MEDEN JONES
Claims/Certification Officer
North Las Vegas,United States
Summary
US Citizen Small, Women, Minority/Veteran Business (SWaM) Certification Officer Enterpreneur, tax preparation Motivated professional Non-US Certified Public Accountant (CPA) who enjoys learning more skills to succeed in any kind of environment Resourceful, team player, ability to multi task Highly trustworthy, discreet and ethical and have passion and dedication to excel in any opportunity
Overview
38
38
years of professional experience
1
1
Certification
Work History
SWaM Certification Officer
Dept. of Small Business & Supplier Diversity (DSBSD)
06.2016 - 01.2024
- Considerable experience in Web based portal processing of vendors/small,women,veteran minority-owned business application in the small (SWaM) Program in accordance with the state (VA code & regulations) and federal (FAR/SBA) code regulations achieving administrative goals & objectives in the small business program
- Evaluate, make determination/recommendations and exercises a high degree of confidentiality and judgment in planning and carrying out the assigned task ensuring high productivity and accurate results
- Coordinates completed task assigned using Microsoft outlook, shared web database and hard drives, other office machine programs
- Exchanges data, explore and resolve complex issues regarding the small business eligibility in compliance with State & Federal codes & regulations
- Verified, validate and analyzed documents with extensive knowledge on contracts, memoranda, Stock certificates, ledger, Articles of Inc.;Bylaws, contracts, 3-5 years Tax returns, personal & business information, Deeds & other Business documentation
- Receives walk-in visitors and answers the telephone, personally attending to many matters including answering substantive questions on the agencies small business programs and assisting members of the public with the application process
- Preparation and typing of memoranda, letters, reports, articles, and other documents and communication in final form and distributing such document or communication according to guidelines & management instruction
- Demonstrated ability to interpret regulations; analyze information from several sources; think critically and solve problems effectively; make logical recommendations; accurately and independently make database entries, track work, and generate reports of activities
- Serves as timekeeper in web based time keeping and attendance system and maintains time and attendance files and records
- Updates, organizes and maintains records, filing system and profile in the agency web system
- Collects quantitative information/data from the data base, evaluate and analyze to determine the accuracy and validity of the assigned task using Microsoft tools such as Outlook, Word, and Excel spreadsheet
- Detailed scrutiny and Investigate all aspects of information provided using websites (google maps, search engines) and collaboration with other agency/states approval (DSVA), MD VDOT & NC Hub)
- Perform analysis on all claims/applications/ assignments
- Preparing reports/determination using word, outlook, excel spreadsheets, pdf files to manage small business programs
- Draft disclaimers and denial letters as soon as issues are identified in accordance with Virginia code & regulations, FAR & SBA regulations;for the small business program
- Maintain a high level of confidentiality & communication internally with the Directors, leadership and team members as well as externally with vendors/customers attorneys and brokers
- Able to work in a team environment, trouble shooting capabilities, takes directions and instructions from the team, leadership and Director.
Administrative Assistant (Part-time)
MyHomeProperties LLC
01.2012 - 10.2016
- Collect, Organize, update and maintains company filing system
- Served as the new business formation officer (LLC’s EIN) and monitored client activities
- Request and distribute document/data, get funding and execute payment through online bill pay and fund transfer
- Purchase, distribute and maintain inventories, materials in accordance with management instruction & budget
- Maintained, validated and processed the accuracy of reports, invoices, credits and payments
- Prepared taxes, payroll, bookkeeping collections, billing & disbursements and budget
- Maintain & coordinates travel & expense reports of the manager and other members in the team using Microsoft tools, Outlook and Excel.
Financial Claims Reviewer IV
Brown Greer, PLC (Law Firm)
09.2012 - 06.2016
- Received data, Evaluate, make recommendations and exercises a high degree of initiative and judgment in planning and carrying out the assigned task ensuring high productivity and accurate results
- Coordinates completed task to team and customers assigned using shared web database and hard drives
- Exchanges data, explore and resolve complex issues referencing approved guidelines, researching and seeking approval and instruction from Director or other higher authorities
- Verified, validated and analyzed documents (Purchase invoices, receipts, Lien, contracts, 3-5 years Tax returns, Deeds or Articles of Incorporation, Business Licenses) preparing claims for valuation and payment
- Analyze and prepare documents similar to MIPR, evaluate data for accuracy and possible payment
- Applied applicable governing policy criteria and used complex methodologies and in depth research to achieve desired results and payments
- Effectively communicate with internal departments to obtain necessary requirements to resolve payment issues
- Communicate with rating and pricing on account related issues for resolution, in collaboration with other analyst and management, recommend all bill adjustments, corrections and process changes and following up to ensure quality and timelines of resolution in assigned accounts/area.
