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Rahma WaleedRW
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Rahma Waleed

@rahmawaleed

I’m an operations & financial data specialist delivering accurate revenue, compliance, and workflow support for US firms.

Egypt
Message

What I'm looking for

I’m looking for a role where I can own operations and financial data workflows—using Excel, client portals, and Outlook—to maintain document compliance, protect data integrity, and support revenue cycle and administrative coordination for US teams.

I’m an Operations & Financial Data Specialist with 4+ years of back-office and operations experience supporting US-based firms, healthcare, and compliance-heavy environments. I drive high-volume financial categorization, revenue cycle support (billing and accounts receivable), and administrative coordination while protecting data integrity and meeting strict document requirements.

In my current role, I categorize 1000+ weekly transactions in Excel with 100% accuracy against bank statements, manage secure TaxDome portals to ensure 100% e-signature compliance, and coordinate Outlook-based client communication to resolve outstanding balances and improve liquidity. Previously, I managed end-to-end case and documentation workflows with 100% record accuracy, and I supported patient data and scheduling operations in a healthcare setting—bringing the same precision, responsiveness, and workflow ownership to every team.

Experience

Work history, roles, and key accomplishments

NC
Current

Operations & Financial Data Assistant

Nagi CPA

Aug 2024 - Present (1 year 9 months)

Led weekly financial categorization of 1,000+ income, expense, and equity transactions in Excel and reconciled to bank statements for 100% accuracy. Managed TaxDome document collection and e-signature compliance, handled accounts receivable follow-ups via Outlook, and coordinated multi-person executive calendars.

VC

Healthcare Operations Coordinator

Vanguard Hearing Center

Jul 2023 - Jul 2024 (1 year)

Coordinated clinical administration by managing patient intake data and clinical calendars in a medical CRM. Served as primary point of contact for healthcare inquiries, maintaining accurate records and digital documentation while supporting scheduling workflows part-time.

US

Operations & Documentation Specialist

Ulmet Travel Solutions

Jan 2022 - Jan 2023 (1 year)

Evaluated international client profiles against strict US and global regulatory requirements and audited sensitive immigration and travel paperwork with 100% data accuracy. Served as primary administrative point of contact for documentation inquiries through professional English correspondence to support international processing.

KL

Operations Coordinator (Healthcare CRM)

Kayan Labs

Jan 2023 - Present (3 years 4 months)

Coordinated communication between medical professionals and technical teams to ensure healthcare CRM project milestones were delivered. Maintained 100% accuracy in hospital and patient documentation and handled administrative follow-ups and technical client interactions to support operations.

Education

Degrees, certifications, and relevant coursework

SS

Secondary Commerce School

Graduate Diploma in Business Administration, Business Administration

Completed a Graduate Diploma in Business Administration at Secondary Commerce School.

Tech stack

Software and tools used professionally

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