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0-5 years of experience
Held responsibility for reviewing and approving accounts payable, entering invoices, scheduling payments, and issuing lien releases pertaining to completed projects. Utilized QuickBooks and Sage accounting software to reconcile bank accounts and prepare financial reports.
- Oversaw project budgets, ensuring timelines and expenses were on track and communicated with project management team on status of where they were in respect to staying within guidelines.
- Created profit and loss statements and reviewed the information with upper management to identify areas where growth and expenses could be adjusted.
- Assisted with projections to company's bottom line along with suggesting areas where growth could occur within the organization.
0-5 years of experience
Responsible for quantitative data analysis, developing, and overseeing the operating budgets for four distribution centers in the region in order to achieve business opportunities, growth, and financial profitability.
- Reconciled monthly P&L statements for my region and communicated any reclasses, accruals, and journal entries to Corporate Accounting. Established standard costs for financial projections, and analyzed the fixed/variable overhead costs. Communicated budget variances to key stakeholders both internally and externally.
- Responsible for all purchasing in the region; controlled costs by building exceptional vendor relationships to secure better pricing on consumables. Implemented controls and procedures that centralized purchasing while utilizing Integrify / Lawson, thus avoiding unnecessary expenditure and cutting administrative costs.
- Processed and maintained electronic records of all invoices for the region, including all capital expenditures associated with a 900,000 square foot facility startup. Effectively maintained vendor contracts, researched payment histories, and reconciled account statements.
- Facilitated the payroll process by reconciling employee time cards, ensuring employees were allocated to the appropriate labor account for accurate labor standards reporting.
0-5 years of experience
- Voted Head Coordinator and led 5 other event coordinators during each event
- Organized [company name] 2015, the largest community service event in Kentucky and led 1,300 students to service about 100 non-profit agencies in Lexington
- Successfully secured donors for each event through phone prospecting, email, and cold calling alumni. Successfully raised $60,000 funding
0-5 years of experience
Serve as the lead for our administrative expenses benchmarking project. Involves working with consultants to conduct interviews, gather and interpret data, and engage in complex financial modeling. Requires in-depth analysis of financial information, presenting and explaining results to leaders, working to resolve issues with the interpretation of the data, and troubleshooting issues in the financial model.
- Responsible for two special projects that involved gathering and synthesizing our administrative expenses from all company divisions, requiring the classification of the expenses into eight core processes and sub-buckets. Created a complex EXCEL spreadsheet to perform all of the calculations and to organize the data. Presented the data to upper management, including the CFO and CEO. Involved several team meetings with the CFO and Division Heads.
- Responsible for all FTE (Full Time Equivalents) reporting. Worked with three financial analysts to compile all budgeted heads for the cost centers into one comprehensive spreadsheet and walk. Responsible for creating new FTE reports using several different data downloads, requiring complex EXCEL modeling. Created multiple monthly reports showing several different views and analyses of the FTE data for presentation to the CFO.
- Served as a team lead for a project which classified all administrative cost center expenses to product segments. Involved creating an allocation template for the use by the cost center leaders and performing complex calculations to properly allocate the expenses. less
0-5 years of experience
- Managed receivables and discretionary cash accounts for all clients using QuickBooks.
- Designed and implemented a spreadsheet-based system for managing client cash accounts.
- Coordinated weekly distribution of client funds alongside multiple managers and across all LOCs.
- Acted as a family liaison to develop client financial plans.
- Point of contact for many families to discuss payment plans, as well as any other treatment concerns.
0-5 years of experience
- Assisted with team building initiatives, overall support for the financial team, and maintained organizational culture and employee morale.
- Managed all incoming accounts and reviewed financial agreements and patient’s financial obligation.
- Responsible for credit collections on all accounts by contacting the customer by phone, e-mail and written correspondence.
- Managed, tracked and monitored all incoming funds via weekly reports.
0-5 years of experience
Effectively manage the schedule of current and new patients for two dentists and three hygienists
- Responsible for maintaining accurate insurance information
- Insure collection of patient payments
- Present detailed treatment plans to patients and secure financial arrangements
6-10 years of experience
- Built financial models to support the operational initiative, and analytical endeavors.
