Conduct and administer fiscal operations, including accounting, planning budgets, authorizing expenditures, establishing rates for services, coordinating financial reporting, and payrollDirect, supervise, and evaluate work activities of clinical, clerical, maintenance, billing, and IT personnelConduct recruitment, hiring, contracting, and onboarding of personnel Oversee and negotiate all payer contracts; maintain all provider credentialing, licensing, and CME requirementsMaintain awareness of advances in medicine, computerized diagnostic and treatment equipment, data processing technology, government regulations, health insurance changes, and financing optionsMonitor the use of diagnostic services, facilities, and staff to ensure effective use of resources, and assess the need for additional staff, equipment, and servicesMaintain computerized record management systems to store and process data, and generate targeted reports and performance metrics; managed technology procurementContinually maintain and improve clinic’s reputation and love mark in the communityAchieve high staff morale and retention through effective communication, prompt problem resolution, and proactive people-engagement practicesInvestigate and report issues relating to patient care or conditions that might hinder patient well-being

Oversaw daily fiscal and personnel operations, including accounting, planning budgets, coordinating financial reporting, and payroll. Focused on staff retention, clinic reputation realignment, and market reach and penetration.

Managed schedules, organized office work flow, and oversaw daily office operations with 80 employeesHired, trained, and on-boarded over 30 new employees, provided ongoing support that improved staff retention by 20%Trained staff on 9 different federal and state regulation programsMaintained basic payroll duties for staff; counseled staff on HR issues, ADA, EEO, and FMLA compliance; and administered formal employee discipline as neededStreamlined production process to raise staff output by 30% and improved agency initial application timeliness to 98%, ranking in the top 5 states for timelinessSystematically audit staff production and work output, correcting knowledge and skill gapsEducate and mentor staff across 10 offices for interpersonal development and agency objective alignmentAnalyze large performance data sets and metrics to identify process bottlenecks; implement forward-thinking solutions to drive employee performance and customer satisfactionCoordinated efforts of community organizations to leverage the caring power of agencies to promote self-sufficiency (i.e., United Way, medical providers, Alaska Food Bank, other state agencies, etc.)

Led agency in volume of production and accuracy, consistently outperforming peers by 50%; maintained 99% accuracy ratingInterview customers, gather financial and resource information, determine eligibility for 9 different federal and state programsReview peer casework for accuracyMaintained medical files and records for those pursuing disability determinations outside of the SSA; networked with various doctors and hospitals to acquire patient medical records

Craft personal and business financial plans designed to align financial objectives with resources via a long-term relationshipTop 20 advisor for new client acquisition during first yearFully licensed with FINRA, SEC, and various states: securities; life, disability, and health insurance; originate mortgages and HELOC accountsDevelop and implement marketing plan to grow practiceManaged personal practice under the Ameriprise umbrellaManaged various investment portfolios across diverse market products to mitigate risk exposure while maximizing growthCreate and maintain financial statements (P&L, cash flow, etc.) and worked with business owners to develop prudent budgets and accounting strategies

I assisted a professor by researching various constitutional interpretation methodologies in preparation to publish a book.

I handled incoming and outgoing electronic communication between both the public/CTMH consultants and Close To My Heart, working to positively brand the company, increase their market presence, and solidify their love mark.