Baljit Dhesi

Work History

Law Office of Thomas V Allen

05.2019 - Current

Manage day to day financial operations
Generally, oversee all financial reporting, billing and accounting functions
Preparation of financial reports to summarize Firm’s current financial position: income statements, balance sheets
Formulate budgets and financial forecasts
Evaluate current accounting practices/software processes and offer recommendations for improvement
Manage accounting group which includes A/P, A/R, and employee/partner reimbursements
Extensive interaction with partners regarding collection process
Reconciled accounts and reviewed expense data, net worth, and assets.
Partnered with auditors to track errors and add contributions to maintain accuracy.
Conducted audits of financial records to identify discrepancies and implement corrective actions promptly.
Gathered financial information, prepared documents, and closed books.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Created and introduced updated processes for accounts receivable sub-ledger and customer attribute reporting.
Leveraged finance knowledge to strengthen controls and improve transparency.

AQ Imaging LLC

10.2018 - 04.2019

Training and educating new and existing employees on billing procedures and systems
Performed testing for billing modules, enhancing new functionality and process improvements.
Designed and maintained financial models to identify and measure risks.
Communicates coaching needs for staff who failed to perform and deliver prescribed and committed level of performance output and standards to Billing Manager.
Supported financial director with special projects and additional job duties
Established and checked coding procedures, monitored reports and updated internal files
Utilized financial software to prepare consolidated financial statements
Prepared internal and regulatory financial reports, balance sheets and income statements
Complied with established internal controls and policies
Analyzed billing data to identify trends, enhancing revenue forecasting models.
Implemented automated billing systems, improving efficiency and reducing manual errors.

Mobility Clinic Prosthetics & Orthotics & Ideal Healthcare

04.2016 - 07.2018

Obtaining referrals and pre-authorizations as required for procedures
Checking eligibility and benefits verification for treatments, hospitalizations, and procedures
Reviewing patient bills for accuracy and completeness, and obtaining any missing information
Preparing, reviewing, and transmitting claims using billing software, including electronic and paper claim processing
Following up on unpaid claims within standard billing cycle time frame
Checking each insurance payment for accuracy and compliance with contract discount
Calling insurance companies regarding any discrepancy in payments if necessary
Identifying and billing secondary or tertiary insurances
Reviewing accounts for insurance of patient follow-up
Researching and appealing denied claims
Updating billing software with rate changes
Updating cash spreadsheets, and running collection reports.
Conducted performance reviews and implemented improvement plans.
Reviewed billing problems, researched issues, and resolved concerns.

Center For Advanced Pain Management

10.2014 - 04.2016

Interacting with Insurance companies, Filing and Interacting with hospitals and Nursing homes.
Assisted in preparation and processing of payroll to facilitate prompt staff payments.
Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Organized, facilitated and participated in community service efforts.
Oversaw maintenance of office facilities and equipment by collaborating with and inspecting work of repair contractors.
Interacted with customers by phone, email, or in-person to provide information.
Tracked office supplies and restocked low items to keep team members on-task and productive.
Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.
Updated reports, managed accounts, and generated reports for company database.
Facilitated office productivity, coordinating personnel schedules, quality assurance and procedural improvements.
Optimized workflow processes to increase overall department productivity, identifying bottlenecks and implementing solutions.
Managed correspondence efficiently both internally and externally through email routing, telephone communication, mail distribution ensuring prompt responses where appropriate.

G M Enterprises

07.2005 - 06.2014

Trained new employees on accounting principles and company procedures.
Prepared and filed tax forms to meet needs of customers.
Evaluated and improved financial records to make important business decisions.
Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
Used advanced software to prepare documents, reports, and presentations.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Improved data collection, financial analysis and financial modeling to optimize practices and retain customers.
Itemized taxpayer expenses to identify maximum adjustments, deductions and credits.
Used accounting software to issue tax returns and prepare consolidated reports.
Reconciled accounts and reviewed expense data, net worth, and assets.
Maintained integrity of general ledger and chart of accounts.
Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
Reviewed legal documents to verify financial implications, ensuring alignment with client interests and compliance standards.
Coordinated with external auditors during annual reviews, facilitating transparent communication and collaboration throughout the process.