Courses in: Business Financial Analysis; Marketing Fundamentals; Operations Fundamentals; Organizational Behavior, Accounting, Computerized Accounting Systems
Bachelor’s Degree: Business Administration and Accounting
H&R Block - Income Tax Preparer
Rome Learning Institute - Health Training Center Medical Coding & Billing
QuickBooks; IDX Program and Get Link; various tax software; Medical Billing and Coding; Auditing and income review software; Microsoft Word/Access/Excel
Billing and Accounts Payables Jan 2019 to Apr 2019
Lincoln Financial Group Dover, NH
Handled billing and accounts payables
Handled delinquency accounts
Schedule receipt for the insurance company
Internal Revenue Service, Andover MA 01/2007 to 04/2016
Customer Service Representative
Provide taxpayers who experience problems about their refund the way to correct and fix these problems, correct Math Errors, refund Trace Actions, Unpotable Return, rejected return, amended return and determine necessary adjustment.
Inform taxpayers and guide them to the right department and information they need it.
In order to do these I utilize various computer systems as IDRS, MAS, IAT, CIS, and EUP to resolve a wide range of problem.
Electronic Help Desk for tax preparers.
Provides customer support tax practitioners who experience problems filing tax returns.
Review all information concerning e-file applicants and participants tax compliance order to accept or reject their e-file application.
Follow guidelines established in the Internal Revenue Manual for Electronic Tax Administration. Conduct suitability checks used to determine if the firm or individual listed on the e-file Application is appropriate to offer electronic filing.
Research a variety of sources, analyze, and initiate actions on tax issues and obtaining applicable returns.
Made all required information for correction of accounts and records.
Secure payments of delinquent taxes and filing of delinquent returns.
Determine financial, levy sources, adjustment and uncollectible information and advise taxpayers of appeal procedures.
The Chateau, Andover MA 04/2005 to 01/2010
Part time Bookkeeper
Reconcile daily cash and total sales reports
Compile monies from cash outs & action bank deposits
Manage sales logs and journals
Reconcile Keno & lottery against lottery reports
Manage registers for day & night shifts
Malden Mills, Lawrence MA 01/2000 to 06/2006
Credit Department & Accounts Receivable
Processed credit to new applicants
Provide support to existing customers
Collected approximately $500k/month
Daily monitoring delinquent accounts
Initiate collection calls and follow up communication with accounts
Maintain current A/R list & communication with sales representatives
Track outstanding balances based on customer’s terms
Initiate new account credit and credit inquiry approvals
Managed primarily through Excel and QuickBooks software
Consulting Projects 2002 to Present
Coordinate with sales managers as needed to ensure that customers are in the right discount groups and pricing levels to ensure proper billing
Review, track and follow up with all
North American Industries (Accounts Receivable)
Lahey Clinic Medical Center (Billing)
Akro Pharma (Accounts Receivable)
Azonix Data Entry