Accounting

Valerie M. Wagner

***** ***** **.

Union Grove, WI 53182

262-***-**** cell 262-***-****

************@*****.***

Ground Zero Veterans Outreach Dec 2024 – current

Thrift Store Clerk volunteer

Assist customers with purchases and donations

Create documents and signage as needed

Elizabeth Johnson CPA Feb 2025 – Apr 2025

6214 Washington Ave., Mt Pleasant, WI 53406 $30/hr Tax Preparer (seasonal)

Prepared Tax Returns

Data Entry (QuickBooks)

Eye Centers of Racine & Kenosha 262-***-**** Sept 2023 – Feb 2024 13200 Globe Dr STE 216, Mt Pleasant, WI 53177 $55000/yr Revenue Cycle Manager

• Oversee 4 Account Coordinators

• Involved in the integration of new EMR system

• Ensure proper credentialing for providers

• Update provider roster with Insurance companies

• Resolve claim issues

• Correct coding issues on claims

• Resolve patient concerns

• Enter, update, correct patient information

• Fulfill records requests

Valerie M. Wagner

14821 Plank Rd.

Union Grove, WI 53182

262-***-**** cell 262-***-****

************@*****.***

Third Coast Vascular SC 920-***-**** Sept 2020 – July 2023 2500 W Layton Ave Ste 40, Milwaukee, WI 53221 $52000/yr Practice Manager:

• Oversee 3 Patient Care Coordinators

• Oversee integration of new EMR systems

• Credential new providers and locations

• Update provider roster with Insurance companies

• Resolve claim issues

• Correct coding issues on claims

• Resolve patient concerns

• Enter, update, correct patient information

• Fulfill records requests

PT Plus Management Corp 262-***-**** May 2008 – Sept 2020 1532 S. Green Bay Rd #200, Racine, WI 53406

Office Manager:

• Oversee 4 Patient Care Coordinators

• Oversee integration of new EMR program

• Credential new therapist’s and locations

• Update company roster with Insurance companies

• Disburse Clinic/Owner payments

• Post patient payments

• Reconcile accounts

• Resolve patient concerns

• Enter and update patient information

• Verify patient insurance coverage & in/out network status

• Obtain visit authorizations

Valerie M. Wagner

14821 Plank Rd.

Union Grove, WI 53182

262-***-**** cell 262-***-****

************@*****.***

• Fulfill records requests

Lynch Truck Center 262-***-**** Apr 2005 – May 2008 F&I Assistant:

• Responsible for preparing all truck sales paperwork

• Prepared all title documentation for sales and dealer trades

• Reviewed all truck sales paperwork with clients

• Dispatched delivery drivers

• Processed all vehicle sales and title documents

• Dispatched drivers

Kelly Services for CNH 262-***-**** Mar 2003 – Apr 2005 Accounts Payable Clerk:

• Posted invoices

• Balanced vendor statements

• Researched discrepancies

Accounting & Tax Service May 2001 – Apr 2003

• Owner

• Established new client companies

• Prepared and processed accounting and tax documents and payroll

• Trained clients regarding business transactions

Racine Truck & Equipment Corp. 262-***-**** Apr 1996 – May 2001 Office Manager/Sales Assistant:

• Analyzed monthly Financial Statements

Valerie M. Wagner

14821 Plank Rd.

Union Grove, WI 53182

262-***-**** cell 262-***-****

************@*****.***

• Balanced Bank Statements

• Prepared and filed Federal and State Taxes (Corporate excluded)

• Data Entry

• Supply Manager

• Receptionist

Accounts Payable:

• Processed purchase orders and invoices

• Balanced vendor statements

• Generated Accounts Payable checks

Accounts Receivable:

• Generated statements

• Posted account payments

• Account follow-up

• Adjusted customer accounts as needed

Sales Assistant:

• Prepared all truck sales paperwork and title documents Skills:

• 10 key = 14976 Net KPH 100% accuracy

• Data Entry = 12252 Net KPH 99% accuracy

• Excel proficient

• Word proficient

• Knowledgeable of all basic office equipment

Carthage College - Bachelor Degree in Accounting

Gateway Technical College – Associate Degree in Accounting References:

Anise Marron 773-***-**** Debbie Jutrzonka 414-***-**** Crissy Luxem 262-***-****

Contact this candidate