Accounts Receivable Business Development

PROFFESIONAL EXPERIENCE

New York Life Insurance- Bethlehem, PA December 2021-Febuary 2024

(Revenue Manager)

-Managed a group of 11 direct reports in the Accounts Receivable department.

-Responsible for daily cash reporting that included reporting the Out of Balance Stats and Individual stats

-Conducted weekly meeting with direct reports to go over any payments that they are struggling with, since the depart is based on clients who self-administer and don’t provide adequate support for the payments to be applied.

-Responsible for the Out of Balance area, worked with the VP of Business Development along with Business Associate to develop a process, SOP, and provided training to the team.

-Worked with various departments such as Audit, Billing, and Collections to assist the cash team that are driven by these departments

-Participated in the reimage project for process improvements in all areas of the department. (Client folders, SOP’s, validating teams work for accuracy, client behavioral changes in terms of support, and audit)

-Assisted with migration from Oracle to SAP

-Responsible for quarterly reviews along with monthly check-Ins

Bolesta Health and Fitness Programs LLC. Hellertown, PA March 2019- November 2021 (Exemplify Biopharma Inc) Subcontractor

-Contracted to conduct research’s on Pharmaceutical companies by looking at publicly available information, such as trails that these companies are participating in currently and what types of management systems, they might need in order to conduct these trails more efficiently.

-Created/documented collection processes for smaller pharma companies that are having some issues with collections, mostly due to not having a effective collection process in place.

1199 SEIU Benefit and Pension Funds, New York, NY May 2016- February 2019

AR Reporting Manager

-Responsible for managing A/R reporting (Delinquency, Critical List, Arbitration, DAD’s, and Gross Wages Hours Reporting for budgeting) to ensure that the reports are completed accurately to be presented for arbitration and trustee meetings

-Supervise and monitor the performance of staff; ensuring that duties are properly performed

-Responsible in overseeing $3 billion in revenue and collections of 30 entities

-Ensure that Collection Attorney’s inquiries are answered timely and accurately to support collection efforts by providing Employer Schedules

-Prepare monthly aging reports for all funds and manage the monthly A/R close process

-Coordinating and maintaining all departmental reporting to ensure all deadlines are met

-Prepare and reconcile reports for all funds for audit purposes

-Preparing year-end final aging, reporting reserves, and write off schedules

-Documentation of all process and procedures, including reviewing the KPI’s, SOP’s, and ADHOC reports

-Overseeing and heading numerous projects. (old balances reconciliations, expanded schedule reports, portal, paper reduction, and departmental file organization)

Dominion Dental Services Alexandria, VA August 2014- January 2016

Financial Services Manager/AR Manager

-Ran the Financial Services/ AR department and responsible for 15 direct reports; primary resource for staff guidance.

-Oversaw the billing, dental plan rate changes, cash applications, cash and CC reconciliations, collections, data entry, and Eligibility EDI files.

-Responsible for the completion of the month end close, reconciled month end cash, ran the broker reports and issued payments/checks to them.

-Provided direct support to the Accounting department during annual external audits and month end requirements.

-Conducted efficiency/accuracy audits on work completed by the staff on a monthly basis to ensure that we are meeting the departmental goals. Which also helped determine what type of training was needed to achieve our department objectives. (reduce overtime/reduce the month end close time.)

-Took part in the new hire process, conducted training sessions, ran monthly department meetings, completed yearly staff performance evaluations.

Access Staffing (NASDQ), Rockville, MD April 2014- June 2014

Billing Analyst (Contract-Temp)

-Contracted to test and audit invoices that were generated in a new system, to ensure the accuracy of all general information as well as currency rates.

-Documenting and presented invoice errors to management.

-Assisted with billing, correcting pdf invoices, answering customer’s billing questions.

NTCA, Arlington, VA August 2013- January 2014

Staff Accountant III/AR Supervisor

-Supervised A/R Accountants that were responsible for cash application/reconciliation, billing, collections, and member inquires.

-Responsible for overseeing intercompany bank accounts to ensure sufficient funds were maintained, signing off on wires, and completing transfers to State Street.

-Assisted /oversaw testing of the new member services system merger and the documentation of new processes.

-Completed monthly bank reconciliations, credit card transactions.

Premier Healthcare Exchange, Bedminster NJ October 2008- May 2012

Accounts Receivable supervisor

-Responsible for the managing the full cycle of A/R (cash application, cash posting, billing, aging, post adjustments, overpayment refunds) including reviewing and analyzing A/R aging reports and collaborating with management to bring problem accounts up to date.

-Developed an aging report with IT collaboration to efficiently collect past due payments on claims. (link to view the EOB) All so worked with IT to streamline uploading of billing data, which resulted in less error-prone more efficient billing.

-Implemented new billing procedures based on the analysis conducted on particular clients and their in-house systems to ensure they are in sync.

-Responsible for documenting process & procedures.

-Hiring and training new hires.

D&S Restoration, Paterson, NJ December 2008- February 2009

Job Costing Auditor (Remote Contract- Temp)

-Audited the payroll tax per job, hourly rates per project based on project site budget guidelines.

-Reviewed the accuracy of the estimated certified payroll submission.

-Verified employees’ adherence to union guidelines (active licenses, etc.

MicroMatic, Center Valley, PA November 2007- April 2008

Sales Analyst (Contract- Temp)

-Responsible for monthly/yearly sales variance analysis.

-Collaborated to review sales order with the sales team in order to ensure the product was in stock and that the price is accurate according to customers discounted/member rate terms.

-Assisted in determining standard market prices for beer dispensing equipment for price increases.

Prudential Financial, Parsippany, NJ May 2006- March 2007

Real Estate Investment Portfolio Accountant

-Managed a $1billion real estate investment portfolio with over 20

investments. (Hotels, office buildings, residential apartments, malls, land, managed mortgage and Mezzanine loans.)

-Coordinated and processed acquisitions, mergers, sales, and conversions.

-Performed Quarterly Equity reconciliations for all joint venture investments. (IRR (internal rate of return), sales proceeds allocations, equity rollforward, net partnership interest, equity investment at cost.)

-Conducted monthly analysis and reconciliation of assigned general ledger accounts and prepared month end journal entries.

-Managed daily cash distributions and contributions.

-Prepared month/year end financial statement results.

Deliotte & Touche, Parsippany, NJ August 2005- December 2005

Staff Auditor)

-Attained MetLife’s life insurance policy’s and verified vouchers and certifications to ensure that the investments are registered to the name of the client listed.

-Verified that the disbursements of payments went to the beneficiary listed on the policy and traced the check amount to the policy.

-Audited a client by using sample size process by collecting, analyzing, verifying of managerial payroll information to detect unethical practices in terms of large salary increases.

EDUCATION

Kean University, Union, NJ

B.S in Accounting, May 2005

- Dean’s List (GPA 3.5)

SKILLS

- SAP, AS2 Database, GP, V-Tek (V3), DataDental, Crystal Reports, EDI, EIPPI, CMS (content management system)

- Microsoft Applications (Excel, Word, PowerPoint, Outlook, MS Access)

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