
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.
• 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.
• 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.
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
• QuickBooks Online Certification (In Progress)
• Microsoft Excel Certification (In Progress)