of Achievement Lvl 2 from Accounting
06.2022 - Current
San Jose City CollegeSan Jose, CA
Associate of Science from Accounting
06.2022 - Current
Evergreen Valley CollegeSan Jose, CA
Certificate of Achievement from Taxation
06.2022 - Current
Skills
Understanding of confidentiality laws
Excellent multitasking capability
Organization and Time Management
MS Office
Attention to Detail
Data Entry
Self-Motivated
Critical Thinking
Quickbooks Software Proficiency
Payroll auditing
Maintaining employee records
Financial services support
Office administration
Bookkeeping
Accounts payable specialist
Timeline
San Jose City College
Certificate of Achievement Lvl 2 from Accounting
06.2022 - Current
San Jose City College
Associate of Science from Accounting
06.2022 - Current
Evergreen Valley College
Certificate of Achievement from Taxation
06.2022 - Current
Office Administrator /Accounting Assistant
JJ Nguyen Inc.
07.2018 - Current
Medical Office Receptionist
Vinh Quy Nguyen, M.D.
06.2015 - 07.2018
Independence High School
High School Diploma
08.2006 - 06.2010
Dental Office Receptionist
Optima Optometry