Paul Chahal

• Billed and assisted with claims on hold which amounted to over 50k while carrying secretarial duties at the front desk
• Helped teach employees office software such as NueMD, Practice Fusion, and Excel to expedite office duties and create a standardized process
• Streamlined billing operations and updated technology to help expedite payment of medical claims saving 15k+
• Closed down Dr. Chahal's outpatient care to assist with winding down his practice for retirement

• Assisted with smoothing the transition for the Accounting Department HQ
• Organized pertinent documents and set Internal Control to help assist with compliance
• Assisted and passed FLOC’s first audit complying with grantee ordinance in OMB-A-133
• Created an Excel file to better track/assess revenue and provide better estimates for yearly budgets

• Prepared spreadsheets based on grantees' proposals and assisted in allocating millions of dollars to state and local entities
• Conducted and prepared indirect cost proposals to be analyzed by a supervisor or team lead
• Reviewed financial statements to determine if any unusual items were apparent
• Reconciled the proposal amounts to the financial statements, salary schedules, depreciation schedules, and other subsidiary schedules obtained
• Verify and document dollars reviewed by getting data from grantees' website, A-133 audits or the grantee

• Assisted with smoothing the transition for the Accounting Department HQ
• Organized pertinent documents and set Internal Control to help assist with compliance
• Assisted and passed FLOC’s first audit complying with grantee ordinance in OMB-A-133
• Created an Excel file to better track/assess revenue and provide better estimates for yearly budgets

• Assisted and sat down with Financial Advisers clients; learned what each client wanted to achieve in the short term and long term to put their financial goals in perspective.
• Gained insight into understanding the sales cycle and the importance of gaining your clients trust.
• Aided in diversifying clients' portfolios (mutual funds, bonds, annuities, IRA, education, insurance, etc.) to meet their current financial objectives.
• Passed Ohio Life/Health Insurance and Annuity license.