Accounts Receivable Program Manager

Jon Lewis Fraser

Program Manager / Fiscal Auditor / A.R. Specialist

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

Key Qualifications

Capable of communicating effectively and collaborating with tes n members, management, execulive leadership, vendors community leaders in mulually beneficial goa s and object ves. Adept a. developing and faciilaling inrovalive and informalive Irain ng programs for employees, as well as contractual vendors, in compliance with state regulations and guicelinea. Extensive experience overseeing fiscal processes including, billing, accol eceivable, contract analysis, and fiscal ausits.

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

Accounts receivable specialist, Green Hills Software Promptly responded to dient inquires, prioritizing urgency and ensuring accurate documentation of actions taken for efficient follow-up and resolution. Collaborated with intemel departments, and tears to ensure smooth o ears to ensure smooth operations anc effective resolution of accounts receivable issues.Contacles clients to discuss outstanding payments negotiate payment plars, and resolve any discrepancies as well as reminding the clent that their due date is approaching or nas past. Maintained records of collection efforms, ensure that colectior efforts adhere to the Fa Debl Colection Praclice Acl and other relevant regulations. Identifies clients that regularly paid past the agreed soon payment terms ar to mutual agreement that enforces the ferns of their contract.

07/2024 – 10/2024

Santa Barbara,

Califormia

Finacial Analist, Coastal Blooms Nursery. Carpenteria California-contractor for Robert Half and associates

As a billing coordinator il up lo ne le lake in purchase orders from customers, malch them to product man feats then produce invoices through a Quickbooks based syster, in client prescribed formals. as further responsible for the maintenance and submission of IRS Form 8300 (Declaration of cast sales over ten thousand dollars), assure SKU accuracy through Quick Books and price adjustments as needed. 03/2023 – 08/2023

Carpenteria California

Financial Analyst,

Tempest Network Solutions-contractor for Robert Half and associates As an accounts Receivable financial analys:, I would Create custom financial reports in Excel, support the order in cash process by applying coripary collections policies and procesures in a manner that will result in the conversion of receivables nto cash, while maintaining a minimum amount of past due receivab es for customer accouris. Unde general supervision of the chief financ al officer, I provide financial, clerical, and administrative servicea vis. Net Suite as well as varous billing porials. Frisured efficent, limely, and accurale payment of accounts for a high vo ume of well branded customer activity. worked with key stakeholders such as sales repa. vendor compliance staff and customer coniacis to Irossle shool issues with the goal reducing the Acocunts receivable. Reconcile accounts to keep the Receivable portfolio clean with an enphasis on ilems aged uver 90 days, and in particular analyze accoun.s and to low up with customers to ensure reso ut on of past due sccounts. I would use all means sva lable, phone, e rrail, fax, rail, as well as escalal on of non responsive customers le the leam eader or management. I partnered with the credit team regarding severely delinquent accounts 10 ensure proper aclions are laker and make recominer dat ons for the quick resolution of aged accoutis.

25/04/2022 – 01/10/2022

Accounts Receivable Annalist, Intouch Health/TeleDoc

(This was a temporary assignmen: through Career Strateges Inc) Under the general clrection of the Controller, with heavy use of Great Plains billing sollware as wel as Sales force for contractual tracking, was, responsible for performing accounting and financ al work involving billing preparation, research, ana ysis, recording, reconciliation and reporting for the organization. I also supported audit requests relative to revenue including audit sampling for various types of Iransacions. Daily, I responsible for the preparation of customer invoices accordance with contractual terms, I coordinated with Sales, Contracting, Flee: Ops, ard Logist es slaff members as needed, I assised in preparing reports for the general ledger and reconcled statements to ensure data integrity. Was ofter involved with performing account research, analyzing variances and preparing appropriale nepos. Assisted in monthly сове preparation, aud: support and revenue sampling for all revenue transactions 01/12/2019 – 15/03/2021

Santa Barbara California

Compliance Coordinator, Cen Cal Health

Providec 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 imeni of and any resulting charges in manciates and policies. Irovide direct technical and administrative support for the compliance unil through the development of policies, procedures, ard processes in compliance with current and new laws and regulations. Complie and submit regular reports to the State Department of Health Care Services and the Feceral Deparirent of Managed Health Care, providing information on statistica related to the health care olan members. Serve as a primary contact for the plan with the Deparment of Healthcare Services In the State of Califomia.

