Katherine Chavez
Albuquerque,NM
Summary
Detail-oriented Tax Auditor II with expertise in analyzing tax records and conducting audits for businesses and individuals in New Mexico. Skilled in interpreting federal and state tax laws and accounting standards. Aiming to apply analytical skills and experience to support diverse departments within State government and enhance public service initiatives.
Overview
37
37
years of professional experience
Work History
Tax Auditor II
State of NM-Tax and Revenue
Albuquerque, USA
08.2023 - Current
- Conducted complex audits for businesses and individuals, focusing on Cannabis Excise Tax and Gross Receipts Tax compliance to ensure regulatory adherence.
- Interpreted and applied federal and New Mexico tax regulations to diverse audit scenarios, including emerging industries such as cannabis.
- Analyzed financial statements and tax filings to identify discrepancies, ensuring compliance with state tax laws and safeguarding revenue integrity.
- Collaborated with cross-departmental teams to support statewide tax initiatives, enhancing audit processes and promoting effective tax compliance.
Benefits Auditor
State of NM-GSD-EBB-Finance
Santa Fe, USA
04.2022 - 08.2023
- Reviewed provider benefit invoices for accuracy and compliance with regulatory standards, safeguarding financial integrity.
- Reconciled contract vouchers and researched discrepancies, confirming financial accuracy and accountability.
- Executed State procurement process for vendor payments and vouchers, ensuring timely transactions.
Employee Benefits Analyst
State of NM-EBB
Santa Fe, USA
01.2020 - 04.2022
- Ensured accuracy of employee payroll deductions and managed employee benefits fund premiums to maintain compliance and employee satisfaction.
- Resolved employee and provider coverage disputes and delivered training presentations on benefits to enhance understanding and utilization.
- Revised administrative guides and created employee handbooks to ensure compliance with regulatory standards.
Shift Supervisor/Certified Pharmacy Tech
CVS Pharmacy
Albuquerque, USA
02.2017 - 08.2021
- Loaded patients' pharmacy benefits into system, verifying accuracy for seamless claims processing.
- Contacted providers and third-party benefits to secure appeals and prior authorizations for non-covered services, facilitating patient access to necessary medications.
- Entered faxed, mailed, and electronic prescriptions into system, ensuring accuracy and efficiency.
Pharmacy Analyst
Presbyterian Medical Services
Santa Fe, USA
12.2018 - 01.2020
- Oversaw implementation and enhancements of innovative programs, analytic reporting, internal audit and compliance programs, and program stewardship to ensure regulatory compliance and operational efficiency.
- Cultivated internal relationships with accounting, legal, and national teams and external relationships with wholesalers, manufacturers, contract pharmacies, employee benefit providers, pharmacy benefits managers, and third-party administrator vendors to enhance collaboration.
- Processed vendor invoices through Oracle, ensuring price and quantity accuracy and timely submission to accounting.
Office Manager
Aero Care
Albuquerque, USA
07.2018 - 10.2018
- Maintains a positive relationship with customers, co-workers and responds to their needs in a correct and prompt fashion.
- Processed timecards and FMLA, short-term, and long-term disability paperwork.
- Completed paperwork for new hires and current employees regarding employee and dependent benefits.
Provider Configuration-Analyst
Molina
Albuquerque, USA
10.2016 - 07.2018
- Audited loaded provider records for quality and financial accuracy, delivering documented feedback to enhance data integrity.
- Ensured adherence to department standards for loading provider demographic data, including affiliation and contract assignment.
- Investigated and analyzed benefit claims for accuracy, facilitating proper claims processing and supporting outbound reporting and directory updates.
Care Management Processor
Molina
Albuquerque, USA
07.2015 - 10.2016
- Guided members through healthcare options, including appeals and prior authorizations for non-covered procedures, to facilitate access to necessary services.
- Reviewed and detailed members' plan benefits to enhance understanding and utilization.
- Screened inbound and outbound member calls to ensure compliance with Molina policies and processes.
Certified Pharmacy Tech
UNM Hospital
Albuquerque, USA
04.2015 - 10.2016
- Dispensed medications accurately for inpatient and outpatient settings.
