Jonathan Herrera, Mba, Crtp Email & Phone Number

Riverside, Ca, Us

Kansas City, Mo, Us

Kansas City, Mo, Us

• Certified & Registered Tax Preparer (CRTP)• Prepares all estimated tax payment calculations for the Federal and State income tax jurisdictions (IRS PTIN certified in all states except NY & OR).• Reconciles tax accounts, inputs tax provision data, and forecasts liabilities and deductions.• Prepares Federal and State income tax documents, including decoupling modifications and apportionment documents.• Prepares tax compliance documents, including all necessary forms.• Offers health insurance, life insurance, and other financial services as a Licensed Advisor.

• Client relations for Super Bowls XLII & XLIX, Waste Management Open, United Health Group and Phoenix Suns. • Updated and managed contracts for Gila River Casino, R. Entertainment and Kovach Building Enclosures.• Marketing achieved 13% growth year over year (YOY) and increased Return of Investment. • Supervise client portfolios, manage accounts and design appropriate new business sales strategies.• Assist GM in preparing an assessment recommendation and executing web editing projects with CRM (SalesForce.com, NetSuite, Insightly). • Update and manage Social Media relationships (Facebook, Hootsuite & Twitter) for SEO/SEM & SMO.• Contribute to the analysis of GUI design to identify an innovative solution without compromising release readiness, budget or deadline.• First Arizona transportation company ever featured on Living Social and second Arizona transportation company ever featured on Groupon.

• Supervise client portfolios, manage accounts and design appropriate new business sales strategies.• Assist partners in preparing recommendations and executing web editing projects.• Update and manage Social Media relationships/campaigns (Instagram & Facebook).• Handle travel packages for Valley transportation to and from the Salt River Tubing Recreation area.• Assist GM with reservations in our CRM platform (Deem/Ground, Saturn, LimosAnywhere).• Added new clients including Lone Butte Casino, Tempe 12 and Regents on University.• First Arizona bus company ever featured on Living Social.

Valley Forge, Pa, Us

• Partnered with Investors to help them meet their financial goals (e.g. Trusts, TA, RIS, RSS, Brokerage, etc.). • Assisted with TA and Brokerage account set-ups, trade executions and investment guidance.• Managed clients telephonically through CRM dashboards and step by step assistance.• Successfully passed the SEI Exam as a prerequisite for FINRA Series 7 and Series 66, 65, and 63.

• Licensed in 13 states, appointed with over 20 companies, and certified to offer over 100 insurance products.• Offered unparalleled brokerage support and retention for thousands of HPOne clients.• Managed Medicare sales operations and created meaningful relationships between our members and HPOne.

Woonsocket, Ri, Us

• Manage revenue-cycle operations for CVS Health’s Coram Infusion Shared Service Center.• Identify gaps within the invoicing system (SAP), develop innovative solutions, and ensure new functionality is thoroughly tested and working as expected.• Create Quality Analysis measures (with Deloitte) through Access (data bases) and MS Excel for KPI metrics.• Work and communiate with cross-functional teams to identify and resolve issues that have a broad organizational impact. • Tableau, SharePoint, HC360 (HCN), MediAR and other PBM/Health Care Financial software used in daily responsibilities.• Involved in the phase out of the PFC’s closures for all of CVS Coram Infusion financial analyses.

Falls Church, Va, Us

• Responsible for efficient and timely hands-on troubleshooting, remediation, coordination, escalation, tracking and management. • Supports development and implementation of case analysis work for reconciliation of data from the health insurance exchanges. • Analysis of discrepancies in the eligibility reconciliation process for multiple stakeholders.• Identifying and solving customer information and processing problems.• Applying triage, research, collaboration, and technical knowledge to resolve transaction and processing issues.• Also responsible for conducting research, workflow investigations, business procedures and making recommendations.• Continuous process improvement of the reconciliation process for the Affordable Care Act (ACA) and the IRS.

Tempe, Arizona, Us

• Demonstrated a core competence in researching and analyzing customer data and finding information in OnePoint’s pharmacy and PBM systems.• Alerted OnePoint management regarding possible negative developments or trends with hospice/assisted living customers.• Looked for ways to improve and develop the functionalities of the department for continued growth.• Executed and monitor daily/weekly operational processes to ensure program integrity.• Worked with cross functional teams to ensure timely reconciliation and resolution of participant related issues.• Delivered high quality roll-outs and annual campaigns to Managed Account plans ensuring that strict customer service requirements are met.

