Customer Service Management

Sandra Riddick

*** ****** ***

Wyncote, PA **095

*****-**************@*****.***

Cell-267-***-****

Profile

Experienced Senior Financial Manager with significant accounting and administrative leadership with a track record of operating effectively in complex multi-stakeholder environments. Background in designing and implementing news business process; integrating service-oriented cultures. Proven ability to learn quickly, manage multiple, challenging, and time-critical projects to successful completion. Possess consultative, problem-solving, decision-making, fundraising, and critical thinking competencies. Strong qualitative and quantitative skills coupled with a strong work ethic, and desire to have lasting impact.

Core Competencies

Fiscal Management • General Accounting • Budget Development and Management • Forecasting • Variance Analysis • Business Process Improvement • Vendor Negotiations • Inter-departmental Coordination • Customer Relationship Management

Experience

Senior Financial Analyst & Comptroller - Camelot Schools, Malvern, PA 2009 - present

Direct 18 budgets totaling $18M for various schools

Mergers and acquisitions; vendor and contract negotiations; project management

Accounting and bookkeeping duties include: RFP preparations, monthly close, ROI reports, capital budgets, stakeholder reports, AP & AR bank statements, trial balance, annual audit liaison

Director of Finance & Comptroller – Independent Consultant, Flourtown, PA 2008 - 2009

Responsible for management and reporting of $10M budget

Responsibilities included: budget forecasting and analysis, SOX compliance. Corporate liaison for external audits, SG&A analysis and reporting, prepared and analyzed Financial Statements and Balance Sheets monthly. Responsible for the balance sheet, operating income and expense analysis to determine variances. Federal & State IRS tax filings, financial analysis and forecasting functions across all operations including pricing, payroll and capital expenditures, prepared executive notes, and recommendations to company COO, validated and developed recommendations for procedural use of existing systems and the conversion.

Senior Financial Analyst – Quest Diagnostics, Norristown, PA 2002 - 2008

Manage $87M budget

Tasks included: Direct reporting to CFO, prepared and analyzed monthly Financial Statements and Balance Sheets, prepared $12 million quarterly prospectuses forecasting and budgetary allocations. Responsible for interpreting market and pricing data. Prepared 10Ks, 10Qs for quarterly town hall updates. Responsible for the preparation of executive notes, and recommendations to stakeholders

Business & Health Administrator – Genesis Health Ventures, Glenside, PA 1998 - 2001

Managed all accounting and facility operation functions including payroll, billing, A/P, A/R for a 107 bed nursing facility. Responsible for budget development and management including capital allocation and cash management. Reported fiscal process including month end close, expense analysis, variance analysis. Managed and reported fixed assets. Allocated and distributed $50,000 administrative budget, and $20,000 equipment & supply budget. Successfully collected $1 million of a $2 million deficit in little over a year and reduced receivables to a four-day turn around cycle. Negotiated with insurance companies and third party entities to assure maximum benefit payouts. Credited with improving the company’s operating profitability Managed resident trust funds and confidential files. Administered facility licenses. Responsible for all compliance matters including licenses and insurance

Accounting Specialist – Independence Blue Cross, Philadelphia, PA 1992 - 1998

Managed accounting functions including Payroll, Billing, A/P and A/R. Responsible for vendor negotiations to improve DSO for receivables. Developed a four-day turnaround period to receive funds. Interacted with insurance plan administrators including Medicare, Medicaid, HMO, PPO, ORB & other third party billing groups. Setup new accounts, reviewed and processed applications. Provided employee trainings in customer service, agent support, bookkeeping and general administrative support. Served as liaison between offices, agents, and applicants. Strong support person management. Effectively resolved problems with irate customers. Assisted policyholders during company’s transition from in-office support to via 800-number. Strong knowledge of principles and processes for providing customer and personal services. This included customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Education

Chestnut Hill College, Chestnut Hill, PA 2005 - 2009

M.A. 2009 B.A. 2005

Major: Finance Minor: Healthcare Administration

Montgomery County Community College, Blue Bell, PA 1999 - 2002

A.A. 2002

Major: Marketing

Community College of Philadelphia, Philadelphia, PA 1990 - 1992

Major: Accounting

Skills

Hyperion • Peoplesoft • Quickbooks Pro • QDSS • Nvision • Microsoft Office (Word, Excel, PowerPoint) Financial Edge/Raisers Edge

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