Olemma Montes
UKIAH,CA
Summary
Dynamic leader with proven success at Mendo Smiles Dental Group, Inc, enhancing operational efficiency and patient satisfaction. Excelled in budget management and patient care, achieving revenue goals through strategic planning and team development. Skilled in HIPAA compliance and fostering positive patient relations, significantly boosting new patient growth. Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.
Overview
21
21
years of professional experience
Work History
Dental Office Manager
Mendo Smiles Dental Group, Inc
02.2004 - Current
- Prepared insurance claim forms, explained benefits, and outlined pricing details for procedures and services.
- Managed office within budget guidelines for clerical and auxiliary supply purchases, equipment upgrades and labor costs.
- Reviewed flash reports, prepared bank deposits and posted daily revenues to stay on top of administrative demands.
- Increased and stimulated new patient growth by supporting sales, marketing and promotional programs.
- Maintained patient data with required regulatory chart documents, personal information and treatment consultation documentation.
- Recruited, hired and developed office teams to offer best-in-class patient care.
- Oversaw facilities and equipment cleanliness and safety for optimal patient protections.
- Achieved revenue goals with successful management of patient scheduling, receivables and miscellaneous operations expenses.
- Developed detailed plans based on broad guidance and direction.
- Managed senior-level personnel working in marketing and sales capacities.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Established team priorities, maintained schedules and monitored performance.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- Launched quality assurance practices for each phase of development
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Bookkeeper
Olemma Montes Bookkeeping
10.2023 - Current
- Established QuickBooks accounting system to reflect accurate financial records.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Maintained and processed invoices, deposits, and money logs.
- Reconciled and corrected issues with financial records.
- Completed tax forms in compliance with legal regulations.
- Posted daily receipts and payments in accordance with corporate protocols.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Matched purchase orders with invoices and recorded necessary information.
- Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
Education
No Degree - Accounting And Finance
Mendocino Collage
Ukiah, CASkills
- Schedule management
- Workflow coordination
- Patient care
- Medical records management
- Patient relations
- Treatment Planning
- Appointment coordination
- Scheduling
- Insurance billing
- Office meetings
- Employee training
- Payment plans
- Office administration
- Electronic dental record (EDR)
- Human resources
- HIPAA compliance
- Budget management
- Infection control
- Inventory management
- Accounting
- Quickbooks
- Full-cycle accounting
- Payroll liability and deductions
- Bookkeeping
Languages
Spanish
English
Timeline
Bookkeeper
Olemma Montes Bookkeeping
10.2023 - Current
Dental Office Manager
Mendo Smiles Dental Group, Inc
02.2004 - Current
No Degree - Accounting And Finance
Mendocino Collage
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