As an Executive Sales and Business Development professional at incentAdvise, a boutique tax incentive firm serving clients nationwide, I specialize in helping businesses optimize their tax savings through services like Research and Development (R&D) Tax Credit, Employee Retention Tax Credit (ERC), Cost Segregation Studies, and other strategic tax reduction services. I advise clients on available tax credits, deductions, and incentives tailored to their specific business needs, focusing on maximizing tax savings and reducing financial liabilities. By driving clientele growth, I aim to build long-lasting client relationships, deliver exceptional service, and ensure a seamless approach to the development and implementation of tax credit studies.Key Results:• Employee Retention Tax Credit (ERTC)• Cost Segregation Department Launch• Sales Mentorship & Leadership• Team Leadership & Analytics• Healthcare Industry Client Expansion• Referral Program Development• Cold Calling Initiatives• Streamlined R&D Client Onboarding• Industry-Specific Client Growth: Drove business growth within key industries including Architectural, Construction, Engineering, Healthcare, Manufacturing, and Professional Services, expanding the client portfolio.• Referral Network Building• Legislation & Tax Incentive Advocacy• Sales Campaigns & Outreach Creation• Client Relationship Management• Personal Client Portfolio: Successfully grew and maintained a personal client portfolio in diverse sectors, including Brewery, Chiropractic, Entertainment, Dental, Healthcare, Non-profit, Restaurant, Short-Term Rentals, and Tactical Manufacturing.

Epic Application Cert. (PB, Claims, and Charge Router)Make full use and application of standard principles, theories, and concepts related to technical discipline and provide solution to a variety of moderately complex problems. Manage small and moderately complex projects, establish and implement new or revised system requirements or procedures. Analyze user requirements, develop and implement systems for moderately complex processes. Coordinate activities of project team and act as a source for direction, training and guidance for less experienced departmental staff. Initiate course correction to stay on schedule while providing professional support for a large multi-facility healthcare organization. Key Results:Work collaboratively with clients to determine information and data requirements. Evaluate and report on a variety of topics complex in nature.Collaborate with customers on efficient, effective use of application resources, and create related documentation as necessary.Work with internal teams to support and develop business solutions. Use professional knowledge, judgment and analysis in making decisions or recommending a course of action that meets business needs and standards.Demonstrates service excellence and positive interpersonal relationships in dealing with others, including patients/families/members, employees, managers, medical staff, volunteers, and community members, so that productivity and positive relations are maximized.Applies standards, concepts and theories related to technical discipline to provide solutions to moderate to highly complex problems, while also mentoring less experienced staff in the use of these tools, techniques and analytical skills.Prepares documentation and assist in documenting and defining workflows in collaboration with relevant stakeholders.Support various Pilots/Pods (Mentor) – Prod Sup – POS, LWS, CDW, CER and Client/Institutional Accounts, Claims - SSI, PB - Community Connect Fee Schedules.

Systems Solutions and Deployment (SSD)Responsible for ensuring that all services performed by KP providers are reported, both for revenue capture purposes, and to accurately reflect the volume of services performed by our providers in order to show the value that is provided to our KP members. Resolve daily incidents reported by clinical and revenue cycle stakeholders. Generate reports to illustrate charge volumes and efficiencies across various specialties and departments. Root cause analysis on charge capture errors and recommend remediation best practices. Support project managers on various projects and system builds.

Responsible for business process design and re-engineering projects related to DaVita's revenue operations (specifically patient access). Serve as DaVita's expert internal resource for escalation, communication and resolution of complex payer and patient access issues; payer research in both new and known markets, and leadership and coordination of cross functional projects. Successfully create a scalable revenue operations department that applies the best of technology, standardization and aggregation to healthcare processes. Manage a book of business to understand and test new verification and authorization processes and system solutions. Utilize innovative problem solving tactics in order to streamline patient access and achieve minimal registration denials and avoid exceptions.Key Results:• Project Lead: SPOC Process, implemented solution to streamline single patient registration verification. • Identify root cause of claim exceptions - resolve - and/or escalate issues and make recommendations for business action as appropriate for prompt and effective resolution.• Identify and analyze payer trends and denial patterns.• Subject Matter Expert (SME) – Post Claim Hold Queue and Anchor Reporting.• Responsible for SOX Reporting – Manager and Director level.• Identify, resolve or escalate issues as appropriate for prompt and effective resolution for mainstream teams.• Verify patient insurance, confirm eligibility, and acquire authorization. • Buddy lead for new teammates. (Training) • Provide recommendations for process improvement. Example: Created a process map for New Patient Verifications• Pilot and serve as a super user for new programs. Registration business lane - I helped the successful launch of DaVita’s proprietary billing software.• Metrics Mentor – responsible for deep diving registration trends and complex payer issues related to denied claims – report findings monthly to upper management, director and VP of Revenue Operations.

