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Work Background
Conversion LogixBookkeeper
Jan. 2024Bothell, Washington, United StatesAccounts Receivable | Data Analysis | Financial Operations | AI-Driven Insights At Conversion Logix, a leading digital marketing agency, I manage the full accounts receivable cycle for a diverse portfolio of clients, ensuring timely invoicing, payment tracking, reconciliations, and financial reporting. I oversee 1,500+ vendor accounts and collaborate cross-functionally to improve cash flow and optimize AR processes. In addition to my bookkeeping responsibilities, I support data analytics initiatives by utilizing Excel and spreadsheet-based models to analyze incoming payment data from digital campaigns and services. I’ve conducted regular audits, built reporting tools, and applied data analysis techniques to identify discrepancies, streamline financial operations, and improve data quality. Highlights of my work include: Leveraging Excel, pivot tables, and formula-driven dashboards to automate reconciliation workflows and generate weekly cash flow forecasts. Conducting in-depth analysis of campaign payments to ensure proper allocation and surface performance insights for strategic decision-making. Digitizing and organizing financial records into an accessible repository, improving reporting efficiency and data accuracy. Applying data queries and spreadsheet logic to drive audit readiness and uncover billing anomalies in fast-paced, high-volume environments. My approach combines financial rigor with a data-informed mindset, using analytics and AI-assisted tools to support strategic initiatives and deliver a seamless client experience.
Freelance (Self employed)Bookkeeper
Apr. 2019 - Mar. 2025Kirkland, Washington, United StatesFreelance Certified Bookkeeper | Small Business Support | Financial Clarity & Clean Books I’m a Certified Bookkeeper with 6+ years of experience helping small businesses, entrepreneurs, and creative professionals bring clarity and structure to their finances. While bookkeeping might not be everyone’s cup of coffee—it's absolutely mine. I specialize in cleaning up messy books, managing day-to-day financials, and delivering accurate, timely reporting so my clients can stay focused on growing their businesses. Whether you're months behind on reconciliations or just need someone you can trust to keep things running smoothly, I bring a proactive, detail-driven, and friendly approach to every engagement. I work remotely, stay organized, and prioritize clear communication—because your numbers should work for you, not against you.
Freelance Certified Bookkeeper | Small Business Support | Financial Clarity & Clean Books I’m a Certified Bookkeeper with 6+ years of experience helping small businesses, entrepreneurs, and creative professionals bring clarity and structure to their finances. While bookkeeping might not be everyone’s cup of coffee—it's absolutely mine. I specialize in cleaning up messy books, managing day-to-day financials, and delivering accurate, timely reporting so my clients can stay focused on growing their businesses. Whether you're months behind on reconciliations or just need someone you can trust to keep things running smoothly, I bring a proactive, detail-driven, and friendly approach to every engagement. I work remotely, stay organized, and prioritize clear communication—because your numbers should work for you, not against you.
Positive Chiropractic and WellnessMedical Billing Specialist & Operations Analyst
Apr. 2019 - Jul. 2023Kirkland, Washington, United States-Leveraged data-driven tools to manage scheduling, payroll, inventory, and HR operations for clinical staff and
doctors; implemented new systems and processes using performance and workforce metrics to improve operational
efficiency. -Oversaw all accounting functions for the clinic, applying analytical skills to monitor financial performance, identify
trends in expenditures, and support budget planning. -Coordinated end-to-end medical billing workflows, using data reconciliation techniques to resolve discrepancies
between insurance claims, personal injury cases, and legal communications. -Tracked and analyzed trends in appeals, coverage denials, and aging AR; utilized platforms like Availity,
OneHealthPort, and Optum to extract insights and resolve claims more efficiently. -Generated patient and vendor statements using reporting tools and Excel-based models; monitored collections data
and created actionable follow-ups to improve receivables performance.
Positive Chiropractic and WellnessMedical Office Manager
Apr. 2019 - Jul. 2023At Positive Chiropractic and Wellness, I led daily office operations with a focus on efficiency, compliance, and exceptional patient care. I managed scheduling, front-desk coordination, and patient communications while ensuring full compliance with healthcare regulations and maintaining accurate, organized records. I trained and supervised front office staff, fostering a collaborative environment and optimizing workflow for both administrative and clinical teams. I also identified and implemented process improvements that streamlined billing procedures, reduced claim rejections, and enhanced the patient intake experience. Through my efforts, I contributed to improved billing accuracy, stronger financial performance, and smoother day-to-day operations. My experience in healthcare finance, patient relations, and office administration allows me to support organizations with both strategic insight and hands-on execution.
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