Carolyn Henry
Accountant
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Accountant position. Ready to help team achieve company goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Benefit Investigations
AssistRx
Orlando, FL
10.2023 - 11.2023
- Ensure patients get access to the medications and therapies that they need
- Conduct benefit investigations for patients by making outbound phone call to payers to verify patient insurance benefit information, navigate complex reimbursement barriers and seek resources to overcome the barriers
- Verify patient specific benefits and document specifics including coverage, cost share and access/provider option
- Identify any coverage restrictions and details on how to expedite patient access
- Document and initiate prior authorization process and claims appeals
- Report any reimbursement trends or delays in coverage to management .
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records.
- Organized, planned and documented materials for providers, payors and patient claims.
- Researched claims and incident information to deliver solutions and resolve problems.
- Documented information gathered in field and uploaded data to company database for efficient processing using Salesforce.
- Analyzed information gathered by investigation and reported findings and recommendations.
Posting Specialists
Advent Health Centra Care
Orlando, Florida
10.2019 - 06.2023
- Accurately complete contract payments per Managed Care and/or corporate contracts
- Create batches for posting of all incoming accounts payments
- Post payments accurately and timely
- Perform remote deposits onsite and submits required documentation to accounting
- Process patient and insurance payments
- Scan batches as required
- Followed all company policies and procedures to deliver quality work.
- Built and managed relationships with key clients and partners to drive growth.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Collected, arranged, and input information into database system.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
Posting Specialist
Kforce Staffing
Orlando, FL
03.2019 - 10.2019
- Post payments accurately and timely
- Create batches for posting of all incoming accounts payments
- Perform remote deposits onsite and submits required documentation to accounting
- Accurately complete contract payments per Managed Care and/or corporate contracts
- Process patient and insurance payments
- Scan batches as require
- Interpreted clients' needs and introduced services to fit specific requirements.
- Built and managed relationships with key clients and partners to drive growth.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Supported creation of detailed, technical financial models to value potential acquisition targets.
Benefits Advisor/Insurance Agent
Spectraforce Staffing
Orlando, FL
08.2018 - 03.2019
- Consult with customers on health products, customer service
- Assist Medicare-eligible individuals in selecting the products and services
- Answer questions related to coverage and annual changes on healthcare plans, pharmacy networks and drug formularies, salesforce
- Assist customers with the enrollment process billing claims
- Accounts
- Directed and controlled medical, dental, and vision benefit packages.
- Applied effective time management techniques to meet tight deadlines.
- Self-motivated, with a strong sense of personal responsibility.
- Analyzed and evaluated existing compensation and benefits programs and recommended improvements.
Accounts Payable Specialist
Robert Half Staffing Agency
Orlando, FL
12.2017 - 08.2018
- Process invoices, posting payments, General Ledger, Accounts Receivables, Accounts Payables.Process invoices in accordance with flowcharts
- Verify that transactions comply with financial policies and procedures
- Prepare and process check batches, Scan documents and filing.
- Reached out to vendors and customers to verify information and follow up on client issues.
- Used advanced software skills to produce high-quality documents, reports and presentations.
- Oversaw bookkeeping and accounting systems and entered data into systems accurately.
- Managed invoices for new materials and parts.
- Maintained 100% accuracy while processing $50,000 worth of payments.
- Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current.
- Developed client rapport by efficiently addressing incoming correspondence and resolving 500 A/P inquires per day.
- Processed invoices and journal entries with efficiency and accuracy, resulting in decreased discrepancies.
- Maintained good working relationships with vendors and resolved disputes.
- Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Licensed Insurance Agent
Dialog Direct
Orlando, FL
09.2017 - 12.2017
- Consult with customers on health-related products, customer service
- Assist Medicare-eligible individuals in selecting the products and services
- Answer questions related to coverage and annual changes on healthcare plans, pharmacy networks and drug formularies, salesforce
- Assist customers with the enrollment process billing, claims
- Assist Medicare eligible individuals telephonically
- Provided coverage option information to assist clients in protecting assets.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Exceeded corporate quotas for monthly policy sales.
- Upsold additional products and services after identifying customer needs and requirements.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Calculated quotes and educated potential clients on insurance options.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Tracked progress of all outstanding insurance claims.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
Accounting Clerk
Top Talent Staffing
Orlando, FL
04.2016 - 09.2017
- Reconcile accounts and working with vendors
- Process accounts payables, accounts receivables, customer service
- Direct purchases, data entry, customer service
- Working with data and reports
- Review the accounts payable aging
- Responsible for reconciling vendor statement monthly
- Completed biweekly payroll for company personnel.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Input high volume of monthly invoices with consistent accuracy.
- Identified and resolved internal accounting variances, promoting data accuracy.
- Generated comprehensive reports for senior management, covering key financial metrics.
- Analyzed and verified employee expense reports for accuracy.
Sr. Accounting Specialist
Community Coordinated Care for Children
Orlando, FL
10.2005 - 10.2015
- Accounts payable process
- Invoice payment transactions
- Purchase orders and working with vendors
- Accounts receivables and month end close
- Work with data and reports review the accounts payable aging
- Reviewed documents and accounts for discrepancies and resolved variances.
- Prepared accounts for industry audits and supported audit process.
- Calculated tax owed, prepared, and submitted returns and upheld compliance with all applicable laws.
- Updated general ledger with latest entries.
- Completed year-end closing processes with controllers and external auditors.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Prepared monthly journal entries and reconciliations.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Evaluated and improved financial records to make important business decisions.
Legal Administrative Assistant
Morgan & Morgan P.A
Orlando, FL
07.2000 - 10.2005
- Update general ledger, month end close, balanced cost, trust accounts
- Bank reconciliations and reconcile accounts
- Expense reports, check writer, check requests
- Review, validate, and process large volume of vendor invoices
- Manipulate large Excel data files and upload into our ERP system
- Review, validate, and process of expense reimbursements
- Process payments by credit card, ACH, wire, and check
- Timely resolution of vendor issues
- Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.
- Generated pleadings and other legal documents for review by attorneys and paralegals.
- Reviewed wide-ranging contracts and agreements and summarized terms for easy assessment.
- Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Created spreadsheets to track client progress and document billable hours.
Education
Bachelor of Science - Accounting
08.1994 - 19982
Skills
PROFESSIONAL SKILLSundefined
Certification
Life,Health and Annuity 215 State of Florida
Timeline
Benefit Investigations - AssistRx
10.2023 - 11.2023
Posting Specialists - Advent Health Centra Care
10.2019 - 06.2023
Life,Health and Annuity 215 State of Florida
04-2019
Posting Specialist - Kforce Staffing
03.2019 - 10.2019
Benefits Advisor/Insurance Agent - Spectraforce Staffing
08.2018 - 03.2019
Accounts Payable Specialist - Robert Half Staffing Agency
12.2017 - 08.2018
Licensed Insurance Agent - Dialog Direct
09.2017 - 12.2017
Accounting Clerk - Top Talent Staffing
04.2016 - 09.2017
Sr. Accounting Specialist - Community Coordinated Care for Children
10.2005 - 10.2015
Legal Administrative Assistant - Morgan & Morgan P.A
07.2000 - 10.2005
Florida Southern College - Bachelor of Science, Accounting
08.1994 - 19982
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