Focused and driven, I utilize my adaptability and operations management skills, enhancing client satisfaction and streamlining support processes. My strong work ethic and effective problem-solving abilities have consistently improved department efficiency and fostered trust among the company, as well as diverse clientele. A clear communicator and self-motivated worker with a decisive nature necessary to manage independent work.
Overview
20
20
years of professional experience
Work History
Project Financial Analyst
PSI Pax
St. Inigoes, MD
06.2026 - Current
Using Navy ERP for daily assessments and reconciliations.
Using SPO to manage branch projects.
Running reports for projects, analyzing data, reconciling monies that have cleared.
Streamlined financial tracking processes using spreadsheets and reporting systems.
Advised leadership on project financial performance, budget trends, and corrective actions.
Identified areas of potential cost savings through regular analysis of vendor contracts, invoices, and purchasing agreements.
Analyzing financial data to support project budgeting and forecasting initiatives.
Collaborating with cross-functional teams to streamline financial processes and enhance efficiency.
Directed project budget tracking, variance analysis, and forecast updates for capital and operating initiatives.
Travel Analyst
PSI Pax
St. Inigoes, MD
05.2025 - 06.2026
Assisted in the development of an online travel tool.
Maintained tracking system for pre-travel, travel orders, travel vouchers, and Aircraft and Personal Automated Clearance System (APACS).
Input and updated travel authorizations and vouchers in the Defense Travel System (DTS) while insuring all travel regulations and requirements were followed.
Coordinated with CWT SatoTravel to update/change travel reservations daily.
Worked with the Defense Travel Management Office to assist travelers with using the rental vehicle assistance tool.
Prepared and submit travel requests to Division Head for final approval.
Provided guidance for passport renewals.
Provided guidance for DTS users.
Created, updated and maintained forms related to travel.
Provided travel cost estimates as requested to insure funding was accurate.
Used Servicenow Assistance Portal to assist travelers with travel authorizations and vouchers.
Communicated with travelers, branch heads, and financial teams through entire travel processes, via email and phone.
Customer Concierge and Liaison
PetMedia, Inc.
Charleston, SC
07.2021 - 06.2023
Managed and maintained contact with clients and customers throughout the procurement processes via all forms of communication; phone, email, virtual meetings (Zoom, Microsoft Teams) and text.
Assisted clients and customers with special needs or requests, demonstrating empathy and understanding in every interaction.
Provided exceptional customer service to diverse clientele, fostering an atmosphere of inclusivity and respect.
Managed and organized information in multiple databases.
Remedied issues quickly and effectively through active listening, conflict resolution, and dynamic communication skills.
Worked in parallel with clients and departments to ensure timely completion.
Enhanced customer satisfaction by streamlining support processes and implementing new strategies.
Created and assisted procedures for the department to run more efficiently.
Managed a variety of tasks simultaneously, maintaining professionalism and efficiency under pressure.
Contributed to a positive work environment by maintaining a professional demeanor at all times.
Managed daily operations of concierge line and email and monitored staff performance to proactively address inefficiencies.
Acquired new clients through all forms of communication.
Managed all client accounts efficiently and timely.
Analyzed financial details and reconciled accounts regularly.
Served as a reliable resource for fellow team members seeking guidance or assistance in handling issues and completing tasks.
Ensured clients were following company protocols and maintaining compliance.
Trained new employees on all databases, policies, and procedures.
Organized and scheduled calls using Zoom for both client and customer.
Cooperated and worked with other necessary departments within the company regularly and efficiently.
Assisted in preparing reports to benefit department and company.
Drafted and edited emails to benefit company, departments and clients.
Managed and maintained communication with customer throughout entire sale processes.
Handled customer complaints to satisfy and retain guests.
Maintained high level of professionalism and discretion when dealing with customer and clients.
Medical Assistant and Office Assistant (Hybrid)
Calvert Health Primary Care
Solomons, MD
10.2018 - 07.2021
Managed all confidential information within multiple databases.
Adapted to both medical assistant and office assistant, occasionally in the same day.
Sanitized, restocked, and organized exam rooms and medical equipment.
Obtained all patient medical history, medication information, symptoms, and allergies.
Documented vital signs and health history for patients in clinical environments.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Performed medical records management, including filing, organizing and scanning documents.
