Yolanda Ortega
Bakersfield,CA
Summary
Detail-oriented Accounting Student and Administrative Professional with 5+ years of experience supporting financial and administrative operations, including municipal service. Skilled in financial data management, budgeting, purchasing, recordkeeping, and reporting. Proficient in QuickBooks, Microsoft Excel, and Google Workspace, with a proven commitment to accuracy, organization, confidentiality, and meeting deadlines.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Office Assistant
Valley Montessori Academy
11645 Venture Way
02.2025 - Current
- Serve as a primary point of contact for parents, staff, leadership, and visitors, providing professional communication, timely assistance, and discreet handling of sensitive matters.
- Manage high-volume communications, calendars, schedules, meetings, interviews, tours, and appointments while prioritizing competing demands and maintaining efficient workflows.
- Compile, verify, and maintain accurate attendance, payroll, timecard, enrollment, compliance, and personnel records.
- Provide financial and operational support through QuickBooks data entry, expenditure tracking, budget-related reporting, purchasing, and recordkeeping.
- Manage purchasing and inventory by ordering supplies, tracking deliveries and usage, maintaining records, and supporting daily office and classroom operations.
- Prepare, edit, and proofread reports, correspondence, forms, and administrative documentation with a high degree of accuracy and attention to detail.
- Enter, update, retrieve, and maintain information across Procare, QuickBooks, RecTrac, Transparent Classroom, Calendly, and other administrative systems.
- Maintain confidential records and coordinate information flow in accordance with organizational policies, licensing requirements, and privacy standards.
Clerk Typist
The City of Bakersfield
McMurtrey Aquatic Center
11.2021 - 02.2025
- Provided advanced administrative and secretarial support within a municipal department, supporting day-to-day operations and ensuring accurate, timely completion of departmental functions.
- Served as a knowledgeable resource on departmental procedures, administrative processes, filing systems, and established workflows, providing training and guidance to newly assigned and temporary staff.
- Prepared, edited, and finalized professional correspondence, departmental reports, agendas, forms, and specialized documents using City-approved systems and established administrative standards.
- Collected, entered, retrieved, and analyzed operational and statistical data to prepare accurate reports and information for departmental review and decision-making.
- Maintained organized and confidential administrative and operational records in accordance with municipal policies, records-retention requirements, and established procedures.
- Supported purchasing and administrative operations by monitoring routine supply orders, tracking expenditures, reviewing documentation, and helping maintain appropriate departmental resources.
- Exercised independent judgment when screening visitors and telephone calls, responding to inquiries, interpreting departmental policies and procedures, and determining appropriate next steps or referrals.
- Reviewed, sorted, prioritized, and routed incoming correspondence, mail, and administrative requests to ensure timely processing and follow-through.
- Performed routine calculations, verified figures, and reconciled supporting documentation to maintain accuracy in departmental records and reports.
- Provided responsive administrative support to supervisory personnel, helping maintain continuity of operations and service levels during periods of increased workload.
- Demonstrated strong attention to detail, organization, discretion, and follow-through while managing competing priorities in a structured, public-service environment.
Front Desk Receptionist
Kern County Neurological Medical Group
2701 F St.
11.2022 - 12.2023
- Provided professional front-office administrative support within a confidential medical environment, maintaining a welcoming, organized, and efficient experience for patients, visitors, and staff.
- Managed a high-volume, multi-line telephone system, professionally screening and prioritizing inquiries while directing calls and requests to the appropriate personnel.
- Scheduled and coordinated patient appointments with a high degree of accuracy, maintaining up-to-date records, minimizing scheduling conflicts, and supporting efficient daily operations.
- Maintained confidential patient records and sensitive information in accordance with privacy requirements, established procedures, and organizational standards.
- Processed patient payments and related financial documentation accurately, maintaining accountability and ensuring proper handling of transactions and records.
- Organized and maintained front-office files, records, and administrative materials to support efficient information retrieval and daily workflow.
- Communicated professionally with patients, visitors, and staff, exercising discretion and sound judgment when handling sensitive questions, requests, and information.
- Supported overall front-office operations by balancing competing priorities, maintaining accurate documentation, and contributing to a professional and service-focused environment.
Education
Associates Degree - Business Administration
Bakersfield College
Bakersfield, CA01-2027
High School Diploma -
Ridgeview High School
Bakersfield, CA05-2019
Skills
- Accounting & Administrative Support
- Transaction management
- Budget, Purchasing & Expense Support
- Financial Data Entry & Recordkeeping
- Data Analysis & Statistical Reporting
- QuickBooks, Microsoft Excel & Microsoft Office
- Confidential Financial & Personnel Records Management
- Reconciliation, Documentation & Records Retention
- Report Preparation & Document Management
- Google Workspace & Database Systems
- Professional Client, Staff & Executive Communication
- Typing Speed: 50 Net Words Per Minute
Certification
- Certified Professional Receptionist, Assistant Institute
Timeline
Office Assistant
Valley Montessori Academy
02.2025 - Current
Front Desk Receptionist
Kern County Neurological Medical Group
11.2022 - 12.2023
Clerk Typist
The City of Bakersfield
11.2021 - 02.2025
High School Diploma -
Ridgeview High School
Associates Degree - Business Administration
Bakersfield College