Danielle Heller
Mesa,AZ
Summary
Detail-oriented business professional with a strong aptitude for financial management and budgeting. Experienced in developing business plans to drive company growth. Committed to contributing to team success through diligent work, meticulous attention to detail, and exceptional organizational skills. Motivated to continuously learn, grow, and excel while making significant contributions to the organization\'s overall success.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Case Management Lead & Clinical Assessor
Northsight Recovery
03.2024 - Current
- Successfully managed caseloads of diverse populations with various health concerns, ensuring all received comprehensive assessments to inform their care plans.
- Streamlined the assessment process, ensuring timely completion of documentation and efficient communication with multidisciplinary teams.
- Integrated cultural competence principles into the assessment process, fostering trust and rapport with diverse patient populations.
- Interpreted and implemented policies, procedures and regulations.
- Supported continuous quality improvement initiatives by analyzing assessment data trends and making recommendations for service enhancements.
- Ensured compliance with regulatory standards by adhering to established guidelines for clinical assessments and documentation protocols.
- Enhanced care coordination for patients with complex needs through comprehensive assessments and interdisciplinary collaboration.
- Utilized advanced knowledge of psychological theories and diagnostic criteria to provide accurate mental health evaluations during clinical assessments.
- Collaborated with healthcare providers to develop holistic, patient-centered care plans informed by in-depth clinical assessments.
- Facilitated regular meetings with clients, ensuring progress towards goals was on track and addressing any barriers encountered.
- Implemented quality control measures to ensure consistency in case management practices throughout the team.
- Assisted clients with navigating complex systems such as housing services or healthcare providers, reducing potential barriers to success.
- Streamlined workflow processes for increased efficiency in daily tasks, leading to more timely case resolutions.
- Participated in ongoing professional development opportunities, contributing to a culture of learning within the organization.
- Managed crisis situations effectively, providing immediate assistance and coordinating follow-up support as needed.
- Reduced case resolution time by streamlining processes and improving communication between departments.
Accountant
US Digital Media
02.2005 - 01.2024
- Performed Accounts Receivable and Accounts Payable duties
- Confirmed financial status by monitoring revenue and expenses
- Achieved accounting operational objectives by contributing accounting information and recommendations to strategic plans and preparing and completing action plans.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Managed the entire accounting cycle, including gathering information, preparing documents, finalizing reports, and closing books.
- Prepared and filed state and federal tax forms
- Brought errors to near-zero in reporting, payroll administration, and general bookkeeping.
- Completed daily cash functions, account tracking, payroll and wage allocations, budgeting, donating, and all types of cash and banking reconciliations.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
SMI Case Manager
Resilient Health
06.2023 - 03.2024
- Helped patients receive appropriate, high-quality care with reasonable results
- Partnered with physicians, social workers, therapists, nutritionists, court liaisons, and case managers to develop and implement individualized care plans and document patient interactions and interventions in electronic charting systems
- Workforce development coordination through Job Corps, DD, and Vocational Rehabilitation
- Medicaid experience with dual enrollment in Medicare
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs
- Evaluated treatment plans against individual goals and healthcare standards
- Managed a caseload of 30+ adults in the SMI system to provide comprehensive, community-based care
- Educated patients and loved ones about different treatment options and outside care approaches to reduce the burden on hospital resources
- Reduced care costs without sacrificing quality through service coordination and multidisciplinary collaboration
- Applied effective time management techniques to meet tight deadlines
Counselor
New Hope Behavioral Health Center
12.2022 - 05.2023
- Offered guidance and advice to help cultivate self-esteem and community involvement.
- Provided individual counseling services to adults diagnosed with opiate use disorder partnered to facilitate weekly support groups.
- Worked with prescribing professionals to get patients necessary medications.
- Provided emergency response in crises to diffuse tensions and prevent violence.
- Provided comprehensive case management services, created treatment plans, and connected clients and families to appropriate resources.
- Assessed patient behavior, moods, and other responses to determine correct diagnosis and devise treatment plans.
- Displayed sensitivity to cultural and linguistic needs of clients and families served.
- Supported and assessed clients struggling with addiction or relationship issues and devised strategies based on client needs.
- Developed individual treatment goals based on history and diagnosis.
- Provided counseling and support to clients with drug and alcohol abuse issues.
- Completed required documentation for continued therapy coverage by insurance companies to meet deadlines.
