Patrizia Lewis
16951 S Blackfoot Drive, Lockport,IL
Summary
Highly motivated and results driven professional with accounting and office management experience. Skilled in customer service, accounts receivable, collections, and managing the day to day operations of an office.
Overview
32
32
years of professional experience
Work History
Office Manager
Helping Hands Children’s Therapy
01.2016 - Current
- Utilize Fusion medical billing program to manage therapist scheduling, medical billing, insurance claim payments and patient payments
- Maintain low level of accounts receivable to ensure positive cash flow
- Ensure strict confidentiality and adhere to HIPAA guidelines and regulations
- Create positive client relationships and strong colleague connections
- Ability to handle difficult situations with tact and diplomacy
On-call Branch Office Administrator
Edward Jones
02.2012 - Current
- Calculate cost basis to compute gain or loss on securities
- Ensure client accounts are processed timely and efficiently
- Open, close, and transfer accounts
- Manage phone calls, appointments, and client inquiries
- Effectively communicate with financial advisor
Collections/Accounts Receivable
All-Tag Corporation
06.2009 - Current
- Analysis of Accounts Receivable Aging Report on a weekly basis
- Monitor and maintain accounts, including initiating customer collection calls, adjustments, and reconciliations
- Facilitate resolution of client discrepancies and short payments
- Enlist the efforts of sales team and management when necessary to accelerate the collection process
- Provide excellent and respectful customer service to internal and external customers
Tax Preparer
Rudy Luevano Tax And Accounting
01.2010 - 04.2013
- Prepare Individual tax returns
- Consult tax guide and comply with tax laws
- Ensure accurate and timely filing of returns
Project Management
CNA Insurance Company
08.2005 - 06.2006
- Performed special projects as requested by management
Director of Reinsurance Accounting
CNA Insurance Company
09.2002 - 07.2005
- Managed and directed reinsurance accounting and analysis activities associated with Property and Casualty Operations
- Reviewed reinsurance activities for accuracy, ensuring that journal entries were recorded within corporate milestone dates
- Provided financial analysis and interpretation of variances to plan and prior figures
- Assisted in the preparation of the reinsurance financial plan and forecast
- Provided leadership through coaching, motivating, and developing a staff of four
- Cross-trained reinsurance staff, created development plans, and performance appraisals
Accounting Manager
CNA Insurance Company
01.2001 - 08.2002
Senior Staff Accountant
Royal and Sun Alliance, EBI Companies/Orion
09.1995 - 12.2000
Senior Staff Accountant
Bankers Life and Casualty Company
08.1994 - 08.1995
Accounts Payable Supervisor
Interstate National Corporation
04.1993 - 07.1994
Staff Accountant
Interstate National Corporation
09.1991 - 03.1993
Education
Bachelor of Science - Accounting
DePaul University
Chicago, IL06.1991
Skills
- Learn and adapt quickly
- Develop, motivate, and lead staff
- Analytical and problem solving skills
- Organized and efficient
- Excellent communication skills
- Detailed oriented multitasker
Timeline
Office Manager
Helping Hands Children’s Therapy
01.2016 - Current
On-call Branch Office Administrator
Edward Jones
02.2012 - Current
Tax Preparer
Rudy Luevano Tax And Accounting
01.2010 - 04.2013
Collections/Accounts Receivable
All-Tag Corporation
06.2009 - Current
Project Management
CNA Insurance Company
08.2005 - 06.2006
Director of Reinsurance Accounting
CNA Insurance Company
09.2002 - 07.2005
Accounting Manager
CNA Insurance Company
01.2001 - 08.2002
Senior Staff Accountant
Royal and Sun Alliance, EBI Companies/Orion
09.1995 - 12.2000
Senior Staff Accountant
Bankers Life and Casualty Company
08.1994 - 08.1995
Accounts Payable Supervisor
Interstate National Corporation
04.1993 - 07.1994
Staff Accountant
Interstate National Corporation
09.1991 - 03.1993
Bachelor of Science - Accounting
DePaul University
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