Client-focused finance associate with great relationship building and communication skills. Attention to detail. Task oriented. Absolute honesty and integrity.
Overview
40
40
years of professional experience
Work History
Finance Associate
Marble Valley Academy
El Dorado Hills, California
08.2001 - 05.2025
Managed accounts payable and receivable processes, ensuring timely and accurate financial transactions.
Reconciled bank accounts monthly.
Created new tuition billing fields annually, as well as all miscellaneous income-based activities.
Communicated with clients via phone and email to address inquiries and resolve issues.
Managed state and county annual reports filings.
Ordered school and janitorial supplies.
Scheduled and maintained the gym use calendar with community coaches, and collected timely payment of gym hours used.
Prepared bi-monthly payroll calculations and emailed to the payroll provider in a timely manner.
Maintained up-to-date employee records in Paychex.
Dental Office Staff
Dr. Jensen and Stewart, D.D.S.
Fremont, California
01.1985 - 07.1999
Coordinated appointment scheduling and maintained office calendar to optimize daily operations.
Developed treatment plans and payment plans with patients.
Educated patients on post-treatment care and answered routine questions.
Billed insurances and monitored payment delays to ensure timely revenue collection.
Maintained cleanliness and organization of reception and waiting areas.
Completed regular and thorough cleaning of equipment, floors, and furniture.
Processed payments, issued receipts and provided change.
Met incoming customers pleasantly and offered support and service.
Addressed customer queries and complaints to enhance patient satisfaction and experience.
Answered phone calls and routed correspondence to appropriate staff members.
Managed customer transactions and balanced cash registers after shifts.
Participated in team meetings, presentations and special events.
Provided assistance to patients in a friendly manner.