Trani Soifer
Suffern,NY
Summary
Professional financial specialist with a solid background in managing accounts and financial records, seeking a bookkeeping role to leverage skills in accounts payable/receivable, financial reporting, and reconciliation. Demonstrates strong collaboration skills within teams, adapts well to changing business needs, and consistently achieves results. Recognized for reliability, efficiency, and strategic problem-solving in financial operations.
Overview
2025
2025
years of professional experience
Work History
Accounts Payable Bookkeeper
Colonial Property Management
11.2021 - Current
- Invoice and Transaction Management: Maintained and processed invoices, deposits, money logs, and accurately recorded transactions in compliance with company policies.
- Expense Tracking and Bank Statement Management: Tracked property expenses, organized and maintained bank statements for checking accounts.
- Bank Reconciliations: Prepared monthly bank reconciliations, ensuring an accurate financial position by investigating and resolving discrepancies.
- Audit-Ready Record Keeping: Reconciled bank, credit card, and line of credit accounts, matched purchase orders with invoices, and maintained audit-ready records.
Medical Billing
Daas Wellness Center
2019 - 2021
- Coding and Claims Processing: Assign correct CPT and ICD codes for services, submit claims, and ensure timely follow-up on unpaid or denied claims.
- Billing and Payment Management: Generate patient invoices, post received payments, and manage outstanding balances through reminders or payment plans.
- Financial Reporting: Create monthly revenue and accounts receivable reports to track financial health and manage cash flow.
- Compliance and Data Security: Maintain HIPAA compliance, ensuring confidentiality and secure handling of patient information and billing data.
Education
High School Diploma -
Yeshiva Avir Yakov
Skvere01-2017
Seminary Diploma -
Bnos Malka Seminary
Yerushalayim 2019
Timeline
Accounts Payable Bookkeeper
Colonial Property Management
11.2021 - Current
Seminary Diploma -
Bnos Malka Seminary
Medical Billing
Daas Wellness Center
2019 - 2021
High School Diploma -
Yeshiva Avir Yakov
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