Alyssa Graves

SNOWFRUIT: Houston, Texas, United States · Hybrid (Promoted in September 2023 - Current)

• Perform reconciliation of financial files across multiple banking accounts using QuickBooks and Excel to ensure accuracy and consistency.
• Identify and resolve discrepancies in franchisee statements, including errors in formulas, incorrect data entries, and misallocated deductions.
• Accurately transfer deductions from Google statements to EDI Excel files for proper accounting records.
• Enter and process batch transactions in QuickBooks and manage accounts payable, including bill payments.
• Prepare and generate Excel statements for distribution to franchisees, ensuring clarity and accuracy of financial information.

SNOWFOX: Houston, Texas, United States (November 2022-September 2023)

• Processed and generated 100+ accurate invoices daily based on franchisee online orders.
• Distributed invoices and account statements to franchisees via email in a timely manner.
• Recorded and reconciled invoice deductions within Google Sheets to support collection activities.
•Assisted with month-end closing processes, ensuring accurate financial reporting.
•Responded promptly to franchisee inquiries via phone and email regarding billing and deduction questions.
•Resolved billing discrepancies and collaborated with franchisees to identify and resolve payment issues efficiently.

• Managed daily client communications via phone and email, addressing inquiries and resolving concerns efficiently.
• Oversaw inventory management, including restocking and ordering supplies for multiple departments.
• Handled incoming and outgoing mail, ensuring timely and accurate distribution.
• Supported cross-departmental tasks such as filing, scanning, emailing, research, and document preparation.
• Processed client orders, updated records, and coordinated information to ensure timely completion.
• Assisted in accounting and payroll functions, including data entry and record maintenance.
• Contacted clients regarding overdue or missing payments and facilitated prompt resolution.
• Recorded and reconciled all received payments using QuickBooks and Corebridge.

• Managed incoming phone calls and correspondences, ensuring prompt and professional responses.
• Scheduled, rescheduled, and cancelled appointments efficiently, optimizing patient and staff availability.
• Supervised a team of 5–10 employees, providing guidance and support to maintain high performance.
• Coordinated regular employee check-ins to monitor progress, track goals, and support professional development.
• Maintained a professional and positive demeanor while addressing challenging patient interactions.
• Prepared detailed meeting summaries and reports for the office owner, ensuring informed decision-making.
• Monitored and tracked office metrics and performance statistics to support operational efficiency.
• Maintained clear and proactive communication with the office owner regarding tasks, updates, and priorities.
• Assisted healthcare providers with patient care as needed, contributing to seamless office operations.
• Managed inventory of office supplies and supplements, placing orders to maintain adequate stock levels.

• Coordinated and managed client appointments to optimize scheduling efficiency.
• Registered and onboarded patients, ensuring accuracy and compliance with medical protocols.
• Maintained and organized patient records and medical documentation with meticulous attention to detail.
• Accurately prepared and processed insurance claims, documentation, and data entry in accordance with regulations.
• Professionally confirmed appointments, providing courteous communication to enhance patient experience.
• Adhered strictly to federal and state regulations regarding the release and confidentiality of patient information.
• Composed clear and detailed clinical messages for physicians, facilitating efficient communication.
• Processed patient payments, including cash, credit/debit cards, and checks, while maintaining precise financial records.