I am seeking a responsible position with an opportunity for professional challenges. Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
17
17
years of professional experience
Work History
Senior Tax Analyst and Payroll Bookkeeper
H&r Block
Pauls Valley, Oklahoma
11.2011 - Current
Experience
Provided comprehensive tax and bookkeeping services to a diverse client base.
Managed the full cycle of client accounts, including data entry, reconciliation, financial reporting, and tax return preparation.
Ensured compliance with all relevant tax regulations and deadlines.
Delivered exceptional client service, addressing inquiries, and resolving concerns effectively.
Managed a high volume of client interactions (phone, email, and in-person).
Demonstrated strong organizational skills and attention to detail in managing client files and financial records.
Collaborated effectively with colleagues to ensure seamless service delivery.
Maintained current knowledge of tax laws and regulations through continuous professional development.
Managed client check-in/check-out processes, deposit management, billing, and receipts.
Prepared and processed payroll, W-2s, and 1099s.
Skills
Accounting Software: QuickBooks, Xero.
Tax Preparation Software: H&R Block Software.
Payroll Processing Software: QuickBooks, ATX, and Intuit.
Client Relationship Management (CRM).
Financial Reporting.
Account reconciliation.
Data entry.
Payroll processing.
W-2/1099 Preparation.
Tax Law Research.
Communication (written and verbal).
Problem-Solving.
Time Management.
Microsoft Office Suite (Excel, Word, Outlook).
Customer service.
Teamwork.
Adaptability.
Confidentiality.
Multi-line phone systems.
Record Management (Physical and Digital).
Emergency Room Registration Clerk and Dispatcher
Pauls Valley General Hospital
Pauls Valley, OK
06.2015 - 05.2016
Provided comprehensive clerical and patient care support in a fast-paced emergency room environment.
Managed a multi-line phone system and switchboard, directing calls efficiently and accurately.
Utilized multiple electronic health record (EHR) systems for patient registration, data entry, scheduling, charting, and order entry.
Performed patient intake procedures, including obtaining vital signs and documenting medical history.
Assisted medical staff with in-room patient care, including specimen collection, laboratory procedures, medication administration, and other patient care tasks.
Supported physicians and nurses by anticipating their needs and facilitating efficient patient flow.
Responded to patient and family inquiries, providing clear and compassionate information.
Managed inventory, ordered supplies, and stocked patient rooms to ensure adequate resources.
Cross-trained and provided support to other departments as needed, demonstrating flexibility and adaptability.
Skills:
Electronic Health Records (EHR) Systems.
Medical Terminology.
Patient Intake.
Vital Signs Measurement.
Specimen Collection and Handling.
Basic Laboratory Procedures.
Medication Administration Assistance (if applicable and within the scope of practice).
Patient care.
Inventory Management.
Supply Ordering.
Scheduling
Multi-line phone systems.
Switchboard Operation.
Communication (Written and Verbal)
Customer Service.
Problem-Solving
Time Management.
Teamwork
Adaptability
Microsoft Office Suite (Word, Excel, Outlook)
Medical Assistant
Pauls Valley Hospital Clinic
06.2015 - 05.2016
Provided comprehensive medical assisting support in a fast-paced clinical setting.
Managed patient flow, including intake, vital signs, charting, and rooming.
Performed a variety of clinical procedures, such as administering medications, collecting specimens, and assisting with minor procedures.
Maintained accurate and up-to-date patient records using electronic health record (EHR) systems.
Provided exceptional patient care, addressing patient and family inquiries with empathy and professionalism.
Assisted physicians with examinations, procedures, and patient care.
Managed inventory, ordered supplies, and stocked exam rooms to ensure efficient clinic operations.
Handled patient registration and scheduling, ensuring accuracy and efficiency.
Operated multi-line phone systems and switchboards, managing a high volume of calls.
Cross-trained to support other departments as needed, demonstrating adaptability and teamwork.
Skills:
Electronic Health Records,
Patient Intake
Vital Signs Measurement
Patient charting.
Specimen Collection and Handling.
Medication Administration
Assisting with procedures.
Patient Education.
Inventory Management
Supply Ordering
Scheduling
Multi-line phone systems.
Switchboard Operation
Microsoft Office Suite.
Communication (Written and Verbal)
Customer Service
Teamwork
Adaptability
Medical Terminology
HIPAA Compliance
Wellness Technician
Chickasaw Nation
09.2014 - 06.2015
Delivered comprehensive wellness services to Chickasaw Nation employees at various casinos, hotels, businesses, and building locations.
Conducted wellness exams, including vital signs, lab work, consultations, and patient record management, ensuring accurate and confidential patient care.
Scheduled and coordinated wellness events, managing logistics from setup to teardown, and ensuring smooth event execution.
Provided expert guidance and support to employees, addressing wellness-related inquiries and concerns with professionalism and empathy.
Managed administrative tasks, including leading office meetings, ordering supplies, meeting with suppliers, responding to internal and external communications (email and phone), data entry, and record keeping.
