Associate

• Jun 2019 - Present

Sets up and maintains accounting and financial records for various small business clients, reconciles general ledger accounts, balance sheets/income statements, capital assets, and related financial reports. Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports. Reconciles financial discrepancies by collecting and analyzing account information. Secures financial information by completing database backups. Maintains financial security by following internal controls. Prepares payments by verifying documentation, and requesting disbursements. Prepares special financial reports by collecting, analyzing, and summarizing account information and trends.

Administrative Assistant

• Feb 2019 - Apr 2019

Office Support Manager

• Jul 2017 - Mar 2018

Administrative Assistant

• Jan 2015 - Jul 2017

•Provided administrative support for multiple CPAs and staff accountants at Certified Public Accounting Firm •Provided client service in person •Processed external financial records requests •Managed multiple CPAs calendars, CPE registration and meeting coordination •Assembled tax forms for distribution to clients for signature and followed up to ensure timely filing with IRS and taxation agencies •Proofed, printed & assembled materials for mailings and firm hosted workshops and events

Patient Care Coordinator

• 2013 - Aug 2014

•Managed patient scheduling, registration, and insurance coordination for a fast-paced office of seven Medical Providers in the Obstetrics and Gynecology department. •Balanced various competing priorities including answering a high volume of incoming calls, greeting and directing visitors and responding to in-person inquiries from patients and colleagues. •Collected and relayed confidential, sensitive information to and from patients. •Demonstrated ability to follow precise procedures and accurately record text and numerical data. •Acted as liaison between patients and medical personnel.