Professional with strong background in executive support, adept at managing complex schedules, coordinating meetings, and handling confidential information. Highly skilled in communication, organization, and problem-solving, ensuring seamless office operations. Focused on team collaboration and achieving results, adapting flexibly to changing needs and priorities. Dependable and resourceful, consistently delivering high-quality outcomes.
Overview
20
20
years of professional experience
Work History
Finance Manager
Chu Cho Environmental
01.2023 - Current
Manage accounts payable, accounts receivables, and payroll using Sage Accounting and ensuring timely and accurate financial transactions.
Handle monthly invoicing for more than 50 projects, facilitating the smooth and timely delivery of invoices to clients.
Prepare monthly reconciliation of bank accounts and took corrective actions on deviations.
Mentor junior finance staff, fostering professional development and strong team dynamics.
Provide support to the whole team.
Create processes and manuals.
Process invoices and contact appropriate parties for timely payment receipt.
Review documentation and identified financial discrepancies where applicable.
Lead Medical Office Assistant
Drs. Olmstead, Costa and Mackey
08.2004 - 01.2023
Streamlined appointment scheduling for improved patient experience and increased daily appointments.
Reconciled accounts to resolve issues allowing recovery over $100,000 in delinquent accounts.
Provided exceptional customer service, addressing patient concerns promptly and professionally.
Enhanced patient satisfaction by providing efficient and courteous front office support.
Implemented time-saving strategies such as pre-registration forms for new patients which led to reduced waiting times during initial visits.
Contributed to the successful implementation of a new Electronic Health Record system, leading to improved data management practices.
Improved medical records management by implementing a digital filing system, reducing paperwork and increasing accuracy.
Provided prompt, polite and professional in-person and telephone customer service.
Managed office bookkeeping with insurance billing and patient payments.
Assisted with medical coding and billing tasks.
Processed out-of-province/country medical insurance claims and payments.
Education
Diploma in Accounting And Finance
College of The New Caledonia
Prince George, BC
Skills
Meticulous attention to detail
Accelo expert
Information confidentiality
Scheduling
Problem Resolution
Team building
Strong communication abilities
Records Management
Bookkeeping
Maintain filing systems
Interests
Fitness
Snowboarding
Theatre
Reading
Dancing
The Great Outdoors
Timeline
Finance Manager
Chu Cho Environmental
01.2023 - Current
Lead Medical Office Assistant
Drs. Olmstead, Costa and Mackey
08.2004 - 01.2023
Diploma in Accounting And Finance
College of The New Caledonia
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