Kara Rodriguez
Green Bay
Summary
Results-driven financial client services coordinator with a strong background at Fortress Financial Group in financial reporting and compliance. Expertise in advanced Excel for data analysis, coupled with a commitment to exceptional customer service. Notable for improving resource allocation and enhancing client satisfaction through strategic project management and clear communication.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Financial Client Services Coordinator
Fortress Financial Group
Green Bay
04.2026 - Current
- Managed financial reporting processes for diverse departmental budgets to ensure accuracy.
- Monitored compliance with financial policies and regulatory requirements consistently.
- Created and tracked project budgets throughout the year for effective resource allocation.
- Conducted complex analyses of financial data using Excel and other software tools.
- Generated comprehensive reports on revenue, expenses, and cash flow projections.
- Developed detailed spreadsheets for meticulous expense tracking.
- Assisted in formulating long-term strategic plans based on performance metrics.
- Coordinated appointment scheduling for financial consultations and services.
Accounts Payable Coordinator
Pomps Tire
Green Bay
01.2026 - 04.2026
- Managed accounts payable ledgers, ensuring accurate financial reporting.
- Processed vendor invoices for timely payments and precise record-keeping.
- Resolved vendor discrepancies and inquiries through effective communication.
PATIENT CARE COORDINATOR
MIRACLE EAR
Green Bay
04.2018 - 01.2026
- Delivered exceptional customer service by efficiently addressing inquiries and resolving issues.
- Maintained confidentiality of medical and financial information in compliance with HIPAA.
- Utilized electronic health records for accurate data entry of patient demographics and insurance coverage.
- Performed administrative duties, including filing paperwork and verifying insurance eligibility.
- Collaborated with healthcare professionals to develop interdisciplinary care strategies for patients.
- Assisted in training new team members on customer service protocols and standards.
- Managed customer accounts to ensure accurate information and improve client satisfaction.
- Conducted regular inspections to identify cleaning needs and prioritize tasks effectively.
CUSTOMER SERVICE REPRESENTATIVE
MILES KINMBALL
Oshkosh
08.2013 - 07.2017
Education
Bushiness - Business Administration
NWTC
Green Bay, WI05-2003
High School Diploma -
E. De Pere High
De Pere06-2000
Skills
- Financial analysis
- Budget management
- Data management
- Compliance standards
- Client relationship management
- Client communication
- Organizational skills
- Multitasking
- Customer service
Certification
FOA certification
References
References available upon request
Timeline
Financial Client Services Coordinator
Fortress Financial Group
04.2026 - Current
Accounts Payable Coordinator
Pomps Tire
01.2026 - 04.2026
PATIENT CARE COORDINATOR
MIRACLE EAR
04.2018 - 01.2026
CUSTOMER SERVICE REPRESENTATIVE
MILES KINMBALL
08.2013 - 07.2017
Bushiness - Business Administration
NWTC
High School Diploma -
E. De Pere High