Tax Associate, Referal Coordinator, Insurance Verification, Claims, AR
Resume:
Dara Brandon
Boston,MA *****
***********@*****.***
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: ****@*****.*** 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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