Veronica S. Robles
Pasadena
Summary
Dynamic Accounts Receivable Analyst with experience budget analysis and invoice preparation. Proven ability to enhance client relations and streamline billing processes. Proficient in Microsoft Excel and adept at problem-solving, ensuring timely reimbursements and maintaining compliance with financial regulations. Recognized for improving workflows and fostering collaboration across departments.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Accounts Receivable Analyst
Lighthouse Agency/ Pacific Clinics
Arcadia
10.2024 - Current
- Create spreadsheets using Excel to analyze program expenses.
- Run necessary GL and P&L reports to prepare cost reimbursement invoices.
- Collaborate closely with finance to analyze budget limitations for each program, and ensure proper billing.
- Provide information on accounts receivable inquiries from other departments and the county.
- Generate client flex fund expenditure invoices.
- Generate monthly cost reimbursement invoices for Santa Clara County programs.
- Track monthly and quarterly invoices.
- Collaborate with program managers to obtain backup documentation needed for invoice submittals.
- Collaborate with finance to complete monthly accruals for each program, as needed.
Accounts Receivable Specialist/ Receptionist
ASC Process Systems
Valencia
02.2004 - 08.2024
- Processed contracts with efficiency and accuracy.
- Oversaw account receivables files
- Posted cash receipts.
- Collaborated with sales, engineering, and service departments to coordinate billing processes.
- Checked postings and documents for correctness, accuracy and proper coding.
- Monitored customer account details to minimize or rectify non-payments, delayed payments and other irregularities.
- Prepared aging reports to identify past due accounts.
- Provided updates on status of contract processes to upper management and other important personnel.
- Prepared contractual documents such as NDAs, service agreements, and purchase orders.
- Administered contract change requests and resolution.
- Advised senior management regarding complex contractual issues.
- Worked with management team to improve workflows and eliminate unnecessary tasks.
- Answered questions from customers regarding their billing or payment status.
- Received payments from customers via cash, check and credit cards to pay company invoices.
- Prepared and issued customer invoices, monitored receivables, and managed collections process.
Escrow Assistant
Brentwood Escrow
Brentwood
10.2003 - 12.2003
- Led document processing activities within the DocNet Escrow System.
- Ordered demands, HOA statements, evidence of insurance and other required documents.
- Reviewed files, records and other documents to obtain information or respond to requests.
Escrow Assistant/ Receptionist
San Fernando Realty
San Fernando
08.2002 - 10.2003
- Notarized documents when necessary during the course of a transaction.
- Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
- Prepared forms for real estate transactions such as deeds, mortgages, and other legal documents.
- Ordered demands, HOA statements, evidence of insurance and other required documents.
- Reviewed files, records and other documents to obtain information or respond to requests.
- Verified accuracy of loan documents prior to closing.
- Drafted settlement statements for review by both parties prior to closing.
- Answered customer questions to maintain high satisfaction levels.
- Collaborated with team members to ensure all aspects of an escrow are completed accurately.
Medical Administrative Assistant
Presidio Medical Group
Escondido
05.2001 - 06.2002
- Answered phones, scheduled appointments, and provided general information to callers.
- Transmitted medical records and other correspondence by mail, e-mail, or fax.
- Assisted with coding medical records using ICD-10 coding standards.
- Collected co-pays and insurance data, applying full and proper payment to patient accounts.
- Entered patient demographic information into the Electronic Health Records system.
- Communicated with patients via phone, email and in person to obtain payments on outstanding accounts or accounts requiring deductibles or co-pays.
- Maintained confidentiality of all patient information according to HIPAA regulations.
- Greeted patients, determined purpose of visit and directed to appropriate staff.
- Provided administrative support to clinical staff as needed.
- Assisted with scheduling diagnostic tests such as X-rays, MRIs, and CT scans when requested by physicians or nurse practitioners.
- Managed front office customer service, appointment management, billing and administration tasks to streamline workflow.
Education
Accounts Receivable Specialist – certification program - Accounting
Financial Business Network Institute
07.2014
Computerized Accounting - Accounting
North Valley Occupational Center
Mission Hills, CA06.2006
Medical Administrative Assitant/ Medical billing - Health Administration
Concorde Career Institute
San Diego, CA05.2001
Child Development - Behavioral Sciences
Los Angeles Valley College
Van Nuys, CA05.2000
Some College (No Degree) - Business Administration
Los Angeles Mission College
Sylmar, CASkills
- Client Relations Management
- Written communication
- Accounts payable
- Accounts Receivable Management
- Proficient in MAS100 Accounting
- SSPN online billing system
- ISP GE online billing system
- ARIBA online billing system
- Persimmony billing system
- WAWF government billing system
- Government Contract Billing Management
- Microsoft Office Proficiency
- Microsoft Excel
- Invoice preparation
- Accounts reconciliation
- Budget analysis
- Contract processing
- Problem solving
- Adobe Pro
- Accounting principles
- Project Management
- Collaboration
- Multi-phone line systems
- SAGE Intacct
- Daily cash receipts
- Credit card processing
- Communication Skills
- Adaptive person
- Time management
- Confidentiality
- Interpersonal skills
- Problem-solving aptitude
Affiliations
- Daily workout routine to promote good physical & mental health
- Daily meditations to promote good mental health
- Enjoy cooking together with husband
- Enjoy daily evening walks with our Pomeranian dog
Languages
Spanish
Native/ Bilingual
Certification
- Accredited Receivables specialist Certification obtained in 2014 and is kept renewed each year with continued education units
References
References available upon request.
Timeline
Accounts Receivable Analyst
Lighthouse Agency/ Pacific Clinics
10.2024 - Current
Accounts Receivable Specialist/ Receptionist
ASC Process Systems
02.2004 - 08.2024
Escrow Assistant
Brentwood Escrow
10.2003 - 12.2003
Escrow Assistant/ Receptionist
San Fernando Realty
08.2002 - 10.2003
Medical Administrative Assistant
Presidio Medical Group
05.2001 - 06.2002
Accounts Receivable Specialist – certification program - Accounting
Financial Business Network Institute
Computerized Accounting - Accounting
North Valley Occupational Center
Medical Administrative Assitant/ Medical billing - Health Administration
Concorde Career Institute
Child Development - Behavioral Sciences
Los Angeles Valley College
Some College (No Degree) - Business Administration
Los Angeles Mission College
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