Michael De Luna
Accountant
Los Angeles,CA
Summary
Resourceful Accounts Payable Clerk known for excellent account management and time management skills. Experienced in Vista Software with great customer service skills. Meticulous and enterprising worker dedicated to excellence.
Overview
16
16
years of professional experience
Work History
Accounting Clerk
Morley Builders
Santa Monica, CA
01.2022 - 03.2023
- Input 20-30 monthly invoices with consistent accuracy into Vista software for approval using appropriate discount, phase code, and charge to appropriate job.
- Communicate with job superintendents and teams for Purchase Order and correct phase code identification.
- Maintained clean and organized files by keeping accounts payable records up-to-date for 15-20 different projects.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Generate 60-80 contracts and change orders through Vista software to process for signature and execution.
- Provide timely updates to 10-15 project teams on subcontractors progress in approving contracts and change orders.
- Communicate with subcontractors to answer questions and concerns regarding contract language and job pricing by screening and routing subcontractor to appropriate party.
- Input completed contracts into Vista software and file into Microsoft Teams' appropriate folder.
Student Administrative Assistant
Azusa Pacific University
Azusa , CA
01.2019 - 12.2019
- Drafted 5-10 correspondence and other documents for department heads in company's voice.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Managed filing system, entered data and completed other clerical tasks.
- Developed and updated spreadsheets and databases to track, analyze, and report on document status during routing process for 5-10 documents per day.
- Received and sorted 10-20 incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Built and maintained excellent relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Supported department leaders by scheduling appointments and organizing itinerary.
- Volunteered to help with special projects of varying degrees of complexity.
- Developed strategies to streamline and improve office procedures.
- Assisted coworkers and staff members with special tasks on daily basis.
- Scheduled 3-5 office meetings and client appointments for staff teams.
- Executed record filing system to improve document organization and management.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
Certified Medical Assistant
Providence Saint John's Health Center
Santa Monica, CA
06.2012 - 07.2016
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted.
- Enhanced patient outcomes by providing knowledgeable education on procedures, medications, and other physician instructions.
- Completed clinical procedures and gathered patient data for interpretation by physician.
- Collected and documented patient medical information such as blood pressure and weight 40-50 times per day.
- Documented vital signs and health history for patients in clinic and hospital environments 25-50 times per day.
- Called and faxed pharmacies to submit prescriptions and refills 3-5 times per day.
- Verified patient insurance coverage and obtained inpatient surgery pre-authorization: 30-40 per week.
- Communicated clearly and effectively with patients to verify information, determine purpose of visit and record medical history.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment.
- Performed medical records management, including filing, organizing and scanning documents.
- Educated patients by providing medication and diet information and clarifying physicians' orders, answering questions thoroughly.
- Conducted preliminary patient evaluations measuring weight, temperature and blood pressure.
- Directed patients to examining rooms and coordinated transportation assistance as necessary.
- Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.
- Obtained client medical history, medication information, symptoms, and allergies.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Certified Medical Assistant
D.I.S.C. Sports And Spine Center
Marina Del Rey, CA
09.2010 - 06.2012
- Sanitized, restocked, and organized exam rooms and medical equipment.
- Kept medical supplies in sufficient stock by monitoring levels and submitting replenishment orders before depleted 1xmonth.
- Scheduled appointments, registered patients, and distributed sample pharmaceuticals as prescribed, 20-30 calls per day.
- Enhanced patient outcomes by providing knowledgeable education on procedures, medications, and other physician instructions 10-20xday.
- Prepared and administered medications to alleviate patient symptoms 10-15xday.
- Completed clinical procedures and gathered patient data for interpretation by physician.
- Called and faxed pharmacies to submit prescriptions and refills 5-10xday.
- Verified patient insurance coverage and collected required co-payments 10-20xday.
- Communicated clearly and effectively with patients to verify information, determine purpose of visit and record medical history.
- Taught patients about medications, procedures, and care plan instructions.
- Assisted with routine checks and diagnostic testing by collecting and processing specimens 5-10xweek.
- Assisted physicians with minor procedures, including preparing tools & medications and sterilizing instruments.
- Collaborated with medical and administrative personnel to maintain patient-focused, engaging and compassionate environment.
- Performed medical records management, including filing, organizing and scanning documents.
- Educated patients by providing medication and diet information and clarifying physicians' orders, answering questions thoroughly.
- Directed patients to examining rooms and coordinated transportation assistance as necessary.
