Customer Service Manager

Amy J. Groark

**** ******* *** *. *******, WA *8103

ablsmf@r.postjobfree.com 602-***-****

EDUCATION

PARALEGAL CERTIFICATE University of Washington Seattle, WA 2010

BACHELOR OF ARTS Arizona State University majored in Humanities

Dean's List Tempe, AZ 2004

PROFESSIONAL EXPERIENCE

BILLING SPECIALIST (FINANCE ASSISTANT II) HopeLink Bellevue, WA 2009

- 2010

. Development of budget plans and forecasts to monitor expenditures of

funds for timeliness, effectiveness, and compliance with expert level

knowledge of Excel and Access, SQL and pivot tables.

. Bookkeeping, financial analysis, ensuring accuracy of information in

databases, creating queries and reports, preparation of monthly invoices

(A/R) and payment vouchers (A/P) for transportation and interpreter

services programs.

. Effectively conveyed information pertaining to budget rules and

regulations and analyzed budgets and forecasts to develop trend analysis.

Prepare reports and compile data from accounting and information system

records. This includes development, maintenance and analysis of standard

and ad hoc reporting related to various programs.

. Coding and data entry of invoices for department and building expenses.

Effective in improving and streamling processes with a high level of

detail to ensure that all were thoroughly documented.

FUND ALLOCATION COORDINATOR Keller-Rohrback Law Offices Seattle, WA

2007 - 2009

. Influential team member of the Exxon-Valdez Complex Litigation being

responsible for coordinating all settlement funds.

. Efficiently distributed awards to the claimants in compliance with the

Plan of Distribution with a high level of detail and in conjunction with

all legal matters and updates.

. Performed complex queries and was responsible for data management -

high performer as the relational database expert using Access & Excel.

. Effective communication and customer service to Direct Action firms

and attorneys.

. Performed complex calculations of claims and held responsible for

generating accounting reports used in litigation. Tax filings. Liens,

levies and assignments.

CORPORATE PARALEGAL Dimensional Fund Advisors Santa Monica, CA 2007

. Responsible for the management of corporate minute books, records and

stock ledgers. Issued stock certificates.

. Organized quarterly meetings of the Board and committees. Managed

prospectus distribution and fulfillment orders. Conducted Blue sky

research. Managed state filings, progress reports.

. Strong support of 6 busy attorneys in all legal matters and activities.

FINANCIAL ANALYST MAXIMUS Tempe, AZ 2006 - 2007

. Served as the account manager to 20+ Local Education Agencies. Consulted

on all aspects of administering the federal program Medicaid School-Based

Claiming.

. Analyzed cost data, certification of state expenditures, student data and

provider reports. Calculated state-wide claims. Forecasting & trend

analysis.

. Interpreted federal healthcare law provided by CMS for proper compliance

and served as corporate trainer of district personnel.

. Responsible for retrieving any outstanding cost data to ensure

completeness of claims and increase proper federal reimbursement.

MEDICAID PROGRAM MANAGER Isaac Elementary School District Phoenix, AZ

2005 - 2006

. Spearheaded the development and operations of the Medicaid School-Based

Claiming program receiving over $500,000 in Federal reimbursement.

Created first Access-based database for trackng professional services and

IEP information.

. Ensured compliance with Federal policy and State law. Data management and

regulation of confidential district information.

. Financial reporting and accounting in GAAP, including: preparation of

quarterly financial reports, bookkeeping, AP &AR, payroll, and internal

auditing.

. Budget analysis and financial reporting. Worked effectively with the

Business Director and Director of Special Services on all budgetary

matters. Interpret state and federal law and effectively communicated to

all parties for program compliance.

. Trained staff on program requirements: proper reporting, documentation,

and completing medical billing records. Improved program initiatives and

increased participation.

LEGAL ASSISTANT Weiss Law Offices Phoenix, AZ 2005

. Supported an attorney start his own real estate practice by assisting

with all aspects of service.

. Red-lining, client services, & research. Created and maintained filing

system. Responsible for creating Limited Liability Companies and

Corporations with high level of detail.

SKILLS/CERTIFICATION

. Expert in Microsoft Office Applications - Word, Outlook, PowerPoint,

Access and Excel using pivot tables, vlookup and advanced searching

techniques. LexisNexis, ProLaw, and Westlaw.

. Type 50 wpm, 10-key, typewrite.

Contact this candidate