PROFESSIONAL EXPERIENCE

T.E.A.L Business Services (Las Vegas, NV) 06/21 -present

AR/AP Specialist

Collect, organize and review bills of sale, receipts, or other financial records

Utilize accounting software to identify outstanding accounts

Generate and forward invoices and statements to customer accounts

Reconcile cash receipts and deposits

Resolve invoicing discrepancies/disputes

Monitor and follow up on delinquent accounts

Assist in generating monthly and quarterly reports

Input client/vendor invoices for payment approval

Prepare weekly reports on delinquent accounts and customer payment profiles

Receive and Post payments to customer accounts: Check/ACH/CC

Issue client/vendor payments in accordance with company policy

Assist with additional finance and administrative duties as assigned

Researched and implemented avenues for company to cut expenses

Successfully maintaining company bottom line

Answer incoming administrative, customer service and billing inquiries and direct appropriately

AppleOne/Maximus (Albany, NY) 01/21 – 06/21

Customer Service Representative – Vaccination Call Center

●Evaluate the needs of the caller to determine the best course of action to assist in scheduling a COVID-19 vaccine appointment.

●Transfer/refer caller to appropriate entities according to the established guidelines.

●Facilitate the fulfillment of caller requests for materials via mail, email, or download.

●Maintain a current understanding of CDC information on regulations, policies, and procedures in order to provide knowledgeable responses to numerous telephone inquiries in a courteous, timely and professional manner.

●Adhere to the Privacy Act as it relates to the confidentiality of information provided by callers.

●Continually look for and suggest process improvements, which will benefit Maximus, CDC, and the public (inquirers)

●Respond to all inquiries consistent with confidentiality and privacy policies and refers callers to alternate sources when appropriate.

●Escalate calls or issues to the appropriate designated staff for resolution, as needed.

●Track and document all inquiries using the applicable systems.

●Consistently meeting quality assurance (QA) and other key performance metrics.

●Utilize databases and written materials to look up and provide information to telephone inquiries

●Respond to telephone inquiries within the set departmental staffing and time parameters

Tax Consultant/ Preparer; studying for EA exams- 2023 (New York) 01/2017– present

●Set up meetings with clients.

●Advise clients about the tax preparation process.

●Prepare and submit tax returns for clients.

●Audit all tax forms for completeness and accuracy.

●Provide future tax planning to clients.

●Secure repeat business and expanding the client base.

●Analyze tax data submitted by the client to maximize the outcome for the client.

IPRO/Public Consulting Group (Albany, NY) 08/2016 – 09/19

Healthcare Program Specialist (2)

●Assist directors and staff in the Office of Health Insurance Programs (OHIP)-overseeing New York State Long-Term Care Insurance contracts, in a broad range of planning, implementation, reporting and evaluation activities

●Interdepartmental and External Liaison between units affiliated with the Managed Long-Term Care Division and Maximus

●Accomplished development of Provider billing complaint spreadsheet, streamlining the auditing process for which claims were investigated

●Recommend rejection of ineligible long-term care Provider billing complaints

●Respond to inquiries and complaints by phone, mail, email, and fax

●Maintain record of all inquiries and complaints, via phone, fax email or mail, in Divisions’ shared databases

●Research and respond to a wide range of inquiries from consumers, log-term care insurance plans, vendors and Providers

●Request additional documentation necessary to determine eligibility

●Contribute to the classification of policies and procedures, as it pertains to long-term health care, which may include marketing, enrollment, grievances and appeals, and provider/plan education, and quality monitoring (metrics and compliance)

●Draft appropriate correspondence providing necessary information to inquirer or advising complainant of dispute resolution

●Refer and review rights to Fair Hearing, Internal and External Appeals with eligible members and Providers

●Perform necessary research and/or investigation in order to determine level of conclusion

●Discuss findings and problems with supervisor

●Issue Requests for Plan of Correction to Insurance Plans, where actions or trends in service were deemed non-compliant

●Participate in plan compliance with surveillance team, as appropriate

●Review, record, submit, respond and refer to decisions when rendered to ensure future compliance

●Conduct coding and analysis of raw data to streamline departmental auditing processes and improve provision of consumer service

●Assist supervisor in preparing material and assembling documents for the meeting

●Coordinate and participate in internal conferences/company meetings-with other departments to improve reporting and enrollment processes; and other activities as may be deemed necessary in response to the changing needs of the Division.

The SAGE Colleges: Course Developer/H.E.O.P Tutor (Albany, NY) 05/16 – 05/19

●Course Developer of online Advanced Accounting courses

●Tutor in following subjects: Business Math; Algebra; Geometry; Trigonometry; Calculus; Statistics; Accounting; Economics; Finance

Kelly Services/GE: Power & Water Renewable Energy (Niskayuna, NY) 05/16 – 05/16

Account Analyst

●Perform weekly updates to tracker

●Provide copies of invoices upon request

●Process Purchase Order requests where required

●Submit approved billing information to Billing Team for invoicing

●Confirm quote is in WON status and update quote status in tracker

●Run FSA Cost Modeling report and summarize billing information

●Upload all supporting documentation to quote folder in Billing Archive.

●Create Service Requests, Order Parts, Receive Parts upon confirmation from Lead.

●Submit summarized billing information to Salesperson (Trans Leader or Site Manager) for approval

●Perform Purchase Order receipts in SSP5 upon receipt of approved invoices from Lead, ensure vendor payments are processed

Accustaff/Maximus (Albany, NY) 09/13 – 05/16

Customer Service Specialist 1/Customer Service Specialist 111

●Perform process analysis and communicate recommendations to management and Department of Health

●Evaluate financial need to apply appropriate government assistance, tax credits and subsides for health insurance

●Record and calculate 3-month Income statements for self-employed individuals and families

●Identify, estimate and reconcile all relative sources of annual income; determine monthly income

●Audit and verify proof of income for further processing

Robert Half International: Burst Marketing (Albany, NY) 05/13 – 09/13

Office Manager/Assistant Bookkeeper

●Responsible for all purchases and expense of office inventory and supplies

●Managed all general accounting functions including, accounts receivable, accounts payable, billing and collections

●Developed and supported productive and profitable associations with vested vendors and new clientele via acute customer service; skills, database management and organizational management

●Consumer lead with creative implementation process for new slogan and customer friendly advertisements for the Capital District Transportation Association

EDUCATION

The College of Saint Rose University at Albany, State University of New York

Master of Science, Accounting; Minor: Business Bachelor of Science, Economics; Minor: Business

December 2015 December 2003

Computer Skills: Microsoft Office Suite; QuickBooks; Bullhorn; NetSuite; ACL: Audit Management Software

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