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Tax Associate, Referal Coordinator, Insurance Verification, Claims, AR

Location:
Boston, MA
Salary:
$23
Posted:
December 10, 2023

Contact this candidate

Resume:

Dara Brandon

Boston,MA *****

ad1u0v@r.postjobfree.com

+1-281-***-****

954-***-****

WFH Anywhere Contract work welcome

My goal is to leverage my medical billing, AR, invoicing, payment posting and creating reports coupled with my bachelor's of accounting to provide innovative ways that compliment and grow me into a major asset with any organization utilizing and enhancing my project management skills.

Authorized to work in the US for any employer Work

Experience

Referral Coordinator

Dr. Khan Cardiologist - Lauderdale Lake, FL June 2023 to September 2023

I obtain all outpatient specialist office referral and outpatient pre- authorization for cardiac testing in accordance with all insurance requirements. Either through an online provider portal or PCP request.

Tax Associate

Intuit - Pompano Beach, FL December 2022 to March 2023

I have experience filing individual 1040, 1099s. I am also experience with filing self-employed, multi state business and some corporate taxes. I help design and implement tax policies and strategies, and evaluate managerial processes to ensure compliance with relevant statutes and regulatory codes. The role also requires tax planning and reporting, including the filing of corporate tax returns.

● Provide tax support and advice through video-enabled software helping customers work on returns.

● Conduct professional customer interactions using your expertise in tax preparation, troubleshooting, and

resolving tax issues.

● Schedule customer meetings and follow-up, carefully documenting customer interactions

Medicaid Claims Adjudicator

Sutherland Global Horizon NJ Health - Remote July 2022 to December 2022

tracks and monitors prior authorizations and assists with the processing of medical claims in addition to providing general administrative support to the department.

Prepares and prints drafts for payment of claims, refund requests and verifies that payments have been made. Secures needed medical documentation required or requested by third party insurances. Opens and processes mail daily. Compiles and prepares statistical data and reports.

Cash Applications Representative

Methodist Houston, TX - Houston, TX March 2018 to November 2020

The Cash Applications Representative is responsible for the daily entry, reconciliation, electronic data interchange and analysis of all activity between the bank lockbox and the general ledger. The Cash Applications Representative monitors all payment sources assigned, including any Electronic Remittance Advices (Eras) and manual transactions to ensure that all payment transactions received from all payor sources are fully accounted for, accurately credited or debited and balanced daily between the bank account, Epic® system, and accounting ledgers.

The Cash Applications Representative monitors all posting software to ensure that all assigned Eras received will post appropriately. The Cash Applications Representative will work with the Cash Applications Supervisor and/or management to resolve any ERA posting issues.

Tax Preparer

HAPPY TAX - Houston, TX January 2017 to April 2018

Accurately input client's demographic, income and financial data. Prepare individual income tax on drake tax system. Answer client inquires on a timely basis Learn current year credits and deduction per IRS code guidelines. Seasonal

Medical Biller

Fort Bend CO EMS - Richmond, TX

September 2016 to June 2017

submits claims to insurance companies for reimbursement according to a patient's policy terms.

Provided billing support to the department by evaluating denied claims and working follow up on all insurance claim issues.

Verified patient benefits, prepared and submit clean claims to various commercial and or Medicare/Medicaid while following required guidelines.

Answer patient and department inquiries on all claim and insurance billing related issues. Perform collection practice for account 120 ATB and pending collections.

Maintains strictest confidentiality; adheres to all HIPAA guidelines and regulations.

Online Product Support

Assist Supervisor

Intuit Trubo Tax - Houston, TX December 2014 to March 2015

Answer customer inquiries regarding tax preparation. Assist with installation of hardware or software downloads verbally or hands on screen capture. Process refunds, coupons, payments.

Sr. Tax Preparer

Jackson Hewitt - Houston, TX December 2009 to April 2014

Learn current year credits and deduction per IRS code guidelines. Next I assessed client's income, life events and prior year tax return for possible deductions with client. Prepare and file annual state and federal tax form 1040's, 1099's and schedule SE. Assist Supervisor with information requests from other departments.

Sr. Insurance Specialist

PFS Group - Houston, TX October 2007 to February 2014

Verified insurance benefits by telephone and online timely and accurately. Maintain and update patient account with current benefit information Used Epic, McKesson, IDX, and STAR effectively for claim billing. Check claim status for payment and possible appeal. Work together daily with third party vendors and patients to their claim related queries. I effectively coordinated, with the project manager and hospital liaison regarding any pending payment claims issues. Research researches cash receipts, payment posting and claim fee schedule.

Generate weekly billed claim report in excel for project manager.

Bad Debt Collector

PFS Group, Houston, TX

Retrieve and review EOB an assessed each account and take the appropriate actions necessary to obtain complete adjudication of the patients claim. Assist patients and their insurance carriers to resolve open account balances. Researches and applies unallocated cash oversees client trust accounts, accounts receivable writeoffs and payment reversals. Maintain telephone and personal contact with attorneys, staff and vendors on receivable matters as directed by manager. Assist in financial management and analysis, as requested, organizes and maintains retention files for required period of time. Learned to interpret, process, implement, and manage necessary account management principles that are in accordance with PFS vision and goals.

Admin Assistant

The Men's Center, Inc - Houston, TX October 2004 to December 2005

Created vendor filing system and Maintained records in excel and quick books. I was responsible for implementing an executing A/P and A/R duties. Performed Bookkeeping in QuickBooks. Prepared agenda for the board of director's meetings as per the guideline of the executive director. As an admin assistant, I was the keeper of information so I chronicled the minutes of board meetings. Maintained schedule and arranged travel for the Executive Director. I was responsible for inventory including ordering and distributing supplies. Liaison between the company and community-based organizations and local political officials. Assisted fundraising consultants and foundations to develop funding for a building project. Maintain donor database.

