- Volunteering for community initiatives to give back to local communities and make a positive impact
- Playing in mens basketball league
Avery Close
Boca Raton,USA
Summary
Highly motivated finance professional excelling in a role that demands exceptional multitasking, problem-solving, and customer service. Developed robust skill sets in client-focused financial environment, excelling in financial planning, analysis, and advisory services. Strong analytical and interpersonal skills ensure effective communication and problem-solving. Seeking to transition into a new field, utilizing these transferable skills to deliver impactful results.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Counselor
Boca Fertility
Boca Raton, USA
12.2024 - Current
- Serve as the sole finance department representative, managing all aspects of financial operations, including patient accounts, insurance coordination, and payment processing, ensuring accuracy and efficiency
- Act as the primary point of contact for patients and coworkers, providing expert guidance on financial assistance, resolving complex inquiries, and addressing concerns with empathy and professionalism
- Oversee a significantly increased workload by prioritizing tasks, employing advanced multitasking strategies, and developing creative solutions to unique challenges
- Design and implement streamlined processes to enhance financial workflows, improve patient satisfaction, and support organizational goals
- Utilize advanced Microsoft Excel techniques to analyze financial data, prepare detailed reports, and reconcile accounts, ensuring compliance with organizational and regulatory standards
Financial Account Manager
Reproductive Medicine Associates
Basking Ridge, USA
10.2023 - 12.2024
- Collaborated within a team-based finance department to manage patient financial accounts, including explaining financial details, assessing insurance coverage, and advising on payment options
- Assisted patients in navigating sensitive financial discussions with empathy, addressing concerns regarding infertility struggles, insurance coverage, and outstanding balances
- Supported process improvements by working closely with supervisors and colleagues to streamline workflows, enhance communication strategies, and boost patient satisfaction
- Contributed to financial reporting by utilizing Microsoft Excel to track, analyze, and reconcile accounts, ensuring accuracy and compliance on a weekly basis
Consultancy Internship
Pregma
London, UK
05.2023 - 08.2023
- Company Overview: a maternity healthcare service provider
- Collaborated with fellow master's students on an internship project at Pregma, a maternity healthcare service provider, aimed to present strong recommendations and strategies in areas that the company specifically wants to improve on
- Conducted a thorough competitor analysis, identified promising business collaborators, and target expansion countries
- Delivered impactful recommendations focusing on sales growth and customer expansion, which resulted in our presentation receiving the highest grade in the UK grading system - Distinguished
- A maternity healthcare service provider
Education
Masters - Business Management
Nottingham Trent University
08.2023
Bachelor of Arts - Business
Gettysburg College
Gettysburg, PA05.2022
Skills
- Attention to detail
- Leadership
- Collaboration
- Relationship development
- Customer Service
- Problem Solving
- Adaptability
- Microsoft Office
- Insurance verification
- Relationships and rapport
- Cash flow management
- Patient counseling
Accomplishments
- Collaborated with team of [Number] in the development of [Project name].
- Achieved [Result] through effectively helping with [Task].
- Documented and resolved [Issue] which led to [Results].
Awards
- Certification in Digital Marketing Strategy, Wharton School of Business
- Basketball Scholar, Nottingham Trent University
- 2x Captain of Gettysburg College Men's Basketball Team
Clubs Organizations
- Future Business Leaders of America
- Member of Alpha Tau Omega (ATO) Fraternity
Certification
Wharton School of Business - Certification in Digital
Marketing Strategy
Interests
Timeline
Financial Counselor
Boca Fertility
12.2024 - Current
Financial Account Manager
Reproductive Medicine Associates
10.2023 - 12.2024
Consultancy Internship
Pregma
05.2023 - 08.2023
Bachelor of Arts - Business
Gettysburg College
Masters - Business Management
Nottingham Trent University