GRISELDA T. LEOTA aduwq5@r.postjobfree.com 623-***-****)

Summary: A senior professional with over 10+ years of Excellent Customer Service, over 5+ years of Account Payable, Receivable and Finance Cashier Clerk. Administrative, and Clerical experience. High accuracy quality control with Data Entry/Alpha-numeric, 10-key by touch/Reverse 10-key 10+years.. Proficient in handling multi line phone systems, Microsoft Office applications, Strong written and verbal communication skills.

Skills:

●MS Word, MS Access,

●PeopleSoft FSCM

●Remedy

●NetWeaver

●SharePoint, OneNote

●iNovah

●AS400

●PIMS( Project Info Management System

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●MS Excel (Pivot tables, Vlookups)

●QuickBooks

●People Safe

●Microsoft Office

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●Lotus Notes

●EPIC App, EMR system

●A/R, A/P

●AFIS& COGNOS

●CRM

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●SAP/ Sun Quest

●Adobe

●Facet/ VDI

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●Tax Manta, Wiki page

●Image Now

●Vault / 3xLogics

PROFESSIONAL EXPERIENCE:

Experis Manpower/ IBM & Google Remote, AZ P2P Helpdesk Analyst / Project Coordinator 06/01/2021- 06/30/2022

●Position Description This is a highly cross functional role, an integral part of our procure to pay (p2p) team.

●A work with a diverse user base of employees and suppliers (CRM) to solve their most challenging issues spanning the entire procure to pay process.

●Utilize our flagship p2p tools, such as our Purchasing, Invoicing, and Travel and Expense systems, to actively support global users.

●Provide suggestions, enhancements and other process improvements to ensure we are constantly improving the user experience. Love great customer support and are driven to make people rave about their great experiences.

●Scope of responsibilities Identify and investigate intermediate to difficult problems raised by our user base (suppliers and employees) related to Supplier Payments and Travel & Expense concerns.

●Communicate effectively and timely to resolve issues. Perform basic processing requests such as assisting with urgent payments, or verifying supplier identity for sensitive information updates Contribute to group success of meeting and/or exceeding operational metrics (SLAs) Improve internal efficiency and customer satisfaction by proactively identifying opportunities to optimize existing or new processes and tools Collaborate with global set of IBM team members also working on p2p processes Provides end to end excellent customer service.

●Monitor and action ticketing queue

●Position is supporting purchase requisitions CRM. Use of SAP, EBP and Guts systems are a plus. Use of Microsoft Suite of Tools especially Excel is required as used frequently in position.

●Are the main PoCs for the PAs (e..g. GCD, NetOps, Marketing).

●Resolves open issues for CRM( Customer Relation Management) on PO edits, approval, and country of origin request.

●Craft canned response. Build DTP

●Handle escalations for the PAs. Resolution of on-hold invoices.

●(OMS) Order management starts when a customer places an order and ends once they receive their package or service. It allows a business to coordinate the entire fulfillment process — from order collection, inventory and delivery visibility to service availability. The workflow involved can differ based on a company’s needs, but a typical order management process includes three steps:

Stage 1 – Receiving the customer's order, Stage 2 – Fulfilling the customer's order, Stage 3 – Handling the post-sales processes.

●System used Guts, SAP Hana, Excel, Google system. CRM, OneNote,

Acro Service Corp/ Honeywell Tempe, AZ Sr. Engineering Associate-Procurement 04/12/2021- 08/02/2021

●This position supports the Tempe Test Engineering team in executing procurement requisitions to support test solutions for pneumatic, actuation or air turbine start systems and components supporting development, production and repair/overhaul test facilities.

●The requisitioner will receive work through a Work Request System and then enter requisitions in several different systems such as FAR-15 POs,EBP, WRS, Dexcenter,Off Site Workflow, Compass Procurement and SAP.

●Additionally the position will support requesting budgetary estimates from various suppliers in support of the Engineering team to aid in requisition placement.

●My position supports cradle to grave support of orders until items are received in the appropriate system. Use of tracking tools such as spreadsheets for orders and then communication of status of orders to all critical stakeholders.

