Megan Mauricio
Kailua-Kona,US
Summary
A highly skilled managerial professional with 4 years of experience in accounts receivable. Possesses in-depth knowledge of collections and claims processes, along with exceptional communication skills utilized to effectively resolve customer inquiries. Demonstrated proficiency in generating and managing accurate invoices and reports on a weekly and monthly basis, often under tight deadlines. Experienced in leadership, planning, and coordinating organizational support services, including recordkeeping, accounting, customer service, scheduling, and office management. Strong emphasis on attention to detail, time management, and delivering high-quality results. Resourceful Human Resources Manager offers employee relations and business management expertise paired with first-rate communication and problem-solving abilities. Strategic and well-rounded professional seasoned in managing and overseeing various aspects of HR. Commended for building trusting relationships within organization to support business needs.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Accounting & HR Manager
Regency Pacific
Kailua-Kona, US
10.2023 - Current
- Effectively oversee billing, accounts receivable, and accounts payable functions to ensure accuracy, efficiency, and timely processing
- Prepare and analyze financial reports, budgets, and forecasts, while implementing cost-saving measures that maintain high service quality standards
- Lead the recruitment, onboarding, and training processes staff
- Develop and enforce employee policies and procedures, manage benefits administration, and maintain personnel records in strict compliance with regulatory requirements
- Processed Payroll
- Supervise daily administrative operations, including record-keeping, correspondence, and office supply management
- Streamline workflows to enhance operational efficiency and productivity, ensuring compliance with regulatory standards and safeguarding the confidentiality of sensitive information
- Act as the primary point of contact for residents, families, and external stakeholders, addressing inquiries and resolving concerns promptly
- Cultivate positive relationships to enhance resident satisfaction and retention
- Stay current on industry regulations, including Medicare/Medicaid guidelines and state licensing requirements
- Ensure facility compliance with all relevant regulations through meticulous documentation and adherence to best practices
- Achieved a 90% increase in profits within a 2-month period
- Developed and implemented a comprehensive new hire orientation program for administrative staff
- Attained a 75% successful collections rate
Operations Manager
Big Island Jeep Rental
Kailua-Kona, US
04.2023 - 10.2023
- Scheduled, assisted, and managed service calls, ensuring timely and efficient resolution of customer issues
- Delivered prompt technical support over the phone and provided proactive solutions to internal challenges, ensuring minimal disruption to company operations
- Processed customer invoices and payments accurately and in a timely manner using QuickBooks, maintaining up-to-date records of customer transactions
- Oversaw the management of accounts receivable and payable, identifying and resolving discrepancies as needed
- Built and maintained strong customer relationships by addressing inquiries, explaining estimates, and providing exceptional service from initial contact through project completion
- Managed and organized customer records and files to ensure completeness and accuracy of the company database
- Performed various administrative tasks such as document copying, scanning, faxing, and filing to support operational efficiency
- Scheduled vehicle maintenance and managed the ordering and inventory of office supplies and job-related parts
- Prepared and analyzed financial reports, including expense reports and payroll processing, to ensure timely and accurate financial operations
- Identified discrepancies, such as duplicate expense reimbursements, and took corrective action, resulting in a $5,000 savings for the company
- Assisted in the development and monitoring of job budgets, ensuring cost-effective execution of projects while adhering to timelines
- Regularly reviewed financial statements and customer accounts to ensure accuracy and balance
- Analyzed sales trends and customer data to develop strategies aimed at increasing revenue
- Collaborated with marketing and sales teams to implement data-driven initiatives that supported business growth
- Worked proactively with other departments to resolve accounts receivable and payable issues and provide ongoing support to staff as needed
Office Administrator
Pacific Blue Catchment
Kailua-Kona, US
09.2022 - 03.2023
- Schedule, coordinate, and manage customer service calls, ensuring timely dispatch of crews and effective job oversight
- Provide conflict resolution support to ensure smooth project execution
