Assist the CFO with fund accounting, reconciliations, report generation, and budgeting.

Primary contact and first problem solverFacilitate improved customer relations by quickly discerning needs and resolving issuesCreate a professional image in high stress situations.Process Medicare, Medicaid and Commercial secondary insurance hard copy claimsUpdate self-pay amounts in electronic health record systemProcess employee travel reimbursements, track credit card expenditures Created historical budget analysis and graphs for tracking Accounts Receivable… Show more Primary contact and first problem solverFacilitate improved customer relations by quickly discerning needs and resolving issuesCreate a professional image in high stress situations.Process Medicare, Medicaid and Commercial secondary insurance hard copy claimsUpdate self-pay amounts in electronic health record systemProcess employee travel reimbursements, track credit card expenditures Created historical budget analysis and graphs for tracking Accounts Receivable trendsCoordinated five-month training program for 500 physiciansNominated by peers for 2013 Employee of the Year Show less

Developed yearly spending plan for multi-million dollar budgetOversaw three expense accounts and one revenue accountCreated detailed Excel reports summarizing expense and revenue statisticsForecasted revenue and expenses through year-endAnalyzed expense patterns and recommended budget adjustments to Senior ManagementProcessed requisitions, internal billings and PCARD reallocationsOversaw project budget for office remodel. Coordinated with external contracts to meet… Show more Developed yearly spending plan for multi-million dollar budgetOversaw three expense accounts and one revenue accountCreated detailed Excel reports summarizing expense and revenue statisticsForecasted revenue and expenses through year-endAnalyzed expense patterns and recommended budget adjustments to Senior ManagementProcessed requisitions, internal billings and PCARD reallocationsOversaw project budget for office remodel. Coordinated with external contracts to meet project timeline Show less

Increased efficiency of operations resulting in growth of company from 1 to 10 insurance agents in 24 months. Expertly managed insurance applications for 10 agents, marketing 24 insurance companies in 34 states. Updated weekly sales and marketing reportsCompleted monthly reconciliation of client list to 24 commission statementsProcessed agent commissionsAided CIO in implementation of software to streamline payment of commissionsMaintained broker contracts with multiple… Show more Increased efficiency of operations resulting in growth of company from 1 to 10 insurance agents in 24 months. Expertly managed insurance applications for 10 agents, marketing 24 insurance companies in 34 states. Updated weekly sales and marketing reportsCompleted monthly reconciliation of client list to 24 commission statementsProcessed agent commissionsAided CIO in implementation of software to streamline payment of commissionsMaintained broker contracts with multiple insurance companies and ensured compliance with state Divisions of InsuranceLiaison between customers and insurance companiesEnsured accuracy and completion of applications to meet strict insurance company deadlinesInput and updated client information into CRM database averaging 1,600 clients Show less

Virtual assistant completing title commitments from homeEnsured accurate data entry of title policy information Maintained file storage system at office siteProvided office support in Policy Department in absence of supervisor