Amanda Casebolt Email & Phone Number

Conifer, Co, Us

Denver, Colorado, United States

• Accounts receivable payment and invoice entry • Accounts payable invoice entry • Access database entry• Prepare month-end schedules and work with centralized accounting team to prepare accurate and timely monthly financials.• Coordinate with remote teams to ensure company process and policies are being upheld• Provide supervision, assistance, and training to office staff on how to deliver the best customer service and address issues as needed.• Investigate customer issues and find solutions• Communicate with customers via phone and email • Comply with proper vendor and subcontractor documentation and recordkeeping (W9s and Certificate of Insurance)• Retain and manage employee documentation, required recordkeeping and confidential employee files• Provide support to centralized Accounting and Human Resources departments• Complete the local payroll responsibilities• General Office Duties – office supply ordering, office maintenance, etc

Denver, Colorado, United States

• General Office Duties ; Incoming calls, greet visitors and guests, mail• Scheduling Coordination with customers and technicians• Office Supply Ordering and Office Maintenance• HR Duties ; Interviews, New Hire Paperwork, orientation, and working with IT to secure any needed equipment• Payroll, timekeeping, and time off requests• Ensure Sales Orders; approve change orders, purchase orders, and customer coordination with payment• Perform various accounting duties - billing, payments, AR collection, and commercial billing• Maintain warehouse, including inventory, checking in shipments, and purchase orders• Maintain Fleet, including oil changes, repairs, weekly inspections• Event planning and coordination, including meetings, office parties, dinners, and trainings• Knowledge of principles and processes for providing exceptional customer service, both internally and externally

Littleton, Colorado, United States

• General Office Duties ; Incoming calls, greet visitors and guests, mail• Office Supply Ordering and Office Maintenance• Monthly Visa Log, Checkbook Log, check deposits• HR Duties ; New Hire Paperwork, drug tests, badges, orientation, and working with IT to secure any needed equipment• Payroll, timekeeping, and time off requests• Assist Project Managers with Budgets, Change Orders, Labor Tracking, and Purchase Orders• Prepare reports and present data in a meaningful and logical manner to executive management team• Perform various accounting duties - billing, receipts, forecasting and expense reporting• Event planning and coordination, including meetings, office parties, dinners, and trainings• Knowledge of principles and processes for providing exceptional customer service, both internally and externally• Assist Preconstruction with events, Power Point Slides, Organization Charts, Resumes, and interview preparation• Travel arrangements• Contract routing and assistance• Assist RVP and VP as necessary

• Admin Support to the CEO, CFO & VP of Technical Support• Prepare/Edit/Proofread all internal and external documents• Prepare reports and present data in a meaningful and logical manner to executive management team• Perform various accounting duties - billing, receipts, forecasting and expense reporting• Event planning and coordination• Knowledge of principles and processes for providing exceptional customer service, both internally and externally• Process and Procedure improvement recommendations• Maintain systems, including, MS Products, inhouse database, and Salesforce

• Managed, coached and mentored a team of 7 Customer Relationship specialists• Oversaw day to day operations to ensure quality, metrics, and goals were met on an operations level for both internal and external customers• Facilitated the implementation of employee quality scorecard tools and processes to drive a 30% improvement in overall customer satisfaction scores• Ensured 80% of employee’s met or exceeded the quality scorecard objectives for consistently over consecutive quarters.• Implemented Weekly 1:1’s with each direct report to ensure quality, feedback and needs were met by each specialist• Designed and implemented Supervisor Best Practices for the department• Worked with Peers to design and implement a Career Path Program for 70 employees• Maintained Daily/Quarterly Reporting metrics to ensure quality and staffing needs.• Provided metrics, reporting, and customer situations to the Executive Level team

• Managed, coached and mentored a team of 12 Billing Specialists in a busy Finance group for multiple regions. • Oversaw day to day operations to ensure quality and weekly deadlines were met by each specialist.• Ensured policy and procedures for the billing needs of the Customers were met.• Developed and implemented policies and procedures needed to ensure the standards set by internal auditors were met.• Implemented AR calls with internal Customers to help reduce overall AR by 30%.• Implemented processes and procedures for cash/check deposits• Implemented monthly desk audits to ensure quality and needs were met by each specialist.• Implemented Weekly 1:1’s and team meetings to ensure Team building as well as individual moral of each specialist, including mentoring and training.

• Assisted the Billing and Customer Service department with revolving projects to ensure the sensitive timeline of each project was met. • Resident expert on building and setting up the financial system based on the needs of the Field Operations Team.• Developing and writing the Financial Training Guides, as well as providing the training to the specialists and Field Operations teams on a newly implemented system• Trained and mentored the Billing Specialists (full time and temporary) on their assigned duties.• Maintained the key data in the financial system• Part of the Core team that implemented the move of the bookkeeping systems from the Field to the Home Office

• Weekly inputting of finance data of regional 2 markets (93 locations), including checks, attendance and financial paperwork by weekly and monthly deadlines. • Providing customer service to DM's, PA's, and parents. • Helping implement the move of all School Partnerships bookkeeping system to the home location. • Trained other staff accountants for their roles.• Part of the core team that tested, piloted and implemented Kinderstreet, a new financial system• Ensured all Financial deadlines were met on a consistent basis• Provided world class customer service to internal and external customers.

Supervising employees, and children at my particular location. Making sure the employees and I met the children's needs, based on the state's requirements. Organizing activities, games, and crafts for the children per company policies. Providing a safe and fun environment for the children Meeting and communicating with the child's parents about progress and behavior.