Roxana Yanez
Pacifica,CA
Summary
Dynamic Business Office Assistant with proven expertise at Shelldance Gardens in streamlining operations and enhancing customer service. Skilled in accounts payable and invoice processing, I excel in building vendor relationships and ensuring compliance. My proactive approach and attention to detail have consistently improved office efficiency and accuracy in financial reporting.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Business Office Assistant
Shelldance Gardens
Pacifica, CA
08.2023 - Current
- Coordinated office activities to streamline operations and promote compliance with organizational policies.
- Answered telephone calls from customers regarding billing inquiries or payment issues.
- Operated scanning equipment to scan records and verified accurate indexing and quality of scanned documents.
- Organized and filed documents related to accounts receivable, accounts payable, payroll and other business transactions.
- Counted and reconciled petty cash log to support accounting department.
- Reviewed vendor invoices for accuracy before processing payments.
- Greeted visitors with friendly and professional demeanor and provided direction to appropriate party.
- Processed invoices, payments and deposits in an accurate and timely manner.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Assisted with the preparation of financial statements and reports, including balance sheets and income statements.
- Communicated with vendors to resolve any invoice discrepancies or payment issues.
- Performed general office duties such as filing, photocopying, faxing and scanning documents.
- Inputted data into QuickBooks software system for bookkeeping purposes.
- Performed data entry tasks such as updating customer information in the system.
- Copied, sorted and filed records of office activities and business transactions.
- Collected, counted and disbursed money to complete basic bookkeeping and banking transactions.
- Completed and mailed contracts, invoices or checks.
- Assisted in general accounting procedures and monitored accounts receivable, accounts payable and account reconciliation.
- Utilized various software and tools to streamline processes and optimize performance.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Maintained updated knowledge through continuing education and advanced training.
- Organized paper filing system to maintain accurate records.
- Accepted and processed payments from customers in person and over telephone.
- Opened, sorted and routed incoming mail and prepared outgoing mail.
- Maintained and updated filing, inventory and database systems, manually or using computer.
- Provided administrative support to the finance department staff as needed.
- Reconciled discrepancies between accounting records and bank statement balances monthly.
- Prepared bank deposits for daily cash receipts.
Medical Assistant
St. Francis Urology
01.2016 - 02.2016
- My duties were to room patients, take vitals, prepare exam rooms for minor procedures and clean up after. I would input the patients medical information into Epic and also check them out when their appointment was over.
Medical Assistant/Front Desk
Northern California Foot and Ankle Center
09.2015 - 12.2015
- Clean and stock exam rooms, room patients, casting, molding, and developing x-rays and EMR.
- Front office- calling insurances, referrals, brown and toland, scheduling patients, collecting co pays.
Medical Assistant to M.D.
Bayspring Medical Group Center
05.2013 - 12.2013
- Back office duties, rooming patients, taking vitals, EKG, injections, urine dips, pregnancy tests, autoclave and stocking supplies Experienced in Brown & Toland paperless charting.
- EMR Light front desk duties, filing, scanning, answering phones, scheduling appointments, input referrals through BT Care. I'm Experienced with Labcorp and sending out specimens.
Medical Assistant
Mission Podiatry
01.2011 - 12.2011
- Answered multi line phones, scheduled appointments, filed, inventory of supplies. Performed injections and prepared patient for surgery.
Medical Assistant
Renal Medical Associates
01.2010 - 01.2011
- Duties included all aspects of patient care both front and back office to include urinalysis, injections, EKG, vital signs, patient interviews, assist physician with procedures, procedure set up, cleaning, and stocking.
Medical Assistant
Sierra Nevada Family Medicine
01.2009 - 01.2010
- Back office.
- All aspects of patient care to include patient interviews.
- Vitals, injections, immunizations, EKG's, phlebotomy, urinalysis, breathing treatments, casting/splinting, glucose testing, PT/INR testing, strep, influenza, and pregnancy testing, assist in surgical procedures, DOT physicals, Boy Scout physicals.
Education
Certificate of Completion - MEDICAL ASSISTANT
MILAN INSTITUTE
SPARKS, NV03.2009
Skills
- Office administration
- Data entry
- Accounts payable
- Accounts receivable
- Invoice processing
- Customer service
- Vendor communication
- Relationship building
- Event and activity planning
- Basic bookkeeping
- Bookkeeping
- Teamwork
- Administrative support
- Cash handling
References
References Available Upon Request
Personal Information
Title: Bilingual English/Spanish, CPR, EMR/Paperless Charting/ Epic Systems
Certification
- CPR/BLS
- Medical Assistant
Languages
English
Professional
Spanish
Native/ Bilingual
Accomplishments
- Bookkeeping course for Quickbooks
References
References available upon request.
Timeline
Business Office Assistant
Shelldance Gardens
08.2023 - Current
Medical Assistant
St. Francis Urology
01.2016 - 02.2016
Medical Assistant/Front Desk
Northern California Foot and Ankle Center
09.2015 - 12.2015
Medical Assistant to M.D.
Bayspring Medical Group Center
05.2013 - 12.2013
Medical Assistant
Mission Podiatry
01.2011 - 12.2011
Medical Assistant
Renal Medical Associates
01.2010 - 01.2011
Medical Assistant
Sierra Nevada Family Medicine
01.2009 - 01.2010
Certificate of Completion - MEDICAL ASSISTANT
MILAN INSTITUTE