- Interviewed clients, reviewed records, and conducted assessments to evaluate mental or physical conditions of clients.
- Quickly learned and applied new skills to daily tasks, improving efficiency and productivity.
- Carried out day-to-day duties accurately and efficiently.
- Harm reduction services within community and clinic,
SMI Case Manager
Resilient Health
10.2022 - 12.2022
- Helped patients receive appropriate, high-quality care with reasonable results
- Partnered with physicians, social workers, activity therapists, nutritionists, and case managers to develop and implement individualized care plans and document patient interactions and interventions in electronic charting systems
- Identified care needs of individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs
- Evaluated treatment plans against individual goals and healthcare standards
Peer Recovery Specialist/Case Manager
Wayspring
11.2021 - 09.2022
- Built relationships with others based on trust and honesty by using active listening and dynamic communication skills
- Provided comprehensive case management services, created treatment plans, and connected clients and families to appropriate resources
- Demonstrated extensive knowledge of recovery and wellness principles and shared this information with others struggling during recovery
- Displayed sensitivity to the cultural and linguistic needs of clients and families served
- Mentored members on substance use and life choices while treating all members with respect and dignity
- Providing support for over 70 members with substance use disorder and/or co-existing disorders
- Act as member advocates to coordinate required services or to resolve emergency problems in crises
- Monitored client census using daily Movement Report and recorded admissions, discharges, doctor appointments, and site visit data
- Applied evidence-based techniques such as motivational interviewing to support members
- Educated patients about everyday mental health and substance abuse disorders to facilitate understanding of treatment options
- Demonstrated respect, friendliness, and willingness to help wherever needed
- Maintained energy and enthusiasm in a fast-paced environment
Accounting Manager/HR Manager
Healthy Habits
06.2012 - 08.2015
- Company Overview: All items listed below are for Healthy Habits and all sister companies, totaling five companies
- Prepared and submitted financials to owners
- Liaised between multiple business divisions to improve communications
- Streamlined HR efficiencies, coordinated new hire orientations, and provided onboarding and training for new employees
- Developed succession plans and promotion paths for all staff
- Managed all areas of accounting, including accounts payable and receivable, general ledger management, banking reconciliations, journal entries, and monthly balance sheet statements
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments, and transfers
- Implemented budget and expense controls and financial policies by analyzing income and expenditures
- Applied mathematical abilities daily to calculate and check figures in all areas of accounting systems
- Checked payroll, vendor payments, commissions, and other accounting disbursements for accuracy and compliance
- Directed and controlled various benefit programs, including 401K, medical, dental, and vision packages
- Collaborated with legal and compliance teams to review paperwork, obtain feedback, and procure available information for new training processes
- Streamlined complaint response management by providing guidance on policies and ensuring appropriate and accurate investigation processes
- Accurately prepared bi-weekly payroll and tracking data using a third-party payroll software system
- Created and maintained Sops as well as all training manuals for all positions
- All items listed below are for Healthy Habits and all sister companies, totaling five companies
Education
Bachelor of Social Work - Social Work
Arizona State University
Maricopa, AZ05.2026
Associate of Arts - Social Work
Maricopa Community Colleges -Gateway Community Col
Phoenix, AZ12.2022
Skills
- Team Player
- Superior Communication Skills
- Training and Development
- Microsoft Office
- Human Resources
- Quickbooks
- Excellent Managerial Techniques
- Time Management
- Multi tasked
- Reconciliation
- Budgeting
- Payroll
Certification
- Fingerprint Clearance Card, Level One
- CPR
- First Aid
- CPI
Training
Peer Support Specialist Certificate, 05/2021, present, Phoenix, AZ
Timeline
Case Management Lead & Clinical Assessor
Northsight Recovery
03.2024 - Current
SMI Case Manager
Resilient Health
06.2023 - 03.2024
Counselor
New Hope Behavioral Health Center
12.2022 - 05.2023
SMI Case Manager
Resilient Health
10.2022 - 12.2022
Peer Recovery Specialist/Case Manager
Wayspring
11.2021 - 09.2022
Accounting Manager/HR Manager
Healthy Habits
06.2012 - 08.2015
Accountant
US Digital Media
02.2005 - 01.2024
Bachelor of Social Work - Social Work
Arizona State University
Associate of Arts - Social Work
Maricopa Community Colleges -Gateway Community Col
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