Skills:
Wellness Exams.
Vital Signs Measurement
Phlebotomy
Patient Consultation
Patient Record Management
Event Planning and Coordination
Logistics Management (Setup/Teardown)
Communication (Written and Verbal)
Customer Service
Microsoft Office Suite (Word, Excel, PowerPoint).
Data Entry.
Record Keeping.
Inventory Management
Supply Ordering
Meeting Facilitation.
Vendor Relations.
HIPAA compliance
First Aid/CPR Certified
Office Medical Surgical Assistant
Norman Regional Hospital
Norman, OK
07.2014 - 08.2014
Provided comprehensive support to medical-surgical staff, ensuring efficient patient care and smooth unit operations.
Managed a multi-line phone system, directing calls, and relaying messages accurately and promptly.
Utilized the Meditech electronic health record (EHR) system for patient data entry, order placement, and retrieval of medical records.
Processed patient referrals, ensuring timely and appropriate follow-up care.
Facilitated communication between physicians and nursing staff, including paging doctors as needed.
Responded promptly to patient call lights, addressing patient needs, and ensuring comfort.
Processed patient admission, transfer, and discharge orders, including preparing discharge packets.
Maintained patient charts, including building new charts, and breaking down discharged patient charts.
Provided direct assistance to patients, families, and nursing staff, addressing inquiries, and offering support.
Contributed to a positive and efficient patient care environment.
Skills:
Medical Terminology
Electronic Health Records (EHR)
Multi-line phone systems.
Patient Chart Management.
Order Entry.
Referral Processing.
Physician Paging.
Patient Assistance.
Communication (Written and Verbal)
Interpersonal Skills.
Problem-Solving
Time Management
Organization
Prioritization
HIPAA compliance.
Customer Service
Teamwork
Adaptability
Empathy
Dialysis Technician
Pauls Valley Dialysis Clinic
Pauls Valley, OK
10.2010 - 08.2011
Administered dialysis treatments, adhering to physician orders and established protocols.
Monitored and documented patient vital signs, adjusting fluid removal rates based on real-time assessments.
Proficient in vascular access techniques, including cannulation and fistula/graft maintenance.
Performed patient assessments, including pre- and post-dialysis evaluations, and communicated findings to the nursing staff.
Prepared and operated dialysis machines, ensuring proper functionality and sterilization according to manufacturer guidelines.
Conducted regular equipment testing, verifying alarms, conductivity, and temperature accuracy.
Responded promptly and effectively to alarms and emergency situations, including patient triage, hyper/hypotensive episodes, needle displacements, infiltration, clotting, blood leaks, and code situations.
Discontinued dialysis treatments and established hemostasis following established protocols.
Provided comprehensive patient care, including assistance with Activities of Daily Living (ADLs), as needed.
Maintained a clean and organized treatment environment, adhering to infection control protocols.
Observed and documented patient emotional, medical, psychosocial, and nutritional concerns, communicating observations to the nursing team.
Maintained patient confidentiality in accordance with HIPAA regulations.
Skills:
Dialysis Treatment Administration
Vascular Access Cannulation.
Fluid Management.
Vital Signs Monitoring
Patient Assessment (Pre & Post Dialysis)
Dialysis Machine Operation and Maintenance.
Equipment Sterilization
Emergency Response (Triage, Code Situations)
Hemostasis Techniques
Infection Control.
Activities of Daily Living (ADL) Assistance.
Patient Communication
Documentation.
HIPAA compliance.
Teamwork
Problem-Solving
Critical Thinking.
Adaptability
Attention to Detail
Assistant Manager
Capital Advance Rent 1st
05.2008 - 05.2010
Supported store operations by managing daily tasks, including customer service, inventory control, and store maintenance.
Provided exceptional customer service, addressing inquiries, resolving concerns, and ensuring a positive customer experience.
Managed inventory control processes, including receiving, stocking, and auditing merchandise to maintain accurate stock levels and minimize losses.
Conducted store audits to ensure compliance with company policies and procedures.
Handled cash management responsibilities, including deposits, cash handling, and register reconciliation.
Contributed to marketing initiatives to promote store products and services.
Maintained a clean, organized, and professional store environment.
Trained and mentored new team members on store procedures and customer service best practices.
Managed multi-line phone systems and other communication channels.
Proficient in various computer software applications relevant to retail operations.
Skills:
Customer Service
Inventory Management
Cash Handling
Store Operations
Sales
Loss Prevention
Team Leadership/Training.
Communication (Written and Verbal)
Problem-Solving
Time Management
Microsoft Office Suite (Excel, Word, Outlook)
Multi-line phone systems.
POS (Point of Sale) Systems.
Marketing
Visual Merchandising
Store Audits
Policy and Procedure Compliance.
Hospital Receptionist
Pauls Valley General Hospital Clinic
Pauls Valley, Oklahoma
01.2008 - 03.2008
Provided exceptional patient service in a fast-paced hospital environment.
Managed a multi-line phone system, directing calls efficiently and professionally.
