Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

REBECA ARREOLA

Riverside,CA

Summary

Experienced financial analyst specializing in risk management, corporate finance, and performance optimization. Proven track record of meeting deadlines and managing priorities under pressure. Detail-oriented with extensive experience in statistical analysis and forecasting. Proficient in Microsoft Excel and skilled at leveraging analytical skills to drive organizational success.

Overview

10
10
years of professional experience

Work History

Customer Service Representative

Kaiser Permanente- Contracted
Corona, CA
09.2024 - Current
  • Answered customer inquiries and provided accurate information regarding products and services.
  • Maintained detailed records of customer interactions, transactions and comments for future reference.
  • Resolved complex problems by working with other departments to provide solutions that meet customer needs.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.

Production Associate

Nordstrom
Riverside, CA
07.2024 - 08.2024
  • Assisted in the preparation of production orders, ensuring accuracy and efficiency.
  • Moved heavy objects using dollies, carts, hoists, or other manual labor techniques.
  • Ensured that all safety regulations were followed while working onsite.
  • Operated scanners, computers, and other equipment to track orders.
  • Maintained a clean work area by sweeping, mopping, dusting shelves.

Financial Analyst- Supervisor

UPS Healthcare
Mira Loma, CA
08.2021 - 06.2023
  • Developed and implemented financial models to analyze the financial performance of business units.
  • Created reports, presentations and summaries of complex financial analysis for senior management.
  • Coordinated with other departments to ensure accurate and timely completion of all financial reporting requirements.
  • Analyzed monthly financial statements in order to identify trends or issues that may require attention or corrective action.
  • Ensured accuracy of monthly closing process by reconciling balance sheet accounts against general ledger entries.
  • Completed costing activities by identifying cost avoidance and cost recovery opportunities.
  • Collaborated closely with senior management on long-term strategic planning initiatives related to projects in development or execution stages.
  • Managed multiple projects with competing deadlines simultaneously.
  • Supervised a team of finance professionals in the preparation of financial reports, budgeting, forecasting, and analysis.
  • Recovered 1.1 million dollars in revenue from misbilled or miscoded IT projects between 2023 and 2024.
  • Managed accounts payable, accounts receivable, bank reconciliations and payroll function.
  • Created journal entries as needed to record transactions in the general ledger.
  • Researched, documented, and resolved complex accounting inquiries from internal departments.
  • Ensured compliance with applicable laws, regulations, policies, procedures and standards.

Senior Finance Administrative Assistance

UPS Healthcare
Mira Loma, CA
10.2014 - 12.2020
  • Assisted in the preparation and filing of corporate documents with the Secretary of State.
  • Provided support to finance team members including preparing reports, creating spreadsheets, and entering data into accounting systems.
  • Researched discrepancies in financial records and resolved issues in a timely manner.
  • AP and AR processes 300+ monthly invoices and orders.
  • Invoices, Expense Reports, Payment: 100+ monthly transactions.
  • Completion of monthly revenue and expense journals for the P&L.
  • Completed monthly billing for 16 facility clients.
  • Responsibilities include, but are not limited to, front desk purchasing product for the facility and invoice processing.
  • Training employees on correct methods of assignments and having them completed in a timely manner.
  • Analyzing, auditing, and correcting daily processed work.
  • Participated in Facility Safety and Employee Relations Committee, responsible for tracking concerns and resolutions.
  • Coordinated with vendors to ensure prompt payment of bills and resolve any outstanding disputes or discrepancies.

Education

Business Management

University of California, Merced
Merced, CA

Skills

  • Business Forecasting
  • Critical Analysis
  • Problem solving
  • Strong Written Communication
  • Document Organization
  • Prioritization and Organization
  • Detail-Oriented Data Input
  • Collaborative Team Management
  • Training Coordination
  • Financial Reporting
  • Project Coordination
  • Financial Auditing
  • Statistical Analysis
  • GAAP knowledge

Languages

Spanish
Professional

Timeline

Customer Service Representative

Kaiser Permanente- Contracted
09.2024 - Current

Production Associate

Nordstrom
07.2024 - 08.2024

Financial Analyst- Supervisor

UPS Healthcare
08.2021 - 06.2023

Senior Finance Administrative Assistance

UPS Healthcare
10.2014 - 12.2020

Business Management

University of California, Merced
REBECA ARREOLA