Committed job seeker with a history of meeting company needs with consistent and organized practices. Strong worth ethic, exceptional interpersonal skills and adaptability to new situations and challenges to best enhance the organizational brand.
Overview
17
17
years of professional experience
Work History
Compliance & Operations Specialist
Forvis Mazars Accounting (Formerly FORVIS & BKD)
Springfield, MO
11.2018 - Current
Utilized multiple computer programs for issuing CPE credits, ensuring accuracy and maintaining accounting licensing for a firm of 8000+ employees.
Utilized instructor, developer, and reviewer credits as needed.
Ensured adherence to NASBA Standards for Licensure by maintaining all required documentation
Monitored both internal and external training classes, ensuring accurate and timely completion of processing steps.
Analyzed program data to create effective training sessions
Set up Zoom webinars
Supported global offices in enhancing their knowledge of various compliance regulations
Working through a merger of two large companies to bring processes together creating a new firm
Firm Notary.
Administrative Services ASSOCIATE
BKD Accounting firm
Springfield, MO
11.2018 - 06.2020
Aided in the successful completion of firmwide initiatives by providing assistance with tasks such as mailing coordination, shipping logistics, and project binding
Facilitated effective communication between our offices and the corporate office.
Managed incoming calls on multiline phone system
Scheduled and coordinated the use of conference rooms and offices for out-of-town colleagues
Retrieved, sorted, and delivered mail to multiple departments within the corporate office.
Managed and arranged travel logistics for C-Suite executives
Coordinated monthly gatherings for birthday and anniversary celebrations
Efficiently executed all administrative project requests
Provided high-quality notary services.
Managed procurement of office supplies and materials for project completion.
Registration / Accounting Specialist
CoxHealth Ferrell Duncan Clinic
Springfield, MO
07.2017 - 11.2018
Efficiently greeted patients, organized their check-ins, and facilitated a seamless experience for doctor's appointments.
Ensured accuracy of patient contact information and insurance details
Ensured patients' insurance is valid and accurately entered into the system to facilitate prompt billing
Completed copayment transactions and reconciled daily
Processed check numbers for hundreds of direct deposits on a daily basis
Contributed to the revision and streamlining of the registration process as a member of the Encounter Code team.
Maintained accurate billing records by performing reconciliation for 98 clinics.
Managed the accurate recording of check numbers in hundreds of direct deposits on a daily basis
Contacted clinic managers regarding discrepancies between posted and logged daily emails.
Addressed queries related to spreadsheet discrepancies.
Credit Analyst
O’Reilly Auto Parts Corporate Office
Springfield, MO
08.2015 - 07.2017
Enforced credit policies and procedures with branch store managers, maintaining regular contact to monitor past due accounts which included monthly, weekly, daily, and equipment accounts
Provided guidance and support to store managers in optimizing collection strategies
Ensured all delinquent accounts were managed using the Credit Management System tool, while also assessing creditworthiness for current customers' limit enhancements and other inquiries.
Enforced credit policy and implemented necessary collection action when required.
Kept Director of Credit and Collections and Credit Manager informed about any exceptions to credit policy.
Customer Service REPRESENTATIVE
LOWE’S Home Improvement Center
Springfield, MO
02.2007 - 08.2015
Demonstrated ability to manage multiple tasks simultaneously in a fast-paced setting
Provided diplomatic resolutions to customer complaints
Managed and processed account payments efficiently
Scheduled and coordinated deliveries
Operated a multi-line phone system.
Gained expertise in multiple departments through cross-training, providing coverage during vacation periods.
Processed refund/rebill requests for special order changes
Efficiently managed paperwork on a daily basis
Contributed to creating an environment where employees could freely express their opinions.
Education
Associate Degree of Business Science for Medical Administrative Assistant -
Beal College
05.1994
Skills
Professionalism
Reliability
Interpersonal Skills
Multitasking
Continuous Improvement
Adaptability
Accomplishments
Awarded recognition from firm leadership for going above and beyond assisting colleagues in our New York office completing tasks during the pandemic.
Timeline
Compliance & Operations Specialist
Forvis Mazars Accounting (Formerly FORVIS & BKD)
11.2018 - Current
Administrative Services ASSOCIATE
BKD Accounting firm
11.2018 - 06.2020
Registration / Accounting Specialist
CoxHealth Ferrell Duncan Clinic
07.2017 - 11.2018
Credit Analyst
O’Reilly Auto Parts Corporate Office
08.2015 - 07.2017
Customer Service REPRESENTATIVE
LOWE’S Home Improvement Center
02.2007 - 08.2015
Associate Degree of Business Science for Medical Administrative Assistant -
Beal College
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