Handle weekly invoicing processes for assigned regions within the US, including timely, accurate processing of invoices and credit memos; responsible for specialized invoicing to meet clients’ custom requirements; data entry into client systems andvendor management systems; and analyze client accounts. Conduct credit research, assist with payment applications andperform payment reconciliations. Maintain adherence to corporate, accounting and internal control standards; address issuesfrom employees and clients regarding accounts receivable; and ensure accurate and compliant A/R files and record inaccordance with company policies.Key Results:• Manage the accurate and timely processing of up to 350 invoices $2,000,000 - $4,000,000 per week for Time andMaterials invoicing, Fixed Fee Projects, and Deliverable based Consulting Projects.• Supervise the invoicing for large global automotive client; consolidating multiple global invoices and currencies. Coordinating multiple approval packets and presenting the client with a consolidated invoice.• Take charge of the invoicing for Resources Global policyIQ software sales and licenses.• Handled the processing, distribution, accuracy verification and maintenance of invoices, consisting of approximately 98 consultants for a large financial client.• Developed a solution that would allow for clean A/R to accommodate calendar month billing for clients.• Review Statement of Work Documents, Contracts and Purchase Orders for accurate invoicing.• Worked with CFO and VP of Accounting and Finance on a special project, researching banks and investing inCertificate Of Deposits

Made accurate and timely deliveries of all items to patients’ homes. Compiled ordered Home Medical Equipment, supplies,and oxygen. Completed appropriate home safety evaluation and patient/caregiver education related to ordered equipment andsupplies. Performed equipment set-up, orientation, and demonstration of the safe operation and use of Home MedicalEquipment. Assisted in general warehouse duties, such as, but not limited to stocking, rotating inventory, receiving, shipping,and processing equipment and supplies.Coordinated the services between LifeCare Solutions (LCS) and the hospital, physician office, skilled nursing facilities,managed care providers, other home health or community health companies. Educated the community and other healthcareresources regarding the services offered by LCS. Provided delivery of equipment and patient training in hospital as needed.Proven skills in critical thinking and problem solving, strong analytical, numerical and reasoning abilities.Key Results:• Used good judgment and work well under pressure.• Prioritized and juggled multiple tasks.• Analyzed and created a schedule for the daily routein order to ensure time and efficient deliveries.

Conduct credit research, assist with payment applications and perform payment reconciliations. Maintain adherence to corporate, accounting and internal control standards; address issues from employees and clients regarding accounts receivable; and ensure accurate and compliant A/R files and record in accordance with company policies.• Collect payments on past due bills.• Create a report of clients who have not made payments.• Organize report according to severity of delinquency.• Locate clients using credit bureau information, background checks, loan documents, and other paperwork or databases. • Call clients using telephone.• Inform clients of overdue accounts and amount currently owed.• Assist Collections Specialist with attempt to collect payment.• Ensure all customer information is correct, including phone numbers and addresses.• Assist with set up repayment plans and new terms of sale.• Record new commitment to repay debt.• Print reports for management.• Specialized in credit research• Rick Management - (Dun & Bradstreet reporting)

• Distributes signed checks as required.• Acts as liaison between corporate and branch accounts payable departments.• Answers all vendor inquiries.• Maintains all accounts payable reports, spreadsheets and corporate accounts payable files.• Assists Corporate Financial Officers and branch personnel as necessary.• Prepares cleared checks for storage.• Assembles and processes overnight shipments to branches.• Assists in monthly closings.• Prepares analysis of accounts, as required.• Performs filing and coping.

• Perform messenger services for the company.• Answer phone calls in a friendly, helpful and timely manner• Stamp outgoing mail using mailing machinery.• Shuttle Company-owned vehicles for maintenance, cleaning.• Maintain common areas for cleanliness.• Assist in setup and take down of chairs, tables, and canopies for company events.• Maintain supplies in the kitchen areas and supply room.• Move furniture; Assemble workstations and cubicle areas. • Replace out lighting.

• Warmly greet Members and Guests • Schedule appointments and make reservations for Members.• Maintain excellent communication channels between Members and Club Staff. • Respond to members’ concerns, suggestions and complaints in a timely, professional and consistent manner.• Staff training and development.• Support staff in the enforcement of all member rules and regulations.• Represent the Company in a positive and professional manner.• Maintain reception area in a clean and orderly fashion.• Exhibit awareness of and enthusiasm for all programs offered by the Club.• Increase overall membership and revenue for the Club by conducting tours of the Club after business hours and coordinate with Membership Sales staff for follow-up.• Operate cash register.