DIANA CANCEL
Alamogordo
Summary
Dynamic Tax Specialist II at Paylocity with a proven track record in resolving complex tax issues and building strong client relationships. Bilingual in English and Spanish, I excel in effective communication and problem-solving, ensuring timely resolutions and compliance. Recognized for enhancing operational efficiency and delivering exceptional customer service.
Overview
24
24
years of professional experience
Work History
Tax Specialist II
Paylocity
Lake Mary
11.2020 - Current
- Research and resolve tax notices from state and local tax agencies.
- Build and maintain working relationships with state and local tax agencies.
- Handle escalated issues and provide a timely resolution.
- Refile missing monthly, quarterly, and annual returns manually or electronically, as required by the specific agency.
- File amended returns when the notice is due to incorrect information on the original return.
- Work with the agencies to have any errors on client's tax agency accounts corrected and request waiving of penalties and interest assessed by the agency.
- Work with the treasury department to have payments remit to the agencies, uncashed payment checks voided and reissued, and to have funds refunded to the clients when necessary.
- Communicate with clients the cause of the notice, the steps taken to resolve it, and advise of any actions the client may need to take.
Account Manager III
Paylocity
Lake Mary
04.2017 - 11.2020
- Manage accounts for approximately 75 clients.
- Communicate with clients daily, by phone and email, to provide training, support, issue resolution, and troubleshooting related to payroll, human capital management, time and attendance, and employee engagement tools.
- Assist clients in navigating any confusion with the system and flagging any issues that need immediate attention, and gather suggestions to pass along to our product development team.
- Proactively identify issues of varying complexity and determine an appropriate solution for clients, by utilizing available resources, as well as, critical thinking and problem-solving skills to research and troubleshoot.
- Ensure accurate, thorough, and timely resolutions are provided to clients by collaborating with teammates and other departments.
- Collaborate with other departments and assist with internal projects to achieve company-wide goals.
Medical Billing Specialist
Florida Autism Center
Lake Mary
04.2016 - 02.2017
- Manage claims process for several insurance companies providing ABA services.
- Oversee the lifecycle of patient billing and communications for 300+ clients in a rapidly growing business.
- Supported all financial aspects involved in successfully opening 7 new centers in under one year.
- Liaison between clients and insurance providers and third party administrators.
- Handle problem resolution relative to billing issues.
- Lead collections efforts; including but not limited to correcting and resubmitting claims, filing insurance company appeals and supporting client communications.
- Provide pertinent and timely information to patients, staff, and insurance companies.
- Manage the resolution of delinquent accounts.
Accounts Receivable Specialist
Home Care Connect
Maitland
03.2015 - 04.2016
- Maintained accurate and compliant A/R files and records.
- Monitored customer account details for irregularities.
- Provided timely support of billing and claims deadlines.
- Researched and resolved all payment discrepancies.
- Built relationships and consulted with key stakeholders at insurance companies regarding disputes and denied claims.
- Assisted with all aspects involved in month-end, quarterly and annual closings.
- Oversaw the handling of AR/AP invoices and lockbox payments into Quickbooks.
Provider Operations Representative
Healthfirst
Lake Mary
01.2009 - 01.2015
- Promoted from a Provider Services Representative in 2011.
- Ensured accurate and timely research and appropriate handling of provider demographic data in compliance with strict contract agreements that ensured accurate claims payment.
- Supported projects and work initiatives directly related to provider data by providing subject matter expertise.
Provider Services Representative
Healthfirst
Lake Mary
01.2009 - 01.2011
- Responsible for providing timely and accurate claims processing.
- Advised medical providers of the status of their claims and payment information.
- Assisted providers in identifying and rectifying claims submission or processing errors.
- Oversaw the claims appeals process, including data auditing to ensure integrity.
Financial Services Specialist
Community Resource Management
Orlando
01.2007 - 01.2009
- Responsible for maintaining accurate and compliant financial records for a property management company.
- Oversaw all aspects of financial transactions tied to customer and bank relationships.
- Handled the A/R functions for the business, including but not limited to creating and maintaining automatic payments and posting payments through bank lockbox.
- Provided exceptional customer service to a diverse population.
- Investigated and resolved errors and developed successful problem resolution process.
Club Concierge Supervisor
Portofino Bay Hotel, a Loews Hotel
Orlando
01.2006 - 01.2007
- Managed daily operations of the Club Lounge, including the taking of inventories and verification of deliveries.
- Supervised a team of approximately ten employees, as well as, training new employees.
- Planned and prepared work schedules and payroll.
- Interacted with guests extensively, answering inquiries and complaints, in order to maintain guest satisfaction.
- Coordinated and assured the maintenance and upkeep of the lounge.
- Performed concierge duties, such as making dining and travel reservations.
Batch Record Reviewer
Cordis LLC. (Johnson & Johnson)
San German
01.2002 - 01.2006
- Audited the work activities of processing production workers in order to verify conformance of activities to quality assurance standards.
- Read processing information to verify that records adhered to quality assurance specifications.
- Wrote audit information on quality assurance forms and keyed information into computer.
- Submitted audit report to supervisory personnel.
Education
Certificate - Accounting
Professional Career Development Institute
Norcross, GeorgiaB.A. - Course work towards
Florida State University
Tallahassee, FloridaSkills
- Accounts receivable expertise
- Effective communication
- Computer proficiency
- Customer service excellence
- Team collaboration
- Bilingual: English and Spanish
- Problem solving
- Critical thinking
- Time management
References
Available upon request.
Timeline
Tax Specialist II
Paylocity
11.2020 - Current
Account Manager III
Paylocity
04.2017 - 11.2020
Medical Billing Specialist
Florida Autism Center
04.2016 - 02.2017
Accounts Receivable Specialist
Home Care Connect
03.2015 - 04.2016
Provider Operations Representative
Healthfirst
01.2009 - 01.2015
Provider Services Representative
Healthfirst
01.2009 - 01.2011
Financial Services Specialist
Community Resource Management
01.2007 - 01.2009
Club Concierge Supervisor
Portofino Bay Hotel, a Loews Hotel
01.2006 - 01.2007
Batch Record Reviewer
Cordis LLC. (Johnson & Johnson)
01.2002 - 01.2006
Certificate - Accounting
Professional Career Development Institute
B.A. - Course work towards
Florida State University