Brian Schmidt Email & Phone Number

Lake Mary, Florida, United States

As Client Service Consultant, Brian Schmidt is responsible for managing all aspects of the CapAcuity client experience, which includes the development of service calendars and the fulfillment of ongoing service deliverables. Brian leads the coordination, preparation, and delivery of annual plan review meetings and ongoing funding analyses. In this role he.

Orlando

Manage financial affairs of the Club, including budgeting, financial reporting, disbursements and state and federal filings.Committee Chairman for Strike for Sight Bowling fundraiser.Secretary of the Trust- serving as primary contact for handling of the Club's endowment accounts.

• Managed staff of accounting professionals producing 500+ accurate and timely trust reports to assist our clients in meeting their financial reporting obligations.
• Acted as liaison between BNY Mellon and client’s various investment managers/auditors to reconcile erroneous transactions or reporting schedules.
• Initiated and composed summary checklist in collaboration with Quality Assurance ensuring staff met all obligations with those accounts transitioned to our new reporting platform.

• Developed and successfully managed a $28 million budget that included 15% annual growth in revenue due to expanded product offerings.
• Prepared and presented monthly variance reports to support SE regional finance consolidation.
• Managed a staff of eleven that included A/P, A/R, data processing, and the warehouse ensuring procedures followed proper audit requirements.
• Directed the incorporation of Comcast record retention policies to the existing record warehouse.

• Managed cash flow from third party payments to proper profit centers and other miscellaneous G/L accounts.
• Analyzed same third party payments to verify co-payments as well as Medicare/Medicaid allowances.
• Reconciled patient accounts with incoming payments.
• Consulted with insurance representatives to resolve payment discrepancies.