Julie Beal
Colon,MI
Summary
Highly motivated professional seeking to join an engaging and supportive team with a strong focus on collaboration and teamwork. Committed to advocating for employee development and well-being, I bring a dynamic and eclectic hands-on experience that enables effective navigation of the ups and downs of the workplace. My ultimate goal is to make meaningful contributions and deliver exceptional service.
Overview
18
18
years of professional experience
Work History
Financial Analysis - Accounts Receivable
JTEKT Columns Systems North America
03.2022 - Current
- Responsible for complying with customer requirements for submission of invoices via EDI and Cloud Based Portals
- Prepare monthly reconciliations and apply payments to the general ledger for approximately $8M monthly
- Reconcile $96 million in reimbursable costs to ensure all costs have been requested and paid
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
Creative Guru and Co-Owner
Bealmagic Video Productions
06.2017 - Current
- Anyone can take pictures or make a video, but I am the visionary that sets up the perfect shot to tell a story
- Not just any story but a personal story to remember
- This labor of love requires that cultivate a superior customer experience
- Develop brand management, website design, website content, photography, videography, marketing and promotion as well as all thing financial
Billing Specialist/Marketing Coordinator
Jergens Piping
08.2021 - 02.2022
- Responsible for preparing and submitting billing and supporting data for several piping and insulation projects
- Gather and coordinate disbursement of accounts payable invoices for billing team
- Responsible for creating and posting content on Social Media platforms as guided by social media contact calendar
- Assist in design and creation of marketing material including local billboards and company materials
Various Leadership positions including Billing Manager, Billing Specialist, Billing Team Leader and Operations Team Leader
GT Independence
01.2017 - 08.2021
- Responsible for complying with contractual provisions with each agency regarding the submission of billing and encounter data, including the related monthly reports for a nation-wide Fiscal Intermediary specializing in Self Determination within the medical field
- Prepare advance reconciliations and apply payments to the general ledger for approximately 20 key national accounts
- Reconcile $33 million in reimbursable costs to ensure all costs have been requested for reimbursement
- Coordinate and troubleshoot payroll issues with agencies and/or internal departments including CSA, Payroll and Processing
- Sign off on Debit Memo/Credit Memo/Employee Receivables
- Audit team performance, monitor team metrics and manage corporate billing policies and procedures
Data/Technology Specialist
Colon Community Schools
08.2015 - 06.2017
- Responsible for implementing new technology and software to teaching staff
- Monitor and update district IPADS and Chromebooks
- Handle all social media communication
- Design and implement district wide marketing and public relations activities including mailings, school newsletter and general community relations
Fiscal & Billing Specialist
Progressive Residential Services
04.2014 - 08.2015
- Responsible for billing and collecting $2.5 million dollars annually through Summit Pointe Provider Access and successfully collected $500K in bad debt during 2014 fiscal year
- Monitor contract addendums and per diem rates to ensure profitability as well as treatment plans for clients
- Serve as Payee and reconcile accounts for over 30 clients
- Monitor and reconcile petty cash for office
- Assist with Human Resources, Front Office and Technology
HR/Fiscal & Data Specialist
Lutheran Social Services of Michigan
04.2013 - 04.2014
- Execute accounting and statistical reporting procedures including Payroll, Accounts Payable, Accounts Receivable and Insurance billing through Summit Pointe Provider Access system
- Maintain accurate fiscal records for assigned programs
- Disseminate information relevant to client records, employee records, and program services
- Prepare and process documents for recruitment, new hires, and terminations
- Coordinate all employee training requirements as well as general human resource needs such as FMLA, Benefit Administration and general day-to-day requirements
- Identify, document, and resolve all discrepancies between program records and funding source records from Summit Pointe
- Monitor contracts and payment authorizations from funding sources; maintain accuracy of all financial records, reports and billings as well as reconcile payment ledger against rate schedule, generate over-/under-payment reports and track receivables
Paraprofessional for Special Education
Athens Area Schools
10.2011 - 04.2013
- Help to provide instructional opportunities that would otherwise be difficult to provide in the classroom by delivering quality services to students with disabilities
- Serve as part of the educational team and help to carry out individual goals as outlined in education plans by performing daily activities using specific materials and methods or modifications
- Work one-on-one or in small groups as well as supervise children in hallway, lunchroom and playground
Administrative Services
Pro Services, Inc.
08.2009 - 10.2011
- Assigned various administrative duties for multi-skilled trades’ organization
- Executive Assistant to the CEO - provide high-level clerical, administrative and project-based support to the CEO including scheduling travel, arranging meetings, handling information requests, preparing reports/presentations, correspondence, liaising with customers and personal finance assistance
- Accounts Payable - Receive and review vendor invoices, code invoices for payment, assemble AP packages for approval by appropriate managers, process checks to send to vendors and field incoming calls vendor inquiries
- Payroll Administration - Perform all activities necessary to process multiple payrolls including maintaining related records, processing involuntary deductions such as levies and garnishments, preparing accounting transactions, documenting and updating employee information, and preparing special reports for management
- Served as lead Payroll Administrator during 3-month maternity leave and then back-up as needed
- Human Resources - Responsible for assisting with recruiting and staffing, employee orientation and development, employee relations, maintaining employee files and assisting with day-to-day HR projects
- Benefit Administration - Assisted with compensation, benefits administration and recordkeeping
Marketing Manager
Litchfield Landscape Elements
10.2007 - 08.2009
- Responsible for marketing, sales administration and estimating for national recreational furnishing company
- Review and calculate product pricing and margins
- Prepare and analyze client quotes
Education
Bachelor of Science - Marketing/Sales, Communications
Ferris State University
Big Rapids, MichiganAssociates of Applied Science - undefined
Ferris State University
Big Rapids, MichiganAccounting Certificate - undefined
Glen Oaks Community College
Centerville, MichiganMaster Level classes in Organization Communication
Western Michigan University
Kalamazoo, MichiganSkills
- Friendly, positive attitude
- Teamwork and collaboration
- Customer service
- Problem-solving
Timeline
Financial Analysis - Accounts Receivable
JTEKT Columns Systems North America
03.2022 - Current
Billing Specialist/Marketing Coordinator
Jergens Piping
08.2021 - 02.2022
Creative Guru and Co-Owner
Bealmagic Video Productions
06.2017 - Current
Various Leadership positions including Billing Manager, Billing Specialist, Billing Team Leader and Operations Team Leader
GT Independence
01.2017 - 08.2021
Data/Technology Specialist
Colon Community Schools
08.2015 - 06.2017
Fiscal & Billing Specialist
Progressive Residential Services
04.2014 - 08.2015
HR/Fiscal & Data Specialist
Lutheran Social Services of Michigan
04.2013 - 04.2014
Paraprofessional for Special Education
Athens Area Schools
10.2011 - 04.2013
Administrative Services
Pro Services, Inc.
08.2009 - 10.2011
Marketing Manager
Litchfield Landscape Elements
10.2007 - 08.2009
Associates of Applied Science - undefined
Ferris State University
Accounting Certificate - undefined
Glen Oaks Community College
Master Level classes in Organization Communication
Western Michigan University
Bachelor of Science - Marketing/Sales, Communications
Ferris State University
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