Called and faxed pharmacies to submit prescriptions and refills.
Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
Scheduled appointments and registered patients as needed.
Verified patient insurance coverage and collected required co-payments.
Distributed sample pharmaceuticals as prescribed.
Aided in accurate diagnoses by performing laboratory tests and preparing specimens for analysis.
Streamlined office operations by managing inventory levels, ordering supplies, and organizing storage areas.
Provided support during emergencies by administering first aid treatments under physician supervision until further assistance arrived.
Completed EKGs and other tests based on patient presentation in office.
Provided support during emergencies by administering first aid treatments under physician supervision until further assistance arrived.
Medical Assistant and Office Assistant
Patuxent Endocrinology
Prince Frederick, MD
05.2016 - 10.2018
Sanitized, restocked, and organized exam rooms and medical equipment.
Obtained client medical history, medication information, symptoms, and allergies.
Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Performed medical records management, including filing, organizing and scanning documents.
Collected and documented patient medical information such as blood pressure and weight.
Built strong relationships with patients through effective communication skills that foster trust in the clinic''s commitment to quality care.
Maintained a safe and clean clinical environment by adhering to infection control guidelines and disposing of biohazardous waste properly.
Boosted patient satisfaction by providing compassionate care and promptly addressing needs during visits.
Verified patient insurance coverage and collected required co-payments.
Improved patient experiences by efficiently managing appointments and maintaining organized medical records.
Aided in accurate diagnoses by performing laboratory tests and preparing specimens for analysis.
Empowered patients through education on self-management techniques for chronic conditions such as diabetes or hypertension.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Administrative Assistant (Part Time)
Solomons Gallery
Solomons, MD
08.2015 - 04.2016
Answered multi-line phone system, routing calls, delivering messages to owner and greeted visitors.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Assisted owner in the preparation of art shows in the tri-county area.
Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
Managed sales within gallery and processed orders accordingly.
Medical Assistant
Surgical Associates Chartered
Waldorf, MD
01.2012 - 04.2013
Sanitized, restocked, and organized exam rooms and medical equipment.
Obtained patient medical history, medication information, symptoms, and allergies.
Taught patients about medications, procedures, and care plan instructions.
Performed medical records management, including filing, organizing and scanning documents.
Scheduled surgeries for multiple surgeons in different hospitals.
Organized patient information for each doctor, including patients’ pathology reports, labs, and studies.
Assisted all doctors with in office procedures and post op procedures. Including, staple/stitch removals, drains and wound care.
Coordinated patient referrals to specialists or other healthcare providers as needed for comprehensive care management plans.
Provided support during emergencies by administering first aid treatments under physician supervision until further assistance arrived.
Answered telephone calls to offer office information, answer questions, and direct calls to staff.
Assistant Office Manager
Nu Image Remodeling, LLC
White Plains, MD
06.2010 - 07.2011
Managed daily operations, ensuring timely completion of tasks and maintaining a well-organized work environment.
Created, filed, and maintained customer files through out the contract.
Created and updated records to maintain document compliance.
Maintained cash and credit monies from customers
Maintained inventory of office supplies, proactively restocking materials when needed.
Scheduled and tracked appointments for salesmen with customers.
Ordered, faxed, and managed material lists to supplier.
Maintained contact with various insurance agencies through customer contracts.
Tracked and analyzed progress, volume, and accounts receivables with Excel and Word.
Docketing Specialist
Sughrue Mion, PLLC
Washington, DC
11.2006 - 05.2010
Utilized and updated multiple databases (Patricia, File Trail, Filesite) to maintain/quality review company files and stored data.
Entered Formalities from the U.S. Patent and Trademark Office.
Analyzed and compiled formalities reports.
Copied and scanned receipts into all necessary databases.
Created, entered, and maintained new applications and correspondence, which related directly to the client’s instructions and information, for all patent attorneys and their secretaries.
Kept attorneys and secretaries informed of high priority items that come from clients and the U.S. Patent and Trademark Office, as well as handle all high priority items.
Assisted in supervising department, issues and employees when requested.
Cooperated with various departments and co-workers daily to keep databases current.
Education
No Degree - Criminal Justice
College of Southern Maryland
La Plata, MD
High School Diploma -
Thomas Stone Highschool
Waldorf, MD
05-2004
Skills
Current Active Secret Clearance (since December 2024)