Rahma Waleed
@rahmawaleed
I’m an operations & financial data specialist delivering accurate revenue, compliance, and workflow support for US firms.
What I'm looking for
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
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.
Back-Office Data & Case Specialist
Onyx Credit Repair
Jan 2023 - Aug 2024 (1 year 7 months)
Managed end-to-end back-office lifecycle for high-compliance client cases with 100% document and record accuracy. Processed dispute documentation through CRMs and handled client payment processing and recurring billing inquiries via Outlook to support steady cash flow.
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.
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.
Front Desk & Operations Assistant
Retail & Local Rental Store
Jan 2021 - Jan 2022 (1 year)
Managed front-office operations for a high-traffic retail business, including visitor scheduling and client-facing transaction processing. Resolved client concerns professionally, maintained customer records, and supported sales transactions and basic financial administration.
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
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
Availability
Location
Authorized to work in
Job categories
Skills
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