Summary
Overview
Work History
Education
Skills
Affiliations
Certification
References
Timeline
Generic

Alycia Billy

East Earl,PA

Summary

Dedicated and results-oriented professional wit over 20 years of extensive experience in management, finance, human resources, training, mentoring, and leadership roles. Proven track record of driving operational excellence, implementing strategic initiatives, and fostering a positive work culture. Adept at financial analysis. budget management, and resource optimization. Skilled in recruiting, talent development, and employee relations. Known for strong leadership abilities, adept at guiding teams to achieve organizational goals while nurturing individual growth. Seeling to leverage expertise to contribute to the success of a forward-thinking organization.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Financial Administrative Assistant

Detwiler Roofing, LLC
East Earl, PA
10.2019 - Current
  • Assist Controller in completing everyday duties including but not limited to, accounts payable, accounts receivable, reconciliation of all AMEX credit card receipts on Veryfi system.
  • Maintained accurate records of all financial transactions in accordance with company policies and procedures.
  • Processed invoices, tracked payments and maintained vendor records.
  • Conducted research on financial trends and industry best practices to inform strategic decision-making.
  • Assisted in the development of strategies to improve efficiency within the finance department.
  • Organized paperwork according to established filing systems.
  • Performed audits of financial documents to ensure accuracy.
  • Responded promptly to inquiries from clients regarding their accounts or billing statements.
  • Provided technical assistance to staff members regarding use of accounting software programs.
  • Maintaining updated records on the company fleet of over 30 vehicles.
  • Ensured fleet and drivers were compliant based on DOT (Department of Transportation) standards.
  • Establish training schedules for all employees.
  • Kept accurate and up to date PA, DE, NJ, MD and federal certifications for business.
  • Creator of in-house policy and procedures for company.
  • Training Facilitator.
  • Responsible for scheduling trainings according to OSHA standard and maintain accurate files on all employee certification's.
  • Recorder of Safety Committee.

Assistant Branch Manager

Coatesville Savings Bank
New Holland, PA
04.2019 - 10.2019
  • Hired, trained and supervised universal bankers.
  • Enforced bank regulations and overseen security measures.
  • Monitored financial activities, performed weekly and monthly audits, reviewing of reports and managing cash levels.
  • Assisted new and existing customers with new products and services.
  • Developed strategies for increasing customer satisfaction levels and improving service quality.
  • Analyzed financial data and prepared reports on the branch's performance for senior management.
  • Ensured compliance with internal policies and procedures as well as external regulations.
  • Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Weekly ordering and shipping of cash from the Federal Reserve.
  • Resolved customer issues effectively in order to maintain strong customer relationships.
  • Recruited new staff members through job postings and conducting interviews.

Head Teller

Fulton Bank
Denver, PA
04.2019 - 04.2019
  • Prepared staff schedule to ensure accurate staffing to meet the needs of the customers and the financial institution.
  • Maintained teller drawer and financial institution cash levels.
  • Monitored vault cash levels and ordered currency from the Federal Reserve Bank as needed.
  • Reconciled daily transactions with the general ledger system using specialized software programs.
  • Conducted monthly audits of branch operations to ensure compliance with established policies.
  • Assisted tellers with complex transactions and ensured all documentation and paperwork was in place and within compliance.
  • Assisted in training new tellers on operational procedures, policies, and regulations.
  • Provided customer service by responding to inquiries and resolving complaints.
  • Processed loan applications, credit card applications, and other related documents.
  • Analyzed customer data to identify potential fraud cases.

