● Oversaw a portfolio of 25 client accounts valued at $1MM, responsible for supporting all financial
record keeping and analysis on 200+ transactions.
● Improved financial reporting accuracy to 100% in < 3 months, identifying an average of 3 errors
per client and successfully raising client satisfaction from 90% to 100%.
● Created a new tax documentation project that improved efficiencies and process flows for the
Business Management department, increasing labor efficiency by 20% ($25K labor value)
D
David Weise and Associates
Account Manager and Financial Analyst
Los Angeles, CA, United States, 91671
November 2020 - March 2022
H
HealthSource MSO
Medical Coding Auditor
Alhambra, CA, United States, 91899
November 2019 - May 2020
W
WHPM, Inc.
HR Administrator and Payroll Coordinator
Irwindale, CA, United States
May 2019 - November 2019
Skills
Technical skills
Google BigqueryGoogle SuiteMicrosoft ExcelMicrosoft SharePointMicrosoft VisioMySQLOffice SuiteRStudio