Stephanie Correa
Yonkers,New York
Summary
Organized Office Manager known for productive and efficient task completion. Specialize in team leadership, workflow optimization, and administrative management. Excel in communication, problem-solving, and adaptability to drive office efficiency and support company objectives.
Overview
16
16
years of professional experience
Work History
Office Manager/Senior Bookkeeper
Walsh Engineering
Valhalla, NY
02.2024 - Current
- Assisted with the preparation of budgets, forecasts, and financial statements.
- Developed and implemented office policies and procedures.
- Reviewed contracts for accuracy before signing off on behalf of the company.
- Maintained confidential records relating to personnel matters.
- Assisted in recruiting, onboarding, and training new employees.
- Maintained filing system for records, correspondence, and other documents.
- Supervised staff members, organized schedules, and delegated tasks.
- Administered payroll and maintained proper documentation of employee personnel.
- Coded and entered daily invoices with in-house accounting software.
- Received and recorded cash, checks, and transfers.
- Oversaw receiving and organizing correspondence, answering and forwarding calls, and creating business letters and records.
- Monitored payments due from clients and promptly contacted clients with past-due payments.
- Proposal drafting
Office Manager/Senior Bookkeeper
Levine Fidellow Engineering Consultants
Valhalla, NY
04.2023 - Current
- Developed and implemented office policies and procedures.
- Provided administrative support to the management team including preparing reports and presentations.
- Supervised staff members, organized schedules, and delegated tasks.
- Maintained confidential records relating to personnel matters.
- Resolved customer inquiries promptly while maintaining positive relationships with clients.
- Maintained filing system for records, correspondence, and other documents.
- Coordinated meetings, conferences, travel arrangements, and department activities.
- Provided administrative support to the management team including preparing reports and presentations.
- Analyzed data from various sources to identify trends and make recommendations for improvement.
- Responded to customer inquiries via phone or email in a professional manner.
- Organized company events including holiday parties, team team-building activities.
- Prepared agendas for board meetings along with taking minutes during sessions.
- Assisted in developing budgets for departmental expenses.
- Answered phone calls, responded to emails, routed mail, and coordinated courier services.
- Tracked invoices and payments to ensure the accuracy of accounts receivable and payable information.
- Provided training to new hires on office policies and procedures.
- Reviewed contracts for accuracy before signing off on behalf of the company.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Processed payroll accurately ensuring all employees were paid on time.
- Assisted in recruiting, onboarding, and training new employees.
- Ensured compliance with applicable laws regarding employment practices.
- Automated office operations for managing client correspondence, payment schedules, and data communications.
- Coded and entered daily invoices with in-house accounting software.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Performed bookkeeping and accounting consulting services.
- Handled bi-weekly payroll services for company employees.
- Reconciled computer reports with manually maintained ledgers.
- Matched orders with invoices and recorded required information.
- Monitored loans and accounts payable to confirm payments are current.
- Checked postings and documents for correctness, accuracy, and proper coding.
- Completed and submitted tax forms and returns, workers' comp forms, and pension contribution documentation.
- Received and recorded cash, checks and transfers.
- Reconciled or entered report discrepancies found in financial records.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Performed financial calculations for amounts due, interest charges and balances.
- Prepared and processed payroll.
- Created balance sheets, income statements and tax reports.
- Coordinated with external vendors such as banks or insurance companies regarding billing or other matters that may arise from time to time.
Office Manager/Senior Bookkeeper
PCS engineering
Valhalla, NY
04.2023 - Current
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Performed bookkeeping and accounting consulting services.
- Handled bi-weekly payroll services for company employees.
- Reconciled computer reports with manually maintained ledgers.
- Matched orders with invoices and recorded required information.
- Monitored loans and accounts payable to confirm payments are current.
- Checked postings and documents for correctness, accuracy, and proper coding.
- Completed and submitted tax forms and returns, workers' comp forms, and pension contribution documentation.
- Received and recorded cash, checks, and transfers.
- Reconciled or entered report discrepancies found in financial records.
- Recorded debit, credit, and account transactions in computer spreadsheets and databases.
- Handled accounts payable and receivable, including invoicing and payment processing.
- Performed financial calculations for amounts due, interest charges, and balances.
- Implemented a program to create daily spreadsheets and streamline financial reporting.
- Prepared financial reports.
- Balanced general ledger by reconciling entries.
- Monitored accounts receivable and maintained aging reports to identify overdue accounts.
- Assessed estimated income, expenses, and historical budgets to coordinate budget information.
- Assisted with budget preparation and monitoring of actual results against budgets.
- Coordinated with external vendors such as banks or insurance companies regarding billing or other matters that may arise from time to time.
- Supervised staff members, organized schedules, and delegated tasks.
- Developed and implemented office policies and procedures.
- Maintained confidential records relating to personnel matters.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Maintained filing system for records, correspondence and other documents.
- Responded to customer inquiries via phone or email in a professional manner.
- Organized company events including holiday parties, team building activities .
- Prepared agendas for board meetings along with taking minutes during sessions.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Assisted in developing budgets for departmental expenses.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Provided training to new hires on office policies and procedures.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
Wound Care Treatment Coordinator
RestorixHealth at Putnam Hospital
Carmel, NY
08.2016 - 12.2020
- Worked closely with medical billing department to ensure accurate coding of all services provided.
- Participated in meetings focused on improving customer service standards throughout the organization.
- Tracked patient progress and updated records accordingly.
- Assisted in developing policies, procedures, and protocols related to patient care activities.
- Performed administrative duties such as filing insurance claims forms or preparing reports.
