Summary
Overview
Work History
Education
Skills
Certification
Interests
Languages
Timeline
Generic

Ranulfo Daniel Leon Meza

Palm Desert

Summary

Accounting graduate with a Bachelor of Science in Accounting and a Minor in Finance. Experienced in invoicing, payment tracking, financial recordkeeping, and data entry within healthcare and small business environments. Proficient in Microsoft Excel with strong analytical, organizational, and problem-solving skills. Seeking to leverage accounting knowledge and professional experience to contribute to financial reporting, account reconciliation, and accounting operations as a Staff Accountant.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Physical Therapy Aide

Movement for Life Physical Therapy
Cathedral City, CA
04.2023 - Current

• Process patient payments, collect copays, verify insurance information, and maintain accurate account records while ensuring compliance with clinic procedures.

• Perform data entry and record management while ensuring accuracy, confidentiality, and compliance with company standards.

• Maintain accurate patient records, documentation, and scheduling information in a high-volume healthcare environment.

• Coordinate appointment scheduling and administrative processes to support efficient clinic operations.

• Assist with billing-related activities, payment tracking, and account documentation to support daily clinic operations.

• Communicate with patients, providers, and staff to resolve scheduling, payment, and documentation issues.

• Monitor patient information and maintain organized records to support operational reporting and workflow efficiency.

Administrative Assistant / Client Support

G. Leon Landscaping
Palm Desert, CA
03.2018 - 01.2021

• Prepared and issued customer invoices while tracking payments, outstanding balances, and account activity.

• Maintained accurate financial records, customer accounts, and supporting documentation.

• Performed data entry, recordkeeping, and document management with a high degree of accuracy.

• Assisted with billing inquiries, customer communication, and payment follow-up.

• Coordinated scheduling and administrative functions to support daily business operations.

• Maintained organized files and documentation to improve efficiency and record accuracy.

Education

Bachelor of Science - Accounting, Finance

California State University
San Bernardino
08.2023

High School Diploma -

Palm Desert High School
Palm Desert, CA
05.2018

Skills

    Microsoft Excel (Pivot Tables, VLOOKUP, XLOOKUP, Data Analysis)

    Account Reconciliation

    Financial Reporting

    Invoicing and Billing

    Data Entry and Record Management

    Accounts Payable and Accounts Receivable

Certification

• QuickBooks Online Certification (In Progress)

• Microsoft Excel Certification (In Progress)

Interests

Community Volunteering, Photography, Travel, Soccer, Tennis

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Physical Therapy Aide

Movement for Life Physical Therapy
04.2023 - Current

Administrative Assistant / Client Support

G. Leon Landscaping
03.2018 - 01.2021

Bachelor of Science - Accounting, Finance

California State University

High School Diploma -

Palm Desert High School
Ranulfo Daniel Leon Meza