Ana Guerrero
Director Billing Operations at Law Office of Bryan Fagan- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Credentials
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Learning from Failure
LinkedInJul, 2016- Oct, 2024 -
TWIC
State Of Texas WorkforceAug, 2015- Oct, 2024
Experience
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Law Office of Bryan Fagan
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United States
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Law Practice
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1 - 100 Employee
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Director Billing Operations
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Dec 2017 - Present
-Manage 15 direct reports and participate in managing other staff -Offer client support in all areas as needed -Create analysis to offer insight to managing board -Process client invoices and vendor bills into QuickBooks Online. -Research details regarding client payments so that they can be properly applied in QB. -Prepare AP checks for review and signature by the Managing Partner -Verifies, balances, and records receipt of funds and prepares deposits into proper accounts. -Prepare checks related to client matters for review and signature by the Managing Partner -Use Quickbooks Pro accounting software. -Prioritize multiple functions and work independently in a traditional office environment. -Daily journal entries and expense categorization -Track and maintain A/P and A/R for the firm -Assist with other admin duties as necessary. -Strong written and verbal communication skills, able to respond quickly and in a professional manner -Detailed oriented with exceptional organizational skills. -Strong analytical and problem-solving skills. -Self-motivated. High energy level and enthusiastic personality. -High degree of accuracy and attention to detail -Managed employee benefits -Perform all bookkeeping functions -Law firm client billing and accounts receivable in Clio Manage -Pay vendor bills and manage accounts payable -Data entry -Process credit card transactions -Bank deposits -Payroll -Ensure employee handbook and policies meet regulatory requirements -Reconcile bank statements Show less
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QUALITEK LLC
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United States
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Industrial Automation
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1 - 100 Employee
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Office Manager/ Bookkeeper
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Jul 2015 - May 2017
● Manage HR as well as payroll manually before converting to ADP and Paychex ● Calculate time, process and pay any liens and garnishments for 40 employees ● Full Charge Bookkeeping using QuickBooks ● Assist with translating NDT related material ● Full cycle AP, AR and inventory ● Purchase Order and Sales Order matching when necessary ● Communicate with Vendors & Clients to reach satisfactory payment arrangements ● Make travel arrangements for several executives ● Ensure all licenses & employee certifications are in full force and in satisfactory standing according to both federal and state agencies ● Create, post and reconcile all GL accounts and credit/ bank accounts ● 3rd Party Invoice Factoring ● Retainage calculations and lien documents. Partial billing as required by contract and G701/ G702 documents Show less
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ABM Industries
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United States
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Facilities Services
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700 & Above Employee
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Benefits Accountant
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May 2011 - Dec 2014
Responsible for all carrier payments and reconciliation from a premium payment point of view versus a carrier payment to employees benefit deductions. Starting as an analyst first gives you a different perspective as to how you view my new role. GL reconciliations i addition to payroll vs premiums paid reconciliations. Generate and post Month End JEs as well as primary JE poster for our team in JDE according to GAAP principles. Responsible for all carrier payments and reconciliation from a premium payment point of view versus a carrier payment to employees benefit deductions. Starting as an analyst first gives you a different perspective as to how you view my new role. GL reconciliations i addition to payroll vs premiums paid reconciliations. Generate and post Month End JEs as well as primary JE poster for our team in JDE according to GAAP principles.
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Loan Staff Accountant
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Aug 2006 - Dec 2009
I worked for a loan originating mortgage company and performed all the duties related to a new loan as well as transferring to a new servicing company according to GAAP and several government guidelines I worked for a loan originating mortgage company and performed all the duties related to a new loan as well as transferring to a new servicing company according to GAAP and several government guidelines
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Re/Max Realty
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United States
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Real Estate
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1 - 100 Employee
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Staff Accountant
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Sep 2005 - Jul 2006
Month-end reports, Bank reconciliations. Full Cycle Accounts Payable for all 3 entities within the one partnership. Accounts Receivable for 3 entities within organization. Process, log, and deposit all commission payment to registered agents and buyer agents within the company. Pay commission to agents, buyer agents and third party agents based on commissions earned and supporting documentation. Process in excess of $200,000 on weekly basis in commissions alone. Assist with outsourced payroll and related functions. Serve as human resource liaison to approximately 35 employees. Background checks on current and potential employees. Administer health, dental and vision benefit plans for all employees. As well as administer several large corporate accounts. Show less
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Administrative Assistant/ Accounts Payable
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Apr 2001 - Aug 2005
Duties varied upon assignment. Assignments included doing payroll for approximately 500 employees for a small company that held privately owned franchises in the Houston Intercontinental Airport System. Reconcile and record daily cash deposits. Using AS400 did data entry as needed. Also included assignment for large used car dealership to process & request used sales tax refunds from State of Texas on returned vehicles. Post monthly car payments and assist in closing contracts for new car loans. Show less
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IKON Management Services
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Leasing Non-residential Real Estate
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1 - 100 Employee
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Funding Supervisor/ Staff Accountant
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Jun 1999 - Sep 2002
Review inter-company contracts and pay/ bill accordingly via a Journal entry to General Ledger. Supervising 5 employees, Full Cycle Accounts Payable to In-House and 3rd Party Vendors. Reconcile, log and process over 3,000 invoices weekly. Reconcile and account for any outstanding invoice. Month-end close related process and reports. Work directly with controllers in all 13 National Regions. Investigate any abnormal invoices and review contracts for pricing information Review inter-company contracts and pay/ bill accordingly via a Journal entry to General Ledger. Supervising 5 employees, Full Cycle Accounts Payable to In-House and 3rd Party Vendors. Reconcile, log and process over 3,000 invoices weekly. Reconcile and account for any outstanding invoice. Month-end close related process and reports. Work directly with controllers in all 13 National Regions. Investigate any abnormal invoices and review contracts for pricing information
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Fairbanks Medical Center Hospital
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Hospitals and Health Care
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1 - 100 Employee
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Collections Specialist II
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May 1998 - Apr 1999
Duties included working with business office manager and assist with trend reporting. Analyze outstanding debt as well as weekly and monthly goals and market standards. Assist in reporting for month end purposes to hospital CFO. Business collections dealing primarily with insurance companies. Some personal collections. Cross-trained in multiple areas, which include Collections, Customer Service, Data Entry, PBX Operator, Cash Applications, Insurance Verification, and reviewing managed care contracts. Monitor 25 employees output and production. Show less
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Assistant Store Manager
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Nov 1995 - May 1998
Duties included Customer Service, Cash Register Deposit, Data Entry, and Lease Contracts. Payment posting. Customer Credit Application Verification. Meet and review weekly sales goals. Supervise 4 employees. Monthly budgets. Approve & submit payroll Duties included Customer Service, Cash Register Deposit, Data Entry, and Lease Contracts. Payment posting. Customer Credit Application Verification. Meet and review weekly sales goals. Supervise 4 employees. Monthly budgets. Approve & submit payroll
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Education
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1998 - 2000
Computer Learning Center
Network Management, Network Management -
1994 - 1996
University of Houston-Downtown
Basics
Community
