Supervise secretarial staff and organize schedules. Hold monthly meetings with secretarial staff to address concerns and issues. Attend bi-weekly Management Team meetings to address concerns and issues. Submit weekly Behavioral Health reports to the state to comply with state and federal guidelines. Enter vendor invoices and create payments. Monthly bank reconciliations. Reconcile accounts payable to the general ledger monthly. Enter explanation of benefit information from insurance companies for client payments. Create multiple reports and presentations for the finance, management, and direct staff departments using Word, Excel, Access, and Power Point.

Create tax returns for clients. Direct contact with clients to gather information for tax returns. Contact third parties to gather client tax information. Assist with IRS audits. Create 1099 and 1096 form for clients with businesses. Transfer physical client records into electronic files.