Maintained accurate and confidential patient records, both electronically and physically.
Facilitated patient check-in/check-out processes, ensuring a smooth and efficient experience.
Performed patient triage, prioritizing patient needs, and directing them appropriately.
Scheduled patient appointments, coordinating with various departments and physicians.
Processed radiology and lab orders/requests, ensuring timely and accurate completion.
Addressed patient inquiries and resolved concerns with empathy and professionalism.
Communicated effectively with patients' families, providing updates, and addressing their needs.
Assisted nursing staff with various tasks as needed, contributing to a collaborative team environment.
Proficient in electronic health record (EHR) systems
Skills:
Multi-line phone systems.
Electronic Health Records (EHR)
Patient Registration.
Scheduling (Appointments)
Patient Triage
Medical Terminology
HIPAA compliance.
Record Management (Physical and Electronic)
Communication (Written and Verbal)
Customer Service
Problem-Solving
Time Management
Microsoft Office Suite (Word, Excel, Outlook).
Teamwork
Adaptability
Confidentiality
Emergency Room Clerk and Dispatcher
Pauls Valley General Hospital Emergency Room
Pauls Valley, Oklahoma
12.2007 - 03.2008
Provided exceptional patient service in a fast-paced hospital environment.
Managed a multi-line phone system, directing calls efficiently and professionally.
Maintained accurate and confidential patient records, both electronically and physically.
Facilitated patient check-in/check-out processes, ensuring a smooth and efficient experience.
Performed patient triage, prioritizing patient needs and directing them appropriately.
Scheduled patient appointments, coordinating with various departments and physicians.
Processed radiology and lab orders/requests, ensuring timely and accurate completion.
Addressed patient inquiries and resolved concerns with empathy and professionalism.
Communicated effectively with patients' families, providing updates and addressing their needs.
Assisted nursing staff with various tasks as needed, contributing to a collaborative team environment.
Proficient in electronic health record (EHR) systems
Skills:
Multi-line Phone Systems
Electronic Health Records (EHR)
Patient Registration
Scheduling (Appointments)
Patient triage.
Medical Terminology
HIPAA compliance.
Record Management (Physical and Electronic)
Communication (Written and Verbal)
Customer Service
Problem-Solving
Time Management
Microsoft Office Suite (Word, Excel, Outlook)
Teamwork
Adaptability
Confidentiality
Education
Emergency Medical Technician - Emergency Medical Technician
Mid America Technology Center
Wayne Oklahoma
06-2020
Medical Assistant - Medical Assistant
St. Augustine
Atlanta, GA
06-2015
High School Diploma -
Pauls Valley High School
Pauls Valley Oklahoma
05.2007
Health Sciences Certification - Health Care Administration
Mid America Technology Center
Wayne, OK
05-2007
Some College (No Degree) - General Studies
Oklahoma City Community College
Oklahoma City, OK
Some College (No Degree) - General Studies
Rose State College
Midwest City, OK
Some College (No Degree) - Business Analytics
Mid-America Christian University
Oklahoma City, OK
Skills
Data analysis
Payroll
10 key typing
QuickBooks
Excel
Switchboard
Customer Service
Patient assessment
Accounting
Tax experience
Microsoft Office
Patient Care
Triage
Analysis skills
Typing
Microsoft Outlook
Tax accounting
Receptionist
File Management
Tax return preparation
Tax research proficiency
State and local taxation
Tax audit management
Tax credit utilization
Project management
Payroll tax compliance
Strong communication skills
Accounting principles
Tax risk assessment
Time management capabilities
Tax research
Tax law interpretation
Income tax expertise
Tax exemptions
Tax process improvement
Staff training
Critical thinking aptitude
Tax planning strategies
Tax software proficiency
Tax compliance
Sales and use tax
Multi-line phone systems
Accounting software
Microsoft Word
Laboratory Experience
References
References available upon request.
Timeline
Emergency Room Registration Clerk and Dispatcher
Pauls Valley General Hospital
06.2015 - 05.2016
Medical Assistant
Pauls Valley Hospital Clinic
06.2015 - 05.2016
Wellness Technician
Chickasaw Nation
09.2014 - 06.2015
Office Medical Surgical Assistant
Norman Regional Hospital
07.2014 - 08.2014
Senior Tax Analyst and Payroll Bookkeeper
H&r Block
11.2011 - Current
Dialysis Technician
Pauls Valley Dialysis Clinic
10.2010 - 08.2011
Assistant Manager
Capital Advance Rent 1st
05.2008 - 05.2010
Hospital Receptionist
Pauls Valley General Hospital Clinic
01.2008 - 03.2008
Emergency Room Clerk and Dispatcher
Pauls Valley General Hospital Emergency Room
12.2007 - 03.2008
Emergency Medical Technician - Emergency Medical Technician
Mid America Technology Center
Medical Assistant - Medical Assistant
St. Augustine
High School Diploma -
Pauls Valley High School
Health Sciences Certification - Health Care Administration