Gail Dizon
Rodeo
Summary
Detail-focused Assistant brings hands-on approach and amazing energy to meet task-based needs. Reliable, quick-paced and team-oriented nature streamlines background operations. Focused comprehension to accomplish projects and multi-task to meet concurrent deadlines and expectations.
Overview
15
15
years of professional experience
Work History
Accounting Receivable Assistant
Markstein Sales Co
04.2023 - Current
- Process customer payments and apply to customer’s account.
- Resolved customer billing disputes to ensure timely payment and customer satisfaction.
- Generate invoices and statements to customers.
- Followed up with customers on overdue invoices to facilitate payment and maintain account integrity.
- Monitor customer accounts for delinquent payments.
- Reviewed and updated all cash on delivery accounts to ensure accuracy.
- Responded to customer inquiries about billing and payments to enhance understanding and improve customer relations.
- Supported accounting team with additional responsibilities.
- Run credit cards through an online portal.
Accounting Assistant
Bay Area Distributing
03.2018 - 04.2023
- Collected outstanding invoices from chain stores and retailers to improve cash flow.
- Handled cash collections to maintain positive cash flow for the business.
- Process accounts and incoming payment whether checks from the mail, EFT and credit card transactions.
- A/R journal entries using Excel.
- Reconcile the A/R ledger to ensure all payments are accounted for and properly posted.
- Reconciled daily transactions and invoices to maintain accurate financial records.
- Verify discrepancies and resolve clients’ billing issues.
- Reconcile daily transactions, invoices.
- Performed various administrative duties to support daily operations and team efficiency.
- Assisted management with various business operations to improve overall efficiency.
- End of Month process and producing reports.
- Manage the receipt of upfront payments to clients and invoicing.
- Performing day to day financial transactions.
Customer Service/Dental Receptionist
Piedmont Pediatric Dentistry
01.2017 - 03.2018
- Coordinated appointment scheduling for patients
- Checked in patients and verified insurance details to ensure smooth registration
- Answered phones and addressed patient inquiries to enhance customer experience
- Managed filing of patient records systematically
Administrative Assistant – Purchasing Department
Kycon, Inc.
Morgan Hill
11.2011 - 09.2016
- Processed and sent invoices to ensure timely payments.
- Reviewing parts and inventories in the warehouse.
- Updating inventory records in the database.
- Organized and maintained physical files in designated filing system.
- Verify purchase orders ship dates.
- Process and post customer invoices.
- Enter and process payment receipts from incoming wires.
- Posting check payments.
- Deposit checks through remote access.
Education
Medical Office Administration - Diploma
Heald Business College
Hayward, CAOffice Administration -
Chabot College
Hayward, CASkills
- Accounts Receivable Management
- Accounts receivable management
- Invoice processing
- Payment reconciliation
- Aging reports
- Data Entry Accuracy
- QuickBooks Software
- Microsoft Suite
- Medical Terminology
Qualification Highlights
- Microsoft Suite
- CPT and ICD-9 knowledge
- Medical Terminology
- Sage Platinum Software
- Jwalk software
Timeline
Accounting Receivable Assistant
Markstein Sales Co
04.2023 - Current
Accounting Assistant
Bay Area Distributing
03.2018 - 04.2023
Customer Service/Dental Receptionist
Piedmont Pediatric Dentistry
01.2017 - 03.2018
Administrative Assistant – Purchasing Department
Kycon, Inc.
11.2011 - 09.2016
Medical Office Administration - Diploma
Heald Business College
Office Administration -
Chabot College