- Assisted pharmacists in preparing and labeling prescriptions efficiently.
- Researched and submitted prior authorizations for non-formulary medications to insurance companies and third-party administrators for approval.
- Managed inventory levels to ensure medication availability and compliance.
- Handled inbound and outbound calls addressing customer inquiries, complaints, billing questions, and explaining benefits.
Certified Pharmacy Tech
Prime Therapeutics Mail Order
Albuquerque, USA
01.2015 - 04.2015
- Processed and reviewed third-party claims and compounds to ensure accurate pricing and reimbursement.
- Submitted pharmacy claims for timely payment processing.
- Entered and verified faxed, mailed, and electronic prescriptions for accuracy.
- Followed filling guidelines and company policies and procedures.
Pharmacy Manager/Certified Pharmacy Tech
Vida Pharmacy
Albuquerque, USA
02.2011 - 11.2014
- Controlled inventory and pricing for long-term care pharmacy, ensuring compliance and cost-effectiveness.
- Maintained insurance billing records specializing in Medicaid, Medicare, and Third-Party claims.
- Audited claims data for correct AWP and dispensing fee.
- Applied policies, procedures, and CMS and state regulations to uphold operational standards.
- Managed time and labor, troubleshooting employee records to ensure compliance and accuracy.
Shift Supervisor/Certified Pharmacy Tech
CVS
Albuquerque, USA
09.2009 - 10.2012
- Oversaw inventory control, ordering, and receiving while meeting budget and sales targets.
- Managed time and attendance for 15+ employees and addressed inquiries regarding employee and dependent benefits.
- Applied employment law and hiring practices to recruit new employees and provide training for current staff.
- Applied policies, procedures and regulations affecting assigned functions.
Lead Certified Pharmacy Tech
Presbyterian Outpatient Pharmacy
Albuquerque, USA
11.2003 - 01.2011
- Analyzed training needs to address issues impacting staff performance.
- Developed strong, sustainable relationships with healthcare professionals and patients.
- Advocated for patients and medical staff during third-party prior authorization appeals and workers' compensation requests, ensuring timely access to necessary medications.
- Processed and reviewed all third-party claims for compounded medications and workers' compensation for accuracy
- Evaluated electronic patient records, paper medical records to ensure accurate billing and compliance with regulations and paper charts to verify accurate billing.
- Supervised daily pharmacy operations to ensure compliance with regulations and standards.
- Managed inventory levels and conducted regular audits for medication accuracy.
- Trained and mentored junior pharmacy technicians on procedures and best practices.
Lead Certified Pharmacy Tech
Lovelace Pharmacy
01.2000 - 11.2003
- Advocated for patients and medical staff on third-party prior authorization appeals and workers' compensation requests to ensure timely access to necessary medications
- Processed and reviewed all third-party claims, compounded medications and workman's comp claims for accuracy and correct pricing
- Investigated, researched, and evaluated third-party claims for accuracy, ensuring compliance with regulations and minimizing errors
- Developed strong, sustainable relationships with health care professionals and patients to enhance communication and support
Certified Pharmacy Technician
Medi-Life Pharmacy
Golden, USA
07.1999 - 12.1999
- Prepared sterile compounds and total parenteral nutrition in a clean room setting.
- Filled bubble-packaged prescriptions for nursing homes, ensuring timely delivery and adherence to medication protocols.
- Managed phone calls for refill authorizations from nurses and doctors, facilitating efficient communication and medication management.
- Prepared and packaged medication for delivery
- Assisted in supervising pharmacy floor operations, contributing to workflow efficiency and team support.