- Promoted office efficiency, coordinating charts, completing insurance forms, and helping patients with diverse needs.
- Directed patients to exam rooms, fielded questions, and prepared for physician examinations.
Customer Service Cashier
Whole Foods Market
Santa Monica, CA
03.2008 - 10.2010
- Processed customer orders and accurately handled payment transactions.
- Worked with floor team and managers to meet wide range of customer needs.
- Arranged and replenished service desk displays and merchandise racks to maintain appearance of store.
- Redeemed coupons to discount purchases.
- Learned duties for various positions and provided backup at key times.
- Maintained accurate records of customer transactions for reporting purposes.
- Checked personal identifications during alcohol and tobacco sales.
- Counted money in drawers at beginning and end of each shift.
- Answered product questions using knowledge of sales and store promotions.
- Encouraged customers to make additional purchases by highlighting current deals and keeping lane well-stocked.
- Utilized POS system to handle customer cash and credit card transactions.
- Resolved customer complaints and maintained clean and tidy checkout area.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Performed cash, card and check transactions to complete customer purchases.
- Handled cash with high accuracy and took care to check bills for fraud.
- Operated cash register to record transactions accurately and efficiently.
- Used POS system to enter orders, process payments and issue receipts.
- Maintained awareness of surroundings and secured cash to minimize loss potential.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Lifted up to 50 pounds at once.
- Developed and managed relationships with customers to increase customer loyalty.
- Kept cash wrap stocked, products faced and shelving free of misplaced items or trash.
- Enabled customers to feel welcomed, important, and appreciated by answering questions about products sold throughout store.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Met customer service goals and exceeded customer expectations.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Demonstrated product features, answered questions and redirected objections to highlight positive aspects.
Café Server
Barnes And Noble Booksellers
Los Angeles, CA
03.2007 - 07.2008
- Supervised 15 dining table set-up to prepare for diversity of event types, following strict service standards.
- Bussed and reset 15 tables to keep dining room and work areas clean.
- Helped customers with dietary restrictions, allergies and intolerances obtain safe, delicious food by working closely with kitchen staff on alternatives.
- Cultivated warm relationships with regular customers.
- Used slow periods to restock supplies and clean common customer areas.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems 1xweek.
- Maintained order efficiency and accuracy through clear communication with staff, earning numerous recommendations from satisfied customers.
- Inspected dishes and utensils for cleanliness.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards 1xhour.
- Set positive tone for entire dining experience as first point of contact for incoming guests.
- Resolved customer complaints promptly and professionally to maintain positive reputation.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
- Increased sales significantly by upselling higher-end products to customers increasing unit sales by 20 units.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Served food and beverages promptly with focused attention to customer needs.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
Education
No Degree - Accounting And Business Management
Santa Monica College
Santa Monica, CA Bachelor of Science - Accounting
Azusa Pacific University
Azusa, CA 12.2021
Skills
- Team Collaboration
- Invoice Processing
- Accounting Systems and Software
- Accounts Payable
- Time Management
- Variance Resolutions
- Administrative Support
- Strategic & Effective Planning
- Proactive and Self-Motivated
- Data Entry and 10-Key
- Interpersonal Relations
- Variance Reconciliation
- Document Scanning
- Data Organization
- GAAP Understanding
- Microsoft Office
Timeline
Accounting Clerk
Morley Builders
01.2022 - 03.2023
Student Administrative Assistant
Azusa Pacific University
01.2019 - 12.2019
Certified Medical Assistant
Providence Saint John's Health Center
06.2012 - 07.2016
Certified Medical Assistant
D.I.S.C. Sports And Spine Center
09.2010 - 06.2012
Customer Service Cashier
Whole Foods Market
03.2008 - 10.2010
Café Server
Barnes And Noble Booksellers
03.2007 - 07.2008
No Degree - Accounting And Business Management
Santa Monica College
Bachelor of Science - Accounting
Azusa Pacific University
Similar Profiles
Martin CadenasMartin Cadenas
Journeyman Carpenter at Morley BuildersJourneyman Carpenter at Morley Builders
Jonas JulesJonas Jules
Forman Carpenter at Morley BuildersForman Carpenter at Morley Builders
Martin CadenasMartin Cadenas
Construction-laborer at Morley BuildersConstruction-laborer at Morley Builders
Jimmy VenturaJimmy Ventura
Electrician at Hiltys ElectricElectrician at Hiltys Electric
James DeadyJames Deady
Independent Contractor at Freelance & Gig WorkIndependent Contractor at Freelance & Gig Work