Andy Joseph
Miramar,FL
Summary
Results-driven Junior Business Analyst / Care coordinator with over 10 years of experience, consistently exceeding expectations through a commitment to ethical practices and superior performance. Adept at fostering positive relationships and driving business retention through exceptional communication skills and a proactive approach. Proficient in preparing detailed financial reports, conducting thorough accounts analysis and reconciliation, and utilizing advanced data analysis techniques to inform strategic decision-making. Possessing a Bachelor's degree in Economics, eager to leverage my extensive experience and education to immediately contribute value to an organization in a dynamic and challenging role.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Care Coordinator
Optum
La Crosse, WI
11.2021 - Current
- Used company software and databases to maintain records of services performed and patient conditions.
- Managed patient caseloads effectively, ensuring timely follow-up and appropriate interventions.
- Provide patients or caregivers with assistance in locating health care resources
- Developed strong relationships with community partners, facilitating referrals and collaboration on behalf of patients.
- Educate patients about self-management of acute or chronic illnesses, tailoring instructions to patients' individual circumstances
- Maintain complete and detailed records of patients' health care plans and prognoses
- Maintained accurate and up-to-date documentation of patient records in accordance with HIPAA regulations.
- Read current literature, talk with colleagues, and participate in professional organizations or conferences to keep abreast of developments in healthcare industry.
- Built strong relationships with clients to deliver emotional support and companionship.
Junior Business Analyst
Capital Associates
Fort Lauderdale, FL
10.2017 - Current
- Collaborated with cross-functional teams to optimize workflows and drive process improvements.
- Enhanced stakeholder communication by creating easy-to-understand visualizations of complex data sets.
- Conducted market research to identify opportunities for growth and expansion, leading to new business initiatives.
- Supported project managers in achieving project goals through timely and accurate data insights.
- Streamlined reporting methods by automating data collection and analysis procedures.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy on 30 tax returns on a daily basis.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Teller
Wells Fargo
Wilton Manors, FL
04.2014 - 02.2017
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Promoted a welcoming atmosphere by greeting customers warmly upon arrival and addressing them by name when possible.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
Education
Bachelor of Arts - Economics
Florida International University
Miami, FL05.2021
Associate of Arts - Economics
Broward College
Miramar, FL05.2019
High School Diploma - Accounting
Piper High School
Sunrise, FL06.2017
Skills
- Healthcare Operations
- Health Information Systems
- Government Regulations
- HIPAA Guidelines
- Medical Terminology understanding
- Case Management
- Microsoft Excel
- Microsoft Office Suite
- Data Analysis
- Data Gathering
- Performance Metrics
- Relationship Building
Accomplishments
- Achieved a yearly quality average of 97% at Optum in 2023 as a care coordinator by completing and following procedures with accuracy and efficiency.
- Achieved a yearly quality average of 96% at Optum in 2022 as a care coordinator by completing and following procedures with accuracy and efficiency.
- Achieved a total contribution of 103 teller solutions for the third quarter at Wells Fargo in 2016 by completing and following procedures with accuracy and efficiency.
- Achieved a total contribution of 97 teller solutions for the fourth quarter at Wells Fargo in 2014 by completing and following procedures with accuracy and efficiency.
- Supervised team of 12 staff members for training purposes at Capital Associates.
- Achieved and raised yearly revenue objective by 7% implementing cost-cutting measures at Capital Associates.
Certification
Optum
- Department of Defense Cyber Awareness Challenge Training (DOD) - January 2024
- Capability Block Training (DOD) - August 2023
- U.S Health Insurance Portability and Accountability Training Act (HIPAA) - February 2023
- CAC card obtained with DHA (Defense Health Agency) - October 2022
- Care coordinator Training program - November 2021
Capital Associates
- Tax Preparer Training Certificate - April 2017
Wells Fargo
- Teller Essential Learning Path Training - June 2014
Timeline
Care Coordinator
Optum
11.2021 - Current
Junior Business Analyst
Capital Associates
10.2017 - Current
Teller
Wells Fargo
04.2014 - 02.2017
Bachelor of Arts - Economics
Florida International University
Associate of Arts - Economics
Broward College
High School Diploma - Accounting
Piper High School