Desiree Moreno
Anaheim,CA
Summary
Dedicated and detail-oriented Office Administration with over 13 years of progressive experience working for a nurse case management company. Experience in customer service, payroll processing, financial administration, accounts payable/receivable, 401(k) management, and administrative data entry office experience. Proven ability to streamline processes, ensure compliance with regulations, and support executive leadership across all departments and operations. Experience with researching, compiling data, and coordinating information required to complete work tasks. Adept at using multiple software such as QuickBooks, Salesforce, Excel (including VLOOKUP), Microsoft word, Power Point, and Zoom. Bilingual in Spanish, with the ability to translate and write. A consistent track record of excellent customer service and cross-departmental collaboration.
Overview
21
21
years of professional experience
Work History
Finance & Payroll Administrator
ISYS Solutions, Inc.
07.2012 - 10.2025
- Promoted through multiple roles with increasing responsibility. Currently oversee biweekly payroll, 401(k) administration, and support for finance operations across departments.
- Process biweekly payroll and final paychecks; ensure compliance with state and federal laws.
- Maintain records for compensation, commissions, and bonuses.
- Manage 401(k) administration, including employee changes, audits, and employer contributions.
- Perform data entry and reconciliation in QuickBooks (payroll, bank deposits, credits, refunds).
- Reconcile expense reports, corporate credit card statements, and vendor payments.
- Support month-end reconciliations (bank, fixed assets, commissions, etc.).
- Assist with invoice reconciliations using Salesforce and Excel (VLOOKUP proficiency).
- Handle customer invoicing, collections, and pay-related inquiries.
- Provide backup for AP, AR, and invoicing tasks as needed.
- File and organize documents (digital & physical); maintain financial spreadsheets.
- Participate in continuous learning and process improvement initiatives.
- Generate correspondence and memos
- Schedule Outlook calendar and meeting invites
- Schedule Microsoft Team meetings
- Resolve any and all payroll functional issues with our Paychex payroll provider
- Key Achievements:
- Promoted from Payroll & Finance Coordinator to current role.
- Processed 100% accurate payroll over multiple years.
- Played a key role in 401(k) audit readiness and process streamlining.
- Recognized for cross-functional support and leadership adaptability.
Payroll & Finance Coordinator
ISYS Solutions
01.2019 - 01.2021
- AP/AR management, and expense tracking
- Assisted executives across Finance, HR, and Case Management.
- Ensured accurate QuickBooks and Salesforce integration.
- Translated company pamphlets from English to Spanish on behalf of HR.
Department Supervisor, Quality Control Services
ISYS Solutions
01.2018 - 01.2019
- Managed team workflows, conducted staff meetings, conducted employee performance reviews, and scheduling
- Initiated departmental improvements and staff development plans
- Maintained accurate data for reporting utilizing Salesforce, Excel, Word, and Outlook
- Provided new implementations of new protocols and procedures
- Review, escalate, and resolve staff and departmental issues while maintaining confidentiality
Quality Review Mentor
ISYS Solutions
01.2016 - 01.2018
- Trained and mentored newly hired staff, generated department performance reports.
- Liaison between staff and department management.
- Delegated reports and ensured all staff were meeting their daily quota
Quality Review Specialist
ISYS Solutions
01.2012 - 01.2016
- Conducted quality assurance reviews of invoice billing transactions.
- Proofread medical case reports; translated for Spanish-speaking clients.
- Assisted with training and report processing.
- Answered and screened phone calls
- Researched and complied ICD9 and ICD 10 codes
Claims Assistant
Southland Claims
05.2008 - 06.2012
- Processed property, auto, and liability claims.
- Managed billing correspondence, records, and outgoing mail.
- Created claim indexing systems and collaborated with adjusters.
- Prepared and mailed overnight OnTrac, US postal, and FedEx packages
- Prepared and processed police report request
- Track and organized office supply inventory
- Key Contribution:
- Developed an efficient claims filing system adopted company-wide.
Front Desk Receptionist
Anaheim Family YMCA
01.2005 - 11.2008
- First point of contact for customers and staff; handled bilingual customer service.
- Processed payments, managed front desk operations, and supported HR tasks.
- Answered, screened, and transferred phone calls
- Received and distributed incoming deliveries/ packages
- Key Contribution:
- Provided exemplary customer service and consistent administrative support.
Education
High School Diploma -
Katella High School
Anaheim, CA01.2004
Skills
- Software: QuickBooks, Salesforce, Zoom
- Microsoft Excel (VLOOKUP, Pivot Tables), Teams, Office Suite, Outlook
- HR support
- 45 WPM
- Year-end procedures
- Report writing
- Reporting and documentation
- Record maintenance
- Data entry
- E-mail and telephone communication
- Paperwork processing
- Customer service
Languages
Spanish
Native or Bilingual
Timeline
Payroll & Finance Coordinator
ISYS Solutions
01.2019 - 01.2021
Department Supervisor, Quality Control Services
ISYS Solutions
01.2018 - 01.2019
Quality Review Mentor
ISYS Solutions
01.2016 - 01.2018
Finance & Payroll Administrator
ISYS Solutions, Inc.
07.2012 - 10.2025
Quality Review Specialist
ISYS Solutions
01.2012 - 01.2016
Claims Assistant
Southland Claims
05.2008 - 06.2012
Front Desk Receptionist
Anaheim Family YMCA
01.2005 - 11.2008
High School Diploma -
Katella High School
Objective
Achieve a challenging position at a stable and growth-oriented company, which will allow me to both further utilize my skills and acquire new abilities. The ability to demonstrate analytical skills, attention to accuracy, excellent collaboration, problem-solving abilities, and delivering reliable support to teams.
AWARDS & RECOGNITION
Seal Team 6 Award – (2018) ISYS Solutions, Exemplary Customer Service Award – (2016) ISYS Solutions, Power of One Award – (2014) ISYS Solutions
CORE COMPETENCIES
- Office Administration
- Data Entry
- Customer Service
- Research and Compiling Data
- Process Improvement & Documentation
- Bilingual: English / Spanish
- Month-End Close / Bank Reconciliations
- Payroll & Compensation Processing
- Accounts Payable / Accounts Receivable
- 401(k) Administration & Audit Prep
- QuickBooks & Salesforce Integration
- Financial Reporting & Reconciliations
- Expense Reports & Credit Card Audits