Carla C. Vincent, Cfp ®️ Email & Phone Number

Carmel, Indiana, United States

Sammamish, Washington

Seattle, Washington, United States

Intensive study program to pass industry required license exams and undergo intense months of specialized training before beginning career as a licensed financial advisor. Edward Jones named as a top company for training, ranking #14 on Training magazine's 2019 Training Top 125 list....the top ranked financial services firm.

Greater Seattle Area

• The core responsibility for this role was to reconcile and eliminate any variances between cash receipts and AR file posting for all patient cash with annual receipts exceeding $850B.Other responsibilities include.
• Accounted for discrepancies that were contributing to the overall variance between patient cash clearing and Accounts Receivable reports. Variance is the lowest reported in Patient Financial Services department to.

Manage operations flow of four departments under the leadership of the administrative director. Responsibilities include $500k budget tracking and management, operational and organizational project planning and execution and other activities that ensure optimal program management and operations. Increased customer knowledge of program area from 20% to 60%.

Mount St. Vincent

Analyze and submit report on various identified issues, define project scope, submit recommendations and solutions, and drive implementation. Saved the organization over $5000 in fines from regulatory agencies through analysis and auditing of unaccounted funds in general ledger and cash management software; presented recommendations to administrator and.

Mount St. Vincent

Set-up all office operations and controls for on-site billing customer service and cash office. Managed personal funds held in trust and provided additional customer advocacey for billing related issues. Brought organization into compliance and mitigated risk by 100% for misappropriation of funds by: 1) initiating and developing all policies and.

Part of a three person first-level response team for all internal customers (employees) experiencing technology related issues. Ran all manager reports and performed analysis for trends, further identifying improvement opportunities. Exceeded call resolution volume by 80% more than other team members. Brought all new-hire senior executives up to speed.

Hired as part of the core administrative team during the start-up phase of the world’s largest endowed foundation. Working independently, successfully delivered complex calendars for meetings, travel, prepared correspondence, and client presentation materials for board meetings and annual budget preparation and review.  Ensured seamless operations for a.

Seattle, WA

Rockey Hill & Knowlton, Inc. operates as a communications consultancy company. It provides services in various areas, including technology, healthcare, public affairs, corporate communications, marketing, and online communications. The company was formerly known as The Rockey Company. Rockey Hill & Knowlton, Inc. was founded in 1962 and is based in.

Bachelor Of Arts, English Major

Certficate, Project Management