●Position is supporting purchase requisitions CRM. Use of SAP, EBP and Compass systems are a plus. Use of Microsoft Suite of Tools especially Excel is required as used frequently in position.

●My position requires being able to multitask on several different jobs and communicate with requestors, management when issues arise.

●Outbound logistics process focuses on the demand side of the supply-demand equation. The process involves storing and moving goods to the customer or end user. The steps include order fulfillment, packing, shipping, delivery and customer service related to delivery.

●(OMS) Order management starts when a customer places an order and ends once they receive their package or service. It allows a business to coordinate the entire fulfillment process — from order collection, inventory and delivery visibility to service availability. The workflow involved can differ based on a company’s needs, but a typical order management process includes three steps:

Stage 1 – Receiving the customer's order.

Stage 2 – Fulfilling the customer's order.

Stage 3 – Handling the post-sales processes.

●AP Extended Warehouse Management (EWM) is used to efficiently manage inventory in the Warehouse and for supporting processing of goods movement. It allows the company to control their Warehouse inbound and outbound processes and movement of goods in the Warehouse.

Signature Consultant/ Wells Fargo Bank Project Coordinator/ Collaboration 3/29/2021- 04/09/2021

●Completing project tasks identified within the project plan.

●Following up on project tasks as requested by the project manager such as updating/managing resource information, maintaining monthly project expense information, assisting with the reforecasting process, balancing expense actuals to the project budget and making updates within financial worksheets and systems, maintaining/documenting project details in project worksheets and in our Project Portfolio Management (PPM) tool.

●Collaborating with project teams to update required project status reporting.

●Ensuring that critical and approved documents, communications, and other relevant project information is organized and saved in a project folder or collaboration site.

●Project Financial Management tasks which include:

●Maintain the project checkbook, reconcile the GL report, submit and reconcile accruals.

●Assist with tasks associated with financial forecasting (resourcing, cap reporting, etc.) and financial tracking (financial peer reviews).

●Invoice payment processing including accurate GL coding and SOP98 review prior to payment approval.

●Operational activities which include:

Creation, management and monitoring of project purchase orders, SOWs and contracts CRM.

Maintenance of the project folder (i.e. repository) to ensure that artifacts are present and accurately stored/archived.

Reconciling project information and financial data with the Planview Project Portfolio Management (PPM) tool to ensure accuracy, currency and reliability (i.e. data quality) of project information stored within Planview.

Provide project support when appropriate for coordination activities and inquiries including process and change management expertise.

●Control/Compliance activities which include:

Prep work and assistance with the project phase gates and reviews and related scheduling.

Monitor project artifact deliverables to ensure that they are present and complete in the project folder/official repository and that they are in compliance with the Enterprise Initiative Framework (EIF) and the Solution Delivery Lifecycle (SDLC) requirements.

Assist with auditor requests for project specific documentation and information.

Monitor project compliance to established processes, controls and protocols. Assist with PM training and project transitions.

Acro Service Corp./ Maricopa County HSD, Phx, AZ Procurement Accounting Specialist 11/16/2020 to 2/26/2021

●Accounting Specialist provides technical assistance in coordinating and processing department purchase requests, accounts payable, travel, and provides support relative to finance and audit activities in accordance with federal and county guidelines.

●Completes Department purchase orders according to grant regulations and County procurement policy.

●Processes/coordinates purchases and files documentation; processes invoices for payment and inputs into the financial system.

●Reconciles PCARD and ensures that each transaction was posted to the proper program. Prepares PCARD document package for finance manager review and approval of PCARD statement. • Place orders for items of minimal value as per procurement policy using PCARD.

●Researches and assists in providing information for audits. • Acts as courier to the county finance office for various financial documents. Researches and resolves issues associated with purchase and payment documents. • Assists in cross training of other staff members.

