Office Manager Data Management

Hugo Castillo

832-***-****

***************@*****.***

***** ****** **** **.

Cypress, TX 77433

OBJECTIVE

To leverage my 2 years of accounting experience and proficiency in financial reporting, budget management, and team collaboration to contribute to the financial success of a forward-thinking organization. SUMMARY

Detail-oriented Accountant with 2 years of experience in financial data management, reporting, and analysis. Proficient in accounting software and skilled at maintaining precise financial records. Demonstrated ability to complete assignments within deadlines and collaborate effectively with teams to achieve organizational objectives. Known for strong analytical skills, attention to detail, and commitment to continuous improvement.

SKILLS

• GAAP

• Microsoft Office

• QuickBooks

• SAP

• Working collaboratively

• Supervision

• Training

• Bilingual (ENG & SPA)

EXPERIENCE

San Gerardo Medical Clinic. (Latin American Medical Grp. Houston, TX. July 1999 to July 2023). Office Manager/Accountant.

• Prepare and present comprehensive financial reports to Dr.

• Manage and reconcile financial records, ensuring accuracy and compliance.

• Conduct bank reconciliations and oversee bank deposits.

• Develop and manage budgets to ensure financial efficiency.

• Collaborate with external accountant to process payroll and maintain accurate employee records.

• Perform internal audits of financial Records to identify discrepancies.

• Supervise and coordinate staff to enhance customer service and operational efficiency.

• Recruit, train, and develop staff, providing ongoing supervision and professional development.

• Maintain up-to-date records of doctors’ credentials and hospital privileges.

Menses Law Firm (Houston, TX. July 17

th

, 2023, to present). A/R

Accountant

• Maintain accurate record of client’s payments using MyCase

& LawPay.

• Assist clients in processing payments in person or over the telephone.

• Obtain formal payment authorization from the client.

• Receive and record cash payments.

• Reconcile cash received with cash records.

• Prepare past-due client aging report.

• Maintain precise records of past-due payments.

• Update Account Receivables spreadsheets for Houston & Dallas, TX, Orlando, FL, and Charlotte, NC

• Prepare contract cancellation documents.

• Inform clients about procedures for canceling cases.

• Process refunds due to cancellations.

• Maintain accurate record of canceled cases.

EDUCATION AND TRAINING

BBA: Accounting

University of Houston - Downtown.

Houston, TX

G.E.D

Lone Star College

Barker Cypress Rd, Cypress, TX

RELEVANT COURSEWORK

Accounting: 1, 2, & 3 Finance

Accounting Intermediate & Advance Investment

Cost Accounting QuickBooks

Individual Taxation SAP

Corporate Tax

Contact this candidate