Rebeca Arreola
Riverside,CA
Summary
In my transition from a finance background, I bring a unique blend of analytical acumen and empathy to the role of Case Manager. With a commitment to constructing comprehensive care plans, I leverage my financial expertise to optimize resource allocation for effective care coordination services. This includes conducting monthly health interviews, collaborating with family members and caregivers, and engaging with community services to ensure accessible healthcare.
Overview
11
11
years of professional experience
Work History
Case Management Assistant
Family Medical Practice
Fontana, CA
07.2023 - 11.2023
- Assisted in the development and implementation of case management plans to ensure clients' needs were met.
- Made referrals to utilize community resources for resident's needs.
- Coordinated transportation arrangements for clients attending appointments or classes.
- Collaborated with medical personnel to develop treatment plans for clients based on their individual needs.
- Maintained accurate records and documentation of all cases in accordance with agency policies and procedures.
- Conducted home visits to assess client's living environment and provide supportive counseling.
- Managed caseloads according mandated program requirements to ensure compliance with timely completion of care planning, follow up activities, documentation and submission timeframes, and all components of patient engagement.
- Prepared and submitted productivity reports on a daily, weekly, and/or monthly basis by pre-determined deadlines and as required.
- Maintained accurate records and documented client data in company databases.
Financial Analyst
UPS Healthcare
Mira Loma, CA
01.2018 - 06.2023
- IT Billing Coordinator and Finance support
- Project Coordinator to execute Cold Chain Packaging billing to designated revenue and expense accounts
- Coordinated training for updates to warehouse billing templates to segregate CCP revenue
- Coordinated team’s CIP file and schedules monthly meetings
- New business reporting liaison with Sales team
- Created 2023 Business Plan reconciliation files that identifies New Business, Lost Business, Gainer Decliner- supports waterfall slide
- Supported month end presentations- executive finance review, region book, critical actions
- Day 4 Prelim reporting to upper management and team- included formatted income statements and AMRs
- Prepared monthly balance sheets, income statements, cash flows statements, budgets.
- Established financial policies and procedures to set standards for compliance.
- Analyzed budgets and implemented action plans to rectify issues.
- Conducted audits and reported findings to facilitate research and resolution.
- Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
- Worked cross-functionally with internal departments to align and validate data inputs.
- Assessed potential risks associated with new investments or acquisitions.
- Reviewed costs, expenses and revenues associated with construction projects.
Finance Assistant
UPS Healthcare
Mira Loma, CA
01.2015 - 12.2017
- Assessed data and information to check entries, calculations and billing codes for accuracy.
- Implemented program to create daily spreadsheets and streamline financial reporting.
- Assisted managers with additional duties during employee absences.
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Coded invoices and other records to maintain organized and accurate records.
- Managed customer complaints regarding billing errors or discrepancies.
- Established key relationships with peers throughout company to improve workflows and reduce communication bottlenecks.
- Placed orders for office products, including paper and toner and kept strict eye on inventory.
- Created various documents and handled correspondence and memos to assist supervisor.
- Performed ad hoc tasks related to finance operations as requested by senior managers.
- Greeted customers, answered account questions and resolved complaints.
- Identified needs of customers promptly and efficiently.
Warehouse Administrative Assistant
UPS Healthcare
Mira Loma, CA
01.2013 - 12.2014
- Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
- Coordinated catering services for various functions, including sales trainings and department meetings.
- Prepared reports related to warehouse operations.
- Provided product shipment logistical support and quality control by coordinating with vendors, resulting in increased revenue.
- Organized warehouse documents and files.
- Provided support for inventory audits as needed.
- Reviewed invoices for accuracy before processing payments.
- Assisted in coordinating the maintenance of warehouse equipment.
- Inspected products for quality control purposes prior to shipment or storage.
- Pleasantly welcomed visitors, answered phone calls, and maintained front reception desk.
- Conducted monthly, quarterly and yearly inventories of warehouse stock.
- Handled incoming calls and directed callers to appropriate department or employee.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Performed data entry into the company's database system.
Education
Business Management
University of California, Merced
Merced, CASkills
- Bilingual
- Confidentiality
- Follow-Up Skills
- Case Planning
- Case Documentation
- Attention to Detail
- Document Management
- Multitasking and Time Management
- Strong Verbal and Written Communication
- Analytical Thinking
- Strong Organizational Skills
- Microsoft Access
Languages
Spanish
Native/ Bilingual
Affiliations
- I like to travel to other countries and experience the culture and food first hand
- Love to read, mainly fiction
- Amateur gamer
- Avid TV show watcher
Timeline
Case Management Assistant
Family Medical Practice
07.2023 - 11.2023
Financial Analyst
UPS Healthcare
01.2018 - 06.2023
Finance Assistant
UPS Healthcare
01.2015 - 12.2017
Warehouse Administrative Assistant
UPS Healthcare
01.2013 - 12.2014
Business Management
University of California, Merced
Similar Profiles
Elienai RamosElienai Ramos
Assistant Manager at Family Medical PracticeAssistant Manager at Family Medical Practice
Joseph AguirreJoseph Aguirre
Medical Assistant/Receptionist at Luz's Family Medical PracticeMedical Assistant/Receptionist at Luz's Family Medical Practice
Phyo Min (Ricky) PaingPhyo Min (Ricky) Paing
Medical Receptionist at Woollahra Family Medical PracticeMedical Receptionist at Woollahra Family Medical Practice