Bookkeeping Specialist Resume Example Green Newton Jamison LLP

BOOKKEEPING SPECIALIST

www.linkedin.com/in/roxannshepard/

Professional Summary

Dedicated and versatile bookkeeper, with 7+ years experience in a business environment, handling confidential documents and maintaining exceptional customer service. Advanced knowledge in MS Excel, MS Word, Adobe, MS Office and known for modernizing financial operations and reorganizing financial procedures.

Skills

MS Office expert
Relationship development
Customer service
Project organization
Program Files Maintenance
Accounting Skills
Records management

Team building
Organization
Process improvement
Problem resolution
Document Conversion
Filing and data archiving
AP/AR Proficiency

Work History

Bookkeeping SpecialistNov 2017 - Current
Green Newton Jamison LLPSalem, OR

Perform monthly bookkeeping for various clients in Dental, Chiropractic, Metal Fabrication, Food Market and Small Business field.
Account for financial transactions by establishing chart of accounts; defining bookkeeping policies and procedures.
Maintain all accounts by verifying, allocating, and posting transactions.
Balance accounts by reconciling entries monthly and correcting discrepancies if needed.
Supported operations by communicating with clients, filing documents and managing data.
Record and or verify payroll reports are entered appropriately.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Balance general ledger by verifying transactions are coded to correct income and expense accounts and re-classifying, if needed.
Prepare financial reports by collecting, analyzing, and summarizing account information and trends each month.
Prepare reports featuring monthly and year-to-date overview and comparisons of income, expenses, suggestions and actionable items needed from client.
Established QuickBooks accounting system to reflect accurate financial records.
Comply with federal, state, and local legal requirements by studying; enforcing adherence to requirements; filing reports; advising management on needed actions.
Maintain accounts and prepare reports for tax returns, including; Personal Property Tax Returns, 1099s, Retirement contributions, W-2s and B&O Excise Sales Tax Returns.
Verified accurate recordkeeping processes, effectively reducing financial inconsistencies.
Organized and carried out efficient month-end, quarterly and year-end processes.

Administrative Assistant / Office ManagerJul 2017 - Sep 2017
Oregon Specialists Surgery CenterSalem, OR

Checked in patients and inmates for out-patient procedures using eClinicalWorks.
Handled high volume of patients regularly.
Prepared all check-in paperwork and patient bands.
Processed co-payments and pre-authorizations.
Checked for medical record completeness.
Updated patient demographics and insurance as needed.
Handled all front office emergencies.
Processed and trained all new staff of safety policies, evacuation, and procedures. Administering safety certificates of completion.
Implemented emergency code action plans and color code charts.
Reviewed and adjusted all staff time entries as needed.
Checked in authorized guests and assigned access badges.
Provided weekly summaries to management of employee issues.
Performed all front office paperwork and duties.
Opened and closed facility, maintaining full knowledge of security system.
Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Composed internal memos and external correspondence for senior management and reviewed all documentation to eliminate errors.
Coached new employees on administrative procedures, company policies and performance standards.
Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes.
Offered office-wide eClinicalWorks software support and training, including troubleshooting issues and optimizing usage.
Identified and recommended changes to existing processes to improve accuracy, efficiency and quality service.
Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
Supported logistics for programs, meetings and events, including room reservations, agenda preparation and calendar maintenance.
Performed general office duties, including answering multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Maintained staff directory and company policy handbook for human resources department.
Monitored premises, screened visitors, updated logs and issued passes to maintain security.

Medical Records AssistantJan 2014 - Jul 2016
ZumatelDallas, OR

Generated medical records requests, create new files and performed follow-ups.
Maintained 100% compliance with state and government regulations.
Handled confidential information and followed all HIPAA guidelines.
Reviewed medical records for accuracy and date sorted records.
Maintained projects accordingly with deadlines.
Submitted medical records to the Social Security Administration online.
Performed all essential administrative duties.
Audited files for completion and accuracy.
Filed records for timely retrieval.
Created new physical and computer-based files.
Obtained patient releases for dissemination of information.
Input data into computer programs and filing systems.
Prepared mailings of information and documentation.
Received and routed medical records.
Sorted materials and filed according to guidelines.

Intake SpecialistDec 2012 - Jan 2014
ZumatelDallas, OR

Communicated directly with individuals and families to provide information about eligibility requirements, application details, payment methods and applicants' legal rights during intake assessment.
Determined eligibility regarding social security disability, and referral for over 100 leads daily.
Completed intake assessment forms and filed clients' charts.
Maintained excellent customer service and problem-solving
Formulated and enforced office policies, procedures, and quality assurance.
Developed extensive fact-checking and research skills as result of continuously reviewing different programs and options.
Frequently worked overnight shifts alone, maintaining strong work standards.
Opened and closed office for day shift.
Answered phone calls and provided new clients with required paperwork to initiate service.
Offered compassionate and attentive guidance to patients during moments of crisis and trauma.
Communicated with people from various cultures and backgrounds on application process.
Reviewed applications for different aid programs and determined which qualification criteria for individuals.
Interviewed applicants and explained scope of different available benefits.

Education

Associate of Applied Science: AccountingJun 2020
Chemeketa Community CollegeSalem, OR

Phi Theta Kappa

High School Diploma2010
Dallas High SchoolDallas, OR

2009
Oregon Youth ChalleNGe ProgramBend, OR

Student Government, Top Cadet

Certifications

Accounting Certificate Program

Chemeketa Community College

06/2017

Tax Preparation Certificate Program

Chemeketa Community College

06/2020

Payroll Certificate Program

Chemeketa Community College

06/2020

Certified QuickBooks ProAdvisor

QuickBooks Online

03/2020

Resume Overview

Companies Worked For:

Green Newton Jamison LLP
Oregon Specialists Surgery Center
Zumatel

School Attended

Chemeketa Community College
Dallas High School
Oregon Youth ChalleNGe Program

Job Titles Held:

Bookkeeping Specialist
Administrative Assistant / Office Manager
Medical Records Assistant
Intake Specialist

Degrees

Associate of Applied Science : Accounting Jun 2020
High School Diploma 2010
2009

Bookkeeping Specialist Resume Example

Resume Score: 80%

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