Sacramento, California, United States
I have worked professionally in various accounting roles and as a legal assistant where I used many of the basic office skills of answering and returning phone calls, correspondence between staff, clients and vendors. I have implemented policies and procedures and set up a filing system as well as trained new staff to understand it. In a law office setting, we had to prioritize, paid attention to detail and give high-quality customer service in a fast paced environment to varying socio-economic and culturally differing clients. We used team-building exercises to strengthen the relationships between staff, attorneys and clients. That rapport created a positive atmosphere and long lasting business relationship which also generated potential new clients from referrals. I found my love was in numbers and decided to go back to school in 2016 to focus on accounting. I obtained an Associates of Art (AA). in Accounting with a concentration on Business Fundamentals in 2019. My experience and education has made me a quick learner, helped me adapt to changes, I work well with others in school and work environment. I am proficient in QuickBooks, Microsoft programs; such as Outlook, Word, Excel and Powerpoint. I have become familiar in Keane, Kronos, E-Eligibility (MediCare), and MediCal eligibility online account program. I am also open to learn other programs.
As a bookkeeper at IPG, I manage the financial records and ensure accurate and timely reporting to support the companies' operational efficiency and financial health. My focus is on maintaining organized, secure, and compliant financial systems that empower clients to optimize their financial operations and achieve business success. In my role, I oversee the recording of financial transactions, reconcile accounts, and prepare financial statements aligned with business goals, ensuring accuracy and transparency that drive productivity and client satisfaction. Collaborating with stakeholders, I identify and implement financial improvements to streamline processes, reduce costs, and maximize ROI. A key part of my work is guiding finance teams to deliver high-quality, accurate financial records while maintaining focus on business objectives. I prioritize building strong partnerships with clients, customizing financial services to address unique challenges and support their growth. Additionally, I drive initiatives to future-proof their financial systems, ensuring scalability and adaptability to meet market demands. With extensive experience in managing financial records at scale, I transform strategic objectives into operational success. My expertise spans financial record management, account reconciliation, and the development of client-focused financial solutions. I excel at combining financial accuracy with practical business applications to deliver tangible results. At IPG, we’re not just managing finances; we’re creating value for businesses in a digital-first world. I am passionate about maintaining systems that drive success and am committed to redefining how financial management enables growth.
Assume the administrative authority, responsibility, and accountability of directing the performance of all bookkeeping and record keeping functions. Assure office personnel follow established policies and procedures. Interpret the facility’s policies and procedures to personnel, residents, family members, visitors, etc. Process private Accounts Receivables, prepare weekly deposit, send monthly private bills to responsible parties, and call/collect on outstanding statements. Perform all functions regarding residents’ trust funds (deposits, reconciliation, and coordinating with Activities and Social Services regarding balances. Assist in maintaining a good public relations program that serves the best interest of the facility and the community. Monthly MediCare and MediCal eligibility for residents, and complete MediCal applications and Re-determination packets as needed. Process payroll; including but not limited to, calculate hours, vacation/sick time, voluntary contributions, benefits, and garnishments; enter payroll into computer, print checks, and hand out on payday. Process new personnel hires; enter in computer system and setup time clock fingerprints. Process terminations including issuing last paychecks and placing as inactive in computer system. Review resumes and arrange interviews.
Sacramento Metropolitan Cable Television Commission: Answer telephone, email, and online cable complaints from customers in Sacramento County, file complaints with the appropriate cable company on behalf of the customer, follow up with cable companies until full resolutions were reached, logged the progress, number of complaints, etc., process invoices received from beginning to end of payments being sent out, process payments received from beginning to payment deposits, update general ledger and all journal entries accordingly, maintained main company email and flagged emails accordingly (particular employee, urgency, etc.)