Aubrey Evans
Fond Du Lac,WI
Summary
Highly-motivated employee/team member with desire to take on new challenges. Ample experience managing team members, client information, processing payments/deposits, scheduling, multitasking + implementing various processes & workflows. Strong work ethic, adaptability, and exceptional interpersonal skills. Committed to organization, efficiency & accuracy. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Finance Specialist
Drexel Building Supply
Campbellsport, WI
05.2022 - Current
- Maintained general ledger accounts by reconciling transactions, preparing monthly journal entries and resolving discrepancies.
- Prepared balance sheet account reconciliations with supporting documentation on a monthly basis.
- Assisted with annual audit processes by providing requested documents in a timely manner.
- Implemented process improvements that increased efficiency of team operations.
- Collaborated with internal departments to resolve accounting discrepancies or issues related to vendor payments or customer invoicing.
- Analyzed accounts receivable and accounts payable aging reports to ensure timely payment of invoices.
- Performed month-end closing activities including journal entries, reconciliations and accruals.
- Monitored cash flow trends and projected future cash needs.
- Provided training and guidance to junior staff members on finance procedures and policies.
- Developed and documented business processes and accounting policies to maintain and strengthen internal controls.
- Managed credit card entries, reconciliations and proper job costing.
- Developed & oversaw multiple stores within the company for all of their financial needs including: balancing of funds taken in from previous day, assisting inside sales team members with processes & workflows, assisting outside sales team members with their accounts - collecting on past due payments while building trusting relationships with the respective client.
Patient Service Representative Lead
Advocate Aurora Health Care
Fond Du Lac, WI
10.2019 - 04.2022
- Juggled multiple projects and tasks to ensure high quality and timely delivery. I.e Visit Closure processes, VA Authorizations/Referrals, New team member onboarding, Scheduling Optimization.
- Accessed patient information through variety of office software applications, maintaining strict confidentiality to remain compliant with HIPAA regulations.
- Utilized customer service skills and detailed system knowledge to support hospital and clinic operations.
- Ran credit card batches and balanced deposits on daily basis.
- Coordinated between patients and healthcare professionals to meet patient needs.
- Checked daily doctor schedules and verified insurance.
- Answered patient questions and fielded complaints.
- Resolved interpersonal conflicts by listening, finding common ground and building relationships.
- Provided IT and software trouble-shooting support to the organization.
- Collaborated with others to discuss new/updated workflows & processes.
- Supported administrative and healthcare staff by organizing schedules, PTO request, FMLA & LOA.
Member Experience Manager
Verve A Credit Union
Oshkosh, WI
12.2014 - 09.2019
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Automated office operations to manage member correspondence, record tracking and data communications.
- Liaised with members, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding member care.
- Streamlined back office services for team members to promote proper functionality and positive member experience.
- Optimized personnel coverage, preparing work schedules based on staff availability and forecasted demands.
- Evaluated employee job performance and motivated staff to improve productivity.
- Recruited, trained and developed dynamic administrative team, supporting all corporate growth and productivity objectives.
- Handled supply purchases and inventory management for office operations and equipment maintenance.
- Monitored financial bookkeeping for accuracy and compliance, resolving identified discrepancies.
Education
General Education
Fond Du Lac High School
Fond Du Lac, WI06.2012
Some College (No Degree) -
UW Fond Du Lac
Fond Du LacSkills
- Office administration
- Project planning
- New Team Member onboarding
- Supervision
- Multitasking
- Collections
- Cash Flow Management
- Financial Auditing
- Proficient in Microsoft Google programs & platforms
- Detail orientated
- Organized
- Friendly
- Outgoing
- Personable
- Hard working
- Working collaboratively while also being able to work Independently
- Flexible / Be "Athletic"
References
References available upon request.
Timeline
Finance Specialist
Drexel Building Supply
05.2022 - Current
Patient Service Representative Lead
Advocate Aurora Health Care
10.2019 - 04.2022
Member Experience Manager
Verve A Credit Union
12.2014 - 09.2019
General Education
Fond Du Lac High School
Some College (No Degree) -
UW Fond Du Lac