Jon Lewis Fraser

Program Manager / Fiscal Auditor

Talented, multi-faceted leader with extensive experience managing programs of various sizes, providing fiscal oversight, as well as developing training programs.

ady0im@r.postjobfree.com

— Key Qualifications —

• Capable of communicating effectively and collaborating with team members, management, executive leadership, vendors, and community leaders to achieve mutually beneficial goals and objectives.

• Adept at developing and facilitating innovative and informative training programs for employees, as well as contractual vendors, in compliance with state regulations and guidelines.

• Extensive experience overseeing fiscal processes including, billing, accounts receivable, contract analysis, and audits.

• Proficient in teaching English as a second language and fluent in English and Portuguese. Professional Experience

Tempest Network Solutions - contractor for Robert Half and associates. Accounts Receivable Analyst 4/25/22 to the 10/1/22 As an accounts Receivable Analyst I would Create custom financial reports in Excel, support the order to cash process by applying company collections policies and procedures in a manner that will result in the conversion of receivables into cash, while maintaining a minimum amount of past due receivables for customer accounts. Under general supervision of the chief financial officer, I provide financial, clerical, and administrative services via Net Suite as well as various billing portals. Ensured efficient, timely, and accurate payment of accounts for a high volume of well branded customer activity. I worked with key stakeholders such as sales reps, vendor compliance staff and customer contacts to trouble shoot issues with the goal reducing the Accounts receivable. I reconcile accounts to keep the Receivable portfolio clean with an emphasis on items aged over 90 days, and in particular analyze accounts and follow up with customers to ensure resolution of past due accounts. I use all means available, phone, e-mail, fax, mail, as well as escalation of non-responsive customers to the team leader or management. I partner with the credit team regarding severely delinquent accounts to ensure proper actions are taken and make recommendations for the quick resolution of aged accounts. Intouch health/TeleDoc – Santa Barbara California

Billing Specialist, 12/01/2019 to 3/15/2021

(This was a temporary assignment through Career Strategies Inc) Under the general direction of the Controller, with heavy use of Great Plains billing software as well as Sales force for contractual tracking, I was, responsible for performing accounting and financial work involving billing preparation, research, contractual analysis, recording, reconciliation and reporting for the organization. I also support audit requests relative to revenue including audit sampling for various types of transactions. Daily, I was responsible for the preparation of customer invoices in accordance with contractual terms, I coordinated with Sales, Contracting, Fleet Ops, and Logistics staff members as needed, I assisted in preparing reports for the general ledger and reconciled statements to ensure data integrity. Was often involved with performing account research, analyzing variances and preparing appropriate reports. Assisted in monthly close preparation, audit support and revenue sampling for all revenue transactions Cen Cal Health – Santa Barbara, California

Compliance Coordinator, 5/2016 to 8/2018

Provided direct support to the Compliance Officer in the review of mandatory reports to various state and federal agencies and the development of guidance for staff members on the intent and any resulting changes in mandates and policies. Provide direct technical and administrative support for the compliance unit through the development of policies, procedures, and processes in compliance with current and new laws and regulations. Compile and submit regular reports to the State Department of Health Care Services and the Federal Department of Managed Health Care, providing information on statistics related to the health care plan members. Serve as a primary contact for the plan with the Department of Healthcare Services in the State of California. Selected Contributions:

• When required by state and federal regulation changes, coordinate the update or development of documentation required for proper submission of reports required to maintain compliance with licensing regulations for CenCal Health. Tri-Counties Regional Center – Santa Barbara, California, 8/2007 to 5/2016 Family Cost Participation Specialist

Facilitated the strategic collection and review of income tax documentation for potential service recipients, providing an analysis of potential cost share for program participation through financial analysis using GAAP guidelines. Regularly communicated with over 800 current and potential participants via telephone, providing status updates and tracking application progress. Selected Contributions:

• Provided regular training on new processes, for 180 service coordinators in the Tri-County region, in alignment with yearly legislative changes and current state law. Developed specific training on the Lanterman Act and associated

“Trailer Bills” with a focus on providing up-to-date knowledge for all employees on recent legislative changes, guaranteeing staff compliance with required policy and procedure changes necessary to remain compliant with current laws and regulations.

• Developed and implemented multiple tracking and training programs for family and service coordinators to assist with the collection and analysis of data as mandated by legislative updates. Fiscal Auditor

Oversaw the service provider vendor program through the scheduling and completion of regular field audits. Collected required documentation in accordance with California state laws, carefully reviewed documentation and noted areas of inconsistency between submitted billing requests and allowable costs per funding guidelines. Selected Contributions:

• Regularly identified financial inconsistencies regarding vendor billing. Provided education to vendors on correct accounting and bookkeeping processes and required documentation, resulting in increased compliance with funding requirements.

Corporate Training & Support

Directed the creation, facilitation, and implementation of two employee-training programs across the organization, ensuring accuracy and compliance with current and changing state laws. Presented training programs at multiple locations within Ventura, Santa Barbara, and San Luis Obispo counties with 150-200 employees participating in total. Upon completion of initial training programs, provided tools and resources to on-site supervisors and employees for continued program implementation and learning processes. Recognized by the company Controller for the development of a state law compliance process, updating and streamlining existing processes to comply with changing legislation, and resulting in a cost savings of over $40k per year. Genoa Healthcare LLC – Auburn, Washington

Billing Department Manager, 6/2006 to 6/2007

Skillfully developed and implemented standardized systems and processes for the Accounts Receivable department including, month end closing procedures and collection policies, which resulted in a consistent reduction in bed debt levels. Supervised a team of nine employees, ensuring completion of day-to-day activities and maintenance of consistent staffing levels for workflow needs. Diligently maintained accurate departmental records and provided up-to-date reports to the CFO and CEO on the Accounts Receivable department as needed. Contributed to writing departmental policies and procedures, as well as job descriptions. Assisted with multiple special projects and strategic planning of department objectives. Additional Experience:

Experience reading and interpreting sales contracts in a finance/accounting role Accounting experience in an automated environment including Sales Force, Great Plains, SANDIS, UFS and various proprietary billing portals.

Ability to read and interpret sales contracts and related legal documents Strong analytical, written and verbal communication skills. Ability to work independently and as part of a team Strong organization skills

Proficient in Office (Excel, Word, Outlook, PowerPoint) Hospital Manager, VCS Snohomish Animal Hospital, Snohomish, Washington, 11/2004 to 3/2006 In this roll I was responsible for all aspects planning, controlling, and directing the day to day operations of the hospital. I ran payroll biweekly using ADP, and kept abreast of weekly stock orders using Excel. Hospital Cost Analyst/Consultant, Planisa Planejamento e Organização de Instituições de Saúde, São Paulo, Brazil, 9/1999 to 3/2001

Clinic Administrator, Polimagem Centro de Diagnóstico, São Paulo, Brazil, 3/2001 to 5/2004 Education & Professional Development

Bachelor of Science, Health Service Administration University of La Verne, La Verne, California

Activity Based Costing Applied to Health Service Institutions, Planisa Planejamento e Organização de Instituições de Saúde, São Paulo, Brazil

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