Office Manager

Trout, Ebersole & Groff, LLP
Lancaster, PA
11.2017 - 05.2018
  • Manage a staff of 120 employees.
  • Company is ranked in the top 3 of the best accounting firms in Central Pennsylvania.
  • Responsible for monthly reporting of statistics that include Work In Progress, AR Summary, Hours Summary, and other in house reporting to ensure the productivity of the firm maintains a high level of efficiency in financial growth.
  • Organize and lead quarterly meetings on behalf of the Partners and departments to report feedback and changes of standard operating procedures, etc., that may affect the everyday goal of maintaining the high excellence of financial services to our current and new clients.
  • Organize and lead all in house and outside events on a monthly basis.
  • Handle all facility operations that include but not limited to, coordinating and assigning office space, stock and purchasing of office supplies, and maintaining service on all equipment.
  • Overseen and approved all hours worked and overtime.

Orthodontic Office Manager/Treatment Coordinator/Trainer

Benjamin F.D. Chikes, D.D.S., P.C.
Ephrata, PA
12.2004 - 11.2017
  • Within this position I was able to successfully manage 3 busy orthodontic practices of 8 team members, and over 3000 + active patients.
  • Assist in the growth and productivity of this business.
  • Oversee all team members’ assigned duties to ensure accuracy and efficiency.
  • Ensured patient records were executed for clinical staff and maintained accurately for auditing purposes.
  • Maintained efficient staffing and utilized myself in areas of practice when staff called off without ample notice.
  • Work closely with doctor preparing all treatment plans as well as presenting all treatment paperwork and fee schedules to parents.
  • Prepared diagnostic radiographs and paperwork for orthognathic surgeries.
  • Worked with Oral Surgeons, Endodontists, General Dentists and any other specialist that maintained a part in the patient orthodontic treatment plan.
  • Trained and assisted Insurance Coordinator with all patient insurance benefits, Explanation of Benefits, insurance claim filing and monthly billing statements.
  • Ensured 30-60-90-day collections were kept up to date.
  • Trained and assist Scheduling Coordinator with Ortho II Software.
  • Trained and assisted Patient Coordinator with setup of all new patients within the practice.
  • Trained and assist Treatment Coordinator with the preparation of patient treatment plans and financial plans.
  • Create all marketing ideas and packages for business internally and externally.
  • Assisted and maintained in the development of budgets with the doctor.
  • Ordered all office supplies and maintained all maintained of equipment within the practice.
  • Created and maintained all policy and procedures within the practice.
  • Prepare payroll bi-weekly and assist accountant on all monthly, quarterly and end of month tax preparation and audits.
  • Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
  • Preparation of Profit and Loss Report for accountant and doctor on a monthly basis.
  • Reviewed contracts for accuracy prior to signing off on behalf of the company.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Conducted research projects related to new product development or marketing initiatives.
  • Organized company events including holiday parties, team building activities .

Education

Diploma -

Penn Cambria High School
08.1989

Skills

  • QuickBooks
  • Microsoft Word/Office
  • Excel
  • Power Point
  • Ortho II Software
  • E-Verify
  • Veryfi
  • Billcom
  • Mondaycom
  • Procore
  • iSolved
  • SalesForce
  • Financial Record Keeping
  • Invoicing And Billing
  • Business Planning
  • Bank Account Reconciliations
  • Budgeting Assistance
  • Financial and Internal Auditing
  • Financial Operations
  • Account Reconciliation Process
  • Onboarding and Offboaring
  • Coaching, Training, and Mentoring
  • Organizational and Team Development
  • Regulatory Compliance
  • Customer Relationship Management
  • Payroll Processing
  • Presentation Skills

Affiliations

  • SHRM Berks Chapter

Certification

  • OSHA 10
  • CPR

References

References available upon request.

Timeline

Financial Administrative Assistant

Detwiler Roofing, LLC
10.2019 - Current

Assistant Branch Manager

Coatesville Savings Bank
04.2019 - 10.2019

Head Teller

Fulton Bank
04.2019 - 04.2019

Office Manager

Trout, Ebersole & Groff, LLP
11.2017 - 05.2018

Orthodontic Office Manager/Treatment Coordinator/Trainer

Benjamin F.D. Chikes, D.D.S., P.C.
12.2004 - 11.2017

Diploma -

Penn Cambria High School

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Alycia Billy