Accounting Technician with Budget & Payroll Expertise
Resume:
Felicia Taylor
Ms. Felicia Taylor
Angier, NC ***01
***********@*****.***
Professional Summary
Hardworking and detail-oriented Accounting Technician with 3+ years of experience in budget tracking and payroll processing.Proven ability to maintain accurate records and ensure compliance with audit requirements. Previously managed a $35M annual sales operation as a Retail Store Manager(25 years), demonstrating strong leadership and customer service skills. Holds multiple certificates, including Accounting Technician and Payroll Professional & enhancing expertise in Financial Management and Benefits Administration.
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Accounting Technician I
Warren County Government-Warrenton, NC
July 2022 to Present
• Performed daily financial transactions, including accounts payable and receivable, ensuring accuracy and timeliness
• Managed payroll processing for 34 employees, accurately calculating wages, deductions, and taxes
• Assisted in the preparation of financial reports by gathering data and performing analysis
• Maintained an organized filing system for invoices, receipts, and other financial documents
• Collaborated with auditors during annual audits to provide necessary documentation and answer inquiries
• Identified discrepancies or errors in financial records through regular review and investigation
• Provided support to senior accountants in preparing journal entries for the month-end close process
• Assisted in the development of budgets by analyzing historical data and forecasting future expenses
• Responded promptly to vendor inquiries regarding payment status or invoice discrepancies
• Generated detailed financial reports using Excel spreadsheets or accounting software programs
• Collaborated with cross-functional teams to resolve any issues related to billing or invoicing processes
• Assisted with the implementation of internal controls to mitigate risk of fraud or error
• Reviewed expense reports submitted by employees for compliance with company policies
• Participated in training sessions on new accounting procedures or software updates
• Maintained confidentiality of sensitive financial information at all times
• Researched complex accounting issues as needed, providing recommendations for resolution
• Served as a resource person within the department for questions related to accounting practices
• Contributed ideas for process improvements that resulted in time savings or cost reductions
• Assisted in the preparation of financial statements and supporting schedules
• Collaborated with external auditors to provide necessary documentation for year-end audits
• Ensured compliance with all applicable accounting standards and regulations
• Performed data entry tasks accurately and efficiently, ensuring the integrity of financial records
• Monitored accounts receivable aging report, following up on overdue payments as needed
• Supported the preparation of annual budgets by analyzing historical data and forecasting future revenues/expenses
• Developed standardized templates for financial reports, improving consistency across departments
• Identified opportunities for cost savings through analysis of expense trends
• Participated in cross-functional teams to implement process improvements that increased efficiency
• Maintained knowledge of current accounting principles and best practices through professional development activities.
• Expert in creating and managing Requisitions and Procurements Benefits Verification Specialist
Continuum Global Solutions-Henderson, NC
July 2019 to April 2023
• Process therapy medication prescriptions for CVS Specialty Pharmacy Caremark for distribution through mail or point of service. Verify members' prescription insurance when rejection occurs. Assist members with co-pay assistance when qualified. Request and submit prior authorizations to providers and plans. Contact members and providers when needed. Closely work with patients and insurance companies to resolve issues
• Achieved an average turnaround time of 1 hour for completing benefit verifications, meeting or exceeding departmental targets
• Provided excellent customer service by promptly responding to inquiries from patients regarding their insurance coverage and benefits
• Developed strong relationships with insurance company representatives to facilitate smooth communication during the verification process
• Closely monitored changes in insurance policies and communicated updates to relevant stakeholders within the organization.
• Collaborated with healthcare providers to obtain necessary documentation and complete the verification process promptly.
• Maintained strict confidentiality of patient information according to HIPAA regulations throughout the benefit verification process
• Liaised between patients, healthcare providers, and insurers to resolve claim denials related to incorrect or incomplete benefit information
• Managed a high volume of incoming calls from patients seeking clarification about their benefits or resolving issues related to claims
• Achieved a XX% reduction in claim rejections by proactively identifying potential issues during the benefit verification process
• Participated in regular training sessions to stay updated on changes in insurance policies, billing codes, and industry best practices
Retail Store Manager
Office Depot #2677-Raleigh, NC
October 2006 to March 2016
• Oversaw all aspects of store operations, including sales, customer service, inventory management, and staff scheduling
• Implemented effective visual merchandising strategies to optimize product placement and drive sales
• Developed and executed marketing campaigns to increase foot traffic and promote new products
• Managed a team of 40 employees, providing training, coaching, and performance evaluations
• Achieved a 35% increase in sales revenue through strategic pricing adjustments and promotional events
• Implemented cost-saving measures by optimizing inventory levels and reducing shrinkage by 100%
• Maintained high standards of customer service by resolving escalated issues promptly and ensuring customer satisfaction
• Analyzed sales data to identify trends and opportunities for improvement; implemented targeted strategies to maximize profitability
• Conducted regular store audits to ensure compliance with company policies, procedures, and visual merchandising guidelines
