Executive Assistant Business Operations

************@*****.*** +1-909-***-****

JUDY ANN

BAQUIRAN

Sr. Executive Assistant

WORK EXPERIENCE

Executive Assistant

Pinnacles Group LLC

Aug 2021- Nov 2024

Calendar and Schedule Management; Managed and organized the Director's meetings, client appointments, and events.

Operations and Project Management; Managed and coordinated multiple business tasks, and ensured the completion of important tasks, meeting objectives, and project deliverables.

Business Operations Support; Experienced in negotiating business agreements, ensuring alignment with legal and company standards. Skilled in handling business permits and maintaining compliance with all federal, state, and local regulations for smooth business operations.

Personal Assistance; Managed all personal business for the Director and their family, including travel planning, car and life insurance, as well as handling all their personal expenses (e.g. house payments, credit card payments, car payments, and student loans).

Patient & Provider Coordination: Scheduled client appointments, assessments, and caregiver assignments. Maintain caregiver schedules and handle scheduling conflicts.

Record Management; Manage agency files, client records, and databases, ensuring they are organized and up to date.

Financial Administration: Assist with billing, bank reconciliation, and invoicing processes using QuickBooks.

Confidentiality and Discretion; Ensure data privacy and compliance with HIPAA regulations in all documentation and communication. Sr. Executive Assistant

Funsch Medical and

Consulting LLC

&

Dane Properties Management

LLC

Nov 2024- Current

Project Management: Coordinated and tracked project timelines, ensuring tasks were completed on schedule and within scope. Calendar and Schedule Management: Managed and organized executive calendars, meetings, property showings, and key deadlines. Operations: Oversaw daily business operations, ensuring efficiency in task execution, team coordination, and workflow management. Patient Chart Reviews & Auditing: Conducted thorough reviews of patient charts to ensure documentation accuracy, regulatory compliance, and audit readiness.

Provider Credentialing: Managed the credentialing and re-credentialing process for healthcare providers, ensuring all documentation met legal and payer requirements.

Real Estate Support: Supported real estate operations by managing property listings, coordinating showings, and assisting with transaction documentation.

Real Estate Closing Operations: Ensured smooth and timely closing processes by tracking deadlines, coordinating with escrow/title companies, and verifying all necessary documents were complete and compliant.

Subcontractor Coordination: Assisted in scheduling, communicating with, and tracking progress of subcontractors to ensure timely and quality completion of real estate or renovation projects.

EDUCATION

SKILLS/SOFTWARE

BS Chemical Engineering

Skills

DLSU- Manila

2015-2020 5th year undergraduate

Data Research, Entry, and Management

Social Media Marketing and Management

SEO (Search Engine Optimization)

Business Operation

Email and Newsletter Campaign

Calendar and Schedule Management

Bank Reconciliation

Invoicing and Billing

Provider Credentialing

Real Estate Support and Operations

AI Software (OpenAI & Gemini)

Quickbooks

Gsuite & Microsoft Office

Brokerkit Give Butter Metricool NeoCRM

Canva

Dialpad Ringcentral

Slack

Calendly

Trello Notion Monday

Wordpress Strinkingly Wix

Eventbrite Jotform

Text Blaze

Loom

EHR/EMR

Medallion

Gehrimed

NextGen

AthenaHealth

Softwares

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