Staff Accountant (part-time)
Business Development USA
01.2011 - 12.2011
- Assists with preparation of memoranda, letters, contracts, reports, Articles, and other documents in final form
- Schedules & coordinates meetings, travel arrangements, conferences, and appointments as required by the management
- Organizes and maintains company filing system and recording thru web base sharing
- Collects quantitative information, analyze and prepare financial reports
- Performed auditing, payroll and Tax Support on a part-time basis
- Purchase & maintain Office supplies & inventory
- Distribution and collection in accordance with company policy
- Researched regulatory Guidelines: IRS, State, & federal regulations/policies and GAAP publications
- Coordinates Management issues and assists in implementing Management Plans and decisions.
Financial/ Budget Analyst/ Sr. Water Utility Officer (1998-2010)
Local Water Administration-(LWUA) Government Corp.
05.1986 - 10.2010
- Received and collects quantitative information/data, market trends, cost analysis and breakdown then summarized reports using Microsoft tools, review for consistency and accuracy, validating information and prepare for valuation and payment
- Evaluates documents (Invoices, receipts, contracts, project proposals) makes recommendation and implements policies and procedures in accordance with the Company and Government approved regulations
- Analyzed Management issue/problem, develop and design solutions such as providing investments through financial (loan or grants) increase water tariff/rates, providing technical (Engineering aspect) and institutionalized such as recommending organization structure, budget funding and accounting for assigned Water District Utilities towards sustainable projects and institution as a whole
- Identified issues and developed forecast patterns to accurately project budgetary and staffing requirements for an effective and sustainable organization
- Programs and developed forecasts for five-year plans
- Enforces agency policies and procedures in written and oral form on agencies assigned.
Education
Master in Business Administration (MBA) -
Philippine Christian University
Philippines10.1997
Bachelor of Science in Accounting -
University of Nueva Caceres
Philippines03.1985
Skills
- (SWaM/SBA) VA State Certification Officer/Specialist for small,minority,women owned business program
- Multi tasking,finance & budgeting information
- Strong Analytical & detail Oriented Administrative Assistant/Support Specialist
- Excellent written & Oral skills & customer service
- Business Formation, Growth & Monitoring
- Tax Consultant/Preparer using Turbo tax, Tax Act, Drake, ANY software
- Microsoft 365 : Word, Excel, Outlook,PDF and Access
- Ability to use Computers, printer, copiers, fax machines
Certification
Certified Public Accountant (CPA), Manila, Philippines, 10/01/87
References
- Verniece Love, Verniece.Love@sbsd.virginia.gov, 804-786-3100, Small Business & Supplier Diversity -DSBSD
- Sharnel Rock, Sharnel.rock@sbsd.virginia.gov, 804-786-1717, VA DSBSD
- Mr. Lee Otis Crumbley, MSG, USA (GS-15), Retired US civilian, 571-594-7936
Training
Universal Accounting Center, Salt Lake City, Utah, 07/01/12
Timeline
SWaM Certification Officer
Dept. of Small Business & Supplier Diversity (DSBSD)
06.2016 - 01.2024
Financial Claims Reviewer IV
Brown Greer, PLC (Law Firm)
09.2012 - 06.2016
Administrative Assistant (Part-time)
MyHomeProperties LLC
01.2012 - 10.2016
Staff Accountant (part-time)
Business Development USA
01.2011 - 12.2011
Financial/ Budget Analyst/ Sr. Water Utility Officer (1998-2010)
Local Water Administration-(LWUA) Government Corp.
05.1986 - 10.2010
Master in Business Administration (MBA) -
Philippine Christian University
Bachelor of Science in Accounting -
University of Nueva Caceres