Diana Gomez

• Conduct in-depth financial analysis to support hospital operations, optimize business forecasting, and drive data-backed decision-making.

• Partner with clinical and operational leadership to develop compensation strategies and interpret pay policies, ensuring financial alignment.

• Prepare and review journal entries, financial projections, and account reconciliations to maintain accuracy and compliance.

• Develop and present detailed monthly reports, analyzing operational performance and budget variances to enhance strategic planning.

• Conducted comprehensive financial assessments for clients, identifying key areas for improvement and developing personalized strategies to increase their savings by an average of 20%
• Delivered exceptional customer service by responding to client inquiries promptly and effectively, maintaining a customer satisfaction rate of 95%
• Collected confidential financial information from clients to construct comprehensive financial plans
• Implemented a comprehensive client onboarding process, resulting in a 50% decrease in response time

• Coordinated patient scheduling, monitored patient flow throughout the office, and communicated delays effectively
• Processed and submitted claims to vision and medical insurance companies, achieving a 95% payment rate for optical services
• Collaborated with optometry staff to meet individual and team goals

• Prepared comprehensive income tax returns for a diverse clientele with a 99% accuracy rate while meeting strict deadlines
• Reviewed and analyzed client data to prepare accurate income tax returns and perform tax research
• Developed and delivered personalized financial education workshops, increasing clients' understanding of tax laws by 30%

• Used POS system to process sales, returns, online orders, and gift card activations
• Refunded payments for returned items, processed exchanges, and offered store credit to ensure customer satisfaction
• Stocked merchandise, clearly labeled items, and arranged products according to size or color