Selected Contributions:

05/2016 – 08/2018

Santa Barbara,

California

•When required by state and federsi regulation cranges, coordinated the vodate on developmer of documental on required for proser subm ssion of reperis, required lo maintain compliance with licensing regulations for CenCal Health. Family Cost Participation Specialist, Tri-Counties Regional Center Facililaled the strategic collection and review of financial documentation for polentia service rec pients, providing an analysis of cost share potential for program carticipat on. Regularly communicated with over 800 current and potential participants via telephone and mail, providing status updates and tracking application progress. Selected Contributions:

08/2007 – 05/2016

Santa Barbara,

California

•Providec regular training on new processes, for 180 service coordinators 1 the in- County region. In alignment with yearly legislative changes and current state law.

•Developed specific training on the Lanternan Act and associated Traile Blis" with a focus on providing up-to-date knowledge for all employees on recent legislative changea, guaranteeing staff compliance with requirec poicy and procedure changes necessary to rems. in compliant with current laws and regulations

•Developed and implemented mall ple tracking and training programs for family anc service coordinalors lo ass st with the collection and ana ysis of dala as mandaled by legislative upca.

Fiscal Auditor, Tri-Counties Regional Center

Oversaw the service provide vencion program through the scheduling and completion of regular fied aucits. Collected required documentation in accordance with California state laws. carefully reviewed documentation and noted areas of inconsistency between suomitted billing requests and alowable costs per funding guidelines. Sclected Contabutions:

•Regularly identified financial inconsistencies regarding vendor billing. Proviced educalion 10 vendora on correct accounting and bookkeeping processes and required documental on mandaled by legislative uodales. Corporate Training & Support, Tri-Counties Regional Center Directed the creation, faci tation, and implementation of tivo employee-training programs across the organization, ensuring accuracy and compliance with current and changing slate laws. Presented training programa at multiple locations within Vertura, Santa Barbara, ard San Luis Obispo counties wih 150-200 employees participating in total. Upon completion of init al tra ning programs, provided tools and resources to on- site supervisors and employees for continued program implementation and learning processes. Recogrized by the company Controller for the development of a state law compliance process, upciating and streamlining ex sting processes to comply with changing legis ation, and resulting in a cost savings of over $0k per year Billing Department Manager, Genoa Healthcare LLC

Skilfuly developed and implemented standardized systems and processes for the Accourts Receivabe department including, month enc desing procedures and collection policies, which resulted in a consistent reduction in bad debt levels. Supervised a team of nine employees, ensuring competion of day-to-day activities and maintenance of consistent staffing levels for workflow needs. Dligenlly main lained accura in depart records and proviced up-to-date reports to the CHO and CEO of the Accounts Receivable department as needed.. Contributed to writing departmental policies and procedures, as well as job descriptions. Assisted with mu tipe apecial projects 8.1d strategic planning of cepartment objectives. 06/2006 – 06/2007

Auburn, Washington

Hospital Manager, VCA Snohomish Animal Hospital

In this roll I was direct y responsible for prulit and loss as well as all aspects of planning. controlling and directing the day to cay the day to day operations of this arimal sarimal hospital. payroll biweekly via ADP and kest track of weekly stock orders using Excel

11/2004 – 03/2006

Snohomish, Washington

Education & Professional Development

Bachelor of Science, Health Service Administration, University of La Veme La Vernc, California Planisa Planejamento e Organização de Instituições de Saúde

•Activity Based Costing Applied to Health Service Institutions São Paulo, Brazil

Additional Experience

Hospital Cost Analyst/Consultant

Planisa Planejamento e Organização de Instituições de Saúde 09/1999 – 03/2001

São Paulo, Brazil

Clinic Administrator

Polimagem Centro de Diagnóstico

03/2001 – 05/2004

São Paulo, Brazil

Experience

Experience reading and interpreting sales contracts in a finance/accounting role

Ability to read and interpret sales contracts and

related legal documents

Ability to work independently and as part of a team Accounting experience in automated environment

Experience with CRM systems (i.e., Salesforce)

Strong analytical, written and verbal

communication skills.

Strong organization skills Proficient in Office (Word, Excel, Outlook, PowerPoint).

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