Summary
Overview
Work History
Education
Skills
Timeline
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Charlotte Navarro

Chicago,IL

Summary

Highly motivated Financial Coordinator with proven success scheduling appointments and effectively communicating with various personalities. Smart, reliable and possessing extensive billing and fee calculation experience.

Overview

22
22
years of professional experience

Work History

A/R Financial Coordinator/Biller

Sheridan Health Care
12.2015 - Current
  • Answered questions over phone and in-person regarding billing, scheduling and treatment.
  • Explained insurance benefits, fees and procedures to patients.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Contacted insurance carriers to discuss policies and individual patient benefits.
  • Submitted claims to insurance companies on same day as patient treatment.
  • Prepared balance sheets, cash flow reports and income statements.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.
  • Built highly-efficient administrative team through ongoing coaching and professional development opportunities.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.

A/R Financial Coordinator

Alden Management Services
09.2001 - 01.2014
  • Answered questions over phone and in-person regarding billing, scheduling and treatment.
  • Explained insurance benefits, fees and procedures to patients.
  • Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
  • Contacted insurance carriers to discuss policies and individual patient benefits.
  • Prepared balance sheets, cash flow reports and income statements.
  • Completed year-end close processes through effective supervision financial functions and regular treasury transactions.
  • Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
  • Created and distributed reports on internal and external finances, audits, and budgets.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Reviewed documents and data to give accurate presentations and forecasts to upper management.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
  • Coordinated individual duties after careful evaluation of each employee's skill level and knowledge.
  • Delegated tasks to administrative support staff to organize and improve office efficiency.
  • Implemented project management techniques to overcome obstacles and increase team productivity.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
  • Developed internal requirements and standards to minimize regulatory risks and liability across programs.
  • Organized meetings for executives and coordinated availability of conference rooms for participants.

Education

High School Diploma -

City Colleges of Chicago-Harry S Truman College
Chicago, IL
08.1994

Skills

  • Benefits Explanation
  • Payment Collection
  • Benefits Knowledge
  • Skilled in [Software]
  • Insurance Documentation Processing
  • Data Entry
  • Telephone Etiquette
  • Verbal and Written Communication
  • Financial Analysis
  • Financial Reporting
  • Financial Statement Preparation
  • Account Reconciliation
  • Bookkeeping
  • Expense Tracking
  • Microsoft Excel
  • Accounts Receivable
  • General Ledger
  • Financial Modeling
  • Invoice Processing
  • Collections Understanding
  • Preparing Financial Statements
  • Financial Document Review
  • Corporate Finance
  • Finance

Timeline

A/R Financial Coordinator/Biller

Sheridan Health Care
12.2015 - Current

A/R Financial Coordinator

Alden Management Services
09.2001 - 01.2014

High School Diploma -

City Colleges of Chicago-Harry S Truman College

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Charlotte Navarro