Chantal Louis-Jean
MIAMI
Summary
Dedicated finance professional with over 35 years in non-profit and healthcare sectors. Expertise in budget tracking, grant compliance, and financial reporting enhances operational efficiency and supports strategic decision-making.
Overview
38
38
years of professional experience
Work History
Post-Award Grants Accounting Specialist/Comptroller Assistant
alliance for aging, INC
02.2017 - Current
- Tracked the department of Elder Affairs award budgets to actuals and communicated variance to the Directors.
- Assisted the CFO in monitoring Alliance Contracted Budgets against Actuals.
- Closed out all Federal and General revenue grants in accordance with the contracts.
- Processing all contractors and providers reimbursements, vendors for the Alliance, not limited to accounts reconciliation and revenue cycle.
- Auditing and maintaining eCIRTS data integrity reconciling eCIRTS units/data with Alliance contracts reimbursement.
- Managing and auditing Providers’ Client Information and Registration Tracking System (CIRTS) and financials for long-term care programs, ensuring compliance with Department of Elder Affairs procedures across various funding sources.
- Reviewing all veterans’ referrals, supporting documentation and authorization/pre-certification records from the VA coordinator.
- Processed veteran directed care billing to VA Miami Health Care/Veteran Affairs using HPCS codes and UB-04 claim form in Change Healthcare EDI system to ensure accurate reimbursement.
- Monitoring VDC Accounts Receivable to recoup payment to denied claims.
- Allocating budget based on Case Mix Rate analysis.
- Assisting the CFO and Controller with annual External audit and DOEA monitoring.
- Federal Grants: Older Adult Act Title III: B, C1, C2, D, IIIE and Nutrition Services Incentive Program (NSIP)
- NONPROFIT (Area agency on aging for dade & monroe counties)
Finance and Fund-Accounting Coordinator
JACOBSON SINAI ACADEMY
08.2014 - 01.2017
- Coordinated budget development process with school Principals and temple, ensuring alignment with financial goals.
- Managed grants and scholarships for the school, facilitating funding opportunities for students.
- Processed and allocated A/P and A/R using Fund-EZ system to maintain accurate financial records.
- Reviewed monthly bank reconciliations.
- Analyzed and ran actual vs. budget and variance report.
- Processed billings and post payments using allocation protocol.
- Managed all donors and members’ accounts.
- Analyzed students' accounts and processed eligibility for assistance through funding.
- Supported nonprofit initiatives through collaboration with stakeholders.
Medical Insurance & Revenue Analyst - Contractor
BAPTIST Health
09.2013 - 06.2014
- Reviewed patient accounts aging, investigated claims status from both insurance carriers and clearinghouse reports, searched and verified eligibility, requested information regarding pre-existing condition, accident details, coordination of benefits, patient responsibility online or by phone through provider relations and managed care; took actions to secure payments as per agreement and/or eligibility.
- Analyzed accounts and follow up with insurance companies and patients to obtain payment using EMU (reports from insurance carrier) and 277 (reports from the clearinghouse).
- Executed actions to enhance payment recovery on accounts, ensuring compliance with agreements.
- Contacted patients to facilitate updates with member services, expediting claims payments.
- Recorded payments and patient responsibility in the system per RA/EOB/EOP online.
- Documented account activities and adjusted payments accurately to maintain financial integrity.
- Sent updated information to imaging system for patient files.
- Used BHS online resources to link and retrieve information.
- Managed corporate operations and communications.
Recovery Audit Consultant - RAC Coordinator
palm springs general hospital
11.2011 - 02.2014
- Liaised with utilization review, case management, medical review, HIM, and finance departments to support government claims recovery activities for CMS Recovery Audit Contractors and managed care contracts.
- Interacted daily with Connolly Recovery Audit Contractor and CMS on denials, applying CMS guidelines to differentiate between short-stay or outpatient observation services and inpatient level of care.
- Appealed all denials by collaborating with nurses on clinical documentation against national medical necessity guidelines to assess medical necessity of admissions and services rendered, ensuring appropriate billing levels.
- Led CMS RAC implementation efforts to streamline processes.
- Conducted joint reviews of medical records with relevant departments to identify discrepancies.
- This review includes analysis of clinical documentation with comparison to established national medical necessity guidelines to determine medical necessity of admission and appropriate level of care for billing purposes.
- Developed workflows and action plans and performed monitoring and auditing activities related to government reviews.