●Performs the function of travel coordinator in the absence of the travel coordinator or when the workload requires. • Creates and maintains desk procedures. • Prepares required billing for assigned divisions

●Skills Required Knowledge of: • Accounting principles and practices. • County procurement policy. Skill in: • Microsoft Excel skills to format and generate complex reports. • Communication, and the ability to communicate with all levels of management, staff, and external clients. Ability to: • Take initiative and work independently. • Exhibit attention to detail, maintain confidentiality, deadline-oriented, and think critically. • Work collaboratively and cooperatively within the Department as well as with other County Departments. • Develop knowledge of Maricopa County accounting systems and programs. • Complete multiple tasks simultaneously, establish priorities, and meet deadlines

●Responsible for smooth and successful deployment of new IT & GIS systems, including plan, coordinate, track, document, communicate, implement new systems, upgrade existing systems, and replace old systems.

Artech /Verizon Wireless, Tempe, AZ Project Coordinator/Procurement 10/28/2019-10/23/2020

●Processing Purchase orders through Workflow Manager ticketing system utilizing Peoplesoft 9.1 FSCM to Create/Change/Receive POs.

●Maintain and process bulk upload templates

●Log all incoming and outgoing orders and resolve all needs and issues in a timely manner.

●Communicate effectively with warehouse personnel, technicians and Engineers for all equipment/services PO needs.

●Run and analyze weekly/monthly reports and strive to meet regional and area KPIs for inventory management and audits.

●Create purchase orders and map to budget items.

●Analyze invoices to ensure accuracy of goods delivered.

●Work closely with the project team to understand details of contract requirements.

●Gather, review, submit, and drive contract requests.

●(OMS) Order management starts when a customer places an order and ends once they receive their package or service. It allows a business to coordinate the entire fulfillment process — from order collection, inventory and delivery visibility to service availability. The workflow involved can differ based on a company’s needs, but a typical order management process includes three steps:

Stage 1 – Receiving the customer's order, Stage 2 – Fulfilling the customer's order, Stage 3 – Handling the post-sales processes.

●AP Extended Warehouse Management (EWM) is used to efficiently manage inventory in the Warehouse and for supporting processing of goods movement. It allows the company to control their Warehouse inbound and outbound processes and movement of goods in the Warehouse.

Endevis, LLC/ First Solar, Tempe, AZ Data Entry Coordinator 04/08/2019- 10/11/2019

●Position is to provide support to the Contract labor Group.

●Maintain and track weekly time cards and expenses for each contractor in an Excel sheet.

●Provide assistance with purchase requests and purchase orders.

●Provide assistance on other administrative tasks when needed.

●Position is proficient in MS office for maintaining contractor’s time cards and other information.

●This position is a high level of accuracy in data entry and high attention to details.

Insight Global/ Circle K Corp, Tempe, AZ Front Desk Specialist 08/12/2019- 09/25/2019

●This role involves taking calls from the company's retail locations around the U.S. who have experienced a robbery and/or a triggered alarm.

●I call the store and take down information as needed, document all information, and follow up on the calls.

●I am also responsible for answering calls when silent alarms are pressed in our client's retail stores across the nation.

●Reviewing video/surveillance tapes from in-store crimes, helping to fill out reports and take down information for company lawyers to prosecute.

●Occasionally working with local police departments to send them information.

Orora Packaging Solution, Tempe, AZ Customer Service/AP Specialist 02/16/2018-03/05/2019

●Started as a contractor with K-Force as an AP Processor Clerk to hire position.

●Match and pay vendor invoices and freight charges to appropriate purchase orders, identify and correct errors on vendor invoices and mistakes in billing, and process debit memos by performing the following duties:

●Process expense reimbursement reports in accordance with the business group accounting policy. Inputs data (invoices) into appropriate A/P systems and processes a weekly payment run (disbursement).

●Checks vendor invoices against purchase orders and other paperwork to process. Identify errors or discrepancies in vendor invoices, through Vlook-ups, advance excel and pivot table, notify buyer and division of discrepancy.

●Process intercompany transactions. Process expense invoices once approved. Receive and process direct shipment invoices.

●Reviews vendor statements and follows up with vendors & buyers on discrepancies and inquiries. Reconciles I/C payments to sheet plants and corrugators to their billing/general ledger (G/L).

●Performs other duties and/or responsibilities as assigned by the Accounts Payable Manager and Accounts Payable Supervisor.

●Process invoice payments track outstanding payments and resolve payment issues. Coordinate with various departments and maintain records for account payables. Monitor invoices and accounting issues resolve any escalated issues.