Education

Project Management Certification

Gener8tor LinkedIn Learning -Miami, FL September 2023

Dara Analytics Certification

Gener8tor LinkedIn Learning - Miami, FL May 2023

Project Management Certification

Gener8tor LinkedIn Learning - September 2023

Data Analytics Certification

Gener8tor LinkedIn Learning - May 2023

BS in Accounting

American Intercontinental University - Houston, TX

2014

MBA in Finance

Winter Enrollment

Skills

• Billing (10+ years)

• Epic (4 years)

• Idx (2 years)

• Mckesson (2 years)

• Accounts Receivable (4 years)

• Bank Reconciliation (4 years)

• Account Reconciliation (2 years) • Account Reconciliation

• Accounting (4 years)

• Accounts Payable (2 years)

• QuickBooks (5 years)

• General Ledger Reconciliation (2 years) • Journal Entries (2 years)

• Problem-solving (5 years)

• Flexibility (4 years)

• Team Work (2 years)

• Reliability

• Financial Statement Preparation (1 year) • Accounting software

• Conflict management

• Customer service

• Documentation review • ICD-10

• SharePoint

• HCPCS

• ICD-9

• Computer operation

• Medical collection

• OOP

Languages

• English - Fluent

Assessments

Electronic health records: Best practices — Proficient

February 2021

Knowledge of EHR data, associated privacy regulations, and best practices for EHR use Full results: Proficient

Work style: Reliability — Completed

February 2021

Tendency to be reliable, dependable, and act with integrity at work Full results: Completed

Medical billing — Highly Proficient

February 2021

Understanding the procedures and forms used for medical billing Full results: Highly Proficient

Work style: Reliability — Proficient

October 2021

Tendency to be reliable, dependable, and act with integrity at work Full results: Proficient

Principles of accounting — Proficient

March 2022

Preparing financial records according to federal policies Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Additional Information

SKILLS

BILLING (7 years), EPIC (6 years), IDX (6 years), MCKESSON (6 years), FILE (4 years)

HIGHLIGHTS OF QUALIFICATIONS

I'm experienced with account reconciliation, account coding and ledger strategies. I am Well-versed in matching of PO's, entering payable invoices, processing invoices for vendor payment and validating processing authorizations for the same. I have the ability to understand and apply my knowledge of AP/AR and purchasing computer systems to assist with my duties. I am Proficient in clerical tasks; file cataloging, photocopy and document scanning. I am familiar with preparing journal entries with appropriate supporting documentation; Maintain assigned general ledger accounts through monthly reconciliation; as well as with month end closing and report filing protocols. I have a solid mathematical background. With the ability: to sort, check, count, and verify numbers. I have the ability to multi-task, prioritize solve problems and work under stick deadlines. I am able to listen and comprehend communicate (written and verbal), excellent grammar, spelling and proof reading skills and follow-up effectively with all staffing levels, clients and or customers. I am an energetic self starter with the ability to work independently. I demonstrate good common sense and sound judgment flexibility to adapt to all situations and work varied hours; possibly work weekends or evenings to perform at high levels in a fast paced ever-changing work environment and the ability to anticipate work needs and follow through with minimum direction

TECHNICAL STRENGTHS

● Quick Books ● Epic Med Billing ● MS Office Suite ● SAP ● McKesson Med Billing ● Windows XP

● Peachtree ● STAR Med Billing ● Mac OS

● IDX Med Billing ● GAAP ● Data Entry: 60 WPM

Mike Petta 518-***-****

Intuit

7535 Torrey Santa Fe Rd

SanDiego, CA 92129

Joetta Watson 832-***-****

Sutherland Global

1180 Jefferson Rd, Rochester, NY 14623

Good Afternoon

I have reviewed the description and I am interested in the position. I do believe my education and experience will be a great fit for this position. I have attached my resume for your review. I can start within the next two weeks. I look forward to hearing from you.

Thank you for your email. Hope all is well with you. I have read the description and I am interested. Here is my updated resume

PS. End of July, I am transitioning to Data Analytics as I will have completed my classes

Good afternoon

I have reviewed the description and I am interested in the position. I do believe my education and experience will be a great fit for this position. I have attached my resume for your review. I can start within the next two weeks. I look forward to hearing from you.

PS. End of July, I am transitioning to Data Analytics as I will have completed my classes

Dara Brandon

Dara A Brandon

Job Links

North West Hospital

https://www.linkedin.com/in/dara-brandon-3a490682

https://sites.google.com/gener8tor.com/skillsjobboard/home

CUE//Certificate//Competencies

Accounting

AR

healthcare operations

Technology AI

Data Analytics

Gener8tor Microsoft Team

https://sites.google.com/gener8tor.com/skillsjobboard/home

Software Applications

Epic EHR software

OnBase,

API script programing preferred

SLQ basic (learning to write)

Excel Intermediate

H V Lookups Pivot Table

Market Research

NAICS Association 129 Lakeshore Drive, Rockaway, NJ 07866 Phone: 973-***-**** Email: ad1u0v@r.postjobfree.com Market Analysis Profile: NAICS Code & Annual Sales

Sum of Records Sales Range

NAICS 1 Code NAICS 1 Descriptio NAICS 1 Code NAICS 1 Description Uncoded records Under 500,000

500,000 - 999,999

1,000,000 - 2,

541213 Tax Preparation Services 4,845 59,173-***-***-** 16 21 2 3 64,775

541214 Payroll Services 308 2,442-***-***-** 33 56 10 3 4 3,223

541219 Other Accounting Servi

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