My Journey
Business operations, data analytics, financial & healthcare support.
Detail-oriented business operations and data-support professional with experience in bookkeeping, healthcare administration, remote customer support, compliance documentation, and reporting. Skilled in maintaining accurate records, researching discrepancies, reconciling accounts, preparing financial reports, monitoring operational metrics, and working across multiple software platforms. Google Data Analytics Professional Certificate holder with hands-on Excel, SQL/BigQuery, Power BI, Tableau, QuickBooks, and CRM experience. Known for confidentiality, independent workload management, and clear communication.
Experience timeline
Where I've worked
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- Support approximately 2–4 small-business and startup clients annually, often through seasonal or tax-time bookkeeping engagements.
- Review and reconcile transactions in QuickBooks and Excel, sometimes bringing up to a year of historical records current and investigating discrepancies.
- Categorize expenses, correct entries, support accounts payable and receivable tracking, and prepare journal entries and month-end records.
- Prepare profit-and-loss statements, expense reports, and organized financial documentation to help clients understand business performance and prepare records for tax professionals.
- Communicate with clients to obtain missing information, clarify transactions, and maintain accurate, confidential financial records.
QuickBooksExcelReconciliationFinancial ReportingConfidentiality
Skills explorer
Skills & where they've been used
Skills
Related experience
Education & certifications
Qualifications
Education
Bachelor of Science in Business Management
Penn Foster College, Online
In progress · estimated completion 2030
Certification
Google Data Analytics Professional Certificate
Merit America
September 2025
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