●Perform vendor payment reconciliation and serve as subject matter expert for various account payable functions. Prepare reports for reconciliation. Create purchase orders and map to budget items. Analyze invoices to ensure accuracy of goods delivered.

●Work closely with the project team to understand details of contract requirements. Gather, review, submit, and drive contract requests on behalf of HR stakeholders.

●(OMS) Order management starts when a customer places an order and ends once they receive their package or service. It allows a business to coordinate the entire fulfillment process — from order collection, inventory and delivery visibility to service availability. The workflow involved can differ based on a company’s needs, but a typical order management process includes three steps:

●Stage 1 – Receiving the customer's order.

●Stage 2 – Fulfilling the customer's order.

●Stage 3 – Handling the post-sales processes.

ATL Business Services, Peoria, AZ Data entry, AR: 03/2013 – 03/2019

●Data entry, Enter Receipts into QuickBooks, Scan receipts, Download Bank statement for verification of payments made to vendors, Create Receipts in QuickBooks, Receive payments for invoices, Sort Receipts, Basic bookkeeping.

●Downloading emails and naming receipts and attaching to Account Receivable for verification of payment.

●System working in SharePoint in some customers’ accounts to process purchase orders, update inventory in there system

●Scanning documents and receipts into a system and copying and sharing images into a SharePoint website, for some of the clients. Processing Account payable and account receivable. File and organize company folders.

K-Tek/ Cognizant, Phoenix, AZ Claims Processor 06/19/2017- 11/16/2017

●Examining and entering basic HCFA 1500, UB 04 claims for appropriateness of care and completeness of information in accordance with accepted coverage guidelines, ensuring all mandated government and state regulations are consistently met.

●Processing claims and claim appeals for multiple plans with automated and manual differences in benefits, as well as utilizing the system existing website content into wiki pages in a SharePoint site. Written documentation to determine the appropriate payment for a specific benefit. Approving, pending, or denying payment according to the accepted coverage guidelines in Facet. Using EPIC Applications and EMR system

●Maintaining internal customer relations by interacting with staff regarding claims issues and research, ensuring accurate and complete claim information, contacting insured or other involved parties for additional or missing information, and updating information to claim file with regard to claims status, questions or claim payments on EMR system.

●PURPOSE: Preparing and analyzing adjustments related to commercial and government medical and dental claims.

●Researching claim adjustment requests to include researching the member level of benefits, state specific guidelines, and medical policies and procedures. Researching claim appeals for refund requests, including researching documenting the overpayment request. Processing provider inquiries in the form of written correspondence.

●Identifying potential problems in Facet unforeseen tasks, and missed targets and communicating impact through the appropriate channels. From the fall out queue, review the scanned paper claims document and extracted information to ensure that there is no missing or incomplete information.

●Review and research assigned HCFA 1500 or UB04 claims appeals by navigating Med Force, Facet and accurately capturing the data/information necessary for processing. Correct the data elements extracted in Medforce OCR Application for self-learning where needed.

City of Peoria, Peoria, AZ Customer Service Rep Finance Clerk: 12/2016 – 04/17/2017

●This position is a contract with Appleone and Devau HR to provide customer service for DCSB Departments which includes Building, Engineering, Planning, and Aqua programs. Process payments and create bills or collection statements for both internal and external customers.

●This is accomplished by performing technical level customer service functions requiring a broad knowledge base, problem solving and decision making skills. Researches and adjusts accounts for incorrect billings, enters adjustments into billing or sales tax system (TaxMantra SharePoint website) prior to billing or generating collections statements.

●Correct mailing address in Taxmantra existing website content into wiki pages in a SharePoint site. Receives cash, credit cards and checks payments from the public for a variety of City Department services which includes Building, Engineering, and Planning Depts.

●Verify checks payments for accuracy, Process bank deposits at the end of the business day for city department DCSB for permitting services. Balancing the register at the end of each working day.

●Verify if business license is current in the City website SharePoint software and verifying for DCSB Department business license are current before releasing permits and plans to customers.

