Professional successful at evaluating and distilling complex financial data. Excels at cultivating and maintaining strong client relationships. Stays current on developments across multiple industries to best serve clients with fresh, accurate and relevant information and mitigate potential impacts. Flexible and focused team player with expertise in customer relationship management, hr proficiencies, strategic planning and time management. Considered highly knowledgeable in information technology, systems and program management.
Overview
10
10
years of professional experience
Work History
Financial Analyst /Group Human Resources Manager
Southern Surgical Arts
Chattanooga, TN
02.2024 - Current
Assisted with onboarding new employees and supported current employees in managing payroll and benefits adjustments
Worked closely with management to implement and execute various company initiatives
Executed effective communication through phone interactions, ensuring timely processing of company product orders.
Streamlined financial processes related to invoicing and payment collections
Handled procurement duties for a wide range of supplies including office, medical, and surgical
Oversaw the timely completion of quarterly reports and payment disbursement
Coordinated the completion and submission of accounts for end of year reports and tax returns
Contributed to enhancing overall operations by conducting research and actively participating in the implementation of various company wide changes including those related to Health Insurance, 401k plans,and card processing equipment.
Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
Assessed potential risks associated with new investments or acquisitions.
Drafted presentations summarizing key findings from financial analyses.
Developed strategies to improve efficiency of business operations and reduce costs.
Analyzed trends in financial performance to identify areas for improvement.
Utilized financial software and advanced Excel functions to streamline data analysis and reporting processes.
Provided financial analysis support during merger and acquisition (M&A) activities.
Analyzed complex financial information to offer recommendations to management, driving decision-making.
Analyzed current HR operations identifying areas of improvement while developing strategies to maximize efficiency.
Appeals and Grievances Representative
United Healthcare Group
Dayton, TN
03.2022 - 02.2024
Analyzed provider appeals to determine billability of claims
Engaged in direct communication with management to effectively resolve any appeal discrepancies or issues.
Addressed and resolved provider concerns and issues related to appeals or grievances
Provided support to coworkers in resolving issues.
Promoted a positive and lively setting to enhance customer satisfaction.
Resolved customer complaints in a professional manner while remaining empathetic to their concerns.
Consistently met daily performance goals set by management team members.
Assisted co-workers during busy periods or whenever needed in order to provide excellent customer service.
Participated in regular team meetings to discuss performance, strategies, and goals.
Accounts Payable Clerk
Mckee Foods Corporation
Collegedale, TN
08.2021 - 03.2022
Ensured timely payment of invoices
Facilitated effective communication among vendors, purchasing agents, and receiving agents to rectify invoice errors
Handled incoming inquiries and messages from vendors in a timely manner, ensuring effective communication
Utilized strong problem-solving skills to resolve payment issues efficiently
Processed invoices and payments in accordance with company policies and procedures.
Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
Took advantage of discount opportunities by paying vendors within payment terms.
Verified accuracy of coding on invoices prior to processing payments.
Monitored accounts receivable aging reports to ensure timely payments.
Managed vendor relationships through prompt communication of payment information.
Packaging Operator / Peer Trainer
Mckee Foods Corporation
Collegedale, TN
11.2020 - 08.2021
Operated carton formers and wrappers as required
Implemented quality control measures to ensure product excellence
Ensured workplace safety and organization
Executed necessary minor maintenance tasks
Achieved consistent accuracy and efficiency in data entry tasks.
Maintained accurate records of financial transactions, including receiving customer payments and disbursing vendor payments.
Maintained up-to-date contact lists of vendors and suppliers while coordinating orders as required by executives.
Ordered office supplies as needed while monitoring inventory levels to ensure adequate stock is available at all times.
Provided secretarial support to the executive staff including composing correspondence, memos, presentations, reports and other documents as requested.
Prepared monthly financial statements according to established deadlines.
Managed incoming mail by sorting out items that needed immediate attention or forwarding it on to the appropriate department or individual for action or response.
Collaborated with sales representatives to negotiate optimal deals
Developed and nurtured strong connections with both clients and sales representatives.
Delivered accurate and prompt payroll and bookkeeping services to clients
Created spreadsheets using Excel software programs including formulas, macros and pivot tables.
Answered incoming telephone calls from internal and external customers promptly and professionally; transferred calls appropriately; responded to inquiries in a timely manner.
Managed document filing system for efficient storage and retrieval.
Managed and organized client files to ensure accuracy and completeness
Managed and streamlined tax return processes
Organized and maintained executive calendars, scheduled meetings, conferences, travel arrangements, and appointments.
Processed accounts payable and receivable transactions accurately within set timeframes.
Reviewed financial documents and records to assess accuracy and compliance with applicable laws, regulations, and standards.
Waitress / Hostess
Wingers Alehouse & Restaurant
Mountain Home, ID
02.2018 - 09.2018
Bussed tables as needed during peak hours.
Enforced safety guidelines for employees and patrons of the restaurant.
Assisted in seating guests at tables or booths.
Provided excellent customer service by addressing any complaints or concerns promptly.
Organized take-out orders efficiently according to customer requests.
Prepared checks accurately and processed payments promptly.
Developed positive relationships with regular customers through friendly conversation.
Maintained a clean work station by restocking supplies, wiping down counters.
Packaging Operator / Peer Trainer
Mckee Foods Corporation
Collegedale, TN
08.2014 - 10.2017
Maximized efficiency in operating wrappers and formers
Ensured high quality of all products manufactured
Maintained a high level of safety and organization at work
Performed minor maintenance as required.
Supported supervisor in managing staff schedules
Proficient in data entry with a focus on efficiency and accuracy.
Inspected finished products for defects before packing them into boxes or bags.
Assistant to Director of Perioperative Services at Premier Center of Surgical ArtsAssistant to Director of Perioperative Services at Premier Center of Surgical Arts
Assistant Director, Strategic Enrollment Technology at The University of Tennessee at ChattanoogaAssistant Director, Strategic Enrollment Technology at The University of Tennessee at Chattanooga