Kristyn Cole
Burleson,TX
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth. I'm also an organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Financial Administrator
Bethesda Baptist Church
Burleson
05.2024 - Current
- Enhanced financial reporting accuracy by streamlining accounting processes and implementing automated systems.
- Developed monthly financial statements that provided valuable insights into company performance, leading to informed decision-making by management.
- Managed payroll processing accurately, adhering to strict deadlines while maintaining the highest level of confidentiality for all employee information.
- Reconciled accounts and investigated variances.
- Optimized cost control measures, identifying areas for expense reduction without compromising quality or service levels.
- Produced reports outlining latest financial information such as expenses, income and outstanding balances.
- Prepared bi-weekly payroll for 6 employees and maintained all associated files.
- Identified and corrected miscalculations and financial discrepancies to support quality assurance.
- Managed expense tracking and personnel vouchers.
- Developed strategic plans for day-to-day financial operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Handled sensitive information discreetly, maintaining confidentiality when managing personnel files or financial data.
- Answered multi-line phone system and enthusiastically greeted callers.
- Maintained daily report documents, memos and invoices.
- Assisted in event planning and execution for company functions such as conferences, workshops, or social gatherings.
- Coordinated travel arrangements for senior staff, ensuring smooth business trips with minimal disruptions.
- Managed incoming and outgoing correspondence, maintaining confidentiality and timeliness.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Answered phone promptly and directed incoming calls to correct offices.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Assisted with planning office events and meetings for smooth execution.
Office Manager
Optometric Associates of Texas
Burleson
07.2018 - 02.2023
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained strict confidentiality of sensitive patient information, adhering to HIPAA guidelines and safeguarding against potential data breaches.
- Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing, and accounts receivable.
- Assisted physicians with clinical documentation to ensure complete and accurate records for each patient visit.
- Maintained up-to-date knowledge of healthcare regulations and policies, ensuring the practice remained in compliance at all times.
- Increased revenue by optimizing billing processes and ensuring timely collection of payments from both patients and insurance companies.
- Provided proper scheduling of patients, ensuring timely, and effective allocation of resources and calendars.
- Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
- Ensured operational excellence, keeping office running smoothly during peak times and emergencies.
- Oversaw all regulatory compliance efforts, keeping practice in line with evolving healthcare laws.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Managed high-volume insurance verifications within pressured timeframes for productive medical operations.
- Trained new staff on current, correct insurance verification procedures.
- Posted payments to accounts and maintained records.
- Supported timely claims processing by submitting accurate and complete documentation to insurance companies.
- Registered and verified patient records before triage with most up-to-date information.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Conducted patient intake interviews, recording and documenting relevant information.
- Prepared and processed patient referrals and transfer requests.
- Processed medical insurance claims and payments.
- Managed office bookkeeping with insurance billing and patient payments.
- Placed new supply orders, managed inventory and restocked clerical spaces.
- Assisted with medical coding and billing tasks.
- Instructed patients on contact lens insertion and removal and lens care guidelines.
- Performed ocular health assessments to aid optometrists in identifying potential eye-related conditions early on.
- Assisted optometrists in providing accurate diagnoses through precise measurements using specialized equipment.
- Assisted with dilating patients or using eye medications when directed by optometrist.
- Maintained inventory levels and accurate records of contact lenses and eyeglass frames.
- Acquainted patients with procedures and explained purpose of testing to establish consent.
- Played key role in community vision screening events, helping to identify and refer cases needing further examination.
- Conducted detailed patient history interviews to enhance accuracy of diagnosis and treatment plans.
- Cleaned or sterilized ophthalmic or surgical instruments.
- Provided patients with detailed instructions for pre- and post-op care under physician supervision to promote healing and optimal recovery strategies.
- Educated patients and relations on ocular health and safety, promoting good eye care.
Office Manager
Reliant Pediatric Therapy
Burleson
12.2017 - 06.2018
- Proactively addressed parent concerns regarding their child''s health, providing reassurance while working closely with physicians to develop appropriate care plans.
- Increased patient satisfaction by providing compassionate and efficient pediatric care.
- Coordinated referrals to specialists, facilitating seamless continuity of care for patients in need of additional services.
- Improved clinic organization through diligent inventory management and supply ordering.
- Ensured patients'' privacy was protected through careful handling of confidential information according to HIPAA guidelines.
- Contributed to a safe environment by adhering to strict infection control protocols at all times.
- Ensured hygienic environment, sterilized medical instruments and disinfected examination rooms, preventing cross-contamination.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Ensured compliance with HIPAA regulations while managing sensitive patient information during the verification process.
- Updated patient records with accurate, current insurance policy information.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Managed high-volume insurance verifications within pressured timeframes for productive medical operations.
- Collaborated with team members to resolve discrepancies in insurance verification, ensuring proper billing practices.
- Collaborated with healthcare providers to ensure that insurance coverage met needs of patient treatments.
- Registered and verified patient records before triage with most up-to-date information.
- Scheduled patient appointments in respective doctors' calendars and followed up with reminder phone calls.
- Conducted patient intake interviews, recording and documenting relevant information.
- Placed new supply orders, managed inventory and restocked clerical spaces.
Branch Manager
Citizens National Bank
Waxahachie, TX
11.2014 - 12.2017
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Maintained friendly and professional customer interactions.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Managed banking operations for smooth daily transactions, ensuring accuracy and compliance with regulations.
- Delivered consistent revenue growth through effective sales strategies, promoting banking products and services tailored to client needs.
- Cultivated a high-performance culture within the branch by setting clear expectations and rewarding top performers accordingly.
- Examined customer loan applications for loan approvals and denials.
- Implemented risk management strategies to minimize potential losses and safeguard the bank''s assets.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Complied with established internal controls and policies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Developed strategic plans for day-to-day financial operations.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Conducted financial due diligence on potential investments and acquisitions.
Education
High School Diploma -
Burleson High School
Burleson, TX05-2007
Skills
- Bank reconciliation
- Discrepancy investigations
- Microsoft Excel expertise
- Cash flow management
- Accounts receivable management
- Visual field testing
- Appointment scheduling
- Glaucoma screening
- Retinal photography
- Diagnostic imaging
- Optometric equipment operation
- Insurance processing
- Color vision testing
- Payment collection
- Refraction techniques
- Tonometry testing
- Medical terminology proficiency
- Chart preparation
- Customer service
- Teamwork and collaboration
- Time management
- Problem-solving
- Reliability
- Multitasking Abilities
- Effective communication
- Adaptability and flexibility
- Self motivation
- Patient care coordination
- Data entry
- Attention to detail
- Recordkeeping and file management
- MS office
- Schedule coordination
- Staff management
- Document management
- Data confidentiality
- Budget management
- Calendar management
- Payroll administration
- Database management
Timeline
Financial Administrator
Bethesda Baptist Church
05.2024 - Current
Office Manager
Optometric Associates of Texas
07.2018 - 02.2023
Office Manager
Reliant Pediatric Therapy
12.2017 - 06.2018
Branch Manager
Citizens National Bank
11.2014 - 12.2017
High School Diploma -
Burleson High School