Experience

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  The San Diego County Bar Association

  • United States
  • Legal Services
  • 1 - 100 Employee

  • Staff Accountant

    • Jan 2021 - Present

  • Accounting Coordinator

    • Apr 2016 - Jan 2021

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  MODIS Professional Services: Kaiser Permanente

  • Greater San Diego Area

  • Service Center Representative / Account Administrative Representative

    • Sep 2015 - Feb 2016
    • Greater San Diego Area

    Responsible for performing various customer service tasks including the process of membership enrollments for individual employer group health plan individuals, and Medicare eligible individuals using CMS compliant applications, workflow and work management systems through the utilization of various tasks which include but are not limited to: • Processing enrollments, terminations, corrections, reinstatement's, plan benefit changes and supplemental rider packages for existing healthcare memberships. • Using critical thinking to determine eligibility based on general criteria; specific conditions, events, area coverage, and special election periods. • Reviewing employer/purchaser group health plan contracts for individual member eligibility and ensuring that contract revisions are accurately updated in a timely manner.• Verifying Medicare/Medical entitlements via MARx online applications.• Setting up & maintaining member data and assigning medical record numbers to generate & distribute contracts & member I.D. cards; providing facilities support, and entering documents into the workflow imaging system.• Interacting with members and purchaser benefit administrators to obtain missing information, answer questions; and explain Health Plan policy & contractual provisions related to membership & billing.• Ensuring purchasers compliance with health plan policies & contractual provisions.• Performing account and database maintenance; including research to support contracts administration.• Providing office support including filing & retrieving documents, and processing returned mail.

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  VOLT: AT&T/Cricket Wireless, San Diego, CA

  • Greater San Diego Area

  • Data Analyst for Accounting Dept. / Associate Coordinator

    • Aug 2012 - Feb 2015
    • Greater San Diego Area

    • Actively assisted revenue assurance department by preparing and auditing monthly reconciliation reports for government reimbursement using advanced MS Excel and MS Access functions and calculations.• Exercised the use of queries in MS Access; extracting data from multiple databases, in order to meet all government reimbursement requirements.• Employed the use of vlookup formulas on application data fields, in order to identify customer accounts with incorrect data, and multiple accounts.• Utilized various spreadsheet formulas to correct inaccurate customer data information during the reporting process to ensure final reports where approved for submission.• Utilized pivot tables to identify and track error categories for customer application data, and to identify customers with specific rate plans. • Reviewed various reports to ensure the accuracy of rate amounts where applied to the appropriate rate plans during the month of reconciliation. • Drafted training documents and procedures; including establishing processes and procedures. • Reviewed internal billing systems for active and current paid customer wireless accounts.• Approved customer (low income) applications for eligibility for the Universal Lifeline program.• Coordinated and prepared reconciliation data to assign & track team progress.• Researched and verified fraudulent customer activity. • Performed de-activation of customer wireless accounts.• Processed daily an average of 85 lifeline applications utilizing the CRM corporate billing system.• Applied the appropriate discounts to eligible customer accounts.• Verified customers’ eligibility utilizing two database systems.

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  Nu-Way ICM / Operation BHILD

  • Greater San Diego Area

  • Executive Office/Financial Administrator

    • Aug 2002 - Aug 2012
    • Greater San Diego Area

    • Managed daily office operations.• Created PowerPoint presentations used for training and business development.• Prepared and properly routed expense reports, contracts and invoices through the signature approval process.• Prepared and reviewed all facility rental leases to ensure that tenants received a proper level of service.• Collected and kept careful records of facility rental payments.• Prepared purchase orders and expense reports; and disbursed vendor payments and petty cash on an as-needed basis to department staff. • Worked with a third-party vendor to process employee payroll and contractor payments. • Managed non-profit community outreach division, including event coordination; grant writing and contract management.• Issued paychecks to vendors and suppliers on a monthly basis. • Maintained accounts receivable documentation electronically and on paper.• Processed bank reconciliations and financial reports to verify practice of proper due diligence.• Handled cash and deposits using the proper accounting procedures and documentation.• Prepared event sponsorship packets for fundraising, media and marketing efforts.

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  XO Communications

  • Office Administrator / Executive Secretary

    • Sep 1999 - Aug 2002

    • Served as executive assistant to the Vice President / General Manager of the regional sales organization, the director of engineering, operations, marketing, human resources, and department managers.• Scheduled meetings, team conferences, on and offsite training sessions and managed conference room schedule.• Drafted meeting agendas, supplied advance materials, prepared meeting minutes, and executed follow-up for action items.• Hired and supervised receptionist, and three sales coordinators; including scheduling of front desk rotation coverage. • Facilitated new hire set-up and training; workstation assignments, desk equipment set-up, distribution of access badges, and cell phones. • Planned travel for four executives and maintained travel and expenditure reports.• Acted as authorized requisitioner for all company expenses; tracking, monitoring, and reporting of company credit card purchases for corporate headquarters.• Oversaw maintenance of facilities and office equipment.• Ordered and managed distribution of office supply products. • Researched and generated profiles for prospective customers; order processing, invoices and purchase requisitions.• Prepared and distributed sales reports.