- Gathered organizes and documents financial information.
- Prepared and submitted prior authorizations promptly.
- Monitored policy developments that impact the reimbursement success of products.
0-5 years of experience
- Lead a team of nine Financial Coordinators over counties in Central and North Texas, including the Dallas Fort Worth Metroplex
- Responsible for improved financial outcomes within 40+ Dialysis Centers serving 5000+ patients
- Audit financial, compliance and procedural accuracy of employee interactions with patients
- Provide backup financial coordination as needed to ensure excellent coverage
- Lead new business initiatives resulting in increased patient insurance coverage and satisfaction
- Assess new business ventures and adjust financial coordination coverage based on patient population shifts and anticipated growth
- Review and implement new processes to ensure best practices in the face of ongoing health insurance regulatory and program changes
0-5 years of experience
- Create and maintain an annual budget of approximately $58,000
- Develop contracts with professional speakers for the All Campus Leadership Conference
- Oversee The Big Ten Leadership Network, a network dedicated to improving student leadership through a focus on goal
- Update and maintain all social media websites for the organization to encourage current, past, and future members to produce
- Design the Student Leadership Program's website (students.wisc.edu/slp)
0-5 years of experience
Lead grant accountant that is responsible for ongoing system support of a $35 million grant and $130 million Pediatric Research Trust portfolio that includes identifying and navigating through the challenges of re-implementing an ERP system, especially in the areas of business process transformation, systems design and change management.
- Responsible for financial model build of activity accounts to ensure proper revenue recognition, indirect cost calculation/allocation and invoicing.
- Addresses financial needs of sponsors (university/hospital/industry & gov't) related to management and oversight of grants and contracts.
- Responsible for driving improvement efforts in audit efficiency.
- Translates business process changes into end-user training and communication deliverables.
- Prepares variance analysis of business units for senior leadership.
- Provides financial analysis and prepares documentation for reports and special projects.
- Provides technical assistance to departments for budget preparation, trend analysis, and monthly budget to actual variance as well as regulatory compliance analysis.
- Works with senior leadership on all phases of strategic planning for the department.
- Develops and implements education and training related to best practices and regulatory compliance requirements associated with external and federally funded sponsored projects.
- Prepares invoices and monitor accounts receivables.
0-5 years of experience
- Auditing monthly departmental operating expenses; identifying cost reduction opportunities and spending trends
- Maintaining a departmental grant portfolio database, as well as tracking grant support for individual personnel
- Contributing to monthly grant reconciliations, and performing ongoing operating account reconciliations
- Performing funding analysis and future projections for faculty members and their laboratories
- Assisting with annual budget preparation, as well as managing ad-hoc projects
- Responsible for control of all capital assets within the department, and liaising with Financial Services as appropriate
0-5 years of experience
Responsible for inputting and coordinating all Media Sales monthly billing including inputting cash receipts daily
- Prepared and input credits and adjustments
- Coordinated and prepared weekly cash in advance accruals
- Responsible for monthly reconciliation for agencies with changes in billing accordingly
- Help prepare journal entries for monthly and quarterly ageing reports for CFO group in Burbank
0-5 years of experience
- Verifying patient's dental eligibility and orthodontic benefits.
- Administering orthodontic contracts, collecting initial payments and setting families up with auto pay, which includes maintaining patient accounts.
- Responsible for processing orthodontic claims, maintaining monthly or quarterly insurance payments.
- Part-time Treatment Coordinator, assisted Doctor with new patient exams, provided families with treatment
- Worked front desk as needed, greeting patients and families, assisting with check-in, answering phones and scheduling appointments.
- Backed up the Office Manager with reconciling daily financial transactions.