- Processed letters of discussion, rebuttal, redetermination, and reconsideration to RAC/CMS based on clinical documentation review.
Finance Manager
unidad of Miami Beach, inc
05.2008 - 11.2011
- Managed all grants billings and accounting functions for a growing non-profit social service organization.
- Prepared and analyzed budgets with the Program Director.
- Analyzed and prepared grant variance reports to identify discrepancies and ensure alignment with budget expectations.
- Compiled and provided financial and statistical information, preparing reports on costs and reimbursement to support strategic financial decision-making.
- Monitored detailed budgets and reported on resources.
- Reviewed financials, allocations, budget variances, bank reconciliation, financial audits, general ledgers, accounts receivable, accounts payable in accordance with GAAP standards.
- Developed and managed external financial relationships (e.g., banks, insurers, grantors, donors, auditors) and constantly looked for ways to strengthen overall financial performance.
- Reviewed contracts for billing requirements, ensuring timely billings to facilitate prompt payments for various programs including Human Trafficking, Nutrition, Dental, Children’s Trust, Senior Employment, and Youth and Workforce.
- Prepared the financial due diligence for the entire grants proposals.
- Specialized in all government grants / closeout of the grants.
- Oversaw grant billing processes.
- Supported nonprofit initiatives through financial management.
Senior Medical Billing & Grants Administrator
jewish community services of south florida
07.2000 - 06.2008
- Managed and oversaw billing for all state, federal, and local government grants and contracts, facilitating cost reimbursement for various services and programs.
- Processed medical insurance claims to commercial and government entities, ensuring compliance with service agreements and contracts.
- Administered all Financial and Accounting for Behavioral Health programs, Billing for Eating Disorder, Substance Abuse, Family, Couple and Group Therapy, Children Mental Health Services, Home Health Care and Adult Day Care Services.
- Specialized in CMS regulations as they related to Medicare and Medicaid, Evercare, Integrated Health system, managed care programs, HMOs, PPOs, and DOEA funding.
- Coordinated patient refunds and adjustments related to health benefits and contracts, ensuring accuracy and timely resolution.
- Reviewed clinical records to ensure that all provider entries in the medical record system.
- Worked with nonprofit organizations to support community initiatives.
Counselor/Case Manager
FLORIDA DEPARTMENT OF ELDER AFFAIRS (DOEA)
01.1993 - 01.2008
- Counseled and empowered Floridian seniors in local SHINE area, addressing questions and issues related to Medicare, Medicaid, Medicare Advantage Plans, Medicare Supplemental Insurance, prescription assistance, long-term care insurance, and other health insurance matters.
- Advocated for seniors regarding insurance policies and benefits, guiding them through challenges in the healthcare system.
- Educated seniors about long-term care and Evercare.
- Researched, accessed information through CMS in respect to HIPAA law to provide direct community-based services to Medicare, Medicaid beneficiaries, and others in Florida.
- Supported Alliance for Aging Miami in Tallahassee, facilitating community outreach and resource access for seniors.
- Assisted the intake and referral staff.
Medical Insurance Billing /Appeals Administrator
Jewish Family Services of Greater Miami, Inc.
Miami
07.1992 - 06.2000
- Established and implemented the providers' credentialing and insurance billing system for the organization.
- Appealed claims immediately to secure revenue for Miami Jewish Home and Health System.
- Identified and corrected invalid data by collaborating with other departments prior to claim submission through EDI, streamlining the collection process.
- Analyzed, reconciled, and tracked the various elements of unbilled receivables for therapy services in mental health, eating disorder and substance abuse.
- Validated revenue calculations in accounting system, ensuring accurate preparation of adjusting journal entries and monthly general ledger account reconciliations.
- Met payer filing deadlines by effectively utilizing resources to resolve claim and reimbursement package issues.
- Internal Auditing to identify claims underpaid and overpaid.
- Assisted in the review and verification of financial data to ensure accuracy and consistency.
- Demonstrated knowledge in verifying benefits and processing authorization requests for medical services.
Government & Foundation Grants Accountant / Financial Analyst
Jewish Family Services of Greater Miami
Miami
12.1988 - 06.1992
- Assessed and analyzed data to evaluate fiscal responsibility for foundations and government grants.
- Prepared reimbursement packages in compliance with specific guidelines to facilitate timely funding.
- Prepared variance reports related to programs allocations and due diligence.
