Enthusiastic, creative, results-oriented team player with a proven ability to implement standards, and procedures that improve business functionality. Solid management skills, and capable of leading and motivating individuals to maximize levels of productivity, while forming cohesive team environments. Strong communication skills and the ability to work with diverse groups at any level.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Taxes and Insurance
G & G Financial Services
01.2018 - Current
Prepare federal tax documents by assembling and analyzing financial information completing forms
Ensure the proper credits, deductions, and tax liabilities were applied to tax returns.
Identify potential clients for life insurance, and retirement planning.
Complete a financial analysis on each client to determine the affordability of each financial product offered.
Budget Specialist
Florida Department of Health/Orange County
03.2020 - 04.2022
Assist with the preparation of the FL Dept of Health/Orange County's budget of approximately. $37,000,000.00.
Assist with the preparation of program operational budgets, and ensure data is ready for Program Managers to enter into the system.
Assist with OCA Management by preparing TR-58's for correction of overspent/underspent OCA's.
Attend regularly scheduled budget meetings for L4-55, Immunology.
Generate reports utilizing adhoc reporting and pivot tables.
Assist with maintaining the staff salary distributions across funding sources for the Immunology Program.
Assist with completing forms 101 and 102 of the Ryan White Part A program.
Monitor balance reports and ensure accuracy.
Ensure within 55 days of the end of Federal Grants, OCA balance is zero.
Ensure State and General Revenue and Trust Funds have no negative cash balances at the end of each quarter.
Analyze monthly internal budget management reports to identify variances or potential problems and assist Program Managers with managing their budgets.
Analyzed financial data to identify discrepancies between budget and actual spending.
Created monthly reports detailing income and expenditure statements.
Prepared presentations outlining budgetary forecasts for future years.
Reviewed contracts, requisitions, invoices and other financial documents for accuracy prior to processing payments.
Performed periodic reviews of existing budgets to identify opportunities for improvement or adjustment.
Claims Examiner
Georgia Department of Labor
03.2012 - 08.2013
Conducted pre-determination hearings for claimants who have applied for unemployment insurance benefits.
Researched information and gather facts from claimants and employers on protested claims.
Resolved claim issues, and made non-monetary decisions to approve or deny benefits.
Answered inquiries from claimants, employers and the general public concerning Unemployment Insurance program laws, rules and regulations.
Business Analyst/Perioperative Services
Grady Memorial Hospital
Atlanta, USA
08.2010 - 06.2011
Responsible for fiscal management reporting; including financial reports, budgets, cost, and revenue analysis.
Worked collaboratively with management of other departments to investigate and respond by telephone or email to a variety of quality/financial/revenue issues.
Reported data utilizing pivot tables, and adhoc reporting.
Worked closely with Revenue Integrity to resolve issues, and provide solutions related to patient charges.
Conducted charge reconciliation to ensure optimal charge capture, and compliant revenue management.
Ensured accurate pricing of OR supplies utilizing PeopleSoft eProcurement.
Processed time and attendance for OR staff utilizing the KRONOS time keeping system.
Performed daily audits on time and attendance discrepancies, which improved process efficiency by 50%, and reduced the number of re-cut checks by 80%.
Generated reports utilizing KRONOS genies and queries to ensure labor efficiency by performing comparative analysis of paid time worked and actual time in surgery.
Responsible for reconciliation of all time and schedule changes in KRONOS.
Enrolled new hires into timekeeping system, and assisted with online benefits enrollment.
Assisted with Workman's Compensation claims.
Maintained FMLA leave records.
Reported data utilizing pivot tables, and adhoc reporting.
Provided technical guidance for all OR staff.
Assistant Branch Manager
American General Financial Services
Atlanta, USA
07.2007 - 08.2010
Initiate loan applications for prospective and/or current customers.
Evaluate credit reports to determine credit worthiness, and loan approvals.
Evaluate income statements; determine amount of collateral, and terms and structure of loans.
Prepare closing documents for consumer and real estate loans, and disburse loan funds at closing.
Identify, evaluate and recommend enhancements to existing customers.
Review files to select delinquent accounts for collection efforts. Evaluate customer records and recommend closing account, or credit limit reduction.
Manage account balances, bankruptcy filings, garnishments, and litigation on high risk customers.
Assist with legal issues regarding collections by: working with attorneys, and attending litigation hearings at District Magistrate courts.
Ensure delinquency is maintained under 3% in the branch.
B2B marketing to retailers for consumer financing.
Admissions Advisor
American Intercontinental University
Atlanta, USA
06.2005 - 07.2007
Scheduled and conducted interviews, pursued qualified candidates for enrollment, and determined appropriateness of candidates for admission based upon career goal compatibility.
Achieved Enrollment and 'Start Rate' goals (i.e. at least 14 'Starts' per Quarter), and conducted all activities in accordance with the highest ethical standards while adhering to all State and Federal accreditation and institution rules.
Forecasted projected new students on a periodic basis for Campus Admissions Head on a monthly basis.
Conducted follow-up with all applicants to ensure successful matriculation while assisting other personnel and/or departments with data collection and problem solving.
Lead and participated in appropriate recruitment and enrollment activities (i.e. open houses, orientation programs, career days, etc.)
Business Manager
CompuCredit
Atlanta, USA
02.2003 - 06.2005
Recruited and staffed Collections Department utilizing CareerBuilder, Employment Guide, and company website.
Conducted phone and group interviews, and worked with Collection Managers to schedule second interviews.
Timekeeper for collections dept. utilizing ADP Enterprise eTime.
Prepared accurate accrual of PTO.
Audited department labor hours against budget hours to ensure labor efficiency.
Developed Payroll and Attrition Reports and was responsible for presenting them in a PowerPoint presentation to all Managers and V.P.'s in our department monthly.
Administered personnel policies, performance reviews, and salary adjustments.
Timekeeper for collections dept. utilizing ADP Enterprise eTime.
Entered new employees into groups utilizing PeopleSoft HR.
Reported department collection statistics on a daily basis and distributed to Collection Managers and Collectors.
Developed financial models in a spreadsheet and database environment for forecasting and budgeting needs.
Reviewed incoming correspondence and distributed to management.
Maintained Manager's appointment calendar, and acted as an effective Gatekeeper by screening all calls and visitors entering the dept.
Responded to all correspondence and emails according to Dept. rules and regulations.
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