0-5 years of experience
- Management of all day-to-day operations, including opening & closing of dental office, maintenance of incoming calls, and handling of supplies & inventory needs
- Focus on patient management by verifying & updating patient information, addressing questions on office policy, and preparing treatment plans with explanation of financial obligation
- Demonstrate insurance-protocol proficiency by submitting plans for predetermination of benefits, with quick turnarounds on submitted claims for executed services
- Provide collections & production statistics at weekly office meetings, highlighting redline goals that are consistently met and exceeded
- Control of all account receivable activities such as preparation of bank deposits, patient statements, payment schedule for patients, and follow-up on outstanding insurance claims and delinquent accounts
- Record and reconcile payment collections at end of each day
- Routinely lend support to doctors by assisting with major services i.e. root canals, bridges, implants, bone grafting, extractions, etc. Responsible for taking 3D CT Cone Beam scans
- Train and supervise new employees, efficiently delegating tasks to staff as necessary
0-5 years of experience
- Meet with patients/family members to inform any potential out of pocket liability, and works out a payment plan.
- Assist the Director of Finance with gathering Medicaid applications for Nursing Home Medicaid Approval
- Send out private/ NAMI bills and collect patient liabilities, copays and private pay charges.
- Complete address changes for all long term resident income when appropriate.
- Assist patients with questions and problems regarding insurance and other financial matters.
0-5 years of experience
- Responsible for understanding the initial process to promote awareness of the health care marketplace exchange and expanded New Jersey Medicaid; enrollment of eligible consumers into a Health Plan.
- Develop and implements office procedures and processes that support operations
- Make payment arrangements, maintaining records, and collecting co-payments and deductibles
- Verifies third party payer accounts, pre-certification and/or pre-authorization
- Responsible for training staff on financial eligibility programs
- Insurance verification/Referral Submission/ Prior Authorization Submission
0-5 years of experience
- Used CPT and ICD-10 billing codes.
- Responsible for documenting and updating all financial data on the eIDX System.
- Responsible for obtaining all authorizations and referrals for all Endoscopy patients.
- Verify patient commercial, Medicaid & Medicare insurance for all GI procedures.
0-5 years of experience
- Research and develop quotes for residential and commercial landscaping projects
- Communicate with clients regarding project progress
- Collect and manage the financial operations of the company, including updating spreadsheets, facilitating bank transfers, purchasing products and equipment, and processing payroll
- Complete projects in a timely and efficient manner for clients
0-5 years of experience
- Prepare financial quotes for patients based on recommended treatment, fee schedules of participating and non-participating insurances and coverage of in and out of network insurances
- Input contract terms spelling out payment plans, expected insurance coverage and adjustments
- Run month and year end reports, delinquents, deposits, and collections
- Multitask answering incoming and outgping calls, scheduling and seating multiple patients
0-5 years of experience
- Training staff and students the billing and clinical policies and procedures
- Improving operations to increase revenue through implementing new procedures and policies.
- Developing training for employees and assisting management with training projects.
- Meeting with patients to discuss the financial cost of treatment along with financial options.
- Maintain monthly reports to monitor productivity and revenue for the clinic.
- Coding and billing dental and medical claims and pre-authorizations, and appealing claims.
- Monitoring and reviewing account receivable reports.
6-10 years of experience
Oversee all financial activities; ensure timely and efficient processing of payables, banking, daily receipts reconciliation and reporting to management and CPA.
- Prepare budgets, perform operations overview and financial statement analysis to recommend and implement strategies and cost savings procedures to senior management.
- Manage all aspects of payroll and human resources including health insurance benefits, new hire background screens, personal time off, healthcare spending account and retirement plans.
- Provide counseling and guidance to all employees on all HR related issues; assist in the development and implementation of personnel policies and procedures; prepare and maintain employee handbook for policies and procedures.
- Remain current in all HR related issues including Employee Relations, Labor Laws (State, Federal, Unemployment and Immigration) Compensation, Benefits, Workmen's Comp, etc.
- Functional/technical liaison facilitating communication between management and technical IT staff.
- Negotiate and purchase office equipment, computers, medical and office supplies. Consistently parley best prices for considerable savings off the bottom line through meticulous business management.
- Manage outside vendor contracts, negotiations and scheduling for optimal quality and price performance.
- Provide customer service on insurance and billing inquiries, collections and referrals, and scheduling patients.
