Jalu Ruiz

Experience

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  Becker's Tax and Financial Services, LLC

  Feb 1999 - Aug 2002

  Bookkeeper and Payroll Specialist

  Bookkeeping and Payroll services to Small Business.

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  MEDICUS INTERNATIONAL, INCORPORATED

  Sept 2005 - Jan 2015

  Patient Care Coordinator/Accounting Coordinator

  Delivered exemplary administrative, coordination, and accounting support on behalf of a high-volume medical office. Scheduled appointments, confirmed attendance, and arranged for international travel arrangements. Served as a key point of contact for patients, relatives, and family members throughout the process.● Copied, scanned, and logged medical documentation while following confidentiality practices.● Received and responded to patient requests in a timely manner.● Organized medical and financial records with precision and accuracy.● Completed accounts receivable functions for each client.● Generated financial statements and ensured timely remittance of payments.● Executed accounts payable functions utilizing platforms such as QuickBooks. Show less

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  Medicus International Inc.

  Jan 2015 - Jul 2017

  Manager

  Promoted to a position of expanded responsibility due to a track record of performance and results. Directed operations, delegated tasks, and motivated team members to perform. Received inbound communication, educated prospective patients about services, and converted 75% of interest.● Commended by management for orchestrating complex cases and achieving a nearly perfect outcome.● Liaised with the President and Director to plan meetings, conference calls, and events.● Led weekly staff meetings and outlined past accomplishments and future goals.● Met with executive management to determine future objectives and courses of action on a weekly basis.● Completed employee performance reviews on a quarterly basis, recommended advancement, or highlighted concerns with productivity.● Assisted the accounting team by contacting clients with past due accounts.● Compiled patient paperwork and assured financial approval prior to arrival for services.● Negotiated discounts with new healthcare providers while ensuring profitability.● Executed additional administrative functions as required. Show less

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  Community Health Choice

  Sept 2018 - Jun 2019

  Member Services Associate

  Answered questions from members and providers pertaining to individual insurance plans.Responsible for processing payments, claims and authorizations for members.Reviewed account history and invoices with member in daily basics, and Collaborates with providers with co pays and deductibles.Documented all customer inquiries and comments thoroughly and quickly.

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  Cargo One Logistics LLC

  Jun 2019 - Sept 2019

  Full Charge Bookkeeper

  Executed an array of bookkeeping, financial, and recordkeeping functions with precision. Reconciled banking statements, credit card bills, and other transactions on behalf of the business. Adhered to regulatory compliance and GAAP functions. Generated and processed payroll for each pay period.● Filed quarterly reports with the IRS.● Maintained subsidiary accounts by reconciling associated records.● Populated comprehensive financial reports shared with executive management.● Oversaw bank deposits as well as transfers between accounts.● Completed accounts payable and accounts receivable functions.● Updated and reconciled the general ledger.● Liaised with an outside CPA to compile required tax records.● Received and responded to inquiries from both customers and vendors. Show less

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  European Designs Inc

  Sept 2019 - Dec 2022

  A/P Specialist - Retail Providers & Accountant

  Oversees Accounts Payable department including logistics and inventory. ● Engage with retail partners and execute associated A/P functions.● Upload cost information into the POS system with accuracy and efficiency.● Receive luxury bags from French subsidiary, complete inventory, and process payments for purchases.● Assist the Controller and Senior Accountant with special projects, as assigned.● Serve as a value-added team member with the ability to capture organizational objectives.● Contribute to the achievement of sales goals.● Execute international payments, as required. Show less

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  Silver Spectrum LLC

  Feb 2023 - now

  Accountant

  • Prepared and analyzed financial statements, ensuring accuracy and compliance with accounting principles• Performed monthly bank reconciliations to verify the accuracy of transactions and resolve any discrepancies• Assisted in the preparation of annual budgets by analyzing historical data and forecasting future expenses• Developed comprehensive financial models to analyze profitability, cash flow projections, and investment opportunities• Monitored cash flow activities including cash position reports, short-term investments analysis, and liquidity management strategies• Assisted in the implementation of a new accounting software system resulting in increased efficiency• Prepared detailed account reconciliations for balance sheet accounts every month• Generated various financial reports such as profit & loss statements, balance sheets, and cash flow statements• Evaluated existing accounting procedures recommending improvements where necessary• Maintained knowledge of current accounting standards, industry trends, and regulatory changes• Prepared monthly journal entries for accruals, prepayments, depreciation, and amortization expenses• Reconciling the company’s bank statements and bookkeeping ledgers Show less