Customer Service Manager

Lynda H. Greene

Purlear, NC ***** *************@*****.*** linkedin.com/in/greenelh 336-***-****

Target Position: controller-office manager

Business Accounting / Management / Customer Service

Ensure adherence to internal controls and policies leveraging proven business and financial processes. Excellent communication skills, written and oral. Recognized for strong follow-through, research, and analytical skills, ensuring excellent productivity and customer service. Team-oriented, always willing to provide support and guidance to peers and clients.

Open and Manage Medical Offices Administer customer and billing accounts, sales, and build

relationships with all levels of office personnel.

Customer Service Mindset with the drive to establish and continuously improve processes to ensure efficiency.

Transactions Provide accounting support as needed for routine transactions as well as larger strategic initiatives.

Compliance Ensure adherence to applicable laws, codes, regulations, standards, methods, and practices related to payroll processing for a for-profit entity.

Areas of Expertise

Quality Control Monthly Close Process Contract Negotiation/Review

HIPPA/Billing/Coding General Accounting PeopleSoft Payroll

Inventory Control Financial Reporting Employee Management

QuickBooks/Payroll/Tax Filing FERC/GAAP Training

Education

Gardner-Webb University, Boiling Springs, NC.

BS, Accounting, Overall GPA: 3.98/4.0, December 2017. Summa Cum Laude. Gained while working.

Wilkes Community College, Wilkesboro, NC

AS Degree, Medical Office Assistant, 1991 and AS Degree, Accounting, 2013. Worked to defray college expenses.

Areas of Study: Payroll Accounting, Principles of Accounting I & II, Intermediate Accounting I & II, Cost Accounting, Tax Accounting, Audit Accounting, Business Finance (2 courses), English Report Writing, English Composition I & II, Financial Management, Advanced Accounting, Accounting Information Systems, Quick Books Accounting Software, Business Law and Ethics, Principles of Management, Principles of Marketing, Business Strategy, International Business.

Professional Experience

HIGH COUNTRY WORKFORCE DEVELOPMENT BOARD-BOONE, NC, MARCH 2018–Present

finance and compliance specialist

The role of finance compliance is responsible for the supervision of Workforce Innovation and Opportunity Act (WIOA) management of departmental budgeting and finances of federal monies serving a seven-county region of Alleghany, Ashe, Avery, Mitchell, Watauga, Wilkes, and Yancey counties. Manage the financial budgets of grants received from the state, program monitoring of funds and contract management.

Preparation and management of a 2-3-million-dollar budget and disperse funds to service providers.

Involved with internal auditing as well as NC State auditors, providing necessary information and answering questions.

Make monthly journal entries for salary,fringe,and indirect costs for workforce development board staff.

WILKES HABITAT FOR HUMANITY-WILKESBORO, NC, December 2013–Present

Bring people together to build homes, communities, and hope.

Family Services and Finance Coordinator

Prepare payroll for employees using QuickBooks software. Manage accounts payable and accounts receivable. Handle fixed asset accounting, including depreciation calculations and analysis. Provide double entry accounting ranging from posting to account ledgers. Maintain and control general ledger accounts, reports, registers, and statements. Perform final approval of employee expense reports. Apply fundamental accounting and finance concepts, practices, and procedures.

Assist the Executive Director with real estate purchases negotiating land from $700,000 down to $500,000 and a long-range project totaling $5,000,000.

Involved with internal and external Workers’ Comp. auditors, providing necessary information and answering questions.

NOVANT TRIANGLE MEDICAL GROUP, Winston-Salem, NC, August 2011–August 2012

Physicians outside of the hospital.

Non-Clinical Supervisor

Ensured Compliance with Novant Policies. Evaluated staff annually. Coordinated office billing as well as the accuracy of claims and corrected as needed. Managed all physicians’ calendars through Google Calendars. Reviewed and processed company expense reports, electronic vendor payments, and other accounts payable duties. Directed 12 employees.

Assisted in the launch of new medical software and digital phone system.

Monitored all licensed staff professional development and ensured all licenses were up to date.

HEALTH MANAGEMENT ASSOCIATES, Mooresville, NC, December 2009–March 2011

Operate in the General and Family Practice, Physician/Surgeon business within the HMA sector, employing 20 people at this branch location.

Office Manager for 3 Medical Practices

Opened and managed three new medical practices: Internal Medicine, Sports Medicine, and Psychiatry. Coordinated benefits and payroll. Evaluated and audited vacation/PTO accruals. Processed accounts payable invoices in the proprietary accounting system. Worked in a fast-paced environment. Oversaw 4 employees.

Performed timely entry of pay data related to payroll cycle processing.

Trained employees on use of the expense report program ensuring reimbursements and correct categorizing expenses.

Negotiated contracts with Medicare, Medicaid, BCBS, and private insurance carriers.

Office Manager

DEMAR A. NEAL, M.D. F.A.C.S., North Wilkesboro, NC, June 2007–December 2009

General surgery physician who closed the practice in 2009 to relocate.

LOWE’S COMPANIES, INC., Wilkesboro and Morrisville, NC, October 2000–August 2004

Payroll Tax Specialist

Identified process improvements and assisted in implementation to produce efficiencies at all stages of accounting process. Administered weekly and semi-monthly payroll for multi-state organization. Maintained financial reports, records, and general ledgers. Prepared and analyzed budgets. Ensured compliance with applicable state and federal wage and hour laws.

Ensured 100% accuracy by researching and analyzing discrepancies and processed appropriate corrections.

Avoided fines by assisting management and staff interpret and apply payroll laws, regulations, policies, and procedures.

Assisted in SOX documentation updates and testing

Previous positions held: New River Behavior Health, Billing & Insurance Collections, 2005–2006 Wachovia Bank, Encoder, 2004–2006.

Of Note

Computer Skills: Microsoft: Word, Excel, PowerPoint, Access, Outlook. PeopleSoft, Epic, Nextgen, Tangible, IDesk, Smartsheet, Media. QuickBooks. Databases. Experience with financial applications: PeopleSoft FMIS, Power Plant, Smartfusion, WISE NCDOL grant administration, and query tool (Business Objects). HFM, DESKI. HRIS.

Affiliations & Licensures: Enactus Club, Project Manager, 2012–2013 / NC Real Estate License: Obtained 2006 / NC Auctioneer License Obtained 2013 / Notary Public, Obtained 2011 / American Bankers Association Certification.

Volunteer: American Cancer Society / High School and Middle School / Hospitality House

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