Ericah P Takaendesa
Phoenixville,Pennsylvania
Summary
I am an experienced talented professional , with over 20 years progressive experience. My experiences and qualifications in Project Management, Strategic Management, Accounting and Social Sciences have allowed me to be a strategic thinker who is able to integrate and provide dynamic solutions to the functions in Projects. Business,Finance and Property Management. I am a reliable, focused team player who brings valuable expertise to forward company objectives who knows how to set goals and achieve them.
Overview
21
21
years of professional experience
Work History
Business Office Manager
Geldstone Group
04.2023 - Current
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Resolved financial discrepancies and customer billing issues with timely attention.
- Maximized cash flow through optimal billing and collection processes.
- Coordinated with vendors and suppliers to facilitate timely payments.
- Implemented and maintained internal controls to protect financial assets.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Defined clear targets and objectives and communicated to other team members.
- Established team priorities, maintained schedules and monitored performance.
- Used customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
Projects and Fixed Assets Manager
Premier Services Medical Investments
03.2016 - 12.2022
- Leading the projects and fixed asset accounting team in all aspects of capital projects and property management for all company properties and medical units
- Kept detailed track of asset maintenance and potential future costs to accurately portray data and advise .
- Ensuring adherence to guidelines for acquisition, maintenance, retention and disposition of fixed assets and associated records
- Negotiated and resolved more than 5 complex real estate transactions, securing highest asset claim
- Reviewed contract reports, bid proposals and requirements with senior management for accuracy and processing.
- Maintained contract database of existing and new contractors/vendors contract files and details.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Participated in asset analysis, appraisals, rehabilitations and sales of properties.
- Monitoring of the organisations trial balance, project budget, rentals revenue collections and reconciliations.
- Performing fixed asset accounting, including entries for additions, retirement's adjustments, and depreciation on a monthly basis.
- Traveled to markets and met with key tenants to enhance knowledge of the real estate market.
- Checked vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Overseeing the posting of journal entries and account reconciliation.
- Utilized financial software to prepare consolidated financial statements.
- Complied with established internal controls and policies.
- Supported financial director with special projects and additional job duties.
Finance and Properties Officer
Premier Services Medical Investments
01.2011 - 02.2016
- Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Worked with three executives to create annual budget and track actual expenses against projected expenses.
- Prepared monthly reconciliation of bank accounts and petty cash for Properties and Finance Accounts and took corrective actions on deviations.
- Generated financial and operational reports to assist management with business strategy.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Used Microsoft Dynamics 365 and Quickbooks to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
- Oversaw accounts payable and receivable operations for the largest healthcare business in Zimbabwe
- Reviewed processes and procedures to guide program implementation and optimize auditing.
- PSMI property management, preparation and maintenance of lease agreement and billing of tenants
- Managing all outsourced contractors' performance and service level for all properties
- Handling tenants complaints / enquiries and provide appropriate solutions to follow up residents' issues
- Auditing the maintenance, security, leasing and occupancy standards of properties to verify compliance with organizational policies and requirements.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
Accounts and Claims Clerk
Premier Services Medical Services
01.2007 - 12.2010
- Utilized specialized software to process incoming claims, enter data and generate reports.
- Managed workload and priorities to meet claims processing meet deadlines.
- Complied with regulations and guidelines related to claims processing to maintain quality and adherence to standards.
- Reviewed applications and supporting documents to verify claims eligibility and accuracy.
- Responded to customer inquiries, providing detailed explanations of insurance policies and claims processes.
- Evaluated accuracy and quality of data entered into agency management system.
- Monitored claims processing trends to identify potential areas of improvement.
- Tracked and reported on claims processing metrics to aid senior management in making informed decisions.
- Checked documentation for accuracy and validity on updated systems.
- Identified and reported potential fraud or abuse related to claims to protect system's integrity.
- Generated, posted and attached information to claim files.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Maintained confidentiality of patient finances, records, and health statuses.
- Posted payments to accounts and maintained records.
- Calculated adjustments, premiums and refunds.
- Coordinated with contracting department to resolve payer issues.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Established positive and trusting relationships with injured clients, administering efficient customer service and processing claims quickly.
- Followed up with customers on unresolved issues regarding claims.
- Updating and maintaining records of expenditures
- Sending out payments for company credit cards
- Responding to vendor invoices
- Ensuring that all payments are made in accordance with company policy
- Ensuring that all payments are sent on time
- Resolving payment discrepancies and disputes on behalf of the company
- Preparing and mailing invoices to customers
- Posting payments to customer accounts
- Organizing and filing deposit receipts as invoices are paid
- Preparing reports on delinquent accounts and customer payment profiles
- Reconciling cash receipts and deposits
- Analyzing financial records for accuracy
- Scheduling, preparing disbursements, and obtaining authorization of payment.
