Brian Zimmerman Email & Phone Number

United States

Worked at Richmond Chiropractic Neurology office helping with the patient check in and screening process of patients as they arrived for their appointments. Assisted the front desk and front desk manager as needed. Also started studies for License Massage School & Back/Body Therapy at John Tyler / Brightpoint Community College soon after starting my position at Dr. Mark S. Smith, D.C. office. Planning to move towards completing a Career Studies Certificate in Massage Therapy at John Tyler / Brightpoint Community College by the end of the year.

Richmond, Virginia Area

INTEGRITY: We act with integrity in everything we do.UNITY: We work as a unified team.SERVICE: We humbly serve our communities and those who serve and heal others.LEARNING: We are constantly learning and transferring that knowledge to our clients.ACCOUNTABILITY: We are accountable to our clients and colleagues.RESPECT: We treat everyone with dignity and respect.Responsible for conducting eligibility screenings, assessment of patient financial requirements, and counseling patients on insurance benefits and co-payments. Initiate and maintain proper follow-up with the patient and government agency caseworkers to ensure timely processing and completion of all mandated applications and accompanying documentation.Serve as a liaison between the patient, hospital, and governmental agencies; and actively involved in all areas of case management.Participate in ongoing, comprehensive training programs and to make field visits as necessary.Screen and evaluate patients for existing insurance coverage, federal and state assistance programs, or hospital charity application.Re-verify benefits and obtains authorization and/or referral after treatment plan has been discussed, prior to initiation of treatment.Obtain legal relevant medical evidence, physician statements and all other documentation required for eligibility determination, and complete and file applications. Document progress notes to the patient's file and the hospital computer system.Ensures appropriate signatures are obtained on all necessary forms.

Midlothian, Va

“Everyone needs and deserves a quality financial plan.”—PIEtech℠, Inc.Working as a Client Services Chat Specialist, I ensured an engaging, accurate, and informative experience for advisors who use MoneyGuidePro® and for their clients using myMoneyGuide®. I addressed questions related to the software, its capabilities, and interface. I served with proficiency, quality, and accuracy. PIEtech℠, Inc. (the creator of myMoneyGuide® and MoneyGuidePro®) is a positive and determined company. The team I was on pushed ourselves to be the best. I collaborated, stayed informed, and kept up to date with all changes in the software and topics that involve quality financial planning software. In this role, I gave advisors (and their clients through chat using myMoneyGuide®) the best experience possible.

Assists with installation, training, and maintenance related to petroleum servers and point of sale workstations. Determines most cost effective repair or resolution to minimize customer downtime. Develops and maintains positive customer relations; coordinates with various departments within the company to ensure customer requests are handled appropriately and in a timely manner. Understands guidelines and standards surrounding PCI DSS, PCA DSS, and PCI PTS compliance for the Payment Card Industry. Provides 24 hour support to service contractors and customers on operational or maintenance aspects of their system, software, and equipment.- Provided secure processing solutions for customers, handling 20 to 30 customers per day.- Provided verbal and written communication to customers or management on a daily basis.- Resolved issues with TCP/IP Networking, Electronic Payment Servers, and Point of Sale systems.- Documented all work and communications within the support ticket system.

Sales Consultant for preferred Sprint dealership- Built value in services and products offered by Sprint.- Performed inventory control for Store’s manager.- Made nightly cash deposits at Bank for Store’s Manager.- Met sales goals. - Marketed Sprint devices and services. - Provided customer service to potential and existing customers, explained available services and contracts.

Staff Accountant preparing clients' workpapers, financial statements, estate returns, tax returns, and quarterly payroll. Secondary role, managing CPA's Windows Server, maintaining TCP/IP Networking, and adding workstations as needed. Work included software installs, documenting issues/solutions, optimizing database performance, and deploying web-based tools to access clients' database files. - Provided oral and written communication to inform clients on financial statements and changes.- Prepared workpapers and updating clients' company files, 3 to 8 clients per day.- During Tax Season, worked up to 20 tax returns a day.- Assisted CPA in providing compiled financial statements on a quarterly and/or year end basis.- Prepared corporation, partnership, individual, and self employed tax returns for CPA review.- Prepared payroll entries and quarterly payroll tax returns for CPA review.- Maintained the office's server and network including accessibility of computers and users.- Assisted with preparation of financial statements, estate returns, tax returns, and quarterly payroll.- Experience with adjusting entries, working with general ledger, and trial balances.- Maintained TCP/IP networking, and installed additional workstations as needed. - Performed software installation, resolved database issues, and deployed web-based tools for remote access to client’s files.

Technical Account Manager supporting entire BizRights software suite deployed to manage Governance, Risk, and Compliance for a company’s ERP system. To assist global organizations including fortune 500 companies, big four audit firms, and federal/state sectors of government to meet regulatory requirements and establish automated internal controls related to satisfying SOX, COSO, COBIT, SEC, and PCAOB guidelines and mandates. Collaborated with Engineering, Product Management, Release Management, Program Management, and Sales Consultants to meet goals and objectives. - Assigned contact for internal customers, external customers, and audit partners to identify and resolve issues related to BizRights software.- Examined settings or actions occurring in a company’s ERP system.- Supported automated internal controls software for SAP ERP and ORACLE ERP.- Troubleshooted BizRights core processes: Extraction, Analysis, and Reports of ERP data.- Working knowledge of customer support tools (incident tracking, CRM, Webex, RDC, Test Lab).- Ability to develop advanced troubleshooting procedures for complex technical issues.- Documented all work and communications within the support ticket system and knowledge base.- Supported .NET Framework software requiring IIS, SQL Server 2000/2005, SSRS, Windows Server 2000/2003, and add on connectors to the respective ERP system.- Assisted with load balancing and performance by helping customers manage their Web. Application Server, Database Server, and Reporting Services Server.- Analyzed SQL Databases, SQL Queries, Stored Procedures, SQL Tables, and RDL files. - Reviewed company’s networking and permission policies when necessary.

Bachelor Of Science (B.S.), Accounting And Information Systems Audit (Isa)

Bachelor Of Science (B.S.), Sociology