●Creating, scanning, faxing, and sending receipts by email per customer's request for proof of payments. Copying, scanning and faxing authorization forms to companies for verification that their employee has authorization to use a company credit card.

●Systems used were: - PeopleSoft FSCM, NorthStar, TaxMantra, INovah.

●-Knowledge of Generally Accepted Accounting Principles (GAAP), Financial Accounting Standards Boards (FASB), and Governmental Accounting Standards Board (GASB) theories and concepts

●-Skilled in Microsoft Office applications, Google email and calendar applications

Iconma, LLC/ Redflex, Phoenix, AZ Verification Processor I: 08/2016 – 11/2016

●Review photos and data associated with a violation captured by red light, mobile speed van, or fixed speed traffic enforcement cameras. Determine if a violation occurred by reviewing the evidentiary photos and corresponding video.

●Apply rules of each jurisdiction to determine whether to accept or reject the incident.

●Determine if the incident is prosecutable per the issuance criteria rules of the jurisdiction. Determine the state for the license plate on the vehicle in the plate photo through use of online license plate reference websites and hardcopy state license plate manuals. Enter the license plate alpha/number sequence.

●Obtain registered owner information from the state Department of Motor Vehicles. Cross check the vehicle make/model information retrieved from DMV SharePoint website to ensure accuracy of the registered owner information.

●Apply issuance criteria rules for each specific jurisdiction where the DMV information is obtained for the registered owner of the vehicle (i.e. special handling for Gender Mismatches, etc.) Enter Affidavit of Non-liability Information when received from violators.

●Apply processing time rules for all stages of processing to ensure all deadlines are met. Review issuance criteria regularly for assigned cities to ensure departmental documentation is accurate at all times.

●Ensure a backup is trained for all assigned areas of responsibility and that those areas are covered during planned absences.

●Report any equipment related issues timely to ensure they are resolved quickly. Escalate if reported issues are not resolved in a timely manner.

Builders First Source, Dallas, TX Account Payable/Data Entry Clerk: 05/2016 – 08/2016

●Identify and interpret data to be entered into the computer from source documents.

●Entering alphabetic, numeric, or symbolic data following format displayed on screen in a SharePoint website system.

●Review daily reports for keying anomalies and make corrections as needed including scanning, printing correction...

●Strong attention to detail as an accurate 10-key by touch required. Work independently with minimal supervision.

●-Knowledge of Generally Accepted Accounting Principles (GAAP), Financial Accounting Standards Boards (FASB), and Governmental Accounting Standards Board (GASB) theories and concepts

●-Skilled in Microsoft Office applications, Google email and calendar applications

Prodigy Resources/TriZetto, Phoenix, AZ Sr. UM Data Entry: 03/2016 – 04/2016

●Data entry, Entering Providers referral information, Patient information, verify information from the referral form submitted by the requesting provider to the servicing provider.

●Making sure all information is there to submit Referral with the guideline of Horizon Insurance Company.

●Training 6 team members to process the UM forms for the TriZetto Company.

●Inform and train on a daily basis what new procedure in processing UM forms.

Adecco/Dignity Healthcare, Phoenix, AZ HR Department WPA Specialist: 10/2015 – 01/2016

●Data Entry new hires in Dignity Health system, creating new employee numbers.

●Input all personal information, skills certificates and education into the system. Process in facility transfers departments, positions, pay changes, status full time or part time, and hour changes. Processing name and address changes as well.

●Processing daily employee and retirees volunteering and involuntary termination entering their final time cards with PTO payout information to payroll for processing employee final check.

●Answering daily emails on employee’s status and transfers. Answering calls from facility management and employees.

●Providing great customer service to all Dignity Health employees. Systems used were: Team website for tracking employee time cards, Lawson database. Ceridian is another website that keeps employee time card information. Medix website to keep track of employee leaves and LOA leaves of absence. Remedy software, Microsoft office software, SharePoint, word, excel, PowerPoint, OneNote, adobe, Image now software.

Aerotek/ TriWest, Phoenix, AZ Complex Authorization Specialist (CAS) 05/2015 – 07/2015

●Medical Records Clerk, Provides non-clinical support for the Medical Management and Operations Departments.

