Santiago Gomez Hernandez
North Bergen,USA
Summary
Detail-oriented Accountant with a Bachelor’s degree in Accounting and Finance, offering over 5 years of expertise in customer service and satisfaction, along with more than a year of hands-on experience in banking, cash handling, accounting, and financial services. Demonstrates the ability to excel in fast-paced environments while delivering exceptional service and efficiently resolving complex issues. Strong adaptability to challenges and a keen aptitude for continuous learning enhance the capacity to contribute effectively to team objectives. Committed to leveraging financial knowledge and customer-focused skills to drive organizational success.
Overview
7
7
years of professional experience
Work History
Bookkeeper
Pleasantdale Ambulatory Care
02.2025 - 07.2025
- Maintain accurate financial records for the ambulatory care center, including patient accounts, billing, and collections.
- Record daily transactions in the accounting software, ensuring compliance with healthcare regulations.
- Process invoices from vendors and healthcare providers, ensuring timely payments.
- Manage patient billing, track accounts receivable, and follow up on outstanding balances.
- Perform monthly bank reconciliations and verify discrepancies in financial records.
- Reconcile patient accounts and resolve billing discrepancies as needed.
- Assist in the preparation of monthly, quarterly, and annual financial reports, including revenue reports and expense tracking.
- Provide support during audits by preparing necessary documentation and reports.
- Stay updated on changes in healthcare billing practices and reimbursement policies.
- Assist in the preparation of budgets and financial forecasts for the ambulatory care center.
- Monitor expenditures and report on variances against the budget.
- Work closely with clinical staff and management to ensure accurate billing and financial reporting.
Customer Service Representative
Transcore
06.2024 - 12.2024
- Assists customers with the account opening process.
- Accurately explains the terms/conditions and policies/procedures relating to the account.
- Processes account payments, perform cash out process at end of shift
- Consistently meets or exceeds performance goals to ensure the highest quality of service is provided to the customer.
- Performs account maintenance, including account changes, adjustments, and statement requests.
- Contacts customers for additional account information.
- Assists in problem correspondence as required.
- Prepares reports including CSR Daily Activity report and cash out report.
Teller/Banker/Customer Service Rep.
Wells Fargo
01.2022 - 11.2023
- Provide customers with safe, courteous, and professional service.
- Maintain proper records and follow company policies and procedures.
- Complete all transactions correctly and efficiently.
- Follow all safety rules and regulations.
- Assist customers with deposits and withdrawals.
- Answer phones and assist customers.
- Greet customers at the door and direct them to appropriate areas within the branch.
- Help customers complete forms or make copies.
- Handle cash and checks appropriately.
- Maintain a clean and well-maintained environment for all equipment.
- Accept payments from customers.
- Collect money from customers for any fees associated with their services.
- Answer questions regarding banking products and services
- Provide assistance on how to use various banking products.
- Make changes if necessary to customer banking profiles.
- Assist customers with ATM transactions.
- Complete paperwork and other tasks that may need to be done by the customer.
- Adhere to all laws and regulations pertaining to the position.
Customer Service Representative
Planet Fitness
10.2018 - 03.2021
- Greeted members, prospective members and guests, and provided exceptional customer service.
- Answered phones in a friendly manner and assisted callers with a variety of questions.
- Checked members into the system and in charge of new member sign-up.
- Took prospective members on tours.
- Facilitated needed updates to member’s accounts.
- Responded to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
- Assisted in maintaining the neatness and cleanliness of the club.
Tax Preparer Intern
United Way
02.2020 - 03.2020
- Attended basic, intermediate and advanced tax law training and certification as needed, including the use of electronic filing software.
- Provide high-quality assistance to all customers. Directly prepare the customer's return based on information provided by the customer or answer tax related questions.
- Interview customers to determine if all income, deductions and allowable credits are claimed.
- Prepare only those tax returns for which training, and certification were provided.
- Prepare tax returns using electronic filing software (TaxWise).
- Ensure no compensation of any kind is accepted for VITA services provided.
- Maintain confidentiality of customer information.
- Ensure on-site quality review is performed on completed returns prior to being returned to the customer.
- Establish a quality review process and procedures are followed at VITA site.
- Ensure that all VITA preparers are aware of the Quality Review procedures.
- Timely review all tax returns for accuracy before the returns are provided to the customer and/or are electronically filed.
Education
Bachelor of Business Administration - Accounting
Berkeley College
Woodland Park, NJSkills
- Bilingual in Spanish and English - Speak, Read and Write
- Proficient in Microsoft Office; Word, PowerPoint and Excel
- Certified as a Tax Preparer Through the IRS
- Proficient with Tax Forms, 1099, 1099-K, W-2, W-4, 1099-R, 1040 SR - Schedule C
- Time management and self-motivation
- Adaptability
- Operational Support
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Bookkeeper
Pleasantdale Ambulatory Care
02.2025 - 07.2025
Customer Service Representative
Transcore
06.2024 - 12.2024
Teller/Banker/Customer Service Rep.
Wells Fargo
01.2022 - 11.2023
Tax Preparer Intern
United Way
02.2020 - 03.2020
Customer Service Representative
Planet Fitness
10.2018 - 03.2021
Bachelor of Business Administration - Accounting
Berkeley College
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