Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Owner/Bookkeeper
Balanced Bookkeeping Services
01.2022 - Current
Managed day-to-day business operations.
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Maintained clean and organized files by keeping accounts payable records up-to-date.
Used accounting software to prepare weekly and monthly financial reports.
Maintained account accuracy by reviewing and reconciling checks monthly.
Intake Coordinator
Healthy Start Coalition
08.2020 - Current
Answered phone calls and provided new clients with required paperwork to initiate service.
Supported office staff and operational requirements with administrative tasks.
Entered referrals into appropriate system based on type of referral obtained.
Maintained accurate and complete documentation to facilitate accounting and filing functions.
Certified Community Healthcare Worker
Lee Health Healthy Start Program
01.2013 - 08.2020
Met with patients to discuss medical histories and current complaints.
Answered patient inquiries and provided information about healthcare services.
Assisted clients in navigating housing, legal services and public benefits to gain access to valuable resources.
Executed record filing system to improve document organization and management.
Created and maintained databases to track and record customer data.
Input financial data and produced reports using Excel.