●Makes routing decisions regarding incoming correspondence based on defined processes. Collects and keys-enters data into the TriWest medical management system based on defined authorization processes.

●Parses and triages incoming faxes to the appropriate task lists. Make outbound calls to facilities or providers to obtain medical documentation or any other information which is required.

●Verify patient's information Add or update member alerts in the medical management system. Obtains discharge dates from inpatient facilities and updates the medical management system. Updates authorizations for claims processing on HCFA 1500 and UB-04.. Provides excellent customer service to internal and external customers. Participates in department meetings and projects as assigned.

●Develops working knowledge of VAPC3, Choice, Choice First program and policy.

●Follows HIPPA compliance and TriWest confidentiality guidelines. Correspondence between VA on what the veterans’ needs are and what they are missing to process authorization and respond back to VA on information needed.

●Software used to verify information on veterans and providers. SharePoint website, website called tri wiki page.

United Healthcare, Phoenix, AZ Clinic Admin. Coordinator 4/2013 – 02/2015

●Position started a contract with Equity Staffing to hire.

●Referral Specialists, Individuals in this position were responsible for the daily processing of TRICARE referrals for TRICARE beneficiaries and coordination with Military Treatment Facilities.

●Provide excellent customer service to providers and clients. Make outbound calls to providers to gather required information for referrals. Resolve customer service inquiries such as Enter notifications, Providers status of an existing notification and determining if notification is required.

●Complete referral, along with ICD-9 and CPT coding on a HCFA 1500 or UB04 .Using Peoplesoft FSCM software. Consistently meet established productivity, schedule adherence, and quality standards while maintaining good attendance.

●Use excel to record daily activities and document daily status. Assist with faxes and emails, emails and letters to the beneficiaries, providers and the MTFs

●Follows HIPPA compliance and TriWest confidentiality guidelines

Medix Staffing/ CVS Caremark, Scottsdale, AZ Gov’t RX Claims Processor 02/2014 – 03/2014

●Analyze members submitted prescription claims HCFA 1500 or UB-04 for missing and or additional information such as NCPDP, eligibility, NDC, client specific benefits, various claim types, and assignment of benefits.

●Recognize and determine claims processing functions such as calculation of dosage, COB/EOB, out of network, appropriate override codes. Create and identify appropriate correspondence for various claim issues.

●Use excel to document daily activities and for daily job duties. Systems used were: - AS400, People Safe

●Verifying Providers Credentials, EIN # making sure their licenses are currently active and verify all provider information is accurate before submitting claims.

EGS Inc./ADAP AZ, Phoenix, AZ Case Coordinator Specialist 10/2013 – 11/2013

●Data entry, new clients, prepare new case files and working current case files.

●Processing clients’ information such as employment, residency, and number of people in the home. Processing clients’ information such as employment, residency, and number of people in the home. AHCCCS denials and new application for marketplace and working with Avella’s Pharmacy and doctor's offices for Rx for clients.

●Make calls to case workers getting clients information.

●Following up every day and processing from beginning to end. Scanning, Copying, Faxing. Working on excel, SharePoint online, Microsoft outlook, and SharePoint website info.

Medix/ McKesson, Phoenix, AZ Customer Service Analyst-Reimbursement 06/2013 – 07/2013

●Act as a liaison between drug manufacturers and healthcare providers to ensure compliance with FDA regulations.

●This includes resolving escalated issues where compliance was not met. Versed in government insurance programs, including Medicare (Part A, B & D) and Medicaid; as well as commercial insurance programs, including Humana, Aetna and United Healthcare. Knowledgeable in payer plans such as PPO, HMO and POS. C contact patients directly to capture and understand benefits coverage and eligibility to aid in securing assistance for specific medical programs.

●Responsible for activation of copay card assistance which is utilized upon benefits approval. System SharePoint websites, excel, word,

●Credentialing Specialist Duties may include. Monitor high volume of incoming email activity, respond accordingly in a timely manner. Verify and document status of pharmacy credentials from primary source. Pharmacy communication and issue resolution via phone, email, and or fax. Perform research as directed.

● The Credentialing Specialist position is responsible for multiple tasks and functions that make up the

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