Cedar Rapids, Iowa, Us

• Consulted small/mid-size enterprises (SME/SMB) on advertising solutions (B2B): SEO, SEM, online display, websites, direct mail, yellow pages, magazines and eCommerce.• Managed marketing campaigns to generate comprehensive SEO/PPC/SEM Google campaigns that increased brand awareness, boosted organic traffic and increased click-to-call ratios. • Optimized revenue streams for clients and added value to marketing by introducing creative advertising concepts.• Google AdWords Certified, Google Premier SMB Partner and Yahoo/Bing Ambassador.

• Expanded product and social digital footprint while developing strategies to generate revenues to achieve digital growth milestones and Return on Investment (ROI). • Market mobile applications built with iOS, HTML5 and Android platforms (B2B and B2C). • Assess API, CRM and DRM documentation which includes the document deliverables of Business Requirements, System Requirements, Design, Build and Installation. • Facilitate the working sessions with subject matter experts (SMEs) from cross-functional teams to accomplish project goals for UI and UX. • Communicate customer needs and requirements to Dev. team by monitoring service performance, tracking customer satisfaction and supporting the totality of systems/devices. • Provide timely status updates based upon Six Sigma Database Metrics standards (6 Sigma Belt). • Facilitate communication between cross-functional teams to accomplish project tasks and goals with phases of Software Development Life Cycle (SDLC).

Kansas City, Mo, Us

• Launched Marketing and Brand Awareness for "Helpth" campaign in the Phoenix Market.• Liaised between clients, health insurance providers and the healthcare marketplace to uncover solutions in the Health Insurance Marketplace/Exchange for the Affordable Care Act.• Explained the unique individual impacts of the Advanced Tax Credits, outlined available healthcare benefit plan options, facilitated plan selection and enrollment.• Licensed and Certified Health Care Advisor.

Phoenix, Arizona, Us

• Improved AZ College's marketing and ranking to the top 5% of Career Colleges programs and became ABHES & ASHP accredited.• Increased retention and produced one of the Nation's highest passing rates (PTCB) while facilitating sessions with subject matter experts (SMEs). • Provided status reports to management for program documentation for JCAHO (Governance/Oversight). • Trained and Instructed Certified Adult pharmacy technicians, Licensed medical assistants, billing and coding Degree students in a College environment with unrivaled success.• Unique approach offered graduates’ insight on how to multitask and think critically in a professional-medical environment (e.g. PBM, hospital, retail, long term…etc.).

Chandler, Az, Us

• “Right hand man" that assisted the CEO, President and VP to stay organized and on target.• Researched construction projects and prepared spread sheets on operating costs while documenting and visiting project sites for substantiation.• Provided high-level counsel and guidance through research, prepared statistical reports and prepared correspondence. • Liaised between office and field development teams; facilitated the escalation of risks and resolution of issues.

Duluth, Georgia, Us

• Trained, mentored and developed over 50 independent agents for PFS after acquiring Arizona State Life Producer (Insurance), Series 6 & Series 63 (Securities) licenses.• Ranked as a top State recruiter and developed financial strategy solutions for clients with entrusted documents.• Developed and executed marketing campaigns with fiduciary precision to win multiple regional sales awards.

Us

• Planned and managed budgets in excess of $4.5 Million that decreased overhead, increased customer retention and broke sales records.• Trained and Scheduled over 20 staff members (pharmacists, interns & technicians) and kept safe PPI/HIPPA records (e.g. checking accounts, credit card numbers & medical records).• Prepared correspondence, accounting and financial documents for analysis by pharmacists, PBMs, insurance companies, drug reps, auditors and Government entities.

Washington, D.C., Us

• I assisted a cadre of professional law enforcement personnel with State of the Art detection technology.• Installed and destalled on US Government vehicles, Border equipment and other classified technologies between Southeast California and Southwest Arizona.• This included layers of sophisticated targeting and communication systems, iridium heat sensors, remote and mobile geophones.

Yuma, Us

• Taught high levels of sportsmanship through the art of the game through exploration, demonstration, observation and evaluation during practices• Established objectives and planned drills, game preparedness and learning experiences• Served as role model at all times for athletes and was responsible for the conduct of the players at practices and athletic events under my direct supervision

Executive Master Of Business Administration (E.M.B.A.) - Summa Cum Laude, Business Administration And Management, Executive

Master Of Business Administration (M.B.A.), Marketing/Marketing Management, General

Bachelor Of Applied Science (B.A.Sc.), Sociology

Associate'S Degree, Educational Leadership And Administration, General

Certificate, Full Stack Development - Coding