Trish Kibler
Saint Charles,MO
Summary
- Experienced financial and business professional with over 30 years of verifiable achievement. Highly motivated, recognized as a detail-oriented and solution-focused individual. Areas of strength include: customer service, accounting, collections, insurance benefits, office administration, and legal research.
- Accounting and Tax Preparation assistance, including e-filing and tax code comprehension
- Small business management
- Production scheduling, treatment coordination
- Accounts Receivable, Payable, Collections
- Financial contracts, payment plans
- Bank reconciliation, expense categorization
- Insurance processing, FSA/HSA coordination
- Payroll, month-end/quarterly tax reporting
- Invoicing, job estimates, change orders
- HR Administration
- PR, Marketing and event planning
Overview
28
28
years of professional experience
Work History
Administrative Lead, Billing Dept. , Event Coord.
Salah Financial Corp | The Income Tax Center
St Louis, MO
12.2022 - 01.2026
- Streamlined administrative processes to enhance operational efficiency and productivity.
- Managed scheduling and coordination of client appointments and tax preparation services.
- Developed training materials for new staff, fostering a collaborative learning environment.
- Oversaw financial document organization, ensuring compliance with regulatory standards.
- Oversaw new hire processes.
- A/R, A/P , payment plans and collections.
- Planned staff and non-profit events. Including out of state events & reservations.
Certified Personal Trainer
DBA, Feiling Strong Fitness Maximum Definition
Walnut Creek, CA
12.2010 - 11.2021
- Assistant trainer for Senior Fitness Program to ensure balance and muscle strength.
- Educated clients on proper exercise techniques to enhance performance and prevent injury.
- Mentored junior trainers, providing guidance on effective training methodologies and client engagement strategies.
- Developed strong rapport with clients by actively listening to their concerns and adjusting programs accordingly, leading to improved trust and loyalty.
- Provided in-home instruction as needed.
- Worked with all ages and fitness levels.
- Provide current nutritional and fitness information based on scientific studies and analysis.
- Designed personalized fitness programs tailored to individual client needs and goals.
Produce Clerk
Safeway/Store Manager (Laura)
Pleasant Hill, CA
09.2020 - 06.2021
- Managed inventory levels to ensure product availability and freshness.
- Assisted customers with product selection and provided exceptional service.
- Monitored quality of produce, discarding substandard items to maintain standards.
- Collaborated with team members to optimize workflow and enhance efficiency.
- Trained new staff on proper handling techniques and safety procedures.
Bartender/Server
Antlers Tavern/Geoff Torretta
Pinole, CA
03.2017 - 08.2019
- Developed drink specials that enhanced guest experience and increased repeat business.
- Facilitated smooth bar operations during peak hours, maintaining efficiency and service speed.
- Fostered positive relationships with patrons, enhancing customer loyalty and engagement.
- Resolved customer complaints swiftly, ensuring a welcoming atmosphere for all guests.
- Served high customer volumes during special events, nights, and weekends.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Front Office Team Member
Todd B. Pearson, DDS
Orinda, CA
05.2016 - 06.2017
- Managed patient scheduling and coordinated appointments to optimize office workflow.
- Processed patient insurance claims and verified coverage efficiently to ensure accurate billing.
- Maintained office records and updated patient information in electronic health systems regularly.
- Provided front desk support by greeting patients warmly and addressing inquiries promptly.
- Trained new staff on office procedures, enhancing team productivity and service quality.
- Oversaw daily operations to ensure compliance with dental office protocols and standards.
- Managed cash transactions accurately, balancing daily reports and maintaining proper financial records for the front office department. A/R and collections.
- Maintained a high level of professionalism while addressing guest inquiries and resolving complaints.
- Participated in regular team meetings to discuss areas of improvement, share feedback, and implement changes where necessary for better performance outcomes.
- Trained new front office employees on established procedures, customer service skills, and property management systems usage.
- Performed wide-ranging administrative, financial and service-related functions.
- Trained and supervised employees on office policies and procedures.
- Drafted common document templates to reduce time spent creating documents from scratch.
