Gloria Lucy
Perry,OH
Summary
Motivated individual with a strong foundation of integrity and energy. I am a self starter when it comes to learning new tasks/skills. I take the time to thoroughly give proper attention to detail to be most efficient, with a high regard to meeting commitments.
Overview
15
15
years of professional experience
Work History
Customer Service Representative
Professional Answering Service
07.2024 - Current
- Simple receptionist responsibilities for over 2000 accounts under the company, national and local
- Medical patient assistance for multiple medical groups
- Medical scheduling and communications through EPIC and MyChart after thorough training and misc. scheduling sites for individual practices
- Exceeding expectations of responsibility, serving customers/clients/patients with an above and beyond attitude
- Growing knowledge of telecommunication software and applications
- Performed advanced call handling and professionalism
- Doctor/Hospital/Patient communications for consults, emergency services, prescriptions, case management, coverages and more responsibilities as a virtual receptionist
Finance Director
Medicare Answers Now
04.2023 - 10.2023
- Took on a new role for the company to develop financial systems and processes for any financial institutions and prospects
- Compared past fiscal year finances with current tax policies and addressed discrepancies
- Integrated new systems and upgraded current systems to better suit the company's financial recording needs
- Transferred from QuickBooks Online to QuickBooks Desktop software to manage the company's rapid growth
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision making
- Created and managed payroll system and tax liability filings in compliance with federal and state employment laws and regulations
- Supported operations management, sales, and marketing efforts to increase revenue and overall financial health
- Prepared monthly reconciliations of bank accounts and took corrective actions against deviations
- Reduced process discrepancies through measured implementation of performance reporting and data systems
- Prepared internal and regulatory financial reports, balance sheets, income statements, profit and loss, etc.
- Developed strategic plans for day-to-day operations to improve the overall work environment and productivity
- Established internal audit procedures to validate and improve accuracy of financial records
Accounting Manager/Administrator
CCM Rental
02.2022 - 11.2022
- Oversaw daily/weekly bank transactions between several checking, savings, credit, and loan accounts
- Payroll management and necessary filings
- Performed clean-up and instilled new systems and processes due to insufficient financial recording practices
- Introduced and implemented software, such as; QuickBooks Desktop, Transaction Pro Import/Export, Credit Safe, and many others to align finances with the company's growing needs
- Created and maintained spreadsheets and templates for all types of transactions
- Practiced GAAP in forms of general ledger accounting, account reconciliation, payables/receivables, payroll management, general auditing, IRA contribution calculations, benefit administration and more
- After careful preparation, trial and error with app integrations, efficiently reconciled 3 years of historical financial records
- Acted as office management, cultivating company morale between departments as well as between leadership
- Assisted in creating company-wide procedures and policies for management to implement and enforce
Administrator
Pro Service Plumbing
11.2018 - 03.2020
- Composed, sent, received, and distributed correspondence through letters and emails
- Handled customer questions and complaints with professional courtesy
- Inventoried office supplies as well as shop materials and managed ordering of new supplies whenever required
- Conducted business meetings within company and potential business partners
- Managed and oversaw all AR/AP for the company
- Integrated new softwares such as Service Titan, QuickBooks, and Paychex for dispatching, AR/AP, and payroll
- Organized and managed customer invoices, payments, and financing through GreenSky
Account Manager
Sandow Business Solutions
06.2018 - 10.2018
- Beginning in an entry level sales position, I actively sold products for AT&T Directv in varying public venues
- Composed detailed reports on accounts and presented them to clients and upper management
- Promoted employee initiatives that helped to boost morale and productivity
- Within 3 weeks of employment, received a promotion to lead others, build a team to cultivate, train, and practice recruitment and corporate tasks
- Maintained a steady retention line, with exceptional customer service
Assistant
Lynn Contractors
06.2010 - 09.2014
- Honed skills in miscellaneous types of general contracting and demolition
- Assisted in projects ranging from minor home improvements to major renovations, while learning best practices in the field
- Cultivated tool and equipment knowledge-base, varying skills requiring regular use and maintenance of such
- Developed office management skills: job contracting, general ledger accounting, project bidding and management, payables/receivables, collection practices, financing, and more while managing QuickBooks Online software
Skills
- GAAP
- Financial Auditing
- Customer service
- Medical scheduling
- Payroll Management
- Office Management
- Sales
- Accounts Payable/Receivable
- Microsoft Office
- General Ledger
CERTIFICATIONSCOURSES
Certified Expert - QuickBooks Online and Desktop
Timeline
Customer Service Representative
Professional Answering Service
07.2024 - Current
Finance Director
Medicare Answers Now
04.2023 - 10.2023
Accounting Manager/Administrator
CCM Rental
02.2022 - 11.2022
Administrator
Pro Service Plumbing
11.2018 - 03.2020
Account Manager
Sandow Business Solutions
06.2018 - 10.2018
Assistant
Lynn Contractors
06.2010 - 09.2014