0-5 years of experience
- Monitor Account’s Receivable and consolidate bills.
- Cost estimation for surgeries and inpatient, outpatient procedures using CPT codes.
- Liaise with guarantors, insurance and Embassies for financial clearance and ensure compliance to payer and regulatory guidelines for medical insurance claims processing and reimbursement.
- Set up payment plans and work with the billing to perform payment collection from payers.
- Payments collection and payment postings.
- Record and maintain payment status.
0-5 years of experience
- Coordinate and facilitate financial clearance across multiple service lines and between various clinics
- Analyze daily reports to determine status of patients; both in and out patients and their financial status
- Ensure the patients' healthcare sponsors are fully aware of the professional and facility fees
- Maintain a database of active and non-active international patients, as well financial and growth reports of the international patients
- Create a process and procedures flowchart for new providers on the payment process, in particular with the various embassies
- Provide financial counseling to international patients
0-5 years of experience
- Maintain up-to-date billing system and patient files
- Initiate collections against accounts past due more than 180 days
- Present treatment plans to patients
- Present financial obligations to patients
- Post Insurance and personal payments to patient's account
- Track all money received and prepare deposits
- Analyze accounts for discrepancies and resolve all variances
0-5 years of experience
- Collect and analyze all financial reports dealing with transactions, claims, benefits, and payments
- Coordinate with insurance companies to distinguish benefits and payments for all patients.
- Prepare daily reports of productivity and collections to maintain a smooth financial process daily
- Develop and monitor a system where the financials are all managed appropriately
0-5 years of experience
- Create and run financial reports through Deltek Vision and Excel
- Continuously update new and existing project information into Deltek Vision
- Review all hours and expenses accrued on projects and bill clients on a monthly basis
- Initiate and run meetings with Project Managers as needed
- Maintain project schedules, billing, and financial statements
- Serve as the primary liaison between clients and Project Managers for financial purposes
- Track and monitor all AR reconciliations, proposals, SOWs, MSA's, and NDA's
0-5 years of experience
- Formulate and execute quality assurance testing for newly developed software and websites
- Code and process company invoices for payment using our internal database
- Execute hardware/ software purchases for company employees by communicating with outside vendors
- Manage and edit the employee website on a weekly basis
0-5 years of experience
Expertise in financial management, counseling and report making
- Proficiency in budget, investment and fundraising planning
- Efficient at keeping track of departmental activities and coordinating them
- Ability to detect irregularities and deficiencies in financial documents
- Capability to analyze, identify problems effectively and find feasible solutions
0-5 years of experience
- Generate and distribute client sales invoices on a daily basis.
- Review and resolve issues with invoices and billing process.
- Prepare invoice reports as needed.
- Prepare and maintain monthly trackers to see daily payment updates on different campaigns.
- Contact clients/vendors on payment status.
- Input invoice data into relevant media system.
0-5 years of experience
- Processed and made payments to member accounts
- Helped coordinate and operate events
- Assisted in daily operations of the office
6-10 years of experience
- Maintain over 100 monthly new patient records.
- Develop patients' treatment and financial plans daily.
- Specialized administrative tasks for office operations.
- Advanced knowledge of Dentrix software.
0-5 years of experience
- Coordinates approval process for patients to ensure that Medical Center referral, medical review, and billing policies and procedures are followed.
- Coordinates ongoing pre-certification and approval process with insurance case managers and assists case managers with discharge planning in order to coordinate most appropriate level of care for patients.
- Meets with patients and their families to discuss potential out-of-pocket expenses related to services
- Reviews daily reports to ensure all patient accounts are registered correctly. Researches and resolves account problems when appropriate.
0-5 years of experience
- Directly support Director of Finance, with analyzing, and prepare new student financial documents.
- Adhere to the applicable regulations, statutes and policies to ensure compliance, including following all regulatory GHC policy requirements.
- Provide student counseling support for financial aid options and respond to student inquiries regarding the financial aid application and certification statuses.
- Responsible for ensuring qualified student meet the GHC program and meet the Department of Education policy and regulation.
- Direct liaison to financial processor to ensure all necessary student financial documents are processed within a timely manner.
