Carolyn Lieser-Garcia, MBA
Finance Analyst
Seven Hills,OH
Summary
Highly motivated dynamic professional with aptitude for creative problem-solving, serving internal and external customers with poise and professionalism. Skilled in collaborating with all members of the organization to achieve business objectives. Effective communicator with ability to thrive in fast-paced environments. Strong customer service and client-facing skills. Technical proficiency in MS Suite, Excel, Word, PowerPoint, Service Engine, Scheduling, Program Management, Client Relations Research & Analysis, Training, Regulatory Compliance, Customer Service, Supervisory Skills, Contract Negotiations, presentations, implementation of programs, international clientele
Overview
17
17
years of professional experience
Work History
Senior Client Finance Analyst
SIRVA BGRS
Independence, OH
03.2017 - Current
- Financial analysis of data for correct reporting/billing to meet client contract terms for client with over $1 million in weekly transactions.
- Implementation of data validation for accuracy in reporting.
- Designed internal audit for fee collections for optimization.
- Presentation to various departments, client regarding delicacy of data, accounting issues, liabilities.
- Ad-hoc reports in addition to weekly/monthly reporting.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor, accuracy of data and information given, timely response to client requests.
- Prioritized tasks and projects to meet tight deadlines.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Meeting and exceeding all goals set by employer and contracted client.
- Working independently with minimal supervision, advising and leading billing team in proper accounting/documentation/followup.
Finance and Consulting Extern
ALTA PARTNERS, LLC
Westlake, OH
02.2016 - 05.2016
- Physicians billing and practice management consulting firm.
- Preparation of surveys/training materials regarding Federal laws on health care via PowerPoint/Word.
- Research and analysis of governmental legislation converting into practical applications for physicians to avoid penalties, gain incentives, and prepare for future changes in health care.
- Conduct analyses of A/R and insurance denials via pivot tables and v look-ups on Excel to improve monetary collections more quickly and efficiently.
- Learned client financial needs and supported on individual basis to specifically address concerns to avoid denials and diminished returns.
- Conceptualized and recommended logical structure for end-to-end financial processes.
- Development of training program for front desk medical practices staff through observation of current practices utilized and researching of best practices to assist in optimizing revenue and patient satisfaction.
- Training front desk staff for 10 offices in revenue cycle to display how accurate, timely collection of information from front end employees affects company revenue stream, customer service and satisfaction scores.
- Analyze and compare physician’s work relative value units and Medicare reimbursements. Comparative application used to rate productivity and see where areas of improvement can be used to maximize profits.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting
Volunteer
Broadview Nursing Home Inc.
Parma, Ohio
01.2006 - 11.2010
- Greeting 10-15 patients, providing them with lesson and singing, sometimes special music, at times children assist in visiting and talking with residents or assist in program.
- Mental stimulation as well as visual, hearing and social interactions with others.
- Supported engaging, fun and smooth-running events by helping with organization and planning.
- Greeted visitors and answered questions about program, requirements and opportunities.
- Volunteered with groups and organizations to help make measurable differences for program recipients.
- Spoke with community organizations to boost outreach and highlight programs successes.
Education
MBA - Healthcare Administration
Cleveland State University
Cleveland, OH06.2016
BA - Psychology
Wittenberg University
06.1992
Skills
- Project Requirements
- Complex Problem-Solving
- Maintaining Client Records
- Business Administration
- Strong Organization Skills
- Client Service
- Customer Service Skills
- Detail Oriented
- Professional Manner
- Microsoft Office
Timeline
Senior Client Finance Analyst
SIRVA BGRS
03.2017 - Current
Finance and Consulting Extern
ALTA PARTNERS, LLC
02.2016 - 05.2016
Volunteer
Broadview Nursing Home Inc.
01.2006 - 11.2010
MBA - Healthcare Administration
Cleveland State University
BA - Psychology
Wittenberg University
Similar Profiles
Anitha ReddyAnitha Reddy
Senior Finance Coordinator at SIRVA BGRS Private LimitedSenior Finance Coordinator at SIRVA BGRS Private Limited
Manoj MManoj M
Relocation Specialist at Sirva / BGRSRelocation Specialist at Sirva / BGRS
Marion Warren PaculabaMarion Warren Paculaba
GLOBAL ASSIGNEMENT ASSOCIATE at SIRVA BGRSGLOBAL ASSIGNEMENT ASSOCIATE at SIRVA BGRS