Samm H. Lyford
Merrimack,NH
Summary
Driven leader offering diverse experience in customer service, and business management. Quick-learning with excellent multi-tasking skills. Dedicated to providing highest level of service to customers and creating pleasant work environment for staff. Commended for innovation and creative problem-solving to address business challenges.
Overview
13
13
years of professional experience
Work History
Business Manager
Street Wellness and Chiropractic
06.2022 - 08.2022
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Oversaw and improved deliveries through proactive coordination of daily operations.
- Anticipated financial impact from operational issues and worked with leadership to develop solutions.
- Spearheaded recruitment and hiring process and compiled training materials for new and existing team members.
- Coordinated team schedules to keep shifts properly staffed during busy periods.
- Interacted well with customers to build connections and nurture relationships.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Reported issues to higher management with great detail.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Assisted with hiring process and training of new employees.
- Processed vital documentation, completed forms and obtained appropriate insurance verification and authorization for services.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Updated patient records with accurate, current insurance policy information.
- Trained new staff on current, correct insurance verification procedures.
- Posted payments to accounts and maintained records.
- Processed medical insurance claims and payments.
- Managed office bookkeeping with insurance billing and patient payments.
- Prepared bills receivable, invoices, and bank deposits.
- Posted customer payments by recording cash, checks, and credit card transactions.
- Reconciled daily AR ledger and verified proper posting.
- Verified discrepancies and resolved clients' billing issues
- Established internal audit procedures to validate and improve accuracy of financial reporting.
- Developed strategic plans for day-to-day financial operations.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Verified and submitted timekeeping information for accurate and efficient payroll processing.
- Supported coordination of benefits open enrollment activities and process.
- Processed employee termination paperwork at direction of supervisory staff.
Staff Accountant
CPA
01.2022 - 08.2022
- Prepare federal and state corporate, individual, trusts and estates, and partnership returns
- Exercise professional judgment with respect to issue identification to develop solutions to tax issues in returns
- Research tax issues and legislation
- Provide and maintain proper documentation to support tax return calculations
- Analyze depreciation
Tax Processing Associate
10.2019 - 01.2022
- Apply knowledge of Individual Income Tax Law to assist branch employees with the preparation of tax returns
- Prepare Amendments
- Maintain IRS Continuing Education
- Develop trainings and present IRS CE trainings to PTIN Holders
- Coordinate with the Compliance Processing Team to process accepted return paperwork.
Bartender & Shift Manager
04.2009 - 05.2019
- Applied organizational and multitasking skills to handle customer, team and business needs
- Upsold menu items to customers, driving up per sale revenues and maximizing profits
- Handled money, balanced tills, processed credit card payment batches
Education
B.S - Accounting
Plymouth State University
Skills
- Operational Efficiency
- Strong Work Ethic
- Customer Service
- Time Management
- Handling Pressure
- Innovative
- Communication
- Leadership
- Team & Goal Oriented
- Staffing Oversight
- Active Learning
- Individual Income and Business Tax Law
Timeline
Business Manager
Street Wellness and Chiropractic
06.2022 - 08.2022
Staff Accountant
CPA
01.2022 - 08.2022
Tax Processing Associate
10.2019 - 01.2022
Bartender & Shift Manager
04.2009 - 05.2019
B.S - Accounting
Plymouth State University
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