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Click here or scroll down to respond to this candidateCandidate's Name
PHONE NUMBER AVAILABLE
EMAIL AVAILABLE
EDUCATION
Queens College, City University of New York, Flushing, NY December Street Address
Bachelor of Arts in Accounting
TECHNICAL SKILLS
QuickBooks Pro, Outlook, MS Office, Monday.com, Lacerte Tax Software;
Languages: English and Spanish (native proficiency)
WORK EXPERIENCE
OPTUM PROHEALTH CARE, Lake Success, NY June 2018 - February 2024
Medical Billing Representative (Part-Time)
Responsible for billing revenue cycle as well as addressing patient balance inquires by phone and in person
Resolve claim denials with insurance companies and post charges to accounts daily
Conduct AR follow up and maintain extensive knowledge of managed care regulations and patient confidentiality
BAUMANN, DENNIS & HOCHULI, CPA, Floral Park, NY February 2023 November 2023
Staff Accountant
Bank reconciliations for cash activities
Prepared journal entries along with analyzing and reconciling general ledger accounts
Prepared operating budgets and financial forecasts with non-profit organizations. Prepared annual budget reports.
Maintained and balanced the general ledger for ten nonprofit organizations
Worked with internal auditors to ensure that procedures are consistent with the policies
Prepared accounting reports to the board of directors, and executive committee
Knowledgeable in entry level tax preparation, responsible for paying payroll taxes and quarterly reports
METRO TAX, Forest Hills, NY January 2022 November 2022
Junior Accountant
Utilized QuickBooks ERP software for daily accounting functions
Fully trained in completing bank reconciliations in a timely manner
Maintained and balanced the general ledger
Performed entry level payroll tasks
RITE AID PHARMACY, Great Neck, NY August 2017 - June 2018
Sales Associate
Provided excellent customer service and leadership support. Assisted with restocking the store
Answered and resolved customers inquiries, complains. Assisted in a friendly and helpful manner
Worked on different assignments throughout the shift, trained new employees on basic responsibilities
BANK OF AMERICA, Bronx, NY March 2006 - January 2011
Personal Banker (May 2010 - January 2011
Sales and Service Specialist (March 2006 - May 2010)
**Awarded Top 5 Personal Bankers achieved assigned goals in the region
Responsibilities included offering and selling financial products and services
Provided detailed analysis and assessment of customer needs, built customer loyalty
Resolved complex service issues and addressed them to appropriate staff to guarantee customer satisfaction
Responsible for processing transactions accurately and efficiently using established policies and procedures
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