Talented professional with expert Corporate and Financial talents. Composed persona known for exerting excellent drive. Insightful Business professional with 10 years of solid customer and sales experience.
Overview
12
12
years of professional experience
Work History
CEO
Tree Of Life Salon & Medical Hair Loss Center
Aubrey, Texas
08.2016 - Current
Built productive relationships with industry partners and competitors to support strategic business objectives.
Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
Developed key operational initiatives to drive and maintain substantial business growth.
Reviewed individual department performance and worked with leadership to improve processes, procedures and practices.
Maintained effective staff and resource utilization rates to balance financial and operational obligations.
Drove implementation of new market expansion to propel business forward and adapt to market changes.
Improved business profits by 37% through strategic updates to processes, procedures and team makeup.
Teamed with other physicians, specialists and health care providers to provide well-rounded care for complex cases.
Diagnosed issues and implemented treatment plans to resolve problems or help manage symptoms.
Examined patients' insurance coverage, deductibles, insurance carrier payments and remaining balances not covered under policies when applicable.
Researched CPT and ICD-9 coding discrepancies for compliance and reimbursement accuracy.
Prepared billing correspondence and maintained database to organize billing information using company NPI number.
Senior Tax Advisor
InWorks Tax
Dallas, TX
01.2012 - 01.2016
Completed and filed returns with tax departments at local, state and federal levels.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
Interviewed W2, 1099 and Schedule C Business clients to collect information and gather necessary paperwork prior to preparing tax returns.
Facilitated communication between clients and tax authorities.
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Prepared US, multistate and international tax returns for business clients.
Saved client $10k+ by uncovering eligibility for Business credit.
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
ILR Claims Associate
State Farm
Richardson, Texas
10.2014 - 04.2015
Communicated with customers over telephone, mobile app and internet to gather loss information.
Used claims systems and other technologies to document loss information.
Worked in collaborative team environment to handle large volume of claims and telephone calls.
Attended ongoing training programs and continuing education to maintain licensing requirements.
Processed and recorded new policies and claims.
Modified, updated and processed existing policies.
Notified insurance agents and accounting departments of policy cancellations and changes.
Reviewed 500+ client cases per week and verified insurance coverage information.
Acted as Claims subject matter expert, answering internal and external questions and inquiries.
Revenue Management Specialist
Atmos Energy
Dallas, Texas
05.2011 - 04.2012
Complied with established internal controls and policies.
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
Prepared internal and regulatory financial reports, balance sheets and income statements.
Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Developed strategic plans for day-to-day financial operations.
Reviewed more than 120 financial statements per 8 hour shift.
Education
Associate of Applied Science - Electronic Engineering Technology
ITT Technical Institute
Matteson, Illinois
Bachelor of Science - Electronics Engineering Technology
ITT Technical Institute
Hoffman Estates, IL
Skills
Insurance Claim Forms Review
Research and Analytical Thinking Skills
MS Word, Excel, Powerpoint, Quickbooks, CRM Software
Strong Problem Solving
Management
Experience In Conflict and Dispute Resolution
Strong Verbal & Written Communication Skills
Operational Processes
Timeline
CEO
Tree Of Life Salon & Medical Hair Loss Center
08.2016 - Current
ILR Claims Associate
State Farm
10.2014 - 04.2015
Senior Tax Advisor
InWorks Tax
01.2012 - 01.2016
Revenue Management Specialist
Atmos Energy
05.2011 - 04.2012
Associate of Applied Science - Electronic Engineering Technology
ITT Technical Institute
Bachelor of Science - Electronics Engineering Technology
ITT Technical Institute
Similar Profiles
Tiara HallTiara Hall
Hairstylist at Lemon Tree Hair SalonHairstylist at Lemon Tree Hair Salon