ABOUT
 

Robert Romo

Accounting Assistant

Robert Romo joined COPE Health Solutions in June 2021. In his current role as an Accounting Assistant, Mr. Romo is responsible for logging data in accounts payable, accounts receivable, cash receipts, and other financial transactions. He also assists with monthly reconciliations for all accounts, internal and external financial reports and analyses, timekeeping, expense reporting, and other duties and projects as assigned.

Prior to joining COPE Health Solutions, Mr. Romo worked in administrative and accounting roles for several companies. He has prior experience in accounting, creating and distributing quotes and invoices for a high volume of clients, as well as logging financial transactions into both the company database and Sage for Crescent Software, a software development company in Signal Hill, CA. Prior to working at Crescent Software, Mr. Romo worked in an administrative role at Great Luck, a freight forwarding company. He was responsible for data entry, customer service, and various administrative duties for over one hundred clients per month.

Mr. Romo graduated from California State University, Long Beach in the Spring of 2021 with a bachelor’s degree in Finance.


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