Jaclyn Adolf
Buffalo,NY
Summary
Hardworking and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
4
4
years of professional experience
Work History
Project Consultant/Lead Patient Service Representative
Family Dental Center/WNY Dental
2020.06 - Current
- Consulted on and facilitated a successful merger between Family Dental Center and WNY Dental.
- Researched and analyzed recent trends of insurance reimbursement rates within the dental and medical industry and internal business restructuring options for privately owned dental practices.
- Assessed various financial restructuring options to increase profit margins as a small private practice for Family Dental Center.
- Configured a report showing the findings of research, presenting the partners with various options for restructuring the practice, the cost-benefit analysis of each option, and my recommendation.
- Trained new staff on filing, phone etiquette and other office duties.
- Entered patient demographic and insurance data into electronic medical record system.
- Worked with patients to ascertain issues and make referrals to appropriate specialists.
- Investigated insurance claims denials and appeals.
- Facilitated communication between patients and clinical staff.
- Built and maintained positive working relationships with patients and staff.
- Filed and maintained patient records in accordance with HIPAA regulations.
- Took copayments and compiled daily financial records.
- Provided exceptional customer service to patients, answering questions and addressing concerns. Guided patients through the insurance processes and financial process for various treatments to ensure effective and proper communication and expectations.
Investment Analyst
Stony Brook Research Foundation
2019.02 - 2020.02
- Perform rigorous due diligence on new and existing managers in Stony Brook’s Endowment Portfolio, which includes the creation of reports and processes to monitor manager exposures, holdings, news, and staffing
- Created and maintained precise and accurate models, charts and reports.
- Tracked prices, yields and other trends to correctly interpret impacts on investment programs.
- Analyze portfolio performance, exposures and other characteristics; clearly and concisely communicating key conclusions of analysis to the team.
- Research investment strategies and opportunities
- Assist with the identification, selection, and monitoring of outside investment managers across various strategies, including marketable and non-marketable funds
- Create flash performance reports showing the monthly, quarterly, and annual returns of current and prospective investments
Financial Analyst
Cartessa Aesthetics
2020.02 - 2020.06
- Analyze financial data including commission reports, expense reimbursements, accounts payables, and accounts receivables for a start-up medical device distribution company that specializes in cosmetic dermatology and plastic surgery equipment
- Worked closely with the financial and operations department to ensure proper order management; assisted in developing processes for expense reimbursements and commission payouts
- Assisted in registering the company for taxes in all necessary states
- Unfortunately, I had to resign from this position after a short period of time due to the Covid-19 Pandemic and personal medical issues that caused me to move back to Buffalo, NY for treatment which have since been resolved.
Education
MBA - Finance
Stony Brook University
Stony Brook, NY05.2019
Bachelor of Science - Business Administration
Stony Brook University
Stony Brook, NY05.2018
Bachelor of Arts - Psychology
Stony Brook University
Stony Brook, NY05.2018
Skills
- Sage 50 Accounting Software
- Analyze Financial Records
- Business Operations
- Google Docs
- Microsoft Office
- Outbound Calling
- Patient Engagement
- Clinical Data Entry
- HIPAA Compliance
- Patient Account Reviews
- Patient Care and Confidentiality
- Customer Service
- Punctual and Hardworking
Leadership Experience
- Big Brothers Big Sisters of America: Volunteer 2020-current
- Candles in the S.U.N.: Volunteer 2020-current
- Stony Brook University Women's Club Basketball: Founder and President 2015-2019
Timeline
Project Consultant/Lead Patient Service Representative
Family Dental Center/WNY Dental
2020.06 - Current
Financial Analyst
Cartessa Aesthetics
2020.02 - 2020.06
Investment Analyst
Stony Brook Research Foundation
2019.02 - 2020.02
MBA - Finance
Stony Brook University
Bachelor of Science - Business Administration
Stony Brook University
Bachelor of Arts - Psychology
Stony Brook University
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