CHAITALI PATEL
Birmingham,AL
Summary
Strategic professional in financial management, known for high productivity and efficient task completion. Skilled in budgeting, cash flow management, and financial reporting, ensuring accuracy and compliance. Strong in communication, problem-solving, and leadership, excelling in collaborative environments to achieve organizational goals. Seeking a change in career direction with an organization where I can utilize my extensive experience in claims and management to benefit my employer and expend the business
Overview
25
25
years of professional experience
Work History
Assistance Controller/Bookkeeper
Corona Group Inc
Birmingham, AL
01.2014 - Current
- Accounts Payable; managed vendor invoices and cut vendor checks on a weekly basis
- Accounts Receivable; reviewed weekly balances, while being successful in recovering past due balances
- Learned to work on and operate the TEAM DESIGN software system
- Kept up with sales taxes and payments in all states we conducted business
- Handled over a hundred-thousand-dollar transactions daily
- Reviewed & analyzed between200-400 invoice each month
- Monitored3 bank accounts and ensure only authorized charges are processed
- Weekly Payroll for all employees; Front office and warehouse
- Assisted and was backup for controller
- Worked on Daily Cash report for accounting purpose daily
- Balance monthly Cash report for yearly purpose
- Worked with many customers and vendors and was able to build great connection with each one
- Assisted project manager with new projects and invoicing
- Ran Credit History of new customers and determined the Net terms and credit limits
- Applied excel spreadsheets when consolidating customer and vendor invoice/receipts
- Help train new hires in office with daily office duties
- Made executive decisions on new customer approval
- Assisted with phone call overflow
- Put together Marketing portfolios for Sales Reps
- Reviewed commissions and cut checks for Sales Reps monthly
- Quarterly managed warehouse Warranty Replacement report
- Assisted warehouse personal with receiving and shipping paperwork
- Worked on stock/ inventory on a weekly basis
- Collaborated with vendors to see how profits could be maximized for our company, by getting discounts for early payment, to finding other alternatives for shipping
- Go to person for basic tech help and upkeep of all equipment
- Kept up with contracts with customer and vendors
- Assisted Marketing Director with transition of new Name change for the company
- Printed and ordered labels for warehouse
- Ordered supplies for office and warehouse
- Inventory; yearly and monthly close out
- Taken over import and export for the company as of2022
Billing and Coding
Beach Chiropractic Clinic
Panama City Beach, FL
01.2010 - 01.2012
- Learned to work on and operated the MEDSOFT software
- Worked with many different Health and Auto Insurance companies and build a good relationship with every one of them
- Followed up with insurance companies for each account that was unpaid or pending
- If need be, went to court to collect funds
- Assisted massage therapist in payments
- Found more ways through billing and coding to increase profits for the office
- Sent out letters for each account unpaid or with a balance to patients and insurance companies monthly
- Worked on Balance Sheets for the office on a daily basis
- Filed and organized all patient files
- Assisted Office manager in patient check in and checkout, phone calls and other normal office duties when needed
- Collected payments and cleared accounts through MEDSOFT
- Helped patients get on and off of the IST and ENS machines
- Went to monthly seminars for Coding and Billing
- Was part of the Panama City Beach Rotary Club to promote business for the Doctor and Office
- Kept up with the Doctor’s license, such as reminder for CE, renewal and etc
- Was very knowledgeable about any Federal or State Law changes that may or may not affect the practice and/or patience’s
- Filled any position in the office when needed
- Trained other office staff on any updates of the MEDSOFT program
- Kept up with daily mail and tallied the profits for bookkeeping purpose
Senior Licensing Liaison
Primerica LLC of Citigroup
Duluth, GA
01.2000 - 01.2006
- Licensed people to sell Life Insurance in Georgia, Alabama, Illinois, Indiana, Mississippi, Florida, and Louisiana
- Processed licensing requirement for Mutual Funds, Property and Casualty, Variable & Annuities, Life, Accident & Sickness and Securities License
- Ran Financial and Criminal background checks on new agents; determined if they can be licensed or reject
- Managed office, performing customer service, supervision, accounting, and training of new employees to ensure they completed time sensitive projects
- Responsible of numerous cash receipts daily totaling in thousands of dollars
- Keyed numerous applications with great efficiency and accuracy
- Assisted Field Agents, in many states, with queries regarding licensing procedures
- Handled the agents and clients who became irate with co-workers and employees
- Kept tabs on production errors, while completing weekly and monthly report and annual reviews
- Utilized databases and accounting programs to organize and maintain company records
- Monitored all personnel changes through the company and updated accordingly
- Developed a positive and productive work environment with coworkers by
- Delegating jobs in accordance with employees’ skills and abilities
- Treating employees with respect, while maintain a sense of humor
Education
B.A. - Business Administration
Flagler Collage
St. Augustine, FL01.2003
Associate of Arts Degree -
Tallahassee Community College
Tallahassee, FL01.2001
Skills
- Balance sheet management
- Month-end closing
- Corporate strategic planning
- Preparing financial statements
- Internal control management
- Processing payments
- Financial strategy management
- Payment disbursement
- Pricing and costing
- Management accounting
- Accounting management
- Financial document review
- Commission calculation
- Internal controls development
- Executive leadership advisement
- Financial forecasting
- Working capital management
- Expense control
- Budget preparation
- Collections
- General ledger management
- Financial controls implementation
- Regulatory compliance
- Financial management
- Cash flow management
- Accounts payable management
- Budget administration
- Revenue generation
- Account reconciliation
- General ledger accounting
- Office workflow improvements
- Finance
- Internal controls
- Accounts receivable management
- Cost accounting
- Statement reconciliation
- Debt management
- AP/AR invoicing
- Cash flow forecasting
- Bookkeeping
- Payroll processing
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
Assistance Controller/Bookkeeper
Corona Group Inc
01.2014 - Current
Billing and Coding
Beach Chiropractic Clinic
01.2010 - 01.2012
Senior Licensing Liaison
Primerica LLC of Citigroup
01.2000 - 01.2006
B.A. - Business Administration
Flagler Collage
Associate of Arts Degree -
Tallahassee Community College
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