• Developed strong relationships with key customers through personalized interactions, resulting in increased loyalty and repeat business
• Led the successful launch of new product lines, resulting in a 20 % increase in overall store revenue within the first quarter
• Created employee incentive programs that improved morale, productivity, and overall team performance levels by 100%
Education
Business Management/Administration (Bachelor of Science) University Of Phoenix Axia Online-Phoenix, AZ
July 2002 to May 2006
High school diploma or GED
Upper secondary education
Skills
• Filing
• Multitasking
• Workers' Compensation
• Supply chain management
• Computer operation
• ICD-10
• Account analysis
• Microsoft Outlook Calendar
• Financial auditing
• Financial analysis
• Office experience
• Working with people with disabilities
• Administrative Experience
• Payroll
• Store management
• Sales
• Strategic Planning
• Healthcare practice operations management
• QuickBooks
• Financial Report Writing
• Account Reconciliation
• Microsoft Excel
• Data conversion
• Procedural guides
• Communication skills
• VoIP
• Process management
• Maintaining patient confidentiality
• Working with geriatric patients
• Conflict management
• Inside sales
• Accounts receivable
• Revenue cycle management
• Medical billing
• Data management
• Van driving
• Financial report writing
• Store Management Experience
• Accounting software
• Memory care
• Accounting
• Supervising experience
• Team development
• General ledger accounting
• Computer skills
• Financial data reconciliation
• Bookkeeping
• PeopleSoft
• Vendor management
• Accounting systems
• Microsoft Office Suite, Adobe, Intuit,
• Profit & loss
• Pricing
• Productivity software (9 years)
• Merchandising
• Critical thinking
• Cash handling
• Marketing
• Community resource coordination
• Typing
• Data entry
• Financial audit management
• Retail management
• Microsoft SQL Server
• Spill response
• Managing patient records
• Management
• WordPress
• Windows
• Documentation review
• Microsoft Office
• Financial management
• Microsoft Access
• Case management
• Managing budgets in a finance role
• Auditing
• Medical scheduling
• Outside sales
• Journal Entries
• Medical collection
• Medical claims processing
• Budget management
• Tax experience
• Recruiting
• Word processing
• Video surveillance
• Google Docs
• Retail sales
• Time management
• FMLA
• Microsoft Outlook
• Working with people with developmental disabilities
• Manufacturing
• Writing skills
• Budgeting
• 10 key typing
• Front desk
• Conflict Management
• Account management
• Cash register
• English
• Microsoft Office Suites, Intuit, Adobe
• Medical Coding
• Meal Preparation
• Balance sheet reconciliation
• Operations Management
• Medical management
• Accounts payable
• Mathematical aptitude (10+ years)
• Office management
• Communication Expert :Communication Technology. Problem solving.TimeManagement.Supervising.ExpertExperienced.ExpertExpertExpertAttention to detailDiscretionCustomer ServicePhoneEtiquetteExpertExpertExpertExpert
• Professionalism
• Experience with individuals with cognitive disabilities
• Accounting and finance experience
• Financial planning
• Finance supervisor experience
• Problem-solving
• Customer service
• Spreadsheet design (10+ years)
• Microsoft Powerpoint
• Human Resources
• Behavioral health
• Quality improvement
• Teaching
• Profit & Loss
• Logistics
• Freight Experience
• Organizational skills
• Financial reporting
• Phone call backs
• Healthcare practice team management
• Benefits administration
• Care plans
• Pivot tables
• CRM software
• Collaboration
• Leadership
• Employment & labor law
• OSHA
• Financial report interpretation
• Attention to detail
• Sage
• Analysis skills
• Computer literacy
• Policy & process development
• Risk management
• Clerical experience
• Interviewing
• Oracle
• Accounts Receivable
• Teamwork
• Adobe Acrobat
• Shelf stocking
• Procurement
• Product demos
• Managed care
• Freight
• HIPAA
• Team management
• Bank Reconciliation
• Operations management
• Microsoft Word
• Human resources
• Market analysis
• Phone answering
• Performance Management
• Medicare
• Appointment scheduling (4 years)
• NetSuite
• Grocery store
• Employee Orientation
• Forecasting (10+ years)
• Customer relationship management
• Purchasing
• ADP
• Manager (finance)
• Interpersonal skills
• Direct sales
• Healthcare management
• Financial services
• Contracts
• Microsoft Project
• Technical Proficiency
• Computer networking
• Inventory manager experience
• Retail sales transactions
• Geriatrics
• Team leadership
Awards
Best Cash Control
Best Shrink
Employee of the Month
August 2021
Continuum awarded me Employee of the Month for August for Speciality Benefit Verificationar Certifications and Licenses
Certified Veteran Affairs Caretaker
Present
Certificate in Accounting Technician
August 2022 to Present
Certificate of completion -Accounting Technician I (Warren County HD) Certificate in Payroll Processing -Local Government -HD Accounting July 2022 to Present
Team member timesheets are entered into HD Accounting for the accuracy of reporting hours worked. Generating an accurate report to pull dollars out of state-funded programs, along with the dollar amount from the fiscal year's projected budget for payroll. CPR/First Aid
February 2021 to Present
Driver's License
Driver's License
June 2023 to December 2027
I have a CDL CLASS C -DRIVERS LICENSE.-9796283NC
National Council for Mental Wellbeing First Aid (Youth) April 2023 to April 2026
Certification on de-escalation with a youth during a mental crisis. Learning the steps on how to access today's youth. Addressing and assuring the youth that I am a trusted individual who is here to assist and help them and any capacity.
The National Council for Metal Wellbeing(Adults)
April 2023 to April 2026
Access Adults with all mental challenges..including the abuse of drugs. Learning the appropriate way to speak to those who are expressing some type if mental break, More importantly, knowing how to speak verbally to the individual in need and
First Aid Certification
February 2020 to February 2024
Microsoft Office Specialist
QuickBooks Certified ProAdvisor
Forklift Certification
TS/SCI
CDL
Certified Bookkeeper
Additional Information
worked with geriatric patients for a short while on a group home Both on roxboro and Durham nc
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