Experience

MyFEDBenefits

• United States
• Financial Services
• 1 - 100 Employee

• Independent Insurance Agent

  • Aug 2018 - Present

  • Contact leads provided by company by phone, email, text and mail to schedule appointments • Visit customer homes to present the company’s various Life Insurance and Annuity products • Calculate premiums and establish payment method. Submit and follow up with customers applications • Communicate with customers and Insurance company for questions and correspondences • Contact prospective customers from referrals and perform mass mailings to generate own leads • Comply with all government regulations for the Insurance industry • Qualified to participate in the Senior Sales Agent group after being the top producer in less than 9 months Show less



Carpenter Funds Administrative Office of Northern California, Inc.

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Bookkeeper

  • Aug 2016 - Aug 2018

  • Utilized accounting/reporting (Great Plains/FRX), spreadsheet and word processing software • Gathered, researched, and reconciled Internal and External data detail sources, reports and statements related Not-for-Profit and/or Taft-Harley Employee Benefit Plan Entities • Examined and recorded all financial transaction for the Health & Welfare Trust book • Prepared general ledger journal entries, trial balance and monthly financial statements such as Balance Sheets, Income Statements and other management reports • Performed monthly bank and general ledger accounts reconciliations • Prepared month-end closing, made year-end adjusting entry and worked with auditors for annual audit • ERISA, GAAP, Federal and State reporting • Assisted with the development of procedures and communication systems with the purpose of promoting understanding of corporate accounting functions and office procedures Show less



Associated Third Party Administrators (ATPA)

• Insurance
• 1 - 100 Employee

• Full Charge Bookkeeper

  • Jan 2014 - Aug 2016

  • Received, approved, coded, and, when necessary, investigated client’s accounts payable invoices • Paid supplier invoices in a timely manner • Ensured that receivables are collected promptly • Recorded cash receipts and make bank deposits. Conducted a monthly reconciliation of every bank and investment account • Issued financial statement. Reconciled Balance Sheet. Kept track of clients assets • Assembled information for external auditors for annual audit • Complied with local, state, and federal government reporting requirements • Communicated (both in verbal and written form) with clients, client’s suppliers, vendors, banking contacts, and auditors Show less



The Vo's Restaurant

• Oakland, CA

• Operation/Accounting Manager

  • Mar 2009 - Dec 2013

  • Managed business operations, including payroll, invoicing, inventory, and human resource related matters • Oversaw food and beverage purchasing, food safety handling, kitchen operations • Interviewed, hired and trained new quality servers, bussers and kitchen employees • Managed Food & Labor Costs to produce maximum profits • Performed all financial activities to include quarterly and annual P&L statements and management reports • Received, recorded, and deposited cash and checks as well as reconciled records of bank transactions • Reconciled all bank and credit card statements Show less



Community Health Center Network

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Accountant I/HR Assistant

  • Mar 2007 - Feb 2009

  • Processed and recorded employee payroll, vacation and sick leave hours and sent to the payroll company; Maintained master file of leave records • Prepared orientation packet for new employees • Received approval of all accounts payable invoices and supplied payments to vendors on a weekly basis • Responded promptly to inquiries from staff and clients via mail, e-mail and fax • Researched and resolved billing and invoice problems • Processed journal entries, online transfers and payments • Received, recorded, and deposited cash and checks as well as reconciled records of bank transaction • Issued W2’s to employees & 1099 to contractors Show less



Planet Coffee

• United States
• Food & Beverages
• 1 - 100 Employee

• Owner/Operator

  • Jul 2004 - Dec 2006

  • Owned and operated coffee/deli shop • Directed general store operations, monitored food quality • Maintained bookkeeping and accounting for business • Managed weekly inventory with attention to the business budget. • Trained employees to ensure a positive experience for every guest. • Promoted guest satisfaction for steady repeated business • Maintained a strong community presence through partnership with community and business organizations • Owned and operated coffee/deli shop • Directed general store operations, monitored food quality • Maintained bookkeeping and accounting for business • Managed weekly inventory with attention to the business budget. • Trained employees to ensure a positive experience for every guest. • Promoted guest satisfaction for steady repeated business • Maintained a strong community presence through partnership with community and business organizations



Advanced Respiratory Care (Sutter Health)

• San Leandro, CA

• Senior Billing Specialist

  • Dec 2001 - Jun 2004

  • Managed health plan billing process to ensure accuracy of information, coding, calculations and made adjustments • Examined supporting documents to establish proper authorization and conformance with contracts, policies, regulations, and standard accounting practices • Responded to and resolved inquiries from members, providers and health plan service representatives. • Collaborated with A/R Manager to address customer billing concerns including disputed billings, and other related issues • Developed and implemented billing procedures and process improvements Show less



Asian Health Services

• United States
• Medical Practices
• 100 - 200 Employee

• Billing Specialist II

  • Mar 1993 - Nov 2001

  • Processed electronic billing for managed care, fee-for-services, private insurance and HMOs • Performed heavy reconciliation of customer accounts and Oversaw month-end closings and created production reports • Monitored and tracked patients’ A/R aging report and worked with the Revenue Manager to research and resolve A/R issues and discrepancies; Followed up on unpaid claims to ensure there were no 60-90 days outstanding charges • Processed electronic billing for managed care, fee-for-services, private insurance and HMOs • Performed heavy reconciliation of customer accounts and Oversaw month-end closings and created production reports • Monitored and tracked patients’ A/R aging report and worked with the Revenue Manager to research and resolve A/R issues and discrepancies; Followed up on unpaid claims to ensure there were no 60-90 days outstanding charges