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VELERIA kestle
309 Thornton Ave., Butte, MT 59001
406 / 723-9876 • veleria.kestle@bresnan.net
ACCOUNTING CLERK
Professional Summary
Microsoft Word • Microsoft Excel • Form Development • 10 – Key • Multi-line Phone Systems
|
Quicken • HR Liaison / CE Tracking •
Payroll • Quarterly Reporting • Voice Mailbox Administration
|
Accounts Receivable • Accounts
Payable • Bookkeeping • Billing / Insurance Submission
|
EXPERIENCE
Frontier Home Health & Hospice • Butte,
MT 59701 • Sept 2008 - Present
Business Office Specialist – Data entry to include entering patient
information, patient visits, mileage tracking, time sheets , Physicians Orders;
Chart Auditing to include billing audits; Administrative support to Clinical
Supervisor, Intake Coordinator, RN Case Managers, Social Worker and Chaplain;
Occupying the Front Desk greeting clients / patients as they visit or call in
and directing calls / appointments through the proper channels.
§
New Form Development for
tracking and distributing patient information, compliance and HR Info
§
Staying current with all
compliance for Medicare, State & Federal Guidelines
§
Orchestrating and following
through with a major move from one location to another seamlessly
Aldersgate United Methodist Church • Butte,
MT 59701 • February 2009 - Present
Treasurer – Accounts Payable, Payroll, Quarterly Reports,
Accounting Reports, Inputting Budget amounts and tracking through out the
fiscal year, W-2 Preparation and Reporting.
§
Timely Quarterly Reporting and
year end reporting, both on line and hard copies
§
Creating ledger sheets for
Restricted Accounts with excel spreadsheets
§
Tracking all aspects of the
operating account income against the accounts payable
UBS / Piper Jaffray • Butte, MT 59701 • June 1998 – August 2007
Registered Brokerage Account Assistant
– Data entry to include new client
accounts, Stock, Bond and Mutual Fund purchases and sales; Scheduling and
coordination of all outside vendors and / or office activities; CE Tracking and
Reporting; HR Liaison; Staying current with all State, Federal & NASDAC
Guidelines.
§
Studying and passing the
licensing boards to become a registered assistant
§
CE Tracking and Reporting for
all Licensed personnel in the Butte Branch
§
Direct contact with client’s to
deposit and issue payment from individual accounts
Dr. Philip J. Milanovich • Butte, MT 59701 • October 1978 – February 1998
Chair Side Assistant / Lab
Technician / Office Manager – Direct
contact with patients, Fabrication of all orthodontic “retainers”, patient record’s, accounts
receivable, accounts payable, payroll to include vacation pay and sick pay,
quarterly reporting, patient billing, insurance submission, hiring and
termination.
§
Going from a part-time chair
side assistant to office manager
§
Learning the fabrication of
orthodontic appliances (retainers)
§
Learning to multi-task and wear
many hats to become a more valuable employee
EDUCATION
General Studies, Montana Tech, Butte, MT
Diploma, Butte High Senior School, Butte, MT
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