Results-focused Office Manager skilled in clear communication and operational oversight. Experience in managing complex office operations while ensuring confidentiality and accuracy in financial records.
Coordinated scheduling for patient appointments, optimizing clinic flow and resource allocation.
Developed office policies and procedures, enhancing operational efficiency and compliance standards.
Process patient charts to ensure the charts include all procedure and time bill is coded and to ensure that the doctor's dictation is included into charts plan
Liaised with healthcare providers to streamline communication and enhance patient care coordination.
Oversaw inventory management, maintaining accurate supply levels for medical and office materials.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Schedule and enter all new patients into the system and verify insurance
Implemented electronic health record systems, improving data accuracy and accessibility for clinical staff.
Assure that authorization for VA patients are current and up to date
Trained and mentored administrative staff, fostering a collaborative and productive work environment.
Create chemotherapy treatment sheets
Handle Prior Authorization for medical procedures and chemotherapy
Help with the front desk when the receptionist is out which include signing in and checking out patients, scheduling new appointments, confirming appointments for the next day, confirming patient insurances
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Handled sensitive employee and client information with utmost confidentiality, maintaining trust and integrity.
Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.
Coordinated with IT department to upgrade office technology, enhancing overall efficiency and data security.
Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews and administered salaries for staff.
Tax Preparer
TCB Tax Service
Corpus Christi, TX
01.2017 - 11.2021
Prepared individual and business tax returns ensuring compliance with federal and state regulations.
Analyzed financial documents to identify potential deductions and tax credits for clients.
Reviewed client information for accuracy, reducing errors in submitted tax filings.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
Adapted quickly to new tax software and technologies, enhancing efficiency in tax preparation tasks.
Office Manager
Cantu Law Office
Houston, TX
11.1997 - 09.2015
Prepared financial reports, assisting in budget management and cost-control initiatives across departments.
Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
Maintain communication with the Courts on behalf of clients
Process and reschedule court dates for clients
Coordinate that all court dates were covered by Attorneys
Established strong relationships with external counsel, enabling efficient collaboration on complex legal issues and cost-effective services.
Complete payroll for 5 employees, process quarterly reports, annual reports, W-2
Revised and finalized letters, briefs, and memos.
Processed payroll and maintained employee records for compliance with regulations.
Trained staff on legal procedures, promoting awareness of regulatory requirements across departments.
Complete monthly bank statements and financial
Created weekly, monthly, and quarterly expense reports.
Managed accounts payable and receivable processes to ensure accurate financial tracking.
Complete tax returns for the business
Coordinated monthly reconciliations to verify account balances and resolve discrepancies.