Referral Coordinator Data Analyst

MONA PATEL

***** ***** *** ***** **** o Lakes, FL 34638 727-***-****(Cell) *********@*****.***

Summary

Extensive experience in different capacities with using different applications to analyze various data sets and make informational and actionable decision.

Education

BACHELOR OF BUSINESS

·USF - Computer Information in Business

·USF - General Business

Skills

. MS Office Suite (Excel, Word, Power Point, Access)

·QuickBooks, Sage, Citrix, Ax soft

·SQL / Database

·Coupa

·ECW (e clinical Works)

Experience

Medical Administration Assistant & Referral Coordinator Cooper Street Clinic Mansfield 10/2020-current

. Call patient to confirm appointments.

. Send faxes for Medical Record to different providers.

. Send Referrals to all specialists which PCP request to.

. Verify payment from all the patient which are visiting the facility.

. Check incoming and outgoing faxes.

Account Payable Support Dental Care Alliance Sarasota 10/2020- 12/2020(Contract Job)

. Reconciled Statement for 2019 and 2020.

. Researching on open invoices and Po which need to be closed.

. Working on Financial Statement for Vendor we can close for 2019 and 2020.

. Calling vendor for Accurate Statement for all open PO.

. Pulling Expense report and pay the Expenses for the year.

Accounts Payable/ Data Entry and Analyst Commercial Design Services Tampa 10/2019-9/2020

. Enter invoices in the system.

. Enter Deposit in the system and in the bank account

. Reconcile Statements for all the vendors

. Prepare & issue checks for vendors and enter it in the bank system

. Record payments and receive payment from the vendors

Accounts Payable/Inventory Data Analyst Benzer Pharmacy Tampa 05/2017-09/2019

. Review for accuracy and enter Invoices in Sage with correct coding

. Prepare account payable checks and issue payments and ensure accounts are up to date

. Conduct month-end Bank statement reconcilement and assist in closing

. Create excel spreadsheets for accountants for 1099 maintenance and tax filing

. Pull data from vendor websites and application and entered in Sage

. maintain accurate record of Payments and Wires

. Transport Excel Data into Sage for accurate amount to pay

Personal Banker/Credit Card Analyst Wells Fargo St. Petersburg 01/2014-04/2017

. Provide assistance with account maintenance

. Help clients with various credit-based applications

. Help facilitate custom transactions

Senior Teller Synovus Bank St. Petersburg 01/2010-09/2013

. Provide one-on-one service to customers with various needs to their accounts

. Audit and review branch paperwork

. Educate and recommend customer benefits of different account types and product

Business Analyst BB&T (Branch Banking and Trust) St. Petersburg 08/2007-09/2009

. Assist the sales team and facilitate account maintenance and relationship

. Maintain database of critical information about relationship

. Verify and validate AML protocols and approve client transactions

. Provide insight into client accounts and recommend product solutions to sales team

Personal Banker BB&T (Branch Banking and Trust) St. Petersburg 02/20005-8/2007

. Meet with commercial and personal account clients to understand their needs and recommend various product to suit their needs

. provide ongoing relationship with maintenance of their accounts

. Wire funds to the different countries

Bookkeeping and Sale Tax Consultant Davenport Business Services Largo 01/2002-01/2005

. Manage monthly business accounts using QuickBooks to file sales tax

. Maintain Inventory for profit or loss and payroll services for the business

. Prepare and maintain Spreadsheets for Tax return purpose

. Fill Sales Tax for Businesses

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