Isabella Rickard

Financial Analyst at Roman Catholic Diocese of Orange
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency
  • Chinese Limited working proficiency

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Bio

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Experience

    • United States
    • Religious Institutions
    • 1 - 100 Employee
    • Financial Analyst
      • Nov 2022 - Present

    • United States
    • Investment Management
    • 700 & Above Employee
    • Product Strategy Analyst, Credit
      • Jul 2022 - Nov 2022

    • United Kingdom
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Tax Intern
      • Jun 2021 - Aug 2021

      - Audited documentation of quarter provisions and ensured compliance for large technological corporations - Prepared FAC memos for high profile technological clients - Aided in R&D credit studies and qualification interviews - Assisted with GCR provision preparations on Form M-1 supports - Provided support preparations for international tax form 8858s - Audited documentation of quarter provisions and ensured compliance for large technological corporations - Prepared FAC memos for high profile technological clients - Aided in R&D credit studies and qualification interviews - Assisted with GCR provision preparations on Form M-1 supports - Provided support preparations for international tax form 8858s

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Intern
      • Jan 2020 - Mar 2020

      - Coded and kept confidentiality with patient files - Managed 100 patient accounts at a time - Filled out, processed, and itemized expenses digitally for all purchase orders to refill stock - Monitored stock levels and managed deliveries for the inventory of supplies - Reported any purchase discrepancies to external agencies and internal analysts - Handled procurement, verification, and distribution for the hospital meal plans to ensure patients received proper nutrition -… Show more - Coded and kept confidentiality with patient files - Managed 100 patient accounts at a time - Filled out, processed, and itemized expenses digitally for all purchase orders to refill stock - Monitored stock levels and managed deliveries for the inventory of supplies - Reported any purchase discrepancies to external agencies and internal analysts - Handled procurement, verification, and distribution for the hospital meal plans to ensure patients received proper nutrition - Prepared cost reports and budget analyses for supervisors - Following and enforcing product standards to ensure vendor compliance Show less - Coded and kept confidentiality with patient files - Managed 100 patient accounts at a time - Filled out, processed, and itemized expenses digitally for all purchase orders to refill stock - Monitored stock levels and managed deliveries for the inventory of supplies - Reported any purchase discrepancies to external agencies and internal analysts - Handled procurement, verification, and distribution for the hospital meal plans to ensure patients received proper nutrition -… Show more - Coded and kept confidentiality with patient files - Managed 100 patient accounts at a time - Filled out, processed, and itemized expenses digitally for all purchase orders to refill stock - Monitored stock levels and managed deliveries for the inventory of supplies - Reported any purchase discrepancies to external agencies and internal analysts - Handled procurement, verification, and distribution for the hospital meal plans to ensure patients received proper nutrition - Prepared cost reports and budget analyses for supervisors - Following and enforcing product standards to ensure vendor compliance Show less

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Summer Intern
      • Jul 2018 - Aug 2018

      - Created, managed and kept confidentiality with patient financial accounts - Ensured and confirmed client payments and company expenses to prevent discrepancies - Indexed files, receipts, and records in the transition from hard copy to soft copy - Communicated with clients to direct them to designated treatment areas - Filed and handled methods of payment (checks, cash) and patient documents (bank statements, health history forms) - Typed, edited, and proofread official company… Show more - Created, managed and kept confidentiality with patient financial accounts - Ensured and confirmed client payments and company expenses to prevent discrepancies - Indexed files, receipts, and records in the transition from hard copy to soft copy - Communicated with clients to direct them to designated treatment areas - Filed and handled methods of payment (checks, cash) and patient documents (bank statements, health history forms) - Typed, edited, and proofread official company correspondence with vendors, customers, and management Show less - Created, managed and kept confidentiality with patient financial accounts - Ensured and confirmed client payments and company expenses to prevent discrepancies - Indexed files, receipts, and records in the transition from hard copy to soft copy - Communicated with clients to direct them to designated treatment areas - Filed and handled methods of payment (checks, cash) and patient documents (bank statements, health history forms) - Typed, edited, and proofread official company… Show more - Created, managed and kept confidentiality with patient financial accounts - Ensured and confirmed client payments and company expenses to prevent discrepancies - Indexed files, receipts, and records in the transition from hard copy to soft copy - Communicated with clients to direct them to designated treatment areas - Filed and handled methods of payment (checks, cash) and patient documents (bank statements, health history forms) - Typed, edited, and proofread official company correspondence with vendors, customers, and management Show less

    • United States
    • Biotechnology Research
    • 1 - 100 Employee
    • Lifeguard
      • May 2015 - Jun 2018

Education

  • University of California, Davis
    Bachelor's degree, Business/Managerial Economics
    2018 - 2022
  • Oakwood School
    High School Diploma
    2014 - 2018

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