PROFESSIONAL PROFILE

AMY J. CARLSON, phr

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

SPOKANE, WA 99206

acprrv@r.postjobfree.com

970-***-****

Motivated professional with over fifteen years combined experience working

in energy, human resources management, office management, accounting and

finance operations, employee training, employee relations, employee

benefits, general administrative operations, health care management,

banking, investments, property and casualty insurance. Demonstrated skills

in problem solving, process optimization, facilitating and working with

teams.

LICENSE AND CERTIFICATIONS:

Professional in Human Resources

certification (PHR)

Society of Human Resources Management

(SHRM-CP)

Property & Casualty Insurance license

Professional Academy of Health Care

Management

EDUCATION:

University of Nebraska, Kearney, NE

Bachelor of Science in

Business Administration

Emphasis in Real Estate &

Accounting:

Colorado Mesa University, Grand

Junction, CO

Business Software & Accounting

Courses

SEMINARS AND SCHOOLS:

Microsoft Office Suite of programs, customer service classes and other job

specific training and computer courses. Colorado Property & Casualty

Insurance License, Baker Hughes - Basic Petroleum Technology, Underwriting

Boot Camp, Academy for Healthcare Management, Cannon Financial School of

Employee Benefits I and II.

EXPERIENCE SUMMARY:

Human Resource Management, Effective accounting, budgeting and

established HR department for region. auditing - AP/AR, journal entries,

Including, recruiting, hiring, payroll as well as general office

onboarding, benefit enrollment, management.

employee relations management,

payroll audits, processing and PTO

reconciliation.

Employee Training and Development - Ensuring regulatory compliance -

identify, establish and present accounting in accordance to

training programs for ongoing Sarbanes Oxley, human resources,

compliance, industry specific healthcare policy issuance.

training, software, electronic,

leadership and employee relations.

Unemployment claims review and Prepare and review official

resolution correspondence, vendor relations,

Worker's Compensation Claims purchasing and long-range business

management. development.

Design, propose and present employee Develop and implement business

onboarding, training, sales materials consolidation integration plans.

and annual reports.

Windows, QuickBooks, Facets, Macess, Complete customer services skills -

JDE and Digital Oilfield as well as satisfying client needs, promoting

other job specific software programs business image, problem solving,

and type 60 wpm, 10 key. building customer loyalty and long

lasting relationships.

Healthcare management specializing in

underwriting and contracts

WORK HISTORY:

Department of Veterans Affairs

Grand Junction, CO

May 2015 - Present

Program Support Administrator

Overall office manager for the HBPC Director. Assists MFH coordinator in

all facets of the program. Manage HBPC Fleet and scheduling. Other

tracking, scheduling and office duties to assist HBPC program.

Family Health West

Fruita, CO

Executive Assistant to VP of Finance/CFO

May 2014 - Feb 2015 Assisted VP of Finance with all daily

administration responsibilities. Risk Management, insurance selection and

renewals. Developed and maintained staffing productivity model for

management. Worked collaboratively with administrators and department

heads to gather statistical information and prepare monthly management

reports using excel and pivot tables. Reviewed monthly financials for

discrepancies prior to distribution to the Board of Directors. Facilitated

department meetings, assisted billing and finance departments with assigned

projects including new software implementation. Managed all correspondence,

scheduled meetings, appointments, reviewed emails, prepared professional

written correspondence and made travel arrangements.

Rhino Energy LLC - Western Operations

Grand Junction, CO

Business and HR Manager - Western Operations

2010 - 2014

Human Resources responsibilities: Partnership, Staffing Development and

Productivity reporting, Recruiting, interviewing, pre-employment physicals,

and onboarding employees. Benefit administration including medical, dental,

and supplemental coverages. Process 401(k) program eligibility and loan

requests. Manage employee relations including resolution of employee

disputes, employee disciplinary matters and accident investigations. Manage

vacation, sick and FMLA leave, unemployment claims, and worker's

compensation claims. Prepare, submit, review and approve time cards.

