Professional summary Fiscal Specialist with over *3 years of experience in managing financial accounts for thousands of clients using advanced software like Quickbooks, Oracle, SAP, and Excel. Demonstrates expertise in customer support, training, and financial reporting, ensuring accuracy and efficiency in all fiscal operations. Committed to driving process improvements and fostering positive client relationships through innovative problem-solving and meticulous attention to detail. Employment history
Feb 2018 - Present Fiscal Accounts Manager III, Maryland Department Health and Mental Hygiene Baltimore, MD
Oct 2020 - Nov 2021 Remote Customer Service Associate, Washington Suburban Sanitation Commission Laurel, MD
• Finance and accounting
• Processing electronic payments
• Addressing customer billing and service inquiries
• Appointment scheduling and setting
• Call center representative
• Accounts receivable
• Inventoried spreadsheets
• Responded to inquiries and issues
• Collected and documented orders
• Assisted customers via live chat
Feb 2012 - May 2018 Assistant Funeral Director, Benton Removal Service
• Processing payments from the decedents family used to complete the funeral process Manage 400 client accounts, ensuring accurate payments and adjustments. Streamline refund requests, enhancing client satisfaction. Identify active clients in programs through detailed spreadsheet analysis. Resolve client concerns and case management issues efficiently. Oversee accounts payable and receivable, maintaining financial accuracy. Manage fiscal accounts for 400 clients, processing payments, adjustments, and refunds while ensuring accuracy in premium and free medical program tracking. Drive efficient account management through meticulous bookkeeping, accounts payable/receivable oversight, and proactive collection strategies. Address client concerns and case management changes, providing exceptional customer service and fostering positive relationships.
Review and analyze complex spreadsheets to identify active clients in various medical programs, ensuring data integrity and program compliance.
Contribute to team success by assisting colleagues, streamlining processes, and implementing innovative solutions for fiscal account management. Corey Benton
Fiscal Specialist
Glen Burnie, MD 21061, Glen Burnie, US, 21061
**************@*****.***
• Verifying legal documentation needed to complete the funeral process
• Assisting the Funeral Director in the cremation process Dec 2015 - May 2017 Operations Supervisor, AEX group
• Supervising and dispatching for up to 40 independent contractors
• Corresponding with pharmaceutical distributors to ensure the safe accurate delivery of supplies
• Using Microsoft Excel to analyze data by creating and maintain spreadsheets
• Assisting my dispatch team to address customer service, vendor, and employee concerns by phone
• Verifying our contractors accounts to ensure payroll accuracy Nov 2014 - Dec 2015 Director of Central Supply, Lorien Columbia
• Using Microsoft Excel to analyze data regarding department budgets
• Using spreadsheets to sustain a supply level needed for the proper and special care needs of our residents
• Applying payments to clients accounts
• Verifying clients insurance before making purchases
• Making sure all monies collected were applied to the proper client account by the end of the business day
May 2006 - Sep 2011 Warehouse Supervisor, Mikade Delivery Service
• Responsible by coordinating time sensitive delivery of merchandise
• Secure mail management and delivery
• Coordinating inbound and outbound freight delivery
• Updating spreadsheets to mirror the changes in the supply levels Education
Apr 2022 - Present Professional Certification in Intuit Bookkeeping Professional Certificate Coursera
Courses
Apr 2022 - Present Professional Certification in Intuit Bookkeeping Professional Certificate at Coursera Skills Human Resources
Experienced
Microsoft Office
Experienced
Payroll
Experienced
Scheduling
Experienced
Time Management
Expert
Word
Expert
Billing
Expert
Office Management
Skillful
Outlook
Expert
Data Entry
Expert
Medical Terminology
Experienced
Organizational Skills
Expert
Quickbooks
Skillful
Training
Experienced
Analysis
Skillful
Documentation
Experienced
Customer support
Expert
CRM
Expert
Accounting
Experienced
Supervising
Experienced
Recruiting
Skillful
Conflict management
Skillful
Hospitality
Skillful
Typing
Skillful
Windows
Skillful
Accounts Payable
Expert
Accounts Receivable
Expert
General Ledger
Skillful
Bookkeeping
Skillful
Financial Reporting
Skillful
Account Management
Expert
Balance Sheet
Experienced
Case Management
Expert
Account Reconciliation
Expert
Financial Analysis
Skillful
Bank Reconciliation
Skillful
Epic
Experienced
Microsoft Excel
Experienced
Microsoft PowerPoint
Skillful
Budgeting
Skillful
Cash management
Skillful
ERP
Skillful
SAP
Skillful
ATS
Beginner
Workday
Beginner
NetSuite
Beginner
Pricing
Beginner
Fraud
Experienced
Project Management
Experienced
Risk Assessment
Experienced
Data Visualization
Beginner
Vendor Management
Expert
Strategic Planning
Experienced
Process Improvement
Experienced
Problem Solving
Expert
Languages American sign language
Novice
Hobbies I enjoy spending time with my family, live sporting events and fishing. References Cierra Malone
State of Maryland
******.******@**.*** / 443-***-****
Yvonne Satchell
State of Maryland
******.********@********.*** / 443-***-****