• Manage and maintain customer accounts and database. • Reconcile outstanding accounts receivable (AR) issues and run AR aging reports; review weekly for overdue invoices. • Download daily cash reports from the bank and accurately record payments. • Ensure all cash is posted for month-end reconciliation. • Conduct account research and analysis to resolve discrepancies. • Perform accounts receivable and general accounting functions as directed by senior management, following established procedures. • Collaborate closely with the Accounting Team and Billing Department to ensure all transactions are up-to-date and balanced. • Enter financial transactions into the internal database, maintaining a 100% accuracy rate and full compliance with internal policies. • Reconcile accounts payable (AP) ledgers to ensure all bills and payments are accurately posted. • Code and reconcile credit card statements at month-end. • Process payroll for independent contractors and aggregators. • Prepare and pay quarterly taxes to multiple U.S. states.

• Managed the initiation, cessation, and allocation adjustments for direct deposits, payroll deductions, and ACH payroll groups. • Maintained payroll records, ensuring accurate and timely posting of entries in payroll software. • Prepared and posted payroll journal vouchers to general ledgers daily, ensuring compliance with accounting standards. • Conducted daily balancing and settlement of Traveler’s checks and money orders. • Assisted in the payment process for all Credit Union bills, ensuring timely and accurate disbursements. • Processed vendor invoices and posted all checks to the general ledger, ensuring proper documentation and reconciliation. • Handled chargebacks promptly upon receipt, maintaining accurate records and communication with relevant parties. • Processed and reviewed checks returned by the Federal Reserve, taking necessary actions for resolution. • Analyzed, monitored, and reconciled general ledgers, including Automated Clearing House (ACH) transactions, mobile deposits, and MoneyGram activities. • Revised and updated policies and procedures to enhance efficiency and effectiveness in assigned tasks. • Served on the Innovation Council, contributing to the development and implementation of new programs aimed at benefiting both members and employees.

Ensure to provide excellent customer care through phone & email in a timely manner. Take order and sales support via phone. Provide heavy equipment rental quotes. Handle accounts receivable / billing related issues with accounts solely located in Southern California. Coordinate with staff outside sales representative to resolve an array of rental-related issues with customers. Open new business accounts. Process cycle billing.

Check patient’s in and out. Calculate and collect co-pay and balances. Schedule follow-up appointments and chemo treatments for new and established patients. Obtain and complete patient’s demographics. Verify insurance. Obtain referral from referring physician’s clinic as needed. Call and retrieve pre-certifications for patient’s treatments as needed. Retrieve patient medical records for physicians, nurses, and staff. Post payments and balances at the end of the day. Answer transfer multi-line phones. Pull and prep charts for next day clinic.

Retrieve patient medical records for physicians, nurses, and staff. Protect the security of medical records to ensure confidentiality. Scan medical records into patient’s digital chart for multiple MD’s. Edit, revise and clarify medical dictations without altering meaning. Mail, fax medical records to clinics, patients, legal entities and insurances.

Planned and prepared promotional material to increase insurance sales. Interacted and established relationship with leasing agents to help promote agent. Monitored and analyzed promotion results to determine cost effectiveness.

Worked for multiple attorneys and partners in different fields. Organized and sent meeting agendas for multiple water districts to city clerk’s office. Created and organized closing books for real estate attorney. Assisted Lobbyist in editing bill for meetings at state capital. Maintain personnel records. Establish meeting schedules and organize agendas. Administer travel plans. Route mail to designated areas. Process invoices reflecting attorneys time written down. Devise and maintain extensive filing system and corresponding cross-referenced list. Receive and process payments made to attorneys.