Summary
Overview
Work History
Education
Skills
Timeline
Generic

Monica O'Bryan

Norco,CA

Summary

Accomplished in streamlining bookkeeping procedures at E.W. Harmon, Inc. Organized with overseeing many jobs and financial reports to meet payment deadlines. Demonstrates exceptional organizational skills and initiative, excelling in roles requiring meticulous attention to detail and proactive problem-solving.

Overview

12
12
years of professional experience

Work History

Accounts Receivable

E.W. Harmon, Inc.
02.2021 - Current
  • Reached out to vendors and customers to verify information and follow up on client issues & payments.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Handled trade payable documentation by reviewing month-end accruals.
  • Managed invoices for new materials and parts.
  • Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
  • Tracked financial progress by creating quarterly and yearly balance sheets.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Streamlined bookkeeping procedures to increase efficiency and productivity.
  • Processing 20 day preliminary notices and keeping track of all incoming vendors information.
  • Processed & submitted quarterly payroll taxes.
  • Payroll Audits
  • Weekly payroll reports & overseeing employee garnishment payments are processed correctly.

Real Estate Transaction Coordinator

LK & Associates, Inc.
05.2013 - 05.2020
  • Prepared and presented contracts and other legal documents to clients.
  • Generated leads for sales and rental properties through cold calls and referrals.
  • Performed home evaluations and developed competitive market analysis for individual homes.
  • Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
  • Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
  • Coordinated appointments to show tenants and buyers prospective homes.

Personal Assistant

Private Contractor
09.2018 - 07.2019
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Kept detailed track of household and maintenance inventory and schedules.
  • Coordinated events for fundraisers and parties.

Administrative Assistant

New Tech, Inc.
05.2013 - 09.2018
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
  • Managed department budgets and generated financial reports for management review.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.

Medical Records Specialist

BACTES
09.2012 - 05.2013
  • Monitored legal and financial statuses for San Antonio Community Hospital.
  • Created new medical records and retrieved existing medical records by gathering appropriate record folders and contents and assigning and recording new record numbers.
  • Reviewed charts and flagged incomplete or inaccurate information.
  • Uploaded physician progress notes, history, and physicals into electronic medical records.
  • Customer service and organization skills.

Education

Some College (No Degree) - Business

Northwest Florida State College
Niceville, FL

High School Diploma -

Norco High School
Norco, CA
06.2009

Skills

  • Tax Compliance
  • Bank Reconciliation
  • Payroll Administration
  • Cash Flow Management
  • Organization skills and a self-starter
  • Great communication skills

Timeline

Accounts Receivable

E.W. Harmon, Inc.
02.2021 - Current

Personal Assistant

Private Contractor
09.2018 - 07.2019

Real Estate Transaction Coordinator

LK & Associates, Inc.
05.2013 - 05.2020

Administrative Assistant

New Tech, Inc.
05.2013 - 09.2018

Medical Records Specialist

BACTES
09.2012 - 05.2013

Some College (No Degree) - Business

Northwest Florida State College

High School Diploma -

Norco High School

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Monica O'Bryan