Results-driven professional with extensive experience in corporate compliance and project oversight. Skilled in managing multiple high-profile projects with competing priorities. Recognized for enhancing operational performance and growth through effective process optimization and meticulous execution.
Overview
7
7
years of professional experience
Work History
Supervisor, Compliance
Lodestar Claims and Risk Services, Inc.
Blue Ball, Pennsylvania
05.2022 - Current
Maintain oversight of billing and reconciliation processes for a diverse portfolio of TPA products and services, supporting multimillion-dollar annual revenue generation.
Act as the primary liaison for TPA vendor relationships and identify revenue opportunities while operationalizing new vendor partnerships across all lines of business.
Maintain oversight of SharePoint application for tracking penalties and interest; implement escalation process to executive leadership to mitigate future financial impact.
Develop staffing and succession plans supporting long-term departmental stability and coverage for critical functions and future growth.
Monitor performance metrics for direct reports; provide coaching and development plans to enhance team and operational outcomes.
Provide compliance direction and support to business departments and strategic initiatives.
Business Operations Coordinator
Lodestar Claims and Risk Services, Inc.
Blue Bell, Pennsylvania
06.2020 - 05.2022
Maintained oversight of enrollment and monthly billing processes for a suite of TPA products and services.
Implemented audit tools to ensure accuracy of billing processes. Trended results and developed dashboards to report on deficient areas to executive leadership.
Assessed legacy workflows and leveraged solution driven expertise to streamline processes and drive efficiency gains.
Acted as the assistant point of contact for account transitions; partnered with stakeholders to facilitate the process with accuracy.
Tax Preparer
Jackson Hewitt
Montgomeryville, Pennsylvania
01.2020 - 05.2022
Reviewed client financial records and tax documents, confirming accuracy and completeness prior to filing.
Identified eligible deductions, credits, and tax-saving opportunities to maximize client refunds.
Prepared individual and business tax returns with specialized software, streamlining the filing process.
Administrative Assistant
Lodestar Claims and Risk Services, Inc.
Blue Bell, PA
11.2019 - 06.2020
Created and distributed letters, memos, reports, and emails to facilitate clear communication.
Developed and maintained filing systems for physical and electronic documents, ensured accurate and confidential recordkeeping.
Established tracking mechanism for client expenditures, delivered weekly extracts to enhance client financial oversight.