Kari Lyons
Milwaukee,WI
Summary
Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
9
9
years of professional experience
Work History
Financial Secretary
Victory to Victory
Milwaukee , WI
2018.01 - Current
- Provided customer service to clients regarding payment inquiries.
- Processed accounts receivable and payable transactions in a timely manner.
- Prepared bank deposits and reconciled bank statements.
- Analyzed financial data to identify discrepancies or trends.
- Managed the day-to-day operations of the finance department including payroll processing.
- Developed procedures for efficient workflow management within the finance department.
- Monitored cash flow on a daily basis and reported any discrepancies or irregularities.
- Prepared quarterly tax returns for submission to appropriate authorities.
- Generated reports detailing income, expenses, assets, liabilities.
IRIS Consultant
Molina Healthcare
Milwaukee , WI
2015.05 - 2024.04
- Connected individuals with relevant community resources and coordinated referrals.
- Safeguarded patient privacy with strict adherence to HIPAA protocols.
- Answered questions and responded to inquiries to deliver high level of service to patients.
- Built and maintained strong relationships with patients by successfully resolving issues and responding promptly to phone inquiries.
- Performed assessments to determine individual limitations and strengths.
- Prepared patients for self-management and decision-making responsibilities.
- Collaborated with social workers to support patients.
- Worked closely with disabled or impoverished individuals to locate helpful financial resources and community programs.
Education
Bachelor of Science - Business Management
Bryant And Stratton College - Newport News
Newport News, VA2011-05
Skills
- Bank Reconciliation
- Financial Planning
- Calendar Management
- Expense Tracking
- Proposal Development
- Client Needs Assessments
- Collaboration and Teamwork
- Attention to Detail
- Maintaining Client Records
- Case Management
- Relationship Building
- Customer Service
- Active Listening
- Client Home Visits
Timeline
Financial Secretary
Victory to Victory
2018.01 - Current
IRIS Consultant
Molina Healthcare
2015.05 - 2024.04
Bachelor of Science - Business Management
Bryant And Stratton College - Newport News
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