Treatment/Financial Coordinator
Cali Bay Dental Care/Zander Lin, DMD
Hercules, CA
09.2015 - 05.2016
- Coordinated billing processes, improving efficiency in payment collections and reducing outstanding accounts.
- Collaborated with dental staff to align financial operations with clinical objectives, optimizing resource allocation.
- Explained insurance benefits, fees and procedures to patients.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Submitted claims to insurance companies on same day as patient treatment.
- Answered questions over phone and in-person regarding billing, scheduling and treatment.
- Maintained a high level of confidentiality when handling sensitive financial information and employee records.
Personal Assistant
John Fox/Premier Cru
Berkeley, CA
11.2014 - 05.2015
- Assisted in budget tracking and expense reporting for operational efficiency.
- Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
- Used discretion when handling confidential information.
- Personal chef, providing daily meals based on nutritional guidelines.
- Developed personal fitness routine(s) based on ability and time.
Office Manager
Timothy R. Pearson, DDS
Walnut Creek, CA
01.2005 - 08.2010
- Managed daily office operations, ensuring efficient workflow and optimal patient experience.
- Coordinated scheduling for appointments, maximizing productivity and minimizing patient wait times.
- Trained and mentored administrative staff, fostering a collaborative team environment focused on excellence in service delivery.
- Developed and enforced office policies to streamline processes and improve compliance with healthcare regulations.
- Led initiatives to enhance patient communication strategies, resulting in increased satisfaction and retention rates.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Bookkeeper
Stephen L. Gold, DDS
Pinole, CA
02.2001 - 04.2004
- Managed accounts payable and receivable, ensuring accuracy and timely processing.
- Assisted in preparing financial reports for quarterly assessments and audits.
- Implemented improved bookkeeping procedures to enhance operational efficiency.
- Monitored cash flow to support effective budgeting and financial planning efforts.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Completed payroll for employees and maintained detailed records of procedures.
- Posted daily receipts and payments in accordance with corporate protocols.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Reduced errors in financial reporting by conducting thorough reviews and ensuring accurate data entry.
- Improved financial accuracy by reconciling accounts and identifying discrepancies in financial records.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Financial Coordinator/RDA
Thomas L. Cane, DDS
Berkeley, CA
11.1997 - 11.2000
- Oversaw invoicing processes, ensuring prompt billing of clients/vendors while minimizing errors in calculations or account entries.
- Order clinical and office supplies.
- OSHA representative, maintained records and training of team members.
- Customer service, appointment scheduling.
- Provide estimated insurance co-pays and complex coordination of treatment plans with specialty providers.
Education
Kinesiology/Exercise Science
Diablo Valley College
Pleasant Hill, CASkills
- PC and Mac Literate – Internet, programs, network operations, update & software installation
- Microsoft Office – Word, Excel, Power Point, Project Gallery
- Google Drive - Calendar, Documents, Excel
- Computerized accounting software – Quicken, Quickbooks Pro, Quickbooks Contractor’s Pro, Sage MAS 500
- Dental software programs - Orthotrac, OPMS, Softdent, Eaglesoft and many others
- Organizational leadership
- Office administration
- Document management
- Calendar management
- AI Implemantation
Timeline
Administrative Lead, Billing Dept. , Event Coord.
Salah Financial Corp | The Income Tax Center
12.2022 - 01.2026
Produce Clerk
Safeway/Store Manager (Laura)
09.2020 - 06.2021
Bartender/Server
Antlers Tavern/Geoff Torretta
03.2017 - 08.2019
Front Office Team Member
Todd B. Pearson, DDS
05.2016 - 06.2017
Treatment/Financial Coordinator
Cali Bay Dental Care/Zander Lin, DMD
09.2015 - 05.2016
Personal Assistant
John Fox/Premier Cru
11.2014 - 05.2015
Certified Personal Trainer
DBA, Feiling Strong Fitness Maximum Definition
12.2010 - 11.2021
Office Manager
Timothy R. Pearson, DDS
01.2005 - 08.2010
Bookkeeper
Stephen L. Gold, DDS
02.2001 - 04.2004
Financial Coordinator/RDA
Thomas L. Cane, DDS
11.1997 - 11.2000
Kinesiology/Exercise Science
Diablo Valley College