Conscientious and thorough Bookkeeping Assistant considered productive team player in busy accounting office. Positive and courteous communicator offering calm telephone and email etiquette. Flexible professional trained in Quickbooks, Microsoft Office and Google Docs.
Overview
8
8
years of professional experience
Work History
Bookkeeping Administrative Assistant
Andromeda Transcultural Health
11.2016 - Current
Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Created detailed expense reports to facilitate reimbursement for business expenses incurred.
Processed employee and contractor expense reimbursements quickly.
Input financial data and produced reports using Quickbooks Nonprofit Desktop and Quickbooks Payroll Online.
Implemented new accounting processes to decrease spending and work flow downtime.
Prepared and mailed account statements to vendors and kept meticulous correspondence documentation.
Strengthened financial operations by conducting bank reconciliations and financial reporting.
Prepared documentation for travel reimbursement and corporate credit card expenses.
Handled day-to-day accounting processes to drive financial accuracy.
Managed and responded to correspondence and inquiries from customers and vendors.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate records.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Implemented orderly, organized filing systems for easy record retrieval.
Maintained account accuracy by reviewing and reconciling checks monthly.
Generated invoices upon receipt of billing information and tracked collection progress.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Presented audit findings to accounting manager after reviewing results and paperwork.
Assisted management with administrative aspects of hiring and onboarding new hires and temporary staff.
Completed and submitted corporate payroll tax returns within deadlines.
Record payroll transactions
Entered figures using 10-key calculator to compute data quickly.
Medical Administrative Assistant
Andromeda Transcultural Health
05.2015 - 10.2016
Conducted insurance verification and preauthorizations and managed patient charts.
Assisted with medical coding and billing tasks.
Generated reports and logged patient information for reliable records.
Greeted and interacted with patients to provide information, answer questions and assist with appointment scheduling.
Maintained and updated patient records for accurate, current medical histories.
Coordinated referrals through insurance and other medical specialists and documented details in patient charts.
Managed office bookkeeping with insurance billing and patient payments.
Obtained payments from patients and scanned identification and insurance cards.
Placed new supply orders, managed inventory and restocked clerical spaces.
Provided educational documents and pamphlets to patients.
Answered phone calls and messages for 3 physician primary care and mental health medical facility, scheduling appointments, and handling patient inquiries.
Called patients to confirm scheduled appointments day in advance.
Greeted visitors and initiated triage processes for clients to streamline patient flow.
Performed various administrative tasks by filing, copying and faxing documents.
Managed office logistics by scheduling appointments, maintaining files and collecting payments.
Registered and verified patient records before triage with most up-to-date information.
Ryan White Non-Medical Bilingual Case Manager at Washington Health InstituteRyan White Non-Medical Bilingual Case Manager at Washington Health Institute