Summary
Overview
Work History
Education
Skills
Languages
Timeline
SoftwareEngineer

Sonia Carrion

Bookkeeper
SPRINGFIELD,VA

Summary

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.

Education

Certificate Payroll And Bookkeeping Training -

Intuit QuickBooks Training
Online
05.2022

Accounting Assistant -

US Career Institute
Online
2020

Medical Billing And Coding Certificate -

US Career Institute
Online
12.2017

Certified Phlebotomist -

Medtech College
Falls Church, VA
04.2016

Cardiographic Technician Training -

Andromeda Transcultural Health
1400 Decatur St. NW Washington DC
06.2015

Certified Medical Assistant -

Andromeda Transcultural Health
1400 Decatur St. NW Washington DC 20011
12.2014

Skills

  • Bookkeeping Procedures
  • Data Research and Analysis
  • Customer Relations
  • Timely Processing
  • Proactive and Self-Motivated
  • Complex Problem-Solving
  • Human Resources Department Processes
  • Accounts Payable and Accounts Receivable
  • Account Reconciliation
  • Active Listening
  • Payroll Liability and Deductions
  • Microsoft Office and Google Docs
  • Customer Satisfaction
  • Administrative Support
  • Payroll Administration
  • Bill Payment and Recordkeeping
  • Payroll Preparation and Processing
  • Word Processing
  • Operational Efficiency

Languages

Spanish
Native or Bilingual

Timeline

Bookkeeping Administrative Assistant

Andromeda Transcultural Health
11.2016 - Current

Medical Administrative Assistant

Andromeda Transcultural Health
05.2015 - 10.2016

Certificate Payroll And Bookkeeping Training -

Intuit QuickBooks Training

Accounting Assistant -

US Career Institute

Medical Billing And Coding Certificate -

US Career Institute

Certified Phlebotomist -

Medtech College

Cardiographic Technician Training -

Andromeda Transcultural Health

Certified Medical Assistant -

Andromeda Transcultural Health
Sonia CarrionBookkeeper