Angela Carlisle

Front desk position at a high-volume dental office

• Greet and assist patients with check-in procedures such as forms, insurance verification and co-pays.
• Schedule follow-up appointments to maintain continuous care and facilitate treatment plan.
• Manage sensitive patient data with strict adherence to HIPAA regulations, ensuring privacy and confidentiality at all times.
• Assist in increasing patient retention rates by conducting follow-up calls for appointment reminders and satisfaction surveys.
• Collaborate with colleagues to maintain and upkeep office and waiting area to provide clean and organized environment for patients.

Finance department position in a mid-size human services non-profit that provides support to a 7-county region.

• Provide vetting and monitoring of 6000+ approved organizations across the country with an average of 650+ new organizations yearly.
• Process disbursement of donor funds monthly across multiple campaigns with an annual distribution of $6M per campaign.
• Manage payment and designation reporting portal including user access, support cases, report development and troubleshooting.
• Process yearly reporting of campaign funds raised outside the local service area to the supporting United Way location, ensuring accurate assignment of fundraising totals and allocation of funds to non-United Way organizations.
• Work as finance lead for annual reporting of donor and fundraising data to United Way Worldwide.
• Review AR and pledge entries for accuracy, processing adjustments as needed.
• Process monthly GL entries to assist in month end closing.
• Assist AR manager in resolving suspense payments as needed.

Front office position at a youth services bureau providing multiple youth serving programs including court ordered services.

• Managed front office including office inventory and cleanliness, development of marketing materials, visitation room schedules, donor database entries, website maintenance, class registration portal, contract staff scheduling, grant reporting and fundraising event coordination.
• Processed the administrative side of the court ordered programs (divorce education classes and custody evaluation program) including client intake, fee calculation, scheduling, court communications and file retention oversight.
• Assist with supervised visitation and in-school mentoring groups as needed