- 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
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
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
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
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