Oversee daily Business and Human Resource functions for coal operations in

Colorado and Utah;

Business Management responsibilities: Manage and track AFE's as well as

company asset tracking. Manage purchasing and accounts payable processing,

prepare and reconcile monthly general journal entries, budgeting and

forecasting and month end reporting. Prepare and present training

documentation for employees, administrative staff and for use with other

affiliated companies. Create training tracking matrix for annual training

requirements.

Monument Well Service Co., Inc.

Grand Junction, CO

Office Manager

2008 - 2010

Oversee all daily office procedures for well servicing company; Manage a

staff of four employees; provide direction for daily processes including

A/R, A/P Coding, Payroll and other office processes. Review and assist in

completing RFP's from customers. Prepare and implement Sarbanes Oxley

compliant documentation. Developed effective training documentation for

accounting software for staff and for use with other affiliated companies.

Other duties included tracking company property, computer hardware and

software support to employees; Build and review revenue reports and pricing

materials; Prepare and reconcile monthly general journal entries.

Human Resources responsibilities included assist corporate Human Resources

Director with benefit enrollment and employee relations, vacation, sick

leave, performance reviews. Manage FMLA, unemployment and Worker's

Compensation Claims.

Hub International Southwest Insurance, Inc.

Grand Junction, CO

Customer Service Agent

2006 - 2008

Licensed Property & Casualty Insurance Agent. Manage a book of personal

lines business; home, auto and recreational vehicle policies. This

includes existing accounts, new business, referrals from the commercial

business department and other referrals. Review each policy renewal for

adequate coverage and policy limits. Re-write existing business as

necessary to meet the needs of our customers' budgets and risk tolerance.

Co-trainer for computer software conversion for the local office.

EnCana Oil & Gas (USA)

Parachute, CO

Accountant

2005 - 2006

Manage the receipt, routing, coding and approval of invoices for the South

Rockies Business Unit and the Gathering Services Business Unit. Supporting

the Denver Accounts Payable Team. Assisted Denver Finance Team in the

analysis and understanding of the Piceance Basin, Colorado activities for

management reporting and forecasting.

ROCKY MOUNTAIN HEALTH PLANS

GRAND JUNCTION, CO

Associate Manager,

Small Group Underwriting, Rating Underwriter, Contract Specialist

1999 - 2005

Professional, Academy for Healthcare Management

Associate Manager Small Group Underwriting - Position responsibilities

include planning, directing, training and

managing Small Group Underwriting Operations and responsible for

evaluation and resolution of problems and outcomes of departmental

activities. Continue to provide small group underwriting for the

Department.

Rating Underwriter - Establish eligibility for small group health care

coverage. Auditing small group health

plans on an annual basis and reviewing existing plans for compliance

issues.

Contract Specialist - completion of health care provider and facility

contracts with team members for RMHMO.

Negotiate reasonable health care reimbursement rates for contracting

proposals within the company. Developing and maintaining excellent

customer service communications both internally and externally.

Trouble shooting and

problem solving around contract billing issues working with other team

members from various departments of the organization.

Alpine Trust & Asset Management

Grand Junction, CO

Trust Administrator - Retirement Plan Consultant

1998-1999

Retirement investment account responsibilities included $35 million under

personal sales and management. Duties consisted of complete administration

of Personal Trust and Employee Benefit Trust Accounts. Analysis of

clients' retirement plan investment needs and services; design, implement,

and advise clients regarding their entire plan relationship. Analyze

investment performance, prepare reports and make recommendations to the

investment management planning committee.

Heritage Trust & Asset Management, Inc., Grand Junction, CO

Grand Junction, CO

Trust Account Administrator

1995 - 1998

Presentation and review of annual investment performance for group

presentations. Customer service contact with both external and internal

clients. Assistant to Lead Administrator on all retirement plans under

management. Responsibilities include annual retirement plan investment

allocation and account portfolio auditing, as well as computer trouble

shooting and program training.

References: Available Upon Request

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