Krystina Grado
Sierra Vista,AZ
Summary
Dynamic Financial Coordinator with the ability to manage all financial record-keeping for two different companies. Excelling in financial planning and insurance documentation and payment processing. Demonstrated ability to oversee patient and insurance ledgers, enhance insurance claim handling, and improve client account management. Successfully reducing aging balances Skilled in Microsoft Excel and renowned for exceptional telephone etiquette.
Overview
5
5
years of professional experience
Work History
Business Financial Management
LD Greer Builders LLC
01.2024 - Current
- Created month-end audit book for CPA firm to control and reduce audit costs and accurately prepared monthly-end financial statements.
- Developed and implemented client payment requirements and recovered debt
- Managed essential financial data and records using Excel.
- Forecasted operating costs for scheduled projects
- Kept orderly and accurate accounting records
- Maintained and processed invoices, deposits, and money logs.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Entered figures using 10-key calculator to compute data quickly.
- Generated invoices upon receipt of billing information
Financial Coordinator
Bond Orthodontics
12.2019 - Current
- Completed entries, reconciliations, and account analysis and prepare quarterly financial documents and general account management.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Answered questions over phone and in-person regarding billing, scheduling and treatment for 3 locations.
- Submitted claims to insurance companies on same day as patient treatment.
- Explained insurance benefits, fees and procedures to patients.
- Managed high volumes of financial activity in fast-paced, environment.
- Followed up with delinquent accounts to obtain funds and reduce aging balances.
- Prepared balance sheets, cash flow reports and income statements.
- Oversaw appointment scheduling and itinerary coordination for patients.
- Monitored front areas so that questions could be promptly addressed.
Education
High School Diploma -
Buena High School
5225 E Buena School Blvd05-2004
Skills
- Payroll administration
- Insurance documentation processing
- Telephone etiquette
- Appointment scheduling
- Financial statement preparation
- Accounts receivable
- Accounts payable
- Financial planning
- Benefits explanation
- Bookkeeping
- Invoices and billing
- Data entry
- Bank reconciliation
- Microsoft Excel
- Invoice processing
Languages
Spanish
Full Professional
Timeline
Business Financial Management
LD Greer Builders LLC
01.2024 - Current
Financial Coordinator
Bond Orthodontics
12.2019 - Current
High School Diploma -
Buena High School
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