Highlighted Projects

Workflow Automation for GME Programs- Colton, CA

Compiled, audited, and processed quarterly student billing invoices totaling $100,000–$200,000 for multiple medical universities.
Led a team of program coordinators, providing training and developing resource guides to improve workflow efficiency.
Coordinated grant applications and managed contract negotiations, securing funding and finalizing agreements ahead of deadlines.
Implemented Microsoft SharePoint to enhance file sharing and collaboration across 18 hospital departments.

Duration: August 2022 – July 2023

Reconciled bank accounts monthly in QuickBooks Online to support month-end close.
Entered daily accounts receivable and payable transactions in Deltek.
Posted monthly depreciation, amortization, and captive insurance offset entries.
Organized and updated audit log data in Excel and created Profit and Loss statements in QuickBooks Online for senior management.

July 2023 – March 2024

Compiled and processed monthly invoicing for state and federal grants totaling $9 million in annual funding.
Mentored three accounting staff members to leverage Excel, Smartsheet, and Yardi Voyager 7S, speeding up onboarding and delegation of tasks.
Reconciled general ledger accounts monthly and reviewed residential leases and operations invoices to facilitate month-end close.
Led communication between vendors and internal staff to resolve payment inquiries and updated standard operating procedures to simplify workflows.
Evaluated new financial management systems by soliciting bids and demos from software vendors.

Duration: April 2024 – June 2024

Managed high-volume invoice processing, entering 40–60 invoices daily and tracking outstanding payments using Excel pivot tables.
Guided accounts payable specialists in accurate invoice entry using three-way matching in Microsoft Dynamics 365.
Collaborated with vendors and team members to research and resolve payment issues, improving workflow efficiency.