Matthew A. Garcia
Houston,TX
Summary
Analytical professional with 5+ years of experience in financial and business analysis. Excels in problem-solving and data visualization, effectively communicating complex data to diverse audiences. Collaborates with interdisciplinary teams to foster strong relationships with stakeholders, driving successful outcomes and innovative solutions to everyday financial challenges.
Overview
7
7
years of professional experience
Work History
Financial Counselor
Harris Health System
01.2025 - Current
- Approved and denied patient enrollments into Financial Assistance Program, ensuring compliance with Harris Health policy and enabling access to vital financial support
- Created and collected emergency Medicaid applications for A&D patients to expedite access to financial support
- Reviewed patients' financial history and assessed legal status to identify eligibility for financial support
- Collaborated with Social Workers to connect patients with appropriate resources and funding for financial assistance
- Referred patients to RCA and ACA advisors to secure additional resources for financial assistance
Patient Access Rep
Harris Health System
10.2023 - 12.2024
- Enrolled patients in insurance programs, facilitating access to necessary healthcare coverage
- Managed patient information, ensuring accurate and complete documentation for seamless service delivery
- Processed discharges for patients post medical visits, optimizing follow-up care coordination
Financial Evaluation Specialist
Dynasty Executives
San Antonio, TX
10.2022 - 08.2023
- Evaluated client financial situations and presented tailored strategies, including FICO inquiries, credit restoration, and budgeting analysis
- Assessed client needs by collecting and analyzing financial information from current and potential clients
- Analyzed data and presented findings using Microsoft Excel, Word, and PowerPoint
- Developed personalized marketing campaigns to enhance client acquisition and retention
- San Antonio, TX
Camp Cullen Counselor & LEAD Child Watch Counselor
YMCA of Greater Houston
Houston, TX
05.2019 - 08.2020
- Led activities and organized team games for children ages 5-12 to promote teamwork and engagement.
- Provided guidance and support to camp members, fostering a positive and inclusive environment.
- Maintained strong relationships with parents of camp and child watch members to ensure open communication and trust.
- Monitored children with medical needs to confirm medication administration.
- Supported camp activities to enhance participant engagement in Houston, TX.
Market Development Intern
Nift Networks
College Station, TX
08.2019 - 12.2019
- Engaged daily with potential clients to assess needs and provide tailored solutions.
- Educated potential clients on advantages of membership to drive interest and engagement.
- College Station, TX
Education
Bachelor of Science - Economics
Texas A&M University
College Station, TX08.2022
Skills
- Financial reporting
- Excel
- Data visualization
- Project management
- Business strategy
- Critical thinking
- Attention to detail
- Microsoft Word
- Microsoft PowerPoint
- Leadership
- Public and media relations
- Marketing and advertising
References
- Cynthia Dunn, (713) 894-3302
- Brenda Warrick, (832) 620-3692
- Michelle Valadez, (832) 560-6318
- Luis Hernandez, (713) 545-4957
Timeline
Financial Counselor
Harris Health System
01.2025 - Current
Patient Access Rep
Harris Health System
10.2023 - 12.2024
Financial Evaluation Specialist
Dynasty Executives
10.2022 - 08.2023
Market Development Intern
Nift Networks
08.2019 - 12.2019
Camp Cullen Counselor & LEAD Child Watch Counselor
YMCA of Greater Houston
05.2019 - 08.2020
Bachelor of Science - Economics
Texas A&M University