Credit/Collections, Bookkeeping

RESUME OF

Laurie A. Lincoln

**** *. *****

Mesa, Az 85209

Home Phone: 970-***-**** & E-mail ******@***.***

GOAL

Partnering with a company that embraces (within its mission) the commitment to enhance the quality of life within its communities by providing superior product and/or excellent customer service. I prefer a company that motivates and encourages team members to achieve attainable goals by providing respectful, positive and approachable leadership.

QUALIFICATION HIGHLIGHTS

Thrives on challenging, obtainable goals either within a team environment or independently, yet possessing flexibility to be of service where needed.

Personable and respectful of others while utilizing positive communication skills to ensure company desired outcomes.

Thorough, detail-oriented and well organized in daily workflow.

Adept at comprehending and mastering unfamiliar processes, software and techniques in minimal time.

WORK EXPERIENCE

August 2021 – July 2022

Bookkeeper - Streamlined Business Solutions, Gilbert, Az.

Responsible for 30 customer accounts. Reconciling Bank Statements. Monitoring A/P entries, correcting when necessary. Customer contact when questions needed answers. For example; what a certain expense was for. Processed monthly reports to clients. Data entry from customers bank statements, when the Data Entry was behind.

May 2019 – August 2021

Early Retirement

November 2017 – April 2019

Billing Coordinator - First Solar, Tempe, AZ

Contractor position through Endevis Personnel: Review incoming invoicing tasks for accuracy and approve for billing. Maintain master billing spreadsheet. Assist with sending proforma invoices to Accounting and Tax Departments for approval. Creating Monthly Invoices for Fixed Fees, Additional Services Fees and Corrective Maintenance Fees both manually through SAP. Creating New Customer Billing Acceptance Forms and other assigned tasks as needed.

Feb 2017 – May 2017

Office Service Representative - Renaissance Personnel Group, Phoenix, Az

Seasonal temporary position: scanning documents, filing, backup for receptionist, kitchen restock and ordering, other assigned duties.

August 2014 – Dec. 2016

Study Accountant/Financial Studies Manager – Clinical Research Advantage, Tempe, Az

Performed various accounting and reconciliation activities according to standard operating procedures. These activities included monitoring revenue recording in study database, invoicing, cash remittance collections, contract budget review and interpretation, study financial adjustments and performing timely study reconciliations. Contact with sites regarding visit payments and visit completions and resolutions of discrepancies.

February 2013 – June 2013

Office Manager – Imu-Tek Animal Health Care

Receptionist, Accounts Payable, Accounts Receivable, Sales and Billing, Payroll Processing.

QuickBooks accounting system and Excel Spreadsheets were used.

January 2013 - April 15, 2013

Tax Preparer – Liberty Tax Service, Loveland, Co

Seasonal Job: Estimate, prepare and close sale of individual and small business tax preparations.

July 2005 – November 2012 - Owned and Operated Gifts Business

June 2001 - January 2002

Reimbursement Supervisor – Coram Health Care, Englewood, Co

Hired, trained and guided a team of sixteen credit specialists for new centralized billing and collections center. While I was learning the specialized field of healthcare billing, coding and submission of claims for chronically ill patients, I was entrusted to train new staff on procedures for researching, correcting and re-submission of claims, collection calls and follow-up on past due accounts for 46 branch offices nationwide.

Managed my own portfolio of clients/patients and communicated directly with branch managers, nursing staff and patients to resolve billing and payment discrepancies on claims submitted to Medicare, Medicaid and numerous private insurance companies. I reported to the Director of Patient Financial Services on targeted collection accounts, updates on staffing, employee(s) performance and implementation of effective training tools.

EDUCATION

SPECIAL NOTE: January 2003 – Present Member of Phi Theta Kappa (Honors Society)

August 2002 – December 2003

Red Rocks Community College Full-Time Student

Course of Study: Accounting and Business Management

GPA 3.9

August 2000

New Horizons Computer Learning Center:

Intermediate Excel 2000, course completed.

Microsoft Word 2000, course completed.

June 1991 - August 1994

National Association of Credit Managers:

Six classes completed

Professional References:

Current Manager at Endevis: Megan Peterson: Phone 419-***-****

Co-Owner at Imu-tek: Susan Dyjak; work: 970-***-****, cell: 970-***-****

Following references know me under my previous last name of Burr-Catt.

Greg Kasper, Former Patient Financial Director - Corum Healthcare: 612-***-****

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