Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Kalyssa Pottgeiser

Mechanicsburg,PA

Summary

Highly skilled AP Team Lead with extensive experience in optimizing workflows and enhancing team efficiency at Select Medical. Proficient in leveraging advanced Excel for data analysis and process improvement. Demonstrated ability in leading teams, training staff, and implementing best practices to exceed operational goals.

Overview

4
4
years of professional experience

Work History

AP Team Lead

Select Medical
Mechanicsburg, PA
11.2022 - Current
  • Managed refunds, return checks, and other key financial operations, optimizing team efficiency
  • Trained new staff, ensuring effective integration and understanding of company processes
  • Crafted and refined policies and procedures, aligning team efforts with best practices
  • Continuously reviewed existing processes for efficiency improvements
  • Spearheaded vendor collaborations, establishing account management practices to enhanced productivity
  • Coordinated with Central Billing Offices to manage refunds for patients, insurance companies, and employers

Senior Vendor Maintenance AP Representative

Select Medical
Mechanicsburg, PA
06.2022 - 11.2022
  • Conducted daily audits of new vendor and site creations to ensure accuracy
  • Led interdepartmental coordination efforts, streamlining refund processes to improve client satisfaction
  • Set up new suppliers and updated existing vendors to maintain current records
  • Led projects to streamline the system, improving efficiency and reducing errors
  • Worked with employees and vendors to establish and maintain direct deposit accounts
  • Assisted other departments with tasks and projects as needed
  • Collected W9 forms from vendors to ensure compliance with tax and reporting regulations

Logistics Planner

DHL
Mechanicsburg, PA
09.2020 - 11.2021
  • Built and validated daily load plan through TMS
  • Ensured carrier receipt of daily load tenders
  • Communicated often with customers to ensure consistency in direction and expectations
  • Identified compliance issues and participated in metric feedback process
  • Coordinated carrier pickup times, and provide daily shipment plan to distribution center

Education

Bachelor of Science - Statistics and Predictive Analytics, Data Analytics

Robert Morris University
Moon Township, PA

Skills

  • Advanced Excel Skills
  • PowerPoint Proficiency
  • Workflow Management
  • Effective Written Communication
  • Process Improvement
  • Employee Training
  • Attention to Detail
  • Problem Solving

Accomplishments

  • Managed project to reduce refund turnaround time from 2 months to 1 week
  • Led a course for Managers and Supervisors to demonstrate useful Excel skills
  • Reduced errors in processing by creating an Excel template to use during auditing
  • Led team of 8 staff members

Timeline

AP Team Lead

Select Medical
11.2022 - Current

Senior Vendor Maintenance AP Representative

Select Medical
06.2022 - 11.2022

Logistics Planner

DHL
09.2020 - 11.2021

Bachelor of Science - Statistics and Predictive Analytics, Data Analytics

Robert Morris University

Similar Profiles

CREATE PROFILE
Kalyssa Pottgeiser