Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
Work History
Bookkeeping Administrative Assistant
Wealth of Knowledge Enterprises
Atlanta, GA
03.2020 - Current
Tracked expenses using financial software programs such as QuickBooks.
Prepared financial statements using QuickBooks software on a monthly basis.
Conducted monthly bank reconciliations.
Ensured accuracy in all accounting entries and records.
Posted journal entries to the general ledger system accurately and timely.
Provided assistance in preparing tax returns annually.
Maintained positive relationships with clients by providing prompt responses to their queries.
Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Bookkeeping Administrative Assistant
PK Tax LLC
Dallas, TX
11.2023 - 08.2024
Managed incoming calls while providing information or transferring callers to appropriate personnel.
Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
Provided administrative support to the executive team, including scheduling meetings and managing calendars.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Conducted orientations for new hires, introducing them to company policies and procedures.
Conducted training sessions to ensure successful integration of new employees into the organization.
Provided guidance, support, and feedback to new hires throughout their onboarding experience.
Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
Processed invoices for payment using accounting software applications.
Reviewed and verified invoices for accuracy, completeness, and compliance with company policies.
Monitored accounts receivable activity to ensure timely payment of invoices.
Provided training and guidance to other staff members on invoice processing procedures.
Generated monthly reports of invoice processing activities for management review.
Greeted patients upon arrival and directed them to the appropriate area.
Verified insurance information, collected payments, and scheduled appointments.
Adhered to HIPAA regulations when handling confidential patient information.
Ran credit card batches and balanced deposits on daily basis.
Processed referrals from primary care physicians to specialists for further treatment or evaluation.
Informed patients about payment options, billing policies, and procedures related to their visit or procedure.
Coordinated patient care services with the medical team to ensure quality and timely delivery of care.
Provided ongoing communication with patients, families, and other healthcare providers regarding treatment plans and progress.
Maintained accurate records of all patient care activities using electronic health record systems.
Created and managed surgical schedules for multiple surgeons.
Coordinated with patients, staff, and physicians to ensure accurate scheduling of surgeries.
Assisted with pre-operative preparation such as obtaining insurance authorizations, lab work, radiology tests.
Clinical Administrative Coordinator
Optum, UnitedHealth Group
Atlanta, GA
02.2016 - 01.2018
Acted as a liaison between patients, physicians, nurses, and other healthcare staff members.
Monitored compliance with HIPAA regulations in regards to patient privacy rights.
Recognized for outstanding service with Opal and e-Bravo awards for productivity, innovation, and team building.
Registered patients for direct referral programs.
Educated members about preventative healthcare and scheduled them for programs available to them through their individual health care plans.
Achieved performance metrics for production, quality assurance, and adherence goals on a daily basis, showing consistency and often making top performer and high-quality assurance scores within the call center.
· Maintained administration systems (tracking and other in-house systems) for the clinical projects and/or department.
Managed incoming calls and directed them to the appropriate person or department from internal and external clients; responded to inquiries as required.
Service Cashier
Jim Ellis Chevrolet
Atlanta, GA
08.2015 - 08.2017
Greeted customers and answered questions about products, services, and policies.
Processed efficient and accurate cash, check, debit and credit card payments using Point-of-Sale system.
Reconciled the daily cash drawer by counting cash, checks, and credit card transactions.
Answered phone calls to assist customers with questions.
Assisted the accounting department with filing and recording all repair orders.
Explained service technicians' recommendations, repairs, and other actions to customers.
Telesales Team Leader
Comcast, Xfinity
Atlanta, GA
02.2014 - 08.2015
Leading daily telesales team meetings to ensure that sales targets are met.
Motivating and coaching the telesales team to ensure they reach their full potential.
Monitoring and evaluating performance of individual team members in order to identify areas for improvement.
Developing strategies and action plans to increase customer base and maximize revenue.
Identifying training needs of the telesales team, creating and delivering appropriate training sessions.
Conducted outbound sales calls to potential customers, introducing them to products and services.
Provided customer service support to resolve any issues or complaints in a timely manner.
Assisted with training new telesales representatives on product knowledge and call techniques.
Exceeded sales plan by averaging 176% to plan.
Ten times member of the 'Above and Beyond' club for exceeding 150% to plan.
Store Manager
College Station Sports Store
Roswell, GA
07.2013 - 04.2014
Conducted daily store operations, including opening and closing procedures and cash handling.
Monitored inventory levels and placed orders to restock shelves.
Established customer service standards and monitored staff compliance.
Organized promotional events to increase product awareness.
Resolved customer complaints in a timely manner.
Recruited, trained and supervised new employees.
Analyzed financial data to identify areas of improvement.
Delivered excellent customer service and adhered to standard practices to maximize sales and minimize shrinkage.
Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
Senior Project Lead at Gained knowledge in Wealth Management Domain and worked for SJP clientSenior Project Lead at Gained knowledge in Wealth Management Domain and worked for SJP client
Graphic Design Competitor in Professional Event at Business Professional of AmericaGraphic Design Competitor in Professional Event at Business Professional of America