Management Manager

Operations Professional

Strategy/Leadership/Performance

Professional Summary

A top-performing professional, committed to helping organizations succeed is currently seeking new challenges in the area of Operations. Absolute focus on innovative ideas and work processes, with an ability to find ways to cut costs, while creating an effective work environment. Extensive financial experience and a great deal of expertise in producing, formatting, and exporting management and financial reports. Extensive and varied expertise with a diverse work portfolio, ethical and honest approach to problem resolution, and team leadership.

Areas of Expertise

Department Management

Strategic Planning

Financial Analysis & Reports

10-Key

Data Entry

Team Building

Compliance

Customer Care/Follow Up

New Business Development

Software Implementation

Visio

Great Plains

Microsoft Office

Quality Assurance

Account Management

Training

Accounts Payable/Receivable

Project Management

Key Skills Assessment

Strategic Performance – Develop and implement strategic and tactical best practices to guide personnel. Apply a practical and consultative approach to problem solving to achieve sustainable results

Team Leadership – Proven ability to identify the strengths of others and leverage untapped potential to maximize personnel and business opportunities. Committed to building champion teams through the exchange of knowledge, experience

Innovative Problem Solver – Excellent understanding of organizational effectiveness, solution and change management, as well as facilitation, communication, and mentoring/motivating methods.

Professional Experience

AMN Healthcare – February, 2014 – Present

Associate Business Process Analyst – January, 2015 – Present

Managed and evolved executive dashboard to showcase Business Solution activities with leadership team. Which, expanded line of sight to key performance indicators and ability to identify and address issues before customer experience or revenue was impacted.

Created access database to accurately pull data from back office systems for monthly Executive Dashboard. Shorted processing time from 20 hours to 4 hours.

Created excel tool to calculate and forecast employee headcount heads, which was based on a task-based headcount model allowing for improved planning and accuracy of full time employee hiring.

Developed an access comparison tool used to analyze bill rates and errors between AMIE and Fieldglass VMS

Created and documented workflows for PeopleSoft 9.2 implementation for Contracts and Finance

Production Systems Analyst- February, 2014 – January, 2015

Created and documented workflows for Salesforce/Case Management system

Initiated, fostered & maintained strong working relationships with functional leaders, IT groups and AMN associates to develop user stories for Case Management implementation.

Created a Microsoft Access Database to be integrated with back office systems, which led to process changes that saved the Customer Support and Time Processing teams an average of 9 hours of weekly labor.

Prepared Power Point Presentations to assist in Customer Support Excel Training

Contacted Clinicians and Physicians with time keeping and payroll information for their next assignment

Advised and educated leadership on Salesforce functionalities, costs and license requirements

Maintained Physician spreadsheets for weekly pay and bill rate changes

CRES Insurance Services, LLC – 2001-December 2013

Independent Contractor- June 2013 to December 2013

Process development / redesign

Financial auditing to insured data that was being pulled was accurate

Operations Manager / Salesforce Admin – 2011-June 2013

Implement and develop a successful and effective Salesforce platform

Train and mentor staff, implementing and encouraging departmental cross training

Assist in development of cohesive relationships between C-Level management and Salesforce administrator

Oversaw accounts receivables/payables and effectually implement bank change transition

Collaborate with management to encourage employees to meet and/or exceed corporate goals and objectives

Establish process allowing outside financing of insurance policies; set up internal processes

Recorded revenue into general ledger and adjust journal entries as required

Work effectively with cultural club to ensure corporate values are recognized and comprehended

Collaborate directly with various web developers to establish client web portal for binding policies online

Trained new managers on internal processes and operations of company

Monitored user adoption rates and responded as needed to increase Salesforce adoption

Managed Security, users, roles, profiles, groups and other setup options

Developed reports, dashboards and processes to continuously monitor data quality and integrity

Assisted users with report design, view set up and management of accounts

Created training materials and user documentation.

Assisted in defining required features and mapping Salesforce features to business processes

Developed and regularly preformed de-duping and data clean-up procedures using demand tools

Created and managed custom objects, fields, formulas, validation rules, custom objects, page layouts and workflows

Accounting Manager – 2009-2011

Established escheatment plan with state for un-cashed refunds

Participated in quarterly goal forecasting with C-Level Management

Developed approval process for Accounts Payable and wire transfers

Insured timely payment for companies expenses and payroll processing

Developed and reviewed sales data to determine the correct figure reporting

Made month end journal entries and ran monthly financials, made adjusted entries as needed

Implemented approval process with CFO on Bank reconciliation approvals

Created integration between bank website and Great Plains

Accounting Supervisor – 2004-2009

Successfully developed ach/electronic check and credit card processes with merchant service

Managed accounts receivables and payables, policy issuance, and electronic filing system, with 8 direct reports

Managed general ledger using Great Plains accounting software

Performed successful audits of client’s financial statements to verify accurate reporting and payments

Oversaw routine daily and monthly balancing procedures

Developed effective auto payment processing system for clientele and collaborated with web developers to get client web portals established for making payments online

Worked with carriers to reconcile premiums and commissions. Developed compliance procedures to meet carrier, state, and federal requirements

Set up successful internal collection process and collaborated with outside collection agency when needed

Assisted in the of development of an integration between the agent management system and Great Plains to process client refunds

Completed all monthly bank reconciliations for 8 accounts

Accounts Receivable Clerk/IT Assistant – 2001-2004

Education, Certifications, and Professional Development

Associate in Arts – Accounting – Certificate of Achievement – Accounting/Bookkeeping/Accounting Clerk – Palomar Community Collage 2011

Insurance Coding Specialist/Computer Applications – Concord Career Institute – 2002

Colorado State University Global Campus – Bachelors in Accounting

Training and Development

Salesforce Administration and Reports - 2011

Microsoft Access – 2005

Seminars

Personnel/HR Assistants – 2006

Dealing Effectively with Unacceptable Employee Behavior – 2005

Coaching and Teambuilding Skills for Managers and Supervisors – 2005

Awareness and Prevention of Harassment, Discrimination, and Retaliation in the Work Place – 2007 and 2009

Certifications

San Diego State Leadership Certification - 2012

Volunteering and Community Involvement

Rescue House Volunteer – 2012-Present

A 13 year, successful non-profit organization whose dedicated mission is to find loving and devoted homes for rescued felines

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