Lori Shick
Fort Myers,FL
Summary
Business Office Director with more than 5 years of experience overseeing financial operations, payroll, billing, and human resources functions within senior living and healthcare environments. Demonstrated success managing accounts receivable, financial reporting, payroll administration, onboarding, and compliance while supporting executive leadership and community operations. Adept at improving financial processes, maintaining regulatory standards, and fostering positive relationships with residents, families, and team members. Known for strong operational leadership, problem solving, and delivering accurate financial management in senior living
Overview
14
14
years of professional experience
1
1
Certification
Work History
Business Office Director
Discovery Villages at the Forum
Fort Myers, FL
09.2024 - Current
- Coordinate and submit required documentation for resident move-ins, move-outs, transfers, and billing modifications to streamline operational efficiency.
- Directed cash receipt processes, focusing on precise deposit and posting activities.
- Maintain comprehensive records of daily cash transactions and prepared detailed monthly cash balance reports.
- Oversee accounts payable workflows to ensure timely and accurate financial transactions.
- Facilitate accurate accruals and reclassifications for departmental expenses to ensure compliance with financial protocols.
- Resolved billing and collection issues for residents, ensuring clarity and prompt assistance.
- Payroll
- New Team Member Onboarding
- New Hire Orientation and Training
- Maintain personnel files to ensure they meet AHCA regulations
Business Office Manager/Accountant
Amavida Senior Living
Fort Myers, FL
01.2019 - 09.2024
- Managed billing, collections, and accounts receivable for senior living community.
- Prepared and submitted month-end financial reports, including accruals and journal entries.
- Oversaw annual lease renewals, payment transfers, and wire transfers for resident accounts.
- Conducted audits of resident files to ensure compliance with regulations.
- Reconciled cash balances and bank statements, ensuring accuracy in financial reporting.
- Processed long-term care insurance claims and managed admissions and discharges.
- Supported financial records for The Bear Heritage Foundation at Amavida.
- Served as the liaison between senior management and the corporate finance director.
- Provided administrative support to the Executive Director and assisted with sales tours and lease signings.
Medical Billing Specialist and Supervisor
Brain and Spine Center
Williamsville, NY
06.2012 - 04.2020
- Managed team operations for accurate processing and timely tracking of medical claims submissions.
- Executed billing tasks for no-fault and workers' compensation insurance carriers, ensuring compliance with industry standards.
- Managed claim appeals and collections activities, facilitating accurate payment posting for overdue accounts.
- Developed and delivered comprehensive training programs for staff and physicians regarding New York State medical treatment guidelines and no-fault insurance laws.
- Monitored and analyzed accounts receivable (A/R) and aging reports to maintain financial accuracy and cash flow.
- Formulated and executed comprehensive policies and procedures for no-fault and workers' compensation claims.
- Performed detailed chart audits to enhance accuracy and developed standard operating procedures (SOPs) for billing practices.
- Developed and implemented comprehensive bone growth stimulator program to streamline policy billing and insurance authorization processes, ensuring efficient accounts receivable operations.
Education
Healthcare Administration -
Bryant & Stratton College
Buffalo, NY01-2013
Skills
- Month-end financial reporting
- Proficient in payment posting and appeals processing
- ERP systems proficiency
- Team leadership and mentoring
- Microsoft Office expertise
- Regulatory compliance expertise
Certification
- Core Trained and Certified
Timeline
Business Office Director
Discovery Villages at the Forum
09.2024 - Current
Business Office Manager/Accountant
Amavida Senior Living
01.2019 - 09.2024
Medical Billing Specialist and Supervisor
Brain and Spine Center
06.2012 - 04.2020
Healthcare Administration -
Bryant & Stratton College