- Primary point of contact to external parties, to include, the Department of Education, SCHEV, auditors and others agencies as required for GHNTS.
- Provide financial reports, and statistical reports.
- Ensure financial aid processes and functions are in compliance with Department of Education regulations.
0-5 years of experience
- Review all incoming bills and invoices, verify for accuracy and pay in accordance of GSA and Federal regulations and guidelines. Update cost center subcontract trackers to verify remaining funds per cost center.
- Enter receiving transactions into GP and assign invoices to correct cost centers. Process checks for distribution.
- Reconcile monthly Level3 telecommunication charges and obtain cost center distribution information.
- Process accounts receivable; run expense reports/budget reports for all cost reimbursable contracts every month-end after closing for all grants and contacts.
- Review and edit employee monthly work records; verify cost centers through MS Access and enter hours into Great Plains for payroll.
- Reconcile payroll hours, leave, accrual values and cost center percentages.
- Monthly reconciliation of company’s American Express accounts.
- Calculate payroll taxes monthly; file and make deposits accordingly with various states (CA, CO, ID, IA, MD, CT, DC, NC, NJ, NY, MA, GA and Federal).
- Monthly reconciliation for HSA and FSA accounts; reconcile monthly benefits.
- File and reconcile quarterly and annual payroll taxes for various states in according with state regulations.
0-5 years of experience
- Prepare and maintain updated advertising forecasts from sales team
- File department expenses and reconcile excel tracking documents with general ledger
- Assist digital web team with tracking of advertiser campaigns
- Monitor and assist with management of newly implemented sales force enterprise system
- Assist in monthly financial close (Expenses tracking, reporting, etc)
- Other department related items (MPA and Share of Market Report)
- Administrative support of the Business Office including scheduling and calendar management
0-5 years of experience
- Provide exceptional customer service to English and Spanish speaking clients
- Capture all charges for inpatients and outpatients and develop estimate with recommended treatment plan
- Identify client needs and determine best course of action financially for both parties- client and hospital
- Efficiently multi-task between daily responsibilities and overall hospital needs
- Work as a liaison between clients, medical staff and doctors
- Prepare, send and follow up insurance claims for clients
- Audit daily finances for hospital before sending to corporate headquarters
0-5 years of experience
- Send dental claims to insurance companies via electronic submission through the Dentrix software.
- Follow up with any insurance for nonpayment of claims sent.
- Send billing to patients after insurance finalized.
- Set up financial agreements for patients needing payment plans.
- Keep staff informed and up to date with the Indiana Medicaid and HIP programs.
- Send authorizations for specific treatments that required prior authorization within the Indiana Medicaid and HIP programs.
- Generate and review various aging reports.
0-5 years of experience
Financial Coordinator
- Work with insurance case managers to obtain insurance approval.
- Coordinate financial issues with Clients, Coordinators and Clinical Specialist.
- Work with medical directors and case managers to appeal denials and communicate appeal process to internal departments and clients.
- Ensure that all clients understand the financial policies of the practice and have signed the appropriate documents.
- Provide account summaries on regular basis to private pay and international clients.
- Manage financial arrangements, auto pay, credit card payments, direct deposit, postdated checks and payment arrangements.
- Coordinate billing questions as appropriate.
- Meet with clients upon arrival and throughout treatment to explain benefits and answer questions.
- Maintain clear understanding of new treatment protocols and financial clearance requirements.
- Manage insurance claims by immediately addressing rejected claims and by routinely running outstanding insurance claim reports.
0-5 years of experience
- Reach out to social media influencers, building contact lists and distributing press releases
- Conduct competitive analysis of social media, and create daily social media posts for Soteryx
- Oversee financial health of Soteryx by managing finances through Quickbooks
0-5 years of experience
- Compiles and sorts documents, such as invoices and checks, substantiating business transactions.
- Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts to ledgers or computer spreadsheets and databases.
- Computes and records charges, refunds, and cost of lost or damaged goods, freight charges.
- Prepares vouchers, invoices, checks, account statements, reports and other records and reviews them for accuracy.
