Isabella Rickard
Financial Analyst at Roman Catholic Diocese of Orange- Claim this Profile
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English Native or bilingual proficiency
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Chinese Limited working proficiency
Topline Score
Bio
Experience
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Roman Catholic Diocese of Orange
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United States
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Religious Institutions
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1 - 100 Employee
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Financial Analyst
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Nov 2022 - Present
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PIMCO
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United States
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Investment Management
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700 & Above Employee
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Product Strategy Analyst, Credit
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Jul 2022 - Nov 2022
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EY
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United Kingdom
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IT Services and IT Consulting
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700 & Above Employee
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Tax Intern
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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
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Sutter Davis Hospital
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United States
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Hospitals and Health Care
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1 - 100 Employee
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Intern
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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
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Affordable Dentures & Implants
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United States
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Hospitals and Health Care
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700 & Above Employee
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Summer Intern
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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
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Morgan Hill Aquatics Park
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United States
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Biotechnology Research
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1 - 100 Employee
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Lifeguard
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May 2015 - Jun 2018
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Education
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University of California, Davis
Bachelor's degree, Business/Managerial Economics -
Oakwood School
High School Diploma