● Process all payrolls for bi-weekly and monthly pay groups, including annual bonus preparation and tracking using UltiPro software.● Prepare check requests for garnishments and support payments to accounts payable for payment, and any needed withholding remittances.● Prepare ACH transfers for state and federal withholding tax, social security deductions.● Prepare all quarterly payroll tax returns and remit any associated payroll taxes.● Prints and balances year-end earnings statements for W-2’s and distributed printed copies to all employees. Submitted electronic copy to the Internal Revenue Service, Social Security Administration, and Wisconsin Department of Revenue.● Maintain and review AP vendor categories based on W-9 regulations and compiles annual 1099 filing, including submission to the Internal Revenue Service● Apply incoming customer payments and assist in customer account collections ● Month end financial reporting and assisting in closing activities

● Responsible for filing quarterly payroll taxes and annual business returns using Thompson software.● Prepared client billing, including invoices, and monthly statements. ● Analyzed accounts receivable and produced aged receivables reports by partner, processed collection duties including application of finance fees and write offs.● Composed correspondence between the accounting firm and the IRS.● Worked extensive hours during tax season to meet client and firm needs. Completed time sensitive projects with a team approach.

● Extensive use of Microsoft Dynamics accounting software and Microsoft Excel.● Project manager for any finance department needs.● Maintain and reconcile balance sheet accounts to ensure financial transactions are properly recorded.● Prepare month-end journal entries.● Assist in preparing reports for the monthly reporting package.● Responsible for A/R order review and customer credit approval.● Recommend accounts for write-off and act as liaison for 3rd party collection agency.● Prepare customer payment plans in accordance with company policies.● Reconcile and manage corporate customer rebate programs.● Track and summarize expenses relating to all major events to generate P&L statements.● Key contact for select National accounts, including communication of past due balances, providing needed documentation, evaluated, and addressed special invoice and statement requests.● Maintain and reconcile petty cash fund.● Review and approve company expense reports

● Patient Access Support Lead and Epic Super User● Project Lead for the clinics Medical and Dental Software and EMR upgrades.● Supported and trained all patient access support staff on EMR software, including preparing all reference and training materials.● Conducted audits of patient accounts to ensure HIPAA compliance.● Prepared all insurance prior authorizations.● Reconciled all patient access staff cash drawers and trouble-shot any closing issues.● Worked closely with providers, outside IT support, patient access staff, and patients to ensure an enjoyable patient experience as well an effective staff workflow.