Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
27
27
years of professional experience
Work History
Financial Analyst II - Medical Services Support 5
Genex Services, LLC (formally CompAlliance, LLC and GSG Associates, Inc.)
08.2004 - 11.2022
Accounts Receivable, invoicing, cash application and collections bringing the aging to 30+ day
Developed detailed spreadsheets for CFO for revenue forecasts
Supervised an Intake Team for Workers' Comp case management and Utilization Review company
Maintained daily schedules and timeliness goals
Developed strong relationship with our clients, staff and medical professional offices
Set up new accounts, processed medical reports, HIPAA compliant
Great knowledge of workers' compensation rules and regulations
Procedure manuals, scheduling, special projects such as annual company meetings, procedure manuals, office parties and the closure of our office in 2022
Provided coverage for accounts payable and payroll
Served on Quality Control team
Senior Payroll Representative
Krost, Baumgarten, Kniss, & Guerrero
11.1995 - 12.2003
Performed payroll calculations and generated direct deposit or paper payroll checks for 100+ clients
Prepared quarterly and annual tax returns including W-2's and 1099's to regulatory agencies on a timely basis
Created new hire and termination payroll checks
Maintained strict confidentiality of all payroll information and records
Provided customer service to employees regarding payroll inquiries and issues
Created general ledger entries, prepared and formatted the financial reports
Completed 2 payroll software conversions prior to deadlines
Created procedures and step-by-step instruction manuals
Prepared reports for W/C auditors.
Education
Bachelors of Science – Computer Information Systems -
DeVry Institute of Technology
City of Industry, CA
Accounting -
Pasadena City College
Pasadena, CA
Business Accounting -
Rio Hondo College
Whittier, CA
Skills
Aging Reports Analysis
Cash Application
Accurate Payment Posting
Collections
Strong Client Relations Skills
Investigative Research
Invoicing Proficiency
Cross-Functional Team Collaboration
Information Gathering and Analysis
Timeline
Financial Analyst II - Medical Services Support 5
Genex Services, LLC (formally CompAlliance, LLC and GSG Associates, Inc.)
08.2004 - 11.2022
Senior Payroll Representative
Krost, Baumgarten, Kniss, & Guerrero
11.1995 - 12.2003
Bachelors of Science – Computer Information Systems -
DeVry Institute of Technology
Accounting -
Pasadena City College
Business Accounting -
Rio Hondo College
Similar Profiles
Trisha Lane MSN/Ed RN-BCTrisha Lane MSN/Ed RN-BC
RN Case Manager at Genex Services LLCRN Case Manager at Genex Services LLC