Heather Chamness

Avon, IN *****

317-***-****

adywyh@r.postjobfree.com

BUSINESS MANAGER

Experienced manager with strong client and project management skills. 20+ years of managing office operations in fast-paced, deadline-driven environments. Action-oriented with the ability to effectively communicate with executive and business audiences. Extensive management experience with a willingness to take on added responsibility to meet tight deadlines. Enthusiastic team player with a strong work ethic and advanced problem-solving skills. SKILLS

Operation Management Team Leadership Training / Coaching Schedule Planning Budget Customer Service

Human Resource Management Administration Office Management Analytical Thinking

Accounting

Project Management

Critical Thinking

Property/Building Management

Legal Document Review

Time Management

Strategic Planning

Contract Negotiation

Calendaring

Accounts Receivable

Executive Support

Accounts Payable

Billing/Invoicing

Reconcilliation

EXPERIENCE

Simons Bitzer & Associates, PC, Indianapolis, IN August 2021 – July 2023 Firm Administrator

Provided direct support to the Owner/Principal. Managed all business operations and administrative aspects of the Certified Public Accounting firm.

• Provided administrative support to Owner/Principal including scheduling appointments and meetings, calendaring, arranging travel, preparation for meetings, paying expenses and reconciling accounts, and managing email.

• Worked closely with Owner/Principal to create the firm’s strategic business plan, annual budget, and monthly client projections.

• Recruited, hired, onboarded, supervised and managed performance of Accounting & Tax Managers, Senior Accountants, and staff-level employees.

• Performed all Human Resource functions, including but not limited to, maintaining personnel files, benefit administration, payroll management, and expense reimbursement.

• Updated and maintained the firm personnel manual ensuring employee understanding of laws, Acts, regulations, and company policies.

• Created, coordinated, presented, and tracked training regarding policies and procedures.

• Coordinated, monitored, and improved key operating systems, including internal policies, external policies, procedures, checklists, templates, etc.

• Ensured the firm’s systems, policies, and procedures are up to date, documented, and adhered to.

• Coached, counseled, and provided corrective action, as needed.

• Documented and monitored workflow from client intake to invoicing and collection.

• Managed financials including time-tracking, billing, collections, bookkeeping, expense management, GL accounts, accounts payable and accounts receivable.

• Monitored budget variance, financial accounts, and cashflow.

• Formulated, prepared, and presented client engagement letters and transmittals.

• Reviewed and negotiated contracts with clients, vendors, and tenants.

• Gathered, analyzed, and delivered findings of reports and comparisons.

• Researched, selected, and determined healthcare benefit plans, annually; Performed annual company benefit meeting to review any changes; Point of contact for all company benefit questions.

• Reviewed billing worksheets to determine the services clients are to be invoiced for on a bi-monthly basis; Created invoices in Thomson Reuters software; Created invoices in QuickBooks; Deliver invoices to clients via postal mail or electronically.

• Processed payroll via Paycor bi-monthly; Processed payment for health insurance premiums on a monthly basis; Submitted employee Simple Plan contribution payments bi-monthly and employer contribution payments on an annual basis.

• Property management included: paying utility invoices, property tax payments, maintenance of buildings and grounds; researching and selecting vendors; requesting estimates, reviewing estimates; inspecting vendor work for completion; payment of vendor invoices; communication with all tenants; invoicing tenants; entering invoices and creating invoices via QuickBooks; maintaining property bank accounts; and reconciling credit card and bank accounts.

• Completed WC Audits; responded to unemployment cases; employment verifications

• Prepare and conduct weekly and monthly firm meetings. Hendricks Regional Health, Danville, IN February 2019 – February 2023 EKG Technician & Patient Care Advocate, PRN

Provide quality patient service through efficient electrocardiogram delivery. Collect and verify patient data in the Emergency Department.

• Perform EKG tests, review chart data, and deliver to cardiologist or doctor on shift.

• Consult with physicians and other providers regarding patient condition in effort to determine next steps.

• Educate patients about the procedures and inform them of each step in the process as the process was taking place.

• Maintain all designated equipment and work areas, ensuring compliance with manufacturer recommendations and standard operating procedures.

• Perform registration, placement, and records for heart monitors (Zio Patch; Holter Monitors, and Biotel MCOT).

• Register patients, verifying demographics, insurance information and other pertinent information to correctly identify patients and ensure correct billing.

• Administered patient vitals and glucose testing upon patient arrival to the emergency department for triage.

