Quickbooks
Briley Trevino
Fountaintown,United States
Summary
Organized and dependable professional successful at managing multiple priorities with a positive attitude. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
8
8
years of professional experience
Work History
Accounting Team Lead
Point Comfort Underwriters
09.2022 - 08.2024
- Oversaw the duties of the Jr Accounting/Finance Staff
- Assisted with performance evaluations
- Coordinated training programs for new staff and identified training needs for current staff
- Established internal controls and guidelines for internal software
- Coordinated standard operating procedure creation and maintenance.
- Handled day-to-day accounting processes to drive financial accuracy.
- Coordinated month-end close procedures, ensuring timely preparation of accurate financial statements for stakeholder review.
- Established strong relationships with a vendors and customers by addressing inquiries promptly and resolving disputes amicably.
- Managed approximately 30 incoming emails and faxes per day from customers
Finance and Accounting Administrative Associate
Point Comfort Underwriters
09.2019 - 09.2022
- Processed vendor payments and assisted with customer invoicing
- Recorded journal entries for daily bank activity
- Performed month end reconciliations
- Processed weekly refund checks and uploads to ensure timely check deposits
- Processed annual and quarterly renewals and filings to maintain license compliance
- Managed approximately 20 standard operating procedures maintenance and creation
- Provided exceptional customer service to approximately 30 internal and external clients per day, fostering strong professional relationships.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Collaborated with various departments to complete projects efficiently and effectively.
- Improved employee on-boarding experience by creating detailed orientation program.
- Increased departmental collaboration with organization of regular inter-departmental meetings.
- Supported project teams by providing administrative assistance, leading to timely project completion.
- Managed confidential documents, safeguarding company information while maintaining strict adherence to privacy protocols.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
Client Relations Specialist
Point Comfort Underwriters
02.2018 - 10.2019
- Answered approximately 30 insurance benefits, prior authorizations, and claim status calls, emails and faxes per day from customers
- Resolved complex client issues through diligent research and collaboration with internal resources.
- Created training guides and in-person and online training courses to improve customer user experience in online environment.
- Cross-trained and provided backup support for organizational leadership.
- Assisted with the provider credentialing process and follow up for providers.
- Logged call information and solutions provided into internal database.
- Enhanced client satisfaction by addressing concerns and providing timely solutions to issues.
- Provided comprehensive training to new team members, equipping them with the skills needed for success in their roles.
Wellness and Sales Coordinator
Massage Envy Greenwood, IN
04.2016 - 11.2017
- Assisted management with inventory, client accounts, new hire training and on-boarding
- Managed approximately 15 therapists schedules
- Researched issues to obtain appropriate answers to customer inquiries.
- Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
- Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
- Increased sales revenue by establishing strong relationships with clients and identifying new business opportunities.
- Supported sales team members in achieving individual goals and targets through coaching, mentoring, and guidance.
Education
Master's degree, Health Services Administration -
University of Southern Indiana
Evansville, Indiana01.2018
Bachelor's degree, Health Services Administration -
University of Southern Indiana
Evansville, IN01.2016
Skills
- Account reconciliation
- Attention to detail
- Employee orientation
- Customer relations
- Organization
- Bank Reconciliation
- Accounting Software Proficiency
- Internal Controls
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeWork Location
RemoteHybridOn-SiteImportant To Me
Work-life balanceCompany CultureFlexible work hoursHealthcare benefitsWork from home optionPaid time offPaid sick leave401k matchCareer advancementSoftware
Sage Intacct
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SmartFile
Timeline
Accounting Team Lead
Point Comfort Underwriters
09.2022 - 08.2024
Finance and Accounting Administrative Associate
Point Comfort Underwriters
09.2019 - 09.2022
Client Relations Specialist
Point Comfort Underwriters
02.2018 - 10.2019
Wellness and Sales Coordinator
Massage Envy Greenwood, IN
04.2016 - 11.2017
Master's degree, Health Services Administration -
University of Southern Indiana
Bachelor's degree, Health Services Administration -
University of Southern Indiana
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