Supervisor/Certified Pharmacy Tech
Walgreen Pharmacy
Denver, USA
07.1997 - 12.1999
- Utilized employment law and hiring practices to recruit new employees and train existing staff on compliance and best practices
- Oversaw inventory merchandising, including ordering and receiving, while ensuring adherence to budget and sales targets
- Updated and managed time and attendance for 15+ employees, addressing inquiries related to employee and dependent benefits
- Applied policies, procedures and regulations affecting assigned functions
Lead Certified Pharmacy Tech
Lovelace Pharmacy
06.1997 - 01.1999
- Advocated for patients and medical staff on third-party prior authorization appeals and workers' compensation requests, facilitating timely access to necessary medications
- Processed and reviewed third-party claims and compounded medications for accuracy, ensuring correct pricing and compliance with regulations
- Investigated, researched, and evaluated third-party claims for accuracy, ensuring compliance with regulations and minimizing errors
- Cultivated strong relationships with health care professionals and patients, enhancing communication and support across care teams
Lead Certified Pharmacy Tech
Lovelace Pharmacy
07.1996 - 06.1997
- Reviewed and processed third-party claims, compounded medications, and workers' comp claims for accuracy and pricing compliance
- Evaluated third-party claims for accuracy, ensuring regulatory compliance and reducing errors
- Advocated for patients and medical staff on third-party prior authorization appeals and workers' compensation requests to ensure timely access to necessary medications
- Cultivated relationships with health care professionals and patients to improve communication and support
Pharmacy Manager-Certified Pharmacy Tech
Medicine Chest Pharmacy
Albuquerque, USA
05.1989 - 06.1996
- Educated current employees on employment law and hiring practices while facilitating new hires.
- Reviewed and approved third-party contracts, ensuring appropriate fees and reimbursements.
- Coordinated scheduling and training for twenty employees across two office locations to ensure operational efficiency.
- Maintained accurate insurance billing records for Medicaid, Medicare, and third-party claims to support seamless reimbursement processes.
- Resolved customer complaints through effective phone-based customer service.
- Oversaw accounts receivable, accounts payable, and bookkeeping tasks, including reconciliation for multi-million-dollar pharmacy operations.
- Wrote and reviewed RFPs while overseeing submission communications.
Education
Bachelor of Science - Business Administration
University of Phoenix
Albuquerque04-2010
National Pharmacy Technician Certification Board (PTCB) -
01-1993
New Mexico Board of Pharmacy License -
Skills
- Tax auditing
- Tax law research
- Regulatory compliance
- Compliance monitoring
- Audit procedures
- Tax benefit analysis
- Financial reconciliation
- Data analysis and Excel proficiency
- Organizational skills
- Problem solving
- Effective communication
- Scheduling
Timeline
Tax Auditor II
State of NM-Tax and Revenue
08.2023 - Current
Benefits Auditor
State of NM-GSD-EBB-Finance
04.2022 - 08.2023
Employee Benefits Analyst
State of NM-EBB
01.2020 - 04.2022
Pharmacy Analyst
Presbyterian Medical Services
12.2018 - 01.2020
Office Manager
Aero Care
07.2018 - 10.2018
Shift Supervisor/Certified Pharmacy Tech
CVS Pharmacy
02.2017 - 08.2021
Provider Configuration-Analyst
Molina
10.2016 - 07.2018
Care Management Processor
Molina
07.2015 - 10.2016
Certified Pharmacy Tech
UNM Hospital
04.2015 - 10.2016
Certified Pharmacy Tech
Prime Therapeutics Mail Order
01.2015 - 04.2015
Pharmacy Manager/Certified Pharmacy Tech
Vida Pharmacy
02.2011 - 11.2014
Shift Supervisor/Certified Pharmacy Tech
CVS
09.2009 - 10.2012
Lead Certified Pharmacy Tech
Presbyterian Outpatient Pharmacy
11.2003 - 01.2011
Lead Certified Pharmacy Tech
Lovelace Pharmacy
01.2000 - 11.2003
Certified Pharmacy Technician
Medi-Life Pharmacy
07.1999 - 12.1999
Supervisor/Certified Pharmacy Tech
Walgreen Pharmacy
07.1997 - 12.1999
Lead Certified Pharmacy Tech
Lovelace Pharmacy
06.1997 - 01.1999
Lead Certified Pharmacy Tech
Lovelace Pharmacy
07.1996 - 06.1997
Pharmacy Manager-Certified Pharmacy Tech
Medicine Chest Pharmacy
05.1989 - 06.1996
Bachelor of Science - Business Administration
University of Phoenix