Emily Trout
Gardner,KS
Summary
Detail-oriented finance professional skilled in accounts payable/receivable and QuickBooks. Supports efficient financial operations through financial forecasting, budgeting, and payroll management. Communicates effectively and collaborates well within teams, consistently delivering quality results under tight deadlines while aligning with company objectives.
Overview
13
13
years of professional experience
Work History
Accounting Assistant
Brookdale Overland Park
Leawood, Kansas
07.2023 - Current
- Processed accounts payable and receivable transactions accurately and efficiently.
- Managed daily bookkeeping functions, ensuring accuracy in accounts receivable, accounts payable, banking reconciliation, and disbursements.
- Maintained organized financial records for audits and reporting requirements.
- Assisted in preparing monthly financial statements for management review.
- Assisted in the preparation of monthly financial statements and reports.
- Prepared and issued customer invoices, monitored receivables, and managed collections process.
- Supported accounts receivable activities by effectively handling invoicing, collections, and deposits.
- Streamlined payment and invoicing processes through automation systems, enhancing transaction efficiency.
- Collaborated with team members to streamline invoicing procedures and enhance workflows.
- Conducted routine reconciliations of bank statements and general ledger accounts.
- Maintained accurate financial records and documentation in compliance with company policies.
- Verified accuracy of financial figures and postings in accounting records. for correct entry and proper codes.
- Answered questions from customers regarding their billing or payment status.
- Entered data into accounting software programs such as QuickBooks or Sage 50 Accounting Software.
- Managed vendor relationships by ensuring timely payments and resolving disputes.
- Monitored loans and accounts payable to confirm payments are current.
- Provided support to upper management with special projects related to finance or accounting processes.
- Developed procedures for more efficient workflow in accounting department.
- Maintained organized records of all contracts and related documentation.
- Verified insurance information for patient accounts and resolved discrepancies.
- Confirmed coverage and benefits details with insurance providers.
- Documented verification results in electronic health record systems accurately.
- Verified that patients had proper insurance coverage prior to procedures or appointment scheduling.
- Entered data in EMR database to record payer, authorization requirements and coverage limitations.
- Developed a working knowledge of insurance plans, including Medicare and Medicaid regulations and requirements.
- Managed health information systems to ensure accurate patient data maintenance.
- Responded promptly to requests from clinicians regarding access to patient's medical history or test results.
- Monitored data entry activities into various systems such as EHRs, CPOE systems.
Master Tax Advisor
H&R Block
Olathe, Kansas
05.2022 - 07.2023
- Prepared and reviewed complex tax returns, ensuring compliance and maximizing refunds for individual and business clients.
- Provided expert tax advice, guiding clients through complex tax-related issues to optimize their financial outcomes.
- Resolved discrepancies between financial statements and federal and state returns filed by taxpayers.
- Assisted small businesses and individual clients in accurately completing tax forms and electronically filing returns, streamlining the filing process.
- Organized and managed multiple projects simultaneously while meeting tight deadlines.
Manager
Imago Interventions
Olathe, Kansas
01.2017 - 05.2020
- Coordinated executive and team schedules to ensure efficient time management and meeting effectiveness.
- Negotiated vendor contracts to secure favorable terms and reduce operational costs.
- Developed office policies to enhance workflow and communication among staff members.
- Monitored client payments and contacted clients regarding past due balances to maintain cash flow.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
Medical Review Specialist
Cynergy
Kansas City, Missouri
04.2013 - 05.2017
- Reviewed medical records for accuracy and ensured compliance with regulations to uphold standards.
- Interpreted complex regulations and policies related to Medical Reviews accurately.
- Analyzed patient-related documents such as lab results, radiology reports, discharge summaries. to ensure compliance with standards of care.
- Conducted research on policies, laws, and regulations to inform medical review decisions.
- Collaborated with healthcare professionals to clarify patient information, enhancing overall accuracy of reviews.
Education
Associate of Science - Fire Science
Johnson County Community College
Overland Park, KS05-2013
Skills
- Accounts payable and receivable
- Tax preparation
- Clinical and administrative support
- Financial reporting
- QuickBooks proficiency
- Regulatory compliance
- Insurance verification
- Data entry
- Financial record keeping
- Transcription
- Appointment scheduling
- EMR software
- Executive support
References
References available upon request.
Timeline
Accounting Assistant
Brookdale Overland Park
07.2023 - Current
Master Tax Advisor
H&R Block
05.2022 - 07.2023
Manager
Imago Interventions
01.2017 - 05.2020
Medical Review Specialist
Cynergy
04.2013 - 05.2017
Associate of Science - Fire Science
Johnson County Community College