Results-driven Accounting Technician with strong verbal and written communication skills. Experienced in managing complex financial processes and fostering team collaboration to achieve timely and accurate financial reporting.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Accounting Technician
Montana State Hospital
11.2023 - Current
The Accounting Technician position is responsible for accounts payable and receivable at Montana State Hospital.
This position reports IRS forms including 1099 and acts as a backup staff member for other business office positions.
Audits purchase orders for authorization to pay, hospital related cost, and receiving authorization.
Verifies accurate speed chart numbers and cost centers.
Analyzes and reviews payment information and confirms accurate information.
Works with venders to resolve problem payments.
Maintains contracts and lease payment information.
Calculates and monitors percentage breakdowns on all payments.
Provide division and program cost reports reflecting the cost for each program.
Monitors and ensures that proper procedures are used in preparing and processing document payment information in a timely and accurate manner.
Manages program accruals and payables for the federal and state year-end systems.
Establishes accruals and researches and verifies that appropriations are available and correctly allocated to cost centers by the correct speed charts.
Collect, verify, and input W -9 information from providers and venders to determine the 1099 reporting requirements per IRS Regulations and collect banking information for EFT payments.
Calculates payments due to MSH based on complicated supporting documentation, which is analyzed and verified to confirm receivable amounts.
Completes cost ratio analysis to allocate utilities based on variable unit rate and usage.
Prepares and mails invoices and maintains spreadsheets of all accounts.
Processes receivable payments and invoices and receipts patient deposits.
Processes Inter-Unit and Online Journals.
Audits Travel Vouchers per Montana Operational Manual requirements.
Resolve invoicing and accounting errors and discrepancies.
Maintains and verifies spreadsheets, receivers, vendor /receiving documents, and applicable databases.
Completes data entry as directed.
Provides input and feedback to Hospital Administrator / Chief Operations Officer as directed.
Performs other duties as directed.
Montana State Hospital
06.2011 - Current
This position performs general office and bookkeeping duties including account reconciliation, data entry, typing, and customer service.
Responsibilities include performing accounts payable and accounts receivable functions; preparing deposits, entering payment vouchers, and entering patient account transactions; assisting with the warehouse and canteen supply inventory, and preparing the daily census report as part of the patient statistics function.
Additional responsibilities include providing back-up for the purchasing specialist, patient accounts and claims departments, and the warehouse.
Psychiatric Technician
Montana State Hospital
03.2023 - 11.2023
The Psychiatric Technician aids and supports clients in maintaining a therapeutic environment.
Other responsibilities include accounting for patient whereabouts; acting to implement nursing and medical instruction for patients: and charting patient information as directed.
Always supervises and accounts for patient whereabouts.
Provides care with patients as directed by medical and nursing providers.
Observes, reports, and documents information concerning patient’s physical, emotional, and behavior status.
Provides input related to patient treatment planning processes.
Assists with admission, discharge, and patient transfer processes.
Provides and assists with therapeutic activities and activities of daily living.
Completes, reports, and documents routine nursing care procedures.
Maintains and protects patient rights and assists in the grievance resolution process.
Recognizes and appropriately responds using therapeutic communication and de-escalations techniques with patients.
Maintains communication with all other staff members and relays pertinent patient related information.
Escorts patients to various activities, groups, on and off campus activities, scheduled appointments, transfers and discharge.
Montana Correctional Enterprises
07.2022 - 03.2023
This position performs bookkeeping duties including account reconciliation, data entry, typing, and supervision of inmates.
Responsibilities include performing accounts payable and accounts receivable functions, copying deposits, entering payment vouchers, and purchase orders.
Psychiatric Technician
Montana State Hospital
06.2011 - 02.2017
The Psychiatric Technician aids and supports clients in maintaining a therapeutic environment.
Other responsibilities include accounting for patient whereabouts; acting to implement nursing and medical instruction for patients: and charting patient information as directed.
Always supervises and accounts for patient whereabouts.
Provides care with patients as directed by medical and nursing providers.
Observes, reports, and documents information concerning patient’s physical, emotional, and behavior status.
Provides input related to patient treatment planning processes.
Assists with admission, discharge, and patient transfer processes.
Provides and assists with therapeutic activities and activities of daily living.
Completes, reports, and documents routine nursing care procedures.
Maintains and protects patient rights and assists in the grievance resolution process.
Recognizes and appropriately responds using therapeutic communication and de-escalations techniques with patients.
Maintains communication with all other staff members and relays pertinent patient related information.
Escorts patients to various activities, groups, on and off campus activities, scheduled appointments, transfers and discharge.
Missoula Developmental Services Corporation
06.2004 - 09.2007
Supervision of up to ten employees and managed the lives of eight individuals in a group home setting.
Screening applications, interviewing potential employees, completing reverence checks, hiring, and supervising employees once they were hired.
Scheduling of up to ten individuals for morning, afternoon, and nightshift.
Approval of vacations, sick time, overtime and leave without pay.
Responsible for corrective action, performance evaluations, training weekly meetings and daily monitoring of employees.
Responsible to maintain all MSDS, SNAP, IEP’s, schedules, medication, and its documentation required by the ST of MT and Federal agencies.
CARF would come every three years and audit the agency, and I was responsible for ensuring there were no deficits in the group home I managed.
Ensuring the safety of the eight individuals served in the group home setting including their daily activities, hygiene, recreation, vocation and wants or needs.
Working in conjunction with state entities, family, and advocates.
Working with multiple state agencies, community programs, mental health programs, advocates and community liaisons, CMS, MT State Licensing, and OSHA.
During my tenure with Missoula Developmental Services Corporation there were three patient deaths in a short period of time.
CMS investigated the deaths, and we had to ensure all expectations, governance and licensing standards were met and in place.
Quality Life Concepts
02.1998 - 10.2002
Supervision of up to ten employees and managed the lives of eight individuals in a group home setting.
Scheduling up to ten individuals for morning, afternoon and nightshift.
I approved vacations, sick time, overtime and leave without pay.
I was responsible for corrective action, performance evaluations, training weekly meetings and daily monitoring of employees.
I was responsible to maintain all MSDS, SNAP, IEP’s, schedules, medication, and its documentation required by the ST of MT and Federal agencies.
CARF would come every three years and audit the agency, and I was responsible for ensuring there were no deficits in the group home I managed.
I ensured the safety of the eight individuals I served in the group home setting as well as their daily activities, hygiene, recreation, vocation and wants or needs.
I worked in conjunction with state entities, family, and advocates.
I have been involved in CMS, MT State Licensing, and OSHA inspections and remediation.
During my tenure with Quality Life Concepts, I consistently was assigned to group homes that had failed inspections, staffing issues, or were in remediation.
I was assigned specifically to restore the group home to licensing standards and ensure staff were suitable, trainable, and patient’s best interests were met.
Worked as a welder,familiarity with the Trades as a whole, training of personnel at MT ST Hospital Property
Advanced training in supervision
Skilled with MSDS sheets, familiar with OSHA standards and safety is #1 priority
Communication Skills, Excellent oral and written communication skills. Have established and maintained effective working relationships. Coordinate well with Doctors, Supervisors, Social Workers, Therapists, and Families. Maintains the confidentiality of patients protected health information.
Strong Work Ethic, Dependable, Responsible, and Adaptable.
Computer Skills, Proficient in Microsoft Word, Excel, KEANE and TIER.
Accomplishments
At Trapper Creek Job Corp I was the President of the Corpsman Counsel, Leader of the Female dorm, Shop Foreman in the Welding Shop.
I was the President of a non-profit in Great Falls MT for AIDS Awarness (defunct since my departure)