Courtney Phelps
Cedar Park,TX
Summary
Customer-centric professional with extensive experience in cultivating long term partnerships. Proven ability to adapt to new challenges and environments while maintaining a strong work ethic. Exceptional interpersonal skills enhance collaboration and communication across teams. Quick learner with a track record of mastering new skills independently.
Overview
12
12
years of professional experience
Work History
PTA President
Cowlishaw Elementary School- Volunteer
Naperville, Illinois
08.2023 - 06.2025
- Organized community events to promote parental involvement and support.
- Led student engagement initiatives to foster a positive school culture.
- Developed communication strategies to keep families informed of school updates.
- Coordinated fundraising activities to secure additional school funding.
- Advocated for student needs through active participation in school governance.
- Developed policies, procedures, and short-term and long-term goals for the organization.
- Collaborated with teachers and administration to enhance educational programs and resources.
- Provided leadership and guidance on budgeting decisions to maximize resources available.
- Researched underlying issues, regulatory compliance status, and processes to resolve complex compliance challenges.
- Diminished regulatory risks by strict adherence to insurance and compliance regulations set by the Illinois PTA and the school district.
- Organized and facilitated board meetings, strategic planning sessions, and monthly membership meetings.
- Maintained effective communication channels with all stakeholders involved in the organization's activities.
- Established fundraising strategies to increase financial support for programs and services.
- Cultivated relationships with key stakeholders such as donors, volunteers, partners, and sponsors.
PTA Treasurer
Cowlishaw Elementary School- Volunteer
Naperville, Illinois
11.2021 - 08.2023
- Maintained accurate financial records for the parent-teacher association's expenditures and income.
- Led discussions on budget priorities during parent-teacher association meetings.
- Developed strategies for improving fundraising efforts within the community.
- Trained volunteers on financial procedures and best practices for record-keeping.
- Presented financial information at board meetings as needed.
- Reconciled accounts with statements and invoices on monthly basis, investigating, and resolving discrepancies to maintain records accuracy.
- Coordinated audits and participated in external audit process reviews.
- Identified trends to drive cost-saving and profit-generating decisions and recommendations.
- Developed and implemented policies to ensure responsible fiscal management.
- Ensured timely payment of vendors and creditors through regular follow-ups.
- Managed cash flow forecasting activities in accordance with organizational goals.
- Assisted with the preparation of annual budget reports and forecasts.
Accounts Payable Clerk
Pagosa Springs Medical Center
Pagosa Springs, CO
05.2014 - 03.2015
- Accurately processed vendor invoices and ensured timely payment.
- Assisted in maintaining organized financial records and files.
- Entered data into accounting system to maintain accurate financial records.
- Processed daily deposit.
- Communicated with vendors regarding invoice inquiries and issues.
- Prepared checks for payment of vendor invoices on a timely basis.
- Supported audits by providing requested documentation and reports.
- Assisted with month-end closing activities as needed.
Billing Specialist
Pagosa Springs Medical Center
Pagosa Springs, CO
03.2013 - 05.2014
- Learned to use Healthland and Practice Insight
- Helped implement EHR Cerner
- Promoted from Collections Clerk to Billing Specialist in June 2013
- Trained new hire in collection clerk position
- Provided cost estimates to self pay patients
- Made collections calls to patients and sent collections letters
- Responsible for billing all Medicaid claims for hospital
- Sent medical claims for all worker's compensation and auto insurance
- Followed up with insurance companies on unpaid claims
- Obeyed all HIPAA privacy laws while maintaining professional demeanor with all patients and insurance representatives
Education
Bachelor of Arts - English Communications, Business Administration
Fort Lewis College
Durango, CO12-2010
Skills
- Data entry accuracy
- Problem solving
- Attention to detail
- Team collaboration
- Effective communication
- Financial management
- Community engagement
- Compliance analysis
- Budget forecasting
- Event planning
- Education advocacy
- Volunteer management
- Organizational leadership
- Diversity and inclusion
Timeline
PTA President
Cowlishaw Elementary School- Volunteer
08.2023 - 06.2025
PTA Treasurer
Cowlishaw Elementary School- Volunteer
11.2021 - 08.2023
Accounts Payable Clerk
Pagosa Springs Medical Center
05.2014 - 03.2015
Billing Specialist
Pagosa Springs Medical Center
03.2013 - 05.2014
Bachelor of Arts - English Communications, Business Administration
Fort Lewis College