- Updated demographic and financial data for grantors to ensure accurate reporting.
- Tracked data for performance management and evaluation initiatives.
- Collected data for reporting.
- Provided backup support for intake and referral staff during peak times.
Education
Master of Business Administration - Health Administration
University of Arizona Global Campus
Chandler, AZ12-2012
Certificate - Best Practices for Grants and Contract Compliances
Florida Department of Financial Services
Tallahassee, FL08-2011
Bachelor - Psychology
University of Arizona Global Campus
Chandler, AZ03-2011
Certificate - Hospitality and Tourism Management
Florida International University
Miami, FL06-2010
HIPAA Certified - Securing Medical Records
American Society of Professional Education
San Francisco, CA12-2002
Certificate of Participation - Medicare Mental Health Specialty – Electronic Media Claims – Medicare & Claims Filing – Reimbursement Efficiency for Providers
Miami Medifest
Miami, FL09-1999
Certificate - Home Health Care – Behavioral Health Specialty
Miami Medifest
Miami, FL04-1998
BS - Health Information Management – Minor in Finance and Accounting
Hofstra University
Uniondale, NY06-1987
Certified Denial Recovery Specialist -
Florida Certification Board
Tampa, FLSkills
- Grant management
- Grant Budget Management
- Grant Financial Oversight
- Grant Reporting
- Grant Compliance Regulations
- Funding Strategies
- Budget preparation
- Budget Oversight
- Expense tracking
- Financial Reporting
- Financial Accountability
- Cost Analysis
- Audit Resolution
- Contract Negotiation
- Policy analysis
- Program development
- Program Evaluation
- Research
- Accounting and audit proficiency
- Records management
- Microsoft Word
- Excel
- PowerPoint
- QuickBooks
- Peachtree
- FUND-EZ
- MAS-90
- Abila MIP
- CIRTS
- EDI
- SMS Invision
- Medisoft
- FACTS system
- Multitasking
- Multi-tasking
- Program Evaluation
Affiliations
- Active Member of Accounting & Financial Women’s Alliance (AFWA)
- Golden Key International Honour Society
- Member of Institute of Management Accountants (IMA)
- Inactive: Member of National Association Medical Staff Services (NAMSS)
- Member of American Health Information Management Association (AHIMA)
- Member of Health Financial Management Association (HFMA)
- Member of AAPC
References
References upon request
Volunteer Experience
- State of Florida Department of Elder Affairs (SHINE Program), Shine Counselor, 01/93 - 01/08
- The Association of Exchange and Development Activities & Partnerships (AEDAP), Treasurer, Since 2007
Timeline
Post-Award Grants Accounting Specialist/Comptroller Assistant
alliance for aging, INC
02.2017 - Current
Finance and Fund-Accounting Coordinator
JACOBSON SINAI ACADEMY
08.2014 - 01.2017
Medical Insurance & Revenue Analyst - Contractor
BAPTIST Health
09.2013 - 06.2014
Recovery Audit Consultant - RAC Coordinator
palm springs general hospital
11.2011 - 02.2014
Finance Manager
unidad of Miami Beach, inc
05.2008 - 11.2011
Senior Medical Billing & Grants Administrator
jewish community services of south florida
07.2000 - 06.2008
Counselor/Case Manager
FLORIDA DEPARTMENT OF ELDER AFFAIRS (DOEA)
01.1993 - 01.2008
Medical Insurance Billing /Appeals Administrator
Jewish Family Services of Greater Miami, Inc.
07.1992 - 06.2000
Government & Foundation Grants Accountant / Financial Analyst
Jewish Family Services of Greater Miami
12.1988 - 06.1992
Master of Business Administration - Health Administration
University of Arizona Global Campus
Certificate - Best Practices for Grants and Contract Compliances
Florida Department of Financial Services
Bachelor - Psychology
University of Arizona Global Campus
Certificate - Hospitality and Tourism Management
Florida International University
HIPAA Certified - Securing Medical Records
American Society of Professional Education
Certificate of Participation - Medicare Mental Health Specialty – Electronic Media Claims – Medicare & Claims Filing – Reimbursement Efficiency for Providers
Miami Medifest
Certificate - Home Health Care – Behavioral Health Specialty
Miami Medifest
BS - Health Information Management – Minor in Finance and Accounting
Hofstra University
Certified Denial Recovery Specialist -
Florida Certification Board