- Provided support to clinical staff with insurance verification and authorization processes.
- Resolved any issues related to payment discrepancies or denials in a timely manner.
- Conducted financial counseling sessions for new and existing patients.
- Coordinated the delivery of care between various departments within the facility.
- Provided guidance to patients about their financial responsibility for services rendered.
- Created customized treatment plans for patients based on individual needs.
- Managed patient scheduling, appointment reminders, and follow-up calls.
- Maintained communication with healthcare providers regarding referrals and authorizations.
- Communicated effectively with physicians, nurses, social workers, case managers, and other healthcare professionals.
- Collaborated with payers such as Medicare and Medicaid or private insurers regarding coverage criteria.
- Developed innovative strategies to improve efficiency in patient intake process.
- Ensured compliance with HIPAA regulations as well as other applicable laws.
- Facilitated smooth transitions from one level of care to another when needed by patients.
- Provided education and resources to help patients understand their treatment options.
- Directed, supervised and evaluated medical, clerical or maintenance personnel.
- Reviewed non-contracted instrumentation for spine surgeries and initiated vendor contract evaluations in conjunction with operations staff and orthopedic spine and neurological spine specialists.
- Built work schedules and staff assignments, taking workload, space and equipment availability into consideration.
- Recruited, hired and trained new medical and facility staff.
- Maintained records management system to process personnel information and produce reports.
- Monitored aging accounts receivable report weekly to identify unpaid balances due.
- Identified trends in denials and worked collaboratively with clinic staff to reduce denials.
- Utilized coding software and tools efficiently to expedite the coding process.
- Collaborated with healthcare providers to verify necessary documentation for coding accuracy.
- Proofread documents carefully to check accuracy and completeness of all paperwork.
Document Controller
Kawasaki Railcar INC
Yonkers, New York
07.2012 - 12.2018
- Managed access permissions for users accessing controlled information.
- Resolved any discrepancies between paper-based files and electronic databases.
- Distributed updated versions of controlled documents using secure methods such as email or FTP sites.
- Prepared reports on document control activities as required by management.
- Performed periodic audits on existing files and archives for accuracy, completeness, and compliance with applicable regulations.
- Converted documents for specific personnel or project needs.
- Tracked the distribution of master copies of documents to various departments within the organization.
- Tracked progress on projects, ensuring that all relevant documents are received promptly.
- Identified gaps or inconsistencies in document control processes and provided recommendations for improvement.
- Prepared regular reports summarizing document control activity across multiple projects.
- Reviewed incoming documents for accuracy and compliance with established procedures.
- Monitored the quality assurance process for document control activities within the organization.
- Maintained database containing purchasing, suppliers, and personnel information.
- Provided detailed project management control documents for oversight of key projects.
- Uploaded documents to control sites, tracked transmittals, and coordinated revisions.
- Reviewed an array of different types of documents, including drawings, spec sheets, and blueprints to maintain accuracy.
- Kept electronic content legal, secure, and accessible for relevant internal and external parties.
Lead Direct Support Professional
New Hope Community Inc.
Loch Sheldrake, NY
05.2008 - 05.2011
- Assisted clients with developing social skills by engaging them in community activities such as volunteering or recreational outings.
- Conducted assessments to ensure compliance with standards and regulations.
- Provided direct support to clients in activities of daily living such as hygiene, meal preparation, and housekeeping.
- Developed and implemented individualized service plans for each client, by state regulations.
- Identified areas of improvement in service delivery processes through data analysis.
- Coordinated medical appointments and monitored the health care needs of clients.
- Trained new staff members on safety protocols and best practices for providing quality services to individuals with disabilities.
- Supervised medication administration according to prescribed instructions from a physician or nurse practitioner.
- Enforced organizational policies related to safety procedures for both staff members and individuals receiving services.
- Provided crisis intervention during emergencies and de-escalated difficult behaviors when needed.
- Led team meetings to discuss client progress and provide guidance on service delivery techniques.
- Served as an advocate for individuals receiving services by representing their interests at meetings or hearings.
- Encouraged independence among clients while promoting their self-advocacy skills.
- Collaborated with other professionals including case managers, therapists, physicians, and family members. to ensure comprehensive care plan implementation.
- Assisted individuals in learning and developing new skills.
- Provided direct care to individuals with intellectual and developmental disabilities, fostering activities of daily living.
Education
Bachelor of Science - Human Services
Misericordia University
Dallas, PA05-2015
Skills
- Customer Service
- Policy Development
- Supply Management
- Staff Management
- Operations Management
- Office Management
- Expense Reporting
- Data Entry
- Bookkeeping
- Administrative Support
- Billing
- Payroll and budgeting
- Employee Training
- Human Resources
- Financial Accounting
- Scheduling Coordination
- Workflow Optimization
- Organizational Skills
- Banking operations
- Data retrieval systems
- Document Management
- Report Preparation
- Senior leadership support
- Facility Management
- Report Writing
- Mail handling
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Office Manager/Senior Bookkeeper
Walsh Engineering
02.2024 - Current
Office Manager/Senior Bookkeeper
Levine Fidellow Engineering Consultants
04.2023 - Current
Office Manager/Senior Bookkeeper
PCS engineering
04.2023 - Current
Wound Care Treatment Coordinator
RestorixHealth at Putnam Hospital
08.2016 - 12.2020
Document Controller
Kawasaki Railcar INC
07.2012 - 12.2018
Lead Direct Support Professional
New Hope Community Inc.
05.2008 - 05.2011
Bachelor of Science - Human Services
Misericordia University
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