HEIDI RAUSCHER
Chicopee,MA
Overview
20
20
years of professional experience
Work History
Direct Care Support Professional
BERKSHIRE COUNTY ARC INC
Westfield, MA
07.2024 - 04.2026
- Assisted individuals with acquired brain injury in daily living activities, fostering increased independence.
- Provided support and mentorship, empowering individuals to achieve personal goals and enhance independence.
- Maintain accurate and complete records, reports and data necessary to meet the requirements of BCArc and any certifying or regulatory agency.
- Communicated effectively with staff, family members, and individuals to ensure respectful and successful service delivery.
- Completed MA MAP certification for medication administration
Billing/Inventory Specialist
BLUE DAISY
Chicopee, MA
05.2021 - 12.2023
- Ensured the accuracy and completeness of billing information by meticulously verifying all details, cross-referencing data, and adhering to established procedures to maintain financial integrity and minimize discrepancies.
- Prepared and issued comprehensive invoices for goods or services provided, ensuring meticulous attention to detail and adherence to both company policies and client specifications.
- Processed payments and resolved billing inquiries or discrepancies, ensuring accuracy and timeliness of financial transactions.
- Monitored accounts receivable and followed up on overdue invoices to facilitate prompt collection and support healthy cash flow.
- Entered billing and inventory data into relevant software systems with precision, ensuring accurate and up-to-date records for effective financial and inventory management.
- Implemented process improvements to enhance billing efficiency and inventory accuracy, streamlining operations and reducing errors.
Portfolio Administrator
APELLA CAPITAL/SYMMETRY PARTNERS
Lenox, MA
03.2006 - 03.2019
- Coordinated communication between advisors, clients, custodians, financial institutions, and attorneys to ensure seamless service delivery.
- Reconciled daily client accounts for a firm with over 200 million in assets under management.
- Executed quarterly client billing cycle, encompassing asset valuation, fee schedules, and custom billing through custodian platforms to ensure accurate client invoicing.
- Entered and monitored all data in portfolio accounting software including debts, credits, purchases, sales, trade adjustments, cost basis adjustments, miscellaneous adjustments, dividends, and corporate actions.
- Managed operational items (wires, ACH transfers, journals, opening new accounts, etc.)
- Assisted with year end performance reporting and preparation of monthly/quarterly client reports for management
- Worked with the team to continually update and test asset allocation models in the firm's proprietary financial planning software
Education
Bachelor of Arts - Psychology
WESTFIELD STATE UNIVERSITY
Westfield, MASkills
- Patient care support
- Individualized support strategies
- Client advocacy
- Team collaboration
- Relationship management
- Data management
- Workflow improvement
- Report preparation
- Technical software proficiency
- Investment management
- Interpersonal communication
- Multitasking skills
- Microsoft Office expertise
- Problem solving
- Data entry accuracy
- Verbal communication
- Attention to detail
Timeline
Direct Care Support Professional
BERKSHIRE COUNTY ARC INC
07.2024 - 04.2026
Billing/Inventory Specialist
BLUE DAISY
05.2021 - 12.2023
Portfolio Administrator
APELLA CAPITAL/SYMMETRY PARTNERS
03.2006 - 03.2019
Bachelor of Arts - Psychology
WESTFIELD STATE UNIVERSITY