Secretary to the General Manager
Premier Services Rehabilitation Services
04.2003 - 12.2006
- Handled confidential information in professional manner.
- Answered high volume of phone calls and email inquiries.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Transcribed phone messages and relayed to appropriate personnel.
- Produced accurate office files, updated spreadsheets, and crafted presentations to support the executive and boost team productivity.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Developed and implemented office policies and procedures to facilitate smooth workflow.
- Coordinated travel arrangements and bookings for executive staff.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate most requests.
- Assisted in preparation of financial reports, budgeting and forecasting for executive office.
- Orchestrated successful conferences and associated travel for speakers and attendees.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed filing system, entered data and completed other clerical tasks.
Office Administrator
Manase And Associates Physiotherapists
03.2003 - 03.2003
- Interacted with customers by phone, email, or in-person to provide information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained electronic and paper filing systems for easy retrieval of information.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Reconciled account files and produced monthly reports.
- Managed and properly accounted for petty cash issued to facilitate general office activities.
- Monitored and oversaw general cleaning of office in line with company cleanliness standards.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
- Verified benefits and worked with insurance companies to obtain payments.
- Received, recorded and filed medical payments by check, cash, and credit card.
- Oversaw office records and maintained strict document control.
- Entered procedure codes and diagnosis codes into medical billing software.
- Managed appointments, registrations and patient relations in busy Physiotherapy practice.
- Provided backup to front desk to step in to assist with various tasks whenever employee was absent or at lunch.
- Delegated tasks to administrative support staff to organize and improve office efficiency.
- Optimized organizational systems for payment collections, Accounts Payable/Accounts Receivable, deposits, and recordkeeping.
- Monitored front areas so that questions could be promptly addressed.
- Audited customer files to verify medical necessity and satisfaction of coverage criteria.
- Managed accounting functions such as invoicing customers, writing checks and reconciling accounts.
Education
No Degree - Accounting
Mancosa University
Durban, South AfricaNo Degree - English For Business Communication
Pitman Qualifications
United KingdomNo Degree - Accounting And Bookkeeping
Pitman Qualifications
United KingdomBachelor of Science - Psychology
Womens University in Africa
Harare,ZimbabweNo Degree - Project Management
Project Management Institute of Zimbabwe
Harare, Zimbabwe07.2014
Masters of Commerce - Strategic Management And Corporate Governance
Midlands State University
Gweru, Zimbabwe12.2013
Skills
- Office Supplies and Inventory
- Credit and Collections
- Policy and Procedure Modification
- Accounts Payable and Receivable
- Customer Care
- Microsoft Office Proficiency
- Spreadsheet and Database Creation
- Office Administration
- Account Collections
- Tenant Relations
- Administrative Management
- Billing and Invoicing
- Executive Travel
- Handling Complaints
- Confidential Records Management
- Capital Expenditures
- Budgeting
- Financial Records and Processing
- Financial Data Analyzation
- Administration and Operations
- Maintenance Schedules
- Asset Allocation
- Property Appraisals
- Risk Mitigation Plans
- Fixed Asset Accounting
- Rental Pricing Strategies
- Account Reconciliation
- General Ledger Accounting
- Accounts Payable and Accounts Receivable
- Strategic and Financial Planning
- Account and Ledger Reconciliations
- Budgeting and Variance Analysis
- Tax Filing
- Microsoft Dynamics Proficiency
- QuickBooks proficiency
- Pastel proficiency
- Bookkeeping and Reconciliation
Hobbies
Travelling
Professional networking
Dancing
Timeline
Business Office Manager
Geldstone Group
04.2023 - Current
Projects and Fixed Assets Manager
Premier Services Medical Investments
03.2016 - 12.2022
Finance and Properties Officer
Premier Services Medical Investments
01.2011 - 02.2016
Accounts and Claims Clerk
Premier Services Medical Services
01.2007 - 12.2010
Secretary to the General Manager
Premier Services Rehabilitation Services
04.2003 - 12.2006
Office Administrator
Manase And Associates Physiotherapists
03.2003 - 03.2003
No Degree - Accounting
Mancosa University
No Degree - English For Business Communication
Pitman Qualifications
No Degree - Accounting And Bookkeeping
Pitman Qualifications
Bachelor of Science - Psychology
Womens University in Africa
No Degree - Project Management
Project Management Institute of Zimbabwe
Masters of Commerce - Strategic Management And Corporate Governance
Midlands State University
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