- Deliver efficient and proactive solutions to internal challenges, ensuring quick resolution of issues to maintain operational continuity
- Answer customer inquiries via phone and provide technical support when applicable, ensuring a high level of customer satisfaction
- Process customer payments and invoicing accurately and promptly using QuickBooks
- Maintain and update customer records and files, ensuring data integrity and comprehensive customer database management
- Handle document management tasks such as copying, scanning, faxing, and filing to ensure detailed and organized records
- Apply for customer permits, tracking and maintaining detailed records of each application to ensure timely and efficient processing
- Manage permit pick-up and drop-off at the county, as well as mail permits to customers and schedule necessary inspections with city inspectors
- Build and maintain strong relationships with inspectors to ensure smooth project progress
- Review and interpret construction plans for accuracy, ensuring project efficiency and cost-effectiveness
- Process and reconcile customer payments in a timely manner, and collaborate with other departments to resolve any accounts receivable issues
- Oversee and manage new installations, providing clear communication to customers and ensuring a high level of service throughout the process
- Prepare detailed estimates and invoices, adhering to company deadlines, and engage with customers to address any questions or concerns
- Ensure continuous excellent customer service from project inception through completion, fostering positive relationships and client retention
- Order and maintain inventory of office supplies and job-specific parts, ensuring stock levels are sufficient for ongoing operations
- Create and manage budgets for current and upcoming projects, ensuring efficient time and resource management
- Compile financial reports and analyze data to optimize operational strategies and improve service delivery
- Review customer statements and reconcile accounts to ensure accuracy and completeness
- Verify receipts and audit company expense reports for accuracy, identifying discrepancies and ensuring proper reimbursement
- Identified and rectified overpayments of employee expense reimbursements, recovering over $5,000 in excess payments for the company
- Process a high volume of expense reports monthly, ensuring compliance with company policies
- Collaborate across departments to identify and resolve accounts receivable issues, ensuring prompt resolution and maintaining cash flow
- Analyze company reports to identify consumer trends and collaborate with marketing and sales teams to integrate insights into business strategies
Customer Service Manager
Hawaiian Solar and Plumbing
Kailua-Kona, US
02.2020 - 09.2022
- Scheduled and coordinated service calls, assisting customers with inquiries and dispatching crews to job sites
- Managed crew operations on-site, providing conflict resolution and troubleshooting support as needed
- Offered timely, effective solutions to operational challenges to ensure customer satisfaction and company efficiency
- Answered incoming calls, providing technical assistance and troubleshooting over the phone whenever possible
- Maintained clear and professional communication with customers, vendors, and internal teams to ensure seamless service delivery
- Regularly updated and managed detailed customer records and files to maintain accuracy
- Processed a variety of documents including copying, scanning, faxing, and filing as needed
- Ensured proper documentation of all customer transactions, payments, and communications
- Accurately generated and processed invoices, ensuring timely customer payments using QuickBooks
- Worked proactively with the accounting team to resolve any accounts receivable issues
- Compiled and analyzed financial reports, helping to improve internal processes and optimize customer billing
- Applied for and tracked necessary customer permits, maintaining organized and precise records to ensure timely processing
- Coordinated with county offices, mailed/emailed permits to customers, and scheduled inspections with city inspectors
- Cultivated and maintained strong relationships with inspectors, vendors, and local authorities to facilitate smooth permit processing
- Reviewed and interpreted construction plans for all jobs, ensuring compliance with project specifications and regulations
- Managed the scheduling and execution of new installations, ensuring cost-effective and efficient use of resources
- Developed and adhered to project budgets, while maintaining clear timelines and communication with all stakeholders
- Fostered strong relationships with customers throughout the installation process, providing exceptional service and clear communication from initial consultation to project completion
- Reviewed and explained estimates, addressing any customer concerns and assisting with additional paperwork as needed
- Initiated and implemented specialized funding programs to assist customers in purchasing products and services
