Looking for a job

Jade Perez

@jadeperez

Bookkeeping and financial administration at SportsMed Physical Therapy, reconciling accounts and maintaining accurate records.

United States

Message

What I'm looking for

I'm eager to contribute to efficient bookkeeping, invoicing, and financial reporting.

At SportsMed Physical Therapy, I processed and verified insurance information, invoices, and payments using Excel to maintain accurate accounts receivable records. I also compiled and reconciled documentation for internal financial reviews.

After moving from Patient Coordinator to Office Manager, I continued managing responsibilities from my previous position while it remained unfilled. I maintained HIPAA-compliant financial and medical records and assisted with routine audits.

At Go For It Martial Arts, I supported billing, payment processing, and customer accounts. I used Excel for data entry and recordkeeping, and reconciled daily transactions.

Experience

Work history, roles, and key accomplishments

Office Manager

SportsMed Physical Therapy

Jan 2024 - May 2024 (4 months)

Processed and verified insurance information, invoicing, and payments using Excel to maintain accurate accounts receivable records. Maintained HIPAA-compliant financial and medical records and assisted with financial reporting.

Excel Accounts Receivable Invoicing HIPAA compliance Financial Reporting Data Entry Record keeping Audit Administrative Coordination

Patient Coordinator

SportsMed Physical Therapy

Nov 2023 - May 2024 (6 months)

Supported bookkeeping and office operations by maintaining accurate financial records, data entry, invoicing, and document organization using Microsoft Excel. Assisted with timekeeping, attendance tracking, and payroll-related documentation.

Excel Data Entry Invoicing Record keeping Administrative Coordination Financial Tracking Payroll documentation Confidentiality

Front Desk Receptionist

Go For It Martial Arts

Jun 2015 - Aug 2018 (3 years 2 months)

Provided front-desk and administrative support for 3+ years, assisting with billing, payment processing, customer accounts, and financial inquiries. Performed high-volume data entry and recordkeeping using Excel.

Excel Data Entry Record keeping Billing Payment Processing Account Management Financial Inquiries Administrative Support