Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah Travis

Sunbury

Summary

Detail-oriented and dependable bookkeeping specialist with over 4 years of experience in accounts receivable, billing, and account reconciliation within dental practices. Currently pursuing bookkeeping certification through NACPB. Skilled in managing ledgers, maintaining accurate financial records, resolving discrepancies, and supporting month-end reporting. Adept at streamlining financial workflows, ensuring data accuracy, and communicating effectively with clients.

Overview

4
4
years of professional experience

Work History

Accounts Receivable Coordinator

OrthoFi
Denver
04.2024 - Current
  • Tracked and reconciled patient accounts to ensure accurate payment application.
  • Investigated discrepancies across accounts and corrected ledger errors.
  • Reviewed aging reports, following up on overdue balances to support financial reporting.
  • Presented financial findings and account summaries to management for informed cash flow decisions.
  • Verified insurance data, submitted claims, and managed appeals to reduce client administrative workload.
  • Ensured proper recording and categorization of transactions for end-of-month reporting.
  • Assisted in preparing aging reports to track outstanding invoices.
  • Managed daily posting of payments to customer accounts.
  • Updated accounts with recent information and processed customer payments.

Administrative Assistant

DeLurgio Orthodontics
Citrus Heights
02.2021 - 04.2024
  • Maintained patient ledgers, posted payments, and reconciled daily deposits.
  • Prepared monthly reports and reviewed A/R aging to identify and resolve past due accounts.
  • Sent invoices, processed checks and credit card payments, and handled account follow-ups.
  • Worked directly with patients and insurance providers to resolve billing issues.
  • Managed financial records and ensured accuracy in internal documentation and compliance.
  • Assisted with office reporting tasks and collaborated closely with the practice manager on account status updates
  • Managed patient appointment scheduling and confirmed visits for orthodontic consultations.
  • Assisted in maintaining patient records and ensuring data accuracy in the system.
  • Welcomed new patients, explaining procedures and addressing initial questions or concerns.
  • Answered phone calls and emails to provide information, resulting in effective business correspondence.
  • Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.

Education

Certificate of Technical Studies - Bookkeeping

NACPB
Farmington, UT
08-2025

Skills

  • Bookkeeping (A/R, A/P, General Ledger)
  • Account Reconciliation & Auditing
  • Invoicing & Payment Posting
  • Aging Reports & Collections
  • Journal Entries & Payment Allocation
  • Insurance Claims Management
  • Financial Reporting & Month-End Support
  • Customer & Vendor Communication
  • QuickBooks (training), Microsoft Excel, Billing Software
  • HIPAA Compliance & Documentation Accuracy
  • Collections Expertise
  • Payment Tracking
  • Schedule Coordination
  • Inventory Management
  • Data Entry Management
  • Teamwork and Collaboration
  • Interpersonal Skills
  • Phone and Email Etiquette

Timeline

Accounts Receivable Coordinator

OrthoFi
04.2024 - Current

Administrative Assistant

DeLurgio Orthodontics
02.2021 - 04.2024

Certificate of Technical Studies - Bookkeeping

NACPB

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