- Worked closely with clients to identify financing options and ensure customer satisfaction
- Optimized project workflows and time management processes to improve efficiency and meet company deadlines
- Regularly reviewed and updated systems to ensure that operations remained streamlined and cost-effective
- Conducted thorough reviews of expense reports and receipts to ensure accuracy, identifying discrepancies and preventing overpayments
- Successfully identified and recovered over $5,000 in duplicate expense reimbursements, contributing to cost savings for the company
- Worked collaboratively with cross-functional teams, particularly the accounting department, to resolve accounts receivable issues and improve overall financial processes
Household Goods Coordinator
Royal Hawaiian Movers
Kailua, US
02.2019 - 01.2020
- Managed inbound and outbound communication, directing calls to the appropriate departments and addressing customer inquiries and concerns in a professional and efficient manner
- Assisted clients with documentation and processed payments, handling cash transactions accurately and in a timely manner
- Generated and maintained shipping manifests for all shipments, ensuring accuracy and proper tracking of all inbound and outbound shipments
- Prioritized customer conflict resolution, applying effective techniques to resolve issues and maintain high levels of client satisfaction
- Prepared and organized end-of-day reports, and compiled weekly and monthly reports for management review
- Maintained detailed filing systems for records and transaction documentation, ensuring up-to-date and accurate logs
- Managed the ordering of shipping containers, office, and warehouse supplies, ensuring inventory levels met operational needs
- Executed daily administrative tasks, including copying, faxing, scanning, and emailing documents, while maintaining an organized filing system
- Processed Excel reports and client invoices in a timely manner, with a focus on meeting tight deadlines
- Compiled financial reports and data to provide superior customer service and facilitate smooth operations
- Organized and prioritized work assignments for multiple customer and vendor accounts, consistently meeting deadlines and ensuring smooth workflow
- Introduced a daily work management program for team members, improving time management and operational efficiency
- Conducted thorough reviews of company expense reports and receipts for accuracy, identifying discrepancies and initiating corrective actions
- Successfully identified and recovered over $5,000 in duplicate expense reimbursements
- Processed approximately 300 expense reports per month, ensuring accuracy and timely resolution of any discrepancies
- Collaborated cross-departmentally to resolve accounts receivable issues, ensuring accurate financial reporting and customer satisfaction
- Analyzed company reports to identify consumer trends and provide insights for process improvements and customer service enhancements
Education
Associate in Science (AS) - Marketing
Allan Hancock College
Santa Maria, CA12.2017
Vocational School Certificate - Paralegal Studies
University of Antelope Valley
Lancaster, CA09.2007
High School Diploma -
Quartz Hill High School
Quartz Hill, CA, USSkills
- Accounting
- Conflict management
- Cash handling
- Analysis skills
- Customer service
- Office management
- Google Docs
- Accounting software
- Paycom
- QuickBooks
- Accounts receivable
- Leadership
- Accounts Payable
- Labor law compliance
- Unemployment claims management
- Team building
- Orientation preparation
- Talent management
- Recordkeeping
- Employee morale management
- Compensation and benefits
- Staffing optimization
- Employee onboarding
- Training development
- Leadership development
- Microsoft office proficiency
- Exit interviews
- Training and mentoring
- Policy making and enforcement
- Payroll administration
- Compliance
- HR policies and procedures
- Grievance handling and redressal
- New employee orientation
- Recruitment and hiring
- Employment law
- Employee relations
Certification
Paralegal Certificate
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Accomplishments
- 90% Collections success rate
- Created and implemented a successful employee orientation program while at the Regency.
- Made the Presidents List from 2014-2016
References
References available upon request.
Timeline
Accounting & HR Manager
Regency Pacific
10.2023 - Current
Operations Manager
Big Island Jeep Rental
04.2023 - 10.2023
Office Administrator
Pacific Blue Catchment
09.2022 - 03.2023
Customer Service Manager
Hawaiian Solar and Plumbing
02.2020 - 09.2022
Household Goods Coordinator
Royal Hawaiian Movers
02.2019 - 01.2020
Paralegal Certificate
Associate in Science (AS) - Marketing
Allan Hancock College
Vocational School Certificate - Paralegal Studies
University of Antelope Valley
High School Diploma -
Quartz Hill High School
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