Magda Ochoa
VICTORVILLE,CA
Summary
Goal-oriented Bookkeeper with fantastic typing and documentation talents with excellent attention to detail. Known for modernizing financial operations and creating financial procedures. Deep understanding of accounting software and financial recording.
Overview
33
33
years of professional experience
1
1
Certification
8
8
years of post-secondary education
Work History
Bookkeeper
Liberty Tax
07.2022 - Current
- Maintained and processed invoices, deposits and money logs.
- Established QuickBooks accounting system to reflect accurate financial records.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
Tax Preparer
Liberty Tax Service
01.2022 - Current
- Completed and filed returns with tax departments at local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Facilitated communication between clients and tax authorities.
Vice President
8'AS Trucking Inc
08.2004 - Current
- Identified opportunities to improve business process flows and overall departmental productivity.
- Created and made appropriate documentation for annual budgets and senior leadership goals.
- Mitigated financial discrepancies by managing budget and payroll operations.
- Oversaw business-wide changes to modernize procedures and organization.
Medical Biller and Coder
Parth Medical Group
02.2009 - 01.2017
- Reviewed outpatient records and interpreted documentation to identify diagnoses and procedures.
- Guarded against fraud and abuse by verifying coded data accurately reflected services provided.
- Interacted with physicians and other healthcare staff to ask questions regarding patient services.
- Reviewed, analyzed and managed coding of diagnostic and treatment procedures contained in outpatient medical records.
- Utilized active listening, interpersonal and telephone etiquette skills when communicating with others.
- Reviewed patient charts to better understand health histories, diagnoses and treatments.
- Resourcefully used various coding books, procedure manuals and on-line encoders.
- Applied official coding conventions and rules from American Medical Association and Centers for Medicare and Medicaid Services to assign diagnostic codes.
- Correctly coded and billed medical claims for various hospital and nursing facilities.
- Accurately selected proper descriptive code when more than one anatomical location was indicated.
- Verified signatures and checked medical charts for accuracy and completion.
- Used TCX Med to assign procedure and diagnostic codes to patient records for billing purposes.
- Processed insurance company denials by auditing patient files, researching procedures and diagnostic codes to determine proper reimbursement.
- Applied charges and updated patient records by using TCX MED
- Scanned and filed medical records in alphabetical order to maintain organized and up-to-date filing system.
- Initiated, performed and documented quarterly coding audits for physicians.
- Contacted insurance companies and completed credentialing documentation for provider.
Data Processing Associate
Pacific Care Behavioral Health/ United Health Care
01.1999 - 06.2005
- Collaborated with team members on data validation, derived key insights, coordinated and prioritized tasks and communicated updates about fixes.
- Reported project status, adhered to key timelines and milestones, identified data gaps and facilitated collaboration between operational and technical teams.
- Updated information in internal planning tools and platforms to log activities.
- Utilized proprietary tools to engage with clients, track communications and deliver results.
- Added documents to file records and created new records to support filing needs.
- Corrected data entry errors to prevent later issues such as duplication or data degradation.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Scanned documents and saved in database to keep records of essential organizational information.
- Evaluated source documents to locate information needed for each data entry field.
- Kept optimal quality levels to prevent critical errors and support team performance targets.
- Increased data-entry productivity by maintaining detailed logs of data projects, identifying issues and improving them.
- Outlined appropriate processes and procedures to fulfill and complete inquiries.
Education
Associate of Science - Business Administration
Victor Valley College
Victorville, CA 08.2012 - 06.2020
Skills
- Data Research and Analysis
- Customer Relations
- Bill Payment and Recordkeeping
- Financial Records and Processing
- Profit and Loss Statements
- Proactive and Self-Motivated
- Record Reconciliation
- Financial Recordkeeping
- Data Entry and 10-Key
- Data Communications
- Monthly Reconciliations
- Accounts Payable and Receivable
- Document Coding and Classification
- Accounting and Bookkeeping
- Payroll Preparation and Processing
Affiliations
AAPC Medical Billing and Coding
Certification
- Certified Bookkeeper
- Certified Loan Signing Agent
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Bookkeeper
Liberty Tax
07.2022 - Current
Tax Preparer
Liberty Tax Service
01.2022 - Current
Associate of Science - Business Administration
Victor Valley College
08.2012 - 06.2020
Medical Biller and Coder
Parth Medical Group
02.2009 - 01.2017
Vice President
8'AS Trucking Inc
08.2004 - Current
Data Processing Associate
Pacific Care Behavioral Health/ United Health Care
01.1999 - 06.2005