Joan Dailey Email & Phone Number

Merrimack, Nh

Series 7 and 63 licensedInteract with customers via inbound calls, responding to requests for information and assistance with their brokerage accounts on account features, balances, transaction and distribution informationEffectively used on-line resources, including Fidelity.com and a Microsoft Windows-based workstation in an inbound phone center to execute trades, discuss Fidelity’s wide range of products and services, provide market news and quotes, provide tax and retirement information, and capture and analyze customer financial data

Cambridge, Ma

Prepare and present all financial reports and annual budget to facility administration, finance board, and board of directors.Audit and test internal controls of accounts receivable/payable, payroll, billing, and central supply inventory.Dealt directly with staff, Patients, and family members dailyMaintained, analyzed, and summarized general ledger accounts.Performed monthly analysis of variances of actual to budgeted figures.Ensure compliance by working with auditors of the CPA firm on all new regulations, cost reporting, tax filings, and more.Direct, manage and supervise the Office Manager, Biller, A/P Clerk, Payroll, and Central Supply (Pyxis Software System).Software used: Achieve/Genecare/MDI, Harpers Payroll, Simplex and ADI Time Systems, Microsoft Word, Excel.

North Andover, Ma

Responsible for Medicaid, SSI, EAEDC, LTC, Medicare, Co-Insurance, Hospice, HMO's and all third party conversions, billing and receiving issues.Oversee financial management of ADP/PC based payroll for 200+ employees and all personnel benefits, worker's compensation, and unemployment matters.

Master Of Business Administration (Mba), All Required Crdits For A Bs In Accounting

Bachelor Of Science (B.S.), Health Education