• Assist nursing staff and / or doctors with additional department tasks as needed, based on the needs of patients. JP Morgan Chase & Co., Speedway, IN July 2017 – October 2020 Vice President, Branch Manager

Responsible for the daily operation, administration, training, lending, and security of the branch.

• Managed, monitored, and increased consumer and business deposits, lending, and investments.

• Provided an exceptional customer and employee experience.

• Adhered to and ensured compliance of laws and regulations.

• Developed and maintained relationships with current and potential clients.

• Trained, developed, and coached Associate Bankers, Platform Bankers, Private Client Bankers and Lead Associates of Operations, ensuring exceptional customer service and understanding of policies and procedures.

• Reviewed monthly scorecards for strengths and opportunities.

• Scheduled and complete monthly, quarterly, and semi-annual audits.

• Performed incentive and timecard approval.

• Recruited, Interviewed and onboarded personnel.

• Constructed, conducted, and presented both quarterly and annual performance reviews.

• Daily management of monetary inventory, to include cash and coin, ATMs, teller drawers and vaults.

• Reviewed branch forecasting to complete monthly schedules, adhering to branch FTE, and ensuring staffing needs were scheduled based on historical business data; Managed daily schedules for Associate Bankers, Platform Bankers, and Private Client Bankers.

• Observed and verified proper protocols for minimizing cash exposure and privacy protection of consumer information.

• Constructed and presented branch meetings / huddles daily, quarterly, and semi-annually.

• Assisted credit card representatives and Mortgage Lenders with gathering, reviewing and entering client information for credit card and mortgage applications/approvals/denials.

• Referred clients to Financial Advisors to increase branch investment portfolio. CNAC, Carmel, IN January 2010 – April 2017

Regional Credit & Collection Manager

Managed $360 million portfolio for 27 remote locations. Supervised 31 direct reports and three departments (Customer Advancement Department, Outbound Department, and Skip Tracing Department) in a call-center environment.

• Managed, mentored, developed, and coached collection managers and account managers to correct / confirm / expand on current understanding of policies, procedures, laws, regulations, performance and expectations.

• Analyzed applicants’ financial situation and credit to determine eligibility and maximum purchase price.

• Analyzed Backed-Off and Charged-Off accounts to identify common factors, patterns, or errors which may have led to the reduction of successful contracts and company gains.

• Reviewed new contracts to ensure accuracy of information entered at origination, timely verifications, and to ensure appropriate procedures were followed.

• Compiled and researched daily, weekly, monthly, and yearly reports to identify trends and areas of opportunity, including but not limited to, sales, underwriting, delinquency and profit/loss.

• Constructed and delivered company presentations.

• Gathered data, compiled information, and presented findings to Executive Management identifying department goals and opportunities.

• Supported sales, service, and underwriting departments in achieving common goals.

• Formulated, scheduled, and conducted One-on-One manager meetings as well as Team, Department and Company Meetings.

• Implemented strategies to advance customers, minimize loss and increase profitability.

• Gathered data, reviewed documents, and entered information to have financial understanding before determining decision to underwrite or deny new contracts.

• Utilized in-house risk analysis software to help identify potential risk factors which may assist in the approval/denial decision.

• Worked with a team of colleagues, from all different levels of management, to create, maintain, and update a company Intranet site.

• Created, developed, implemented and oversaw the Collection Training Department.

• Restructured, reorganized, and redeveloped the Customer Advancement and Skip Tracing Departments. Collection Manager

Managed $22 million portfolio with 9 directly reporting employees responsible for managing nine remote locations.

• Trained, coached, and mentored staff to ensure effective and efficient daily operations as well as the adaptation of new training and programs.

• Worked directly with Regional Management Team, Directors, and other departments to achieve results regarding delinquency, charge-off, and training.

• Developed and implemented new policies and procedures.

• Vendor management.

• Approved, submitted, posted, and tracked invoices and payments.

• Developed and maintained schedules and timecards; submitted payroll.

• Compiled and researched daily, weekly, monthly, and yearly reports to minimize future losses/grow profit margins.

• Provided customer service and handled escalated customer calls.

• Managed multiple teams of collectors resolving delinquent accounts.

• Ensured local, state, and federal laws and regulations were adhered to. EDUCATION / CERTIFICATION

Associate of Applied Science - Business Management Technical Certificate - Human Resource Management

Certificate - Business Administration

Ivy Tech Community College

Certified Notary Public

State of Indiana

Cardiopulmonary Resuscitation & Basic Life Support Certificate American Heart Association

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