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Work Background
Metal Air Products, Inc.Administrator, Account Payable/ Accounts Receivable, Bookkeeping
Jul. 2023 - Oct. 2024Las Vegas, NV- Led the reconciliation of nine months of past-due accounts in QuickBooks, rectifying errors, restoring accurate financial records, ultimately ensuring reliable data for operations.
- Managed the full spectrum of AP and AR processes, including reviewing, entering, and paying bills, creating and dispatching invoices, sending monthly statements, and coordinating customer communications for account management
- Successfully collected over a quarter million in past-due accounts by implementing structured follow-ups and direct customer outreach, significantly boosting cash flow.
- Navigated administrative complexities related to the owner’s passing by coordinating with vendors to reestablish account access, utilizing business documentation and death certificates to ensure continuity.
- Established an online presence for the business through social media posts and customer engagement, building brand visibility and enhancing customer relations.
- Reviewed, processed, and evaluated new credit applications, collaborating with customers to set up and manage lines of credit, and making approval decisions to support responsible business growth.
- Collaborated closely with a third-party bookkeeping company, providing necessary reports and documentation to ensure timely processing of monthly books, accurate payroll management, sales tax reports.
- Became QuickBooks Desktop Certified, leveraging this expertise to troubleshoot technical issues, maintain accurate monthly reconciliations, and provide financial insights to support decision-making.
- Spearheaded a review and integration of a new health insurance plan, managing all payroll deductions and coordinating benefits to enhance employee support.
- Managed vendor relationships, scouted new vendors, coordinated design and ordering of business cards, and handled administrative tasks such as sending Christmas gifts to clients, strengthening overall business operations and client rapport.
All Type Mechanical Services, Inc. Admin I
Mar. 2022 - Jul. 2023Colorado Springs, Colorado, United States- Managed comprehensive accounts payable operations, overseeing invoicing processes and ensuring timely approvals and escalations for seamless financial transactions.
- Transitioned from a project-based role to a full-time accounting position within two months due to demonstrated expertise in accounting functions and reliability.
- Processed and recorded accounts payable transactions with a focus on accuracy and adherence to company policies, ensuring compliance and error-free payments for invoices and staff reimbursements.
- Conducted detailed reviews of AP invoices, validating information and updating accounting codes as necessary for precise financial reporting.
- Identified and resolved discrepancies, proactively engaging with managers and training team members to maintain high financial standards.
- Maintained detailed logs for construction project orders, accurately tracking data to support project management and cost accountability.
- Acted as the primary liaison for vendors and service providers, fostering productive relationships and streamlining vendor management processes.
- Enhanced customer service by coordinating follow-up on service calls and tracking construction-related projects to ensure client satisfaction and timely project completion.
Insight Global/MetagenicsCustomer Service Representative
Dec. 2018 - Jun. 2019Aliso Viejo, California•Provide general customer service and perform inside sales for wholesale vitamins, dietary supplements and medical food only available with a prescription •Take incoming customer calls ensuring the caller is in correct department and answer general inquiries; transfer to correct department and coordinate with e-commerce department, Bariatric advantage and MetaDirect
•Take physician, office and drop ship orders applying current promotions; checking inventory and inform customers of backorders
•Take payment information, verify credit card or electronic check, and submit payment to accounting department
•Address quality control cases and report to a third-party safety line; report to internal quality control all information including product name, lot and expiration, product location, adverse reaction, safety call case number, contact name, address, phone and email
•Replace manufacturing defects and broken bottles
•Work with FedEx to locate package(s), report damaged by carrier cases, file tracers, replace lost packages
•Operate on Finesse software to communicate with the warehouse, and also Mi9 which is an online platform that process sales but communicates information to Finesse to get orders to warehouse.
•Training on a “new” system called D360 which will pick up information on the Finesse system to process orders to warehouse
•Communicate with four different warehouses in CA, WA, VA, and KS; process order confirmation and track numbers when orders aren’t updated in the system
Southern California Veterinary Specialty HospitalFront Office Doctors' Assistant
Jun. 2015 - Jan. 2016Irvine, CA• Assigned to various positions including, front desk receptionist meeting the caregivers as they bring their pets in, appointment check-in, emergency visit assessments and notifying the staff of all life/death issues
• Answer incoming calls and respond accordingly including explaining different services offered by the clinic (orthopedic, soft tissue, oncology, internal medicine and neurological surgery and imaging); setting appointments for MRI, Endoscopy, Ultrasonography, Laparoscopy, Arthroscopy, Digital Radiography and Fluoroscopy services; routing calls to doctors; checking on lab results •Discuss payment options and plans, insurance options, collect monies, complete and refund credit card transactions, complete EOD reporting and cashbox closeout
• Prepare specimens for shipping including entering data into FedEx computer system
Hacker Industries, Inc.Office Assistant
Jul. 2013 - May. 2014Newport Beach, CAHacker Industries, Inc. supplies seven cementitious floor underlayment products and various sound control mats unrivaled in quality and consistency. With over two billion square feet installed nationwide, Hacker Floor Underlayments are the floor underlayment solution for new construction, renovation and repair projects. See more at hackerindustries.com • Front desk receptionist and assistant, meet and greet visitors, route incoming calls, assist applicators with orders and transportation information, track orders, ship and receive packages, sort mail, incoming faxes, keep office organized, supplied and clean
• Match invoices, check pricing, correct errors, maintain bills folder, stay on top of due dates and send corresponding checks with invoice copy then file in accounts payable
• Attended Industry trade shows to assist with sales, marketing, and setup while meeting with current applicators and continue relationships
• Search McGraw Hill Dodge site for leads, organize, send and file all leads, while maintaining applicator information and areas covered
• Create expense reports, review new architect information, update literature and ensure top quality work
• Maintain weekly applicator and future applicator information in Excel, create needed files, check-off lists and confirm all proper documentation
• Create new orders, enter confirmations and send to licensed applicators while maintaining hard copies and filing
Southern California Veterinary Specialty HospitalFront Office Assistant
Dec. 2011 - Jun. 2013Irvine, CARehired in June of 2015
CUSDCoach
Dec. 2010 - Jun. 2011Coached the High Jump team (Boys and Girls) for all levels of the 2011 Track team.
Created and implemented daily exercise routines and insured student safety.
Attended competitions in the area providing guidance and team support on Saturdays and Sundays.
Reported results and students progress to Track & Field coach via email and in-person.
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