High-performing business professional with 15+ years of expertise in office management and operations support. Proven ability to enhance operational efficiency, streamline processes, and support accounting functions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Business Office Specialist / Regional Role
Atria Senior Living
11.2021 - Current
Trains, teaches and coaches new and existing Community Business Directors and their supporting staff to meet Atria's policy and bookkeeping functions
Trains, teaches or coaches new and existing Executive Directors and departments heads to meet Atria's Accounting Policy and Procedures
Effectively communicates and implements new systems and business office functions
Demonstrates and communicates how to input and maintain all accounts receivable and payable data including billings, vendor tracking, and expense tracking procedures
Performs audits at community, assessing for financial risk exposure or fraudulent activity, and to monitor policy and procedures in timely and efficient manner
Serves as a liaison between upper management and community leaders, facilitating open channels of communication to address concerns or issues promptly
Executive Director
Atria Lake Norman
11.2018 - 11.2021
Developed and implemented successful strategies regarding labor, occupancy growth, revenue growth, expense control, and quality of services
Managed budgets, forecasts, tracked business revenue and expenditures and reconciled accounts to maintain high accuracy
Managed a diverse team of professionals, fostering a collaborative work environment for increased productivity
Exercised appropriate cost control to meet budget restrictions and maximize profitability
Implemented performance metrics to track progress, identify areas for improvement, and guide team efforts toward achieving goals
Cultivated and strengthened lasting client relationships using strong issue resolution and communication skills
Business Office Specialist / Regional Role
Atria Senior Living
07.2016 - 11.2018
Trained new and existing Community Business Directors and their supporting staff to meet Atria's policy and bookkeeping functions
Trained new and existing Executive Directors and departments heads to meet Atria's Accounting Policy and Procedures
Communicated and implemented new systems, processes, and business office functions
Demonstrated and communicated how to input and maintain all accounts receivable and payable data including billings, vendor tracking, and expense tracking procedures
Performed audits at community, assessing for financial risk exposure or fraudulent activity, and to monitor policy and procedures in timely and efficient manner
Served as a liaison between upper management and community leaders, facilitating open channels of communication to address concerns or issues promptly
Senior Community Business Director
Atria MerryWood
01.2015 - 06.2016
Managed and supervised finance and business office functions at the community
Worked in conjunction with the Executive Director with preparation of operational and financial variance reports
Participated in month-end close processes of accrual preparation and analyzed general ledger and monthly financials
Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable, and business expense processing
Maintained and processed invoices, deposits, and money logs
Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers
Coded accounting entries for data processing and posted daily receipts and payments. Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Reconciled company credit card with bank statements and verified transaction accuracy
Business Office Manager
Avante at Charlotte, Inc.
04.2009 - 01.2015
Performed general accounting task; accounts receivable, accounts payable, and payroll
Performed month-end close by reviewing GL, submitting accruals and reclasses
Analyzed monthly operating results against budget
Monitored and assured effective and efficient billing of patient accounts
Resolved financial discrepancies and customer billing issues with timely attention
Served as a liaison between the corporate billing office and government agencies
Education
Bachelor of Science - Accounting
Strayer University
Campus - Charlotte, NC
12.2011
Skills
Business process improvement
General ledger entries
MS office suite
Invoice balancing
PeopleSoft
Record keeping
Bank statement reconciliation
Accounts payable
Expense tracking
Certification
North Carolina Assisted Living Administrator License
Timeline
Business Office Specialist / Regional Role
Atria Senior Living
11.2021 - Current
Executive Director
Atria Lake Norman
11.2018 - 11.2021
Business Office Specialist / Regional Role
Atria Senior Living
07.2016 - 11.2018
Senior Community Business Director
Atria MerryWood
01.2015 - 06.2016
Business Office Manager
Avante at Charlotte, Inc.
04.2009 - 01.2015
North Carolina Assisted Living Administrator License
Bachelor of Science - Accounting
Strayer University
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