Rosa Garcia
San Mateo,CA
Summary
20 Years of progressive experience in accounting/bookkeeping and administrative duties. Always looking for ways to reduce expenses and to increase productivity. Detail oriented, strong analytical and problem-solving skills, hard worker, dependable who works well under pressure. Proven ability to quickly master new programs and systems.
Overview
34
34
years of professional experience
Work History
Accounting Specialist / AP Specialist
Caminar
01.2024 - 02.2025
- Open, review, scan, print and obtain approvals on all new invoices.
- Entries for coding and proper authorization level in accordance with department policies and procedures
- Enter daily invoices into Go Payables in a timely manner and accurate manner
- Solve, by calling or emailing, the discrepancy on invoices, and payments
- Prepare invoices approvals for weekly payment run
- Respond to all inquiries in a professional and effective manner.
- Keep the Staff Accountant and Accounting Supervisor Informed of important issues and critical condition
- Proactively resolve issues with vendors relating to AP
- Assist with annual audits by providing proper backups
- Perform other related duties, responsibilities and special projects as assigned by Staff Accountant or Accounting Supervisor
Accounts Payable Specialist
Allogene Therapeutics
01.2019 - 03.2023
- Perform full cycle accounts payable processes in a high volume, fast-paced environment.
- Process vendor invoices for three-way matching of tangible goods invoices; obtain proper payment approval.
- Record invoices to the proper accounting periods in accordance with company policy and generally accepted accounting principles.
- Interact with Finance to ensure proper GL coding of invoices and expenses with proper documentation and approvals
- Monitor the Accounts Payable inbox to ensure that all invoices and other vendor communication are properly addressed.
- Assist with 1099s
- Maintain effective accounts payable policies, procedures and internal controls
- Assist with financial and tax audits as needed
- Proactively identify and assist with implementing accounts payable system upgrades and process improvements
- Assist with other ad-hoc requests and projects as needed
Satellite Office Clerk
Medac Anesthesia Business Partners
01.2017 - 01.2019
- Coordinate the billing process support at satellite office.
- Preparation of patient documents for scanning to Medac, Inc. in Augusta, Georgia
- Form packet of patient information including copies of anesthesia consultation forms, demographic data sheet, bills, insurance card/data, etc.
- Ensure packets contain all information prior to scanning into the online system.
- Consult with appropriate department staff, facility staff, or anesthesiologists to gather missing information.
- Gather payments received in office, open envelopes, copy checks, complete bank deposit tickets, and make bank deposits( unless a lockbox service has been established by the client)
- Maintain necessary office supplies
- Maintain an open line of communication with Accounts Executive and Account Supervisors
- Maintain good working relationship with ambulatory surgery center, client business office and hospital staff
- Answer patient and client phone calls in a professional manner
Satellite Office Clerk
Medac Anesthesia Business Partners
01.2014 - 01.2016
- Coordinate the billing process support at satellite office.
- Preparation of patient documents for scanning to Medac, Inc. in Augusta, Georgia
- Form packet of patient information including copies of anesthesia consultation forms, demographic data sheet, bills, insurance card/data, etc.
- Ensure packets contain all information prior to scanning into the online system.
- Consult with appropriate department staff, facility staff, or anesthesiologists to gather missing information.
- Gather payments received in office, open envelopes, copy checks, complete bank deposit tickets, and make bank deposits( unless a lockbox service has been established by the client)
- Maintain necessary office supplies
- Maintain an open line of communication with Accounts Executive and Account Supervisors
- Maintain good working relationship with ambulatory surgery center, client business office and hospital staff
- Answer patient and client phone calls in a professional manner
Medical Records Scanner
Women's Care Medical Group
01.2011 - 01.2014
- Scan Medical Records into EClinical system, filing, and data entry.
- Call doctors offices and hospitals to request medical records for pt's requesting them.
Bookkeeper
Garcia's Landscaping Service
San Mateo, CA
01.2003 - 01.2011
- Accounts Payable: Code and enter vendor invoices, Generation of checks, and Resolve payment issues with vendors.
- Accounts Receivable: Billing, Deposits, Collections and Resolve Billing issues with clients.
- Cash flow management
Administrative Assistant
Manpower Temp Agency
San Mateo
01.2008 - 07.2008
- Administrative Assistant, Axis Management Company
- Answered phones, Data Entry, Filing and other general office duties.
- Administrative Assistant, Betty Mills Company, San Mateo, CA
- Answered phones, Provided support to sales department, Data Entry, Filing and other general office duties.
Investment Operations Assistant
Stanford Management Company
Palo Alto, CA
01.2002 - 01.2003
- Processed and reconciled 10 equity portfolios.
- Acted as liaison between external and internal accounts.
- Responsible for inputting the daily stock transactions into the accounting system.
- Notified Managers of any trade discrepancies and acted accordingly.
- Used Bloomberg, Portia, and Advent software to balance portfolios on daily, monthly, and year end basis.
- Reviewed daily cash and sales reports to determine appropriate course of action.
- Maintained working knowledge of other operations analysts desks for cross training and backup purposes.
Administrative Assistant
Stanford Management Company
Palo Alto, CA
01.1991 - 01.2002
- Provided wide range of administrative duties to various departments.
- Entered sales, purchasing, and expense vouchers.
- Issued purchase orders to vendors.
- Information research for several departments.
- Inventory control of internal computers, phone systems, and other office equipment.
- Maintained daily ledger of petty cash transactions and purchase orders.
- Responsible for ordering office supplies.
- Assisted the receptionist with multi-phone system when needed.
Education
Medical Billing Specialist Certificate - Medical Coding Specialist Certificate
Canada College
01.2013
Skills
- Experienced in Microsoft Word, Excel, and EClinical system, NetSuite, and SAP
Languages
Spanish
Native or Bilingual
Timeline
Accounting Specialist / AP Specialist
Caminar
01.2024 - 02.2025
Accounts Payable Specialist
Allogene Therapeutics
01.2019 - 03.2023
Satellite Office Clerk
Medac Anesthesia Business Partners
01.2017 - 01.2019
Satellite Office Clerk
Medac Anesthesia Business Partners
01.2014 - 01.2016
Medical Records Scanner
Women's Care Medical Group
01.2011 - 01.2014
Administrative Assistant
Manpower Temp Agency
01.2008 - 07.2008
Bookkeeper
Garcia's Landscaping Service
01.2003 - 01.2011
Investment Operations Assistant
Stanford Management Company
01.2002 - 01.2003
Administrative Assistant
Stanford Management Company
01.1991 - 01.2002
Medical Billing Specialist Certificate - Medical Coding Specialist Certificate
Canada College