- Reconciles bank statements, insurance verifications.
- Reconciles and recommends resolution for report discrepancies and problems.
- Coordinates and prepares pertinent information for external accounting firm and auditors.
- Codes data for input to financial systems according to company's procedures
0-5 years of experience
Responsible for collecting, posting and managing account payments
- Prepares and submits clean claims to insurance companies via electronically or paper
- Evaluate patient financial status and establish budget plans; prepare, review and send patient monthly statements.
- Work monthly account receivable reports, patient and insurance
- Verify patient insurance eligibility and benefits
- Perform various collection actions including contacting patient by phone, correcting and resubmitting claims
- Worked denied claims
- Provide backup support to scheduling coordinator including patient check in, check out, appointment scheduling, phone calls
- Credentials all new providers and maintain provider credentials with insurance companies
0-5 years of experience
- Filing all expense accounts
- Typed Expense Inventory Microsoft Excel Spreadsheets
- Communicated with Expense Staff Team on Updates
- Sending all outgoing invoices
- Checked and Received mail
- Faxed and Copied documents
0-5 years of experience
- Created invoices and billed customers for moving and storage services
- Recorded revenue for services such as access records, relocation, storage, and records management
- Maintains and audits customer accounts, specializing in military and commercial accounts
- Assists with the collection process and organizes semi-annual warehouseman lien auctions
- Assists Chief Financial Officer with daily accounting tasks and preparation of financial reports
- Records G/L transactions, reconciles accounts monthly, and assists with yearend closing
- Set up and closed out customers in Movers Suite and Great Plains
- Ran credit cards and scanned checks
- Created spreadsheets for collections and blue locks, as well as contacted customers who were delinquent
0-5 years of experience
- Manage our accounts receivable; prepare reports, analyze revenue for monthly, quarterly and year end close
- Analyze data and background info of prospective clients' to determine their type of media portfolio & compensation
- Assess account leads on proper billing documents to execute timely account reconciliation for our clients
- Overview accounts payables to ensure accurate data entry for processing
- Track and develop clients' compensation packages for revenue recognition
- Coordinate monthly reviews of our clients budget and forecast projections along with Finance team
- Review financial data and summarize necessary information to release payables on behalf of clients
- Collaborate with account teams to provide accrual documents to clients on a monthly basis
- Gather all necessary financial data and information to verify whether vendors can be released for payments
0-5 years of experience
- Coding (CPT, CDT, Diagnosis) medical and dental procedures.
- Reviewing medical records.
- Collecting copays.
- Verifying insurance benefits.
- Explaining financial agreements to patients.
- Tracking treatment timelines.
- Coordinating hospitals, doctors, insurance and patients to schedule advanced surgeries and treatment.
- Working with patients during a difficult and often frightening period involving surgeries and treatments.
0-5 years of experience
- Interview and assist patients to determine areas of potential financial concern pre and post-transplant
- Represent patients in appeals hearings
- Participation in community events and workshops
- Communicate with multidisciplinary team and insurance Case Managers to achieve best outcomes for patients
- Obtain and verify patient benefit and insurance information
- Provide ongoing support and education for patients surrounding insurance benefits
- Provide medication assistance support and serves as advocate for patients and their families throughout the pre-and post-transplant process
- Review Hospital and Provider Charges for Cost Report integrity
0-5 years of experience
- Checks Insurance
- Puts in new Insurance
- Handles payments from Insurance and Patients
- Handles Accounts Payable
- Sends Daily Financial Report to Dr Mitchell
0-5 years of experience
Update financial information, including invoicing.
- Determine employee profitability.
- Add tasks to project management system (ProWorkFlow).
- Adding content to WordPress sites.
0-5 years of experience
- Accounts Receivable
- Office Petty Cash/Checkbook
- Insurance Verification, Insurance Billing/Coding, Insurance Claim Handling including Appeals & Denials
- Monthly Statements
- Daily Daysheet
- MTD Reporting
- Month End Reports/Reporting
- Delinquent Account/Collections, Financial Contracting
Finance Cover Letter Examples
