Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Cassie Christensen

St. George

Summary

Professional with 17 years of experience in youth and family services, specializing in coaching, mentoring, financial and healthcare. Proven ability to manage administrative tasks while delivering exceptional customer service. Strong multitasking and time management skills contribute to a positive team environment. Committed to enhancing client experiences through dedicated support and engagement.

Overview

17
17
years of professional experience
1
1
Certification

Work History

CFO/Book Keeping

Re-Creation Retreat
Fredonia
01.2021 - 06.2025
  • Managed budgeting processes to ensure efficient resource allocation and planning.
  • Analyzed financial reports to identify trends and inform strategic decisions.
  • Developed financial strategies to support Re-Creation Retreat's mission and vision.
  • Oversaw cash flow management to maintain financial stability and liquidity.
  • Guided team discussions on financial planning and investment opportunities for growth.
  • Monitored cash flows and identified areas of risk or opportunity.
  • Prepared annual budget plans, quarterly forecasts, and monthly closing activities.
  • Reviewed financial statements on a regular basis to ensure accuracy of reported information.
  • Ensured timely filing of all required federal and state taxes; provided support during audits by regulatory agencies.
  • Analyzed financial data to identify trends and recommend solutions for improvement.
  • Worked closely with operations teams to ensure accurate cost accounting practices are followed.
  • Oversaw the development and implementation of systems for tracking financial performance metrics.
  • Coordinated financial statement reviews to coordinate variance reporting, analysis of year-to-date and forecast performance against expectations.
  • Prepared financial forecasts to support fiscal planning and management.
  • Managed company-wide budgets, payroll, accounting and other financial operations.
  • Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
  • Hired, trained and mentored sales and marketing staff dedicated to employing Google AdWords, Google Analytics, and other SEO techniques and metrics sources.
  • Signed and approved budgets for new funding and program initiatives.

Insurance Billing Specialist

Re-Creation Retreat
Fredonia, AZ
03.2019 - 06.2025
  • Created improved filing system to maintain secure client data.
  • Kept vendor files accurate and up-to-date to expedite payment processing.
  • Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
  • Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
  • Maintained accurate records of customer payments.
  • Reconciled accounts receivable to general ledger.
  • Processed payment via telephone and in person with focus on accuracy and efficiency.
  • Monitored outstanding invoices and performed collections duties.
  • Responded to customer concerns and questions on daily basis.
  • Generated monthly billing and posting reports for management review.

Office Manager

Re-Creation Retreat
Fredonia
03.2014 - 06.2025
  • Assisted in scheduling meetings and coordinating team activities for efficiency.
  • Supported onboarding of new employees by preparing orientation materials.
  • Handled incoming communications and directed inquiries to appropriate personnel.
  • Maintained digital filing systems for easy access to important documents.
  • Implemented office procedures to improve daily operations and workflows.
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
  • Ordered supplies and equipment to maintain adequate inventory levels.
  • Supervised staff members, organized schedules and delegated tasks.

Shift Lead and Youth Coach Mentor

Re-Creation Retreat
Fredonia
04.2008 - 06.2025
  • Supervised daily operations to ensure smooth workflow and team coordination.
  • Assisted team members with training on safety procedures and best practices.
  • Communicated effectively with staff to address concerns and provide guidance.
  • Maintained inventory levels by monitoring supplies and placing orders as needed.
  • Enforced cleanliness standards to create a safe and welcoming environment.
  • Coordinated shift schedules to optimize staffing and meet operational demands.
  • Resolved conflicts among team members, fostering a positive work atmosphere.
  • Supported management in implementing new policies for improved efficiency.
  • Assisted in the training of new employees.
  • Performed opening and closing procedures such as setting alarm systems, counting money.
  • Coached and trained employees and managed daily work assignments to enhance operations.
  • Completed opening and closing duties to facilitate business operations.
  • Responded to customer inquiries and complaints in a professional manner.
  • Resolved customer complaints and reported issues to senior management.
  • Delegated tasks to employees and monitored activities and task completion.
  • Supervised staff during shift changes and ensured transition went smoothly.
  • Ensured that all safety protocols were followed at all times.
  • Resolved conflicts between customers, employees, and vendors in a timely manner.

Education

High School Diploma -

Park City Independence
Salt Lake City
05-2008

Skills

  • Financial administration
  • Program leadership
  • Executive recruitment
  • Public accounting
  • Financial management
  • Strategic financial planning
  • Attention to detail
  • Cash flow management
  • Team leadership
  • Payroll
  • Medication administration
  • Quick learner

Certification

  • First Aid & CPR
  • Food Handlers permit
  • Back ground clearance level one

Timeline

CFO/Book Keeping

Re-Creation Retreat
01.2021 - 06.2025

Insurance Billing Specialist

Re-Creation Retreat
03.2019 - 06.2025

Office Manager

Re-Creation Retreat
03.2014 - 06.2025

Shift Lead and Youth Coach Mentor

Re-Creation Retreat
04.2008 - 06.2025

High School Diploma -

Park City Independence

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