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 SKILLSPerforming accounts payable and receivable functionsManaging payrollForecasting budgetsProducing financial reports that are aligned with accounting standardsUnderstanding the tax codeExecuting reconciliationsMicrosoft Excel Data ManagementMicrosoft Excel, Word, PowerPoint, OutlookMicrosoft Dynamics, AS400, NextGen, Salesforce
Valuation knowledge
Policy investigations
Negotiation and mediation skills
Microsoft Office Suite
Benefits review
Healthcare Common Procedures Coding System (HCPCS)
Coverage determination
Microsoft Word
Familiar with fraud statutes
Risk management
Claims
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