Summary
Overview
Work History
Education
Skills
Timeline
Generic

Heather Fox

Collegeville,PA

Summary

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.

Education

Associate of Arts - Business Administration

Bucks County Community College
Newtown, PA
05-2019

Skills

  • Regulatory compliance
  • Project management
  • Staff development
  • Data analysis
  • Attention to detail
  • Problem solving and critical thinking
  • Effective communication
  • Microsoft Office Suite

Timeline

Supervisor, Compliance

Lodestar Claims and Risk Services, Inc.
05.2022 - Current

Business Operations Coordinator

Lodestar Claims and Risk Services, Inc.
06.2020 - 05.2022

Tax Preparer

Jackson Hewitt
01.2020 - 05.2022

Administrative Assistant

Lodestar Claims and Risk Services, Inc.
11.2019 - 06.2020

Associate of Arts - Business Administration

Bucks County Community College
Heather Fox