A seasoned professional in general and operations leadership with comprehensive experience leading teams, optimizing processes, and implementing cost-effective strategies. Skilled in strategic planning, staff development, and operational efficiency, consistently improving workflow and reducing costs. Proven track record of enhancing overall business performance through effective leadership and innovative problem-solving.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Region 7, Regional Director
Texas Health and Human Services Commission
Austin, TX
05.2023 - 07.2024
Ran a region of 30 cities and 30 counties with 62 state-managed facilities, 76 leased spaces, and 51 paid leases.
Directed the operations and logistics of a multi-million dollar business. With a regional administrative budget of 1.63 million and a regional cost pool budget of 15.26 million.
Led a team of 29 team members. Directly supervising two business services managers, one financial services manager, and one regional administrative assistant.
Oversaw all aspects of business services, including facility acquisition, facility management and operations, warehouse operations, asset management, administrative contract management, the development of service level agreements, and the management of the regional safety and incident management process.
Developed and maintained good working relationships with internal leaders, community leaders, advisory groups, and elected officials, including county judges and state legislators.
Developed and implemented operational policies and procedures to improve efficiency. Ensuring compliance with applicable laws, regulations, and industry standards.
Organized and oversaw work schedules of departmental managers. Setting goals and expectations for direct reports using a performance review process to hold team members accountable. Worked closely with the management team to develop operational goals aligned with business strategy.
Prepared detailed reports outlining operational results on a regular basis. Analyzed data trends and identified potential risks or opportunities associated with operations. Analyzed financial data to make informed decisions on cost savings initiatives. Reviewed contracts with vendors to ensure compliance with regulations and terms and conditions.
Region 5, Regional Financial Services Manager
Texas Health and Human Services Commission
Beaumont, TX
08.2022 - 05.2023
Led the regional management of financial services for 13 counties, 16 cities, 30 facilities, and 21 managed spaces. With a regional administrative budget of approximately $790k and a regional cost pool budget of approximately $5.1 mil.
Developed regional operating budgets, regional service plans, and performed budget loads.
Compiled, analyzed, and summarized budgets and staffing level information that advised the regional director and business services manager on budget issues.
Provided ongoing budget management to ensure that resources were maintained within approved levels and that the regional budget was in compliance with agency budget operating instructions and staff ceilings.
Developed and loaded fiscal year spending goals and projections for the region, including salary, travel, and overhead for Regional Administrative Services and the regional cost pool.
Maintained accounting systems and performed budget liaison functions to advise the regional director and business services manager on budget status. Collaborating with senior management on developing a long-term vision for the financial services department.
Maintained regional fiscal functions such as accounts payable, accounts receivable, and coordinated payment processes with vendors, purchasing, and central office.
Managed the prerequisite process using CAPPS Financials and the online supply ordering system, TXSMARTBuy.
Prepared and published monthly, ad-hoc budget, and statistical reports.
Monitored and approved all expenditures, resolved discrepancies, and processed budget adjustments when necessary.
Managed and led regional financial staff.
Owner/CEO
CPNTServices
Gainesville, FL
10.2016 - 08.2022
Followed state laws regarding the proper completion of notarial acts.
Prepared and notarized legal documents, such as deeds, mortgages, contracts, affidavits, and powers of attorney.
Administered oaths and affirmations on legal documents to affirm clients' honor and accountability.
Conducted research on current trends in taxation law to stay up-to-date with changes.
Prepared and reviewed tax returns for individuals and small businesses.
Provided guidance on financial decisions related to taxes.
Assisted clients in responding to IRS notices of deficiency or audit findings.
Corresponded with government agencies regarding discrepancies between submitted documents and actual amounts owed and refundable.
Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
Advised clients on the best strategies for filing their taxes efficiently and legally.
Paralegal Specialist/Case Manager
U.S. Small Business Administration
Fort Worth, TX
10.2021 - 05.2022
Assisted in the processing of over $5-$10 million in small business and major corporations' governmental loans and grants.
Managed 150-350 cases effectively, ensuring timely documentation and reporting.
Prioritized claims, conducted investigations, and prepared reports.
Conducted initial assessments to determine client eligibility for programs and services.
Reviewed loan authorization, agreements, and all other necessary legal instruments to ensure documents were properly prepared and executed.
Addressed inquiries and concerns from borrowers and their authorized representatives regarding loan closing documentation and loan requirements.
Used Microsoft Office software and other computer applications such as mainframe government-licensed database software (RAPID) to do research and for efficient information tracking.
Fiscal Assistant III (UF College of PHHP Dean's Office, Department of Finance)
University of Florida
Gainesville, FL
03.2017 - 08.2021
Received, recorded, and banked cash, checks, and voucher payments, as well as reconciled records of bank transactions, via QuickBooks.
Researched and resolved billing and invoice concerns.
Reconciled invoices, employee leave, and ordered weekly office supplies.
Inputted/edited PDRR's - Payroll Distributions
Ran monthly reports for Start-up funds to email remaining balance amounts to fund controllers and approvers.
Assisted with the supervision of the student assistant.
Completion of all the college of PPHP Dean's office travel authorizations, expense reports, and reimbursements.
Travel trainer for the College of PHHP Dean's office.
Effort certification, space verification, and the creation of budget spreadsheets for departmental expense projections.
Journals and PO creation and processing.
Finance website maintenance and updates.
Received certifications in Fiscal Management, Managing at UF Supervisory Challenge, and Thrive Certifications.
Patient Registrar
Parallon
Gainesville, FL
03.2019 - 08.2019
Adhered to established departmental policies and procedures relating to patient registration processes. Collaborating with multi-disciplinary staff to improve overall patient care and response times.
Greeted patients upon arrival at facility, collected required documents, and verified demographic information against existing records.
Reviewed patient records to ensure accuracy of demographic information and insurance eligibility.
Processed all required paperwork and forms related to the registration process and ensured that patient data was entered accurately into the system.
Verified insurance and collected critical data elements to properly identify and bill patients. Processing payments from patients according to established policies and procedures. Collecting co-payments from patients at the time of service or scheduling payment plans, when necessary.
Maintained up-to-date knowledge of third-party payer requirements for reimbursement purposes. Identifying potential issues that may affect reimbursement or lead to underpayment and overpayment situations.
Followed up on outstanding accounts receivable inquiries and claims in a timely manner.
Adhered to HIPAA requirements to safeguard patient confidentiality.
Billing Specialist/Front End Supervisor
North Florida Regional Company Care
Gainesville, FL
06.2014 - 04.2019
Reconciled financial systems, business, and creative needs.
Performed insurance verification, pre-certification and pre-authorization.
Performed data entry into accounting software programs, such as Epic and Systoc.
Maintained all workers' compensation and industrial billing, including generating invoices and HCFA-1500 forms.
Processed invoice payments and recorded information in the account database, Systoc.
Oversaw the adequacy and soundness of the organization's financial structure. Managing day-to-day development issues. Developing strategic plans and initiatives.
Maintained department financial records and accounts receivable maintenance using monthly financial reports to detail accounts receivable aging status.
Generated and distributed month-end statements for customers, and resolved related concerns. Following up with companies and insurance carriers on payments and denials.
Provided support to other departments within the organization as needed.
Trained all new hires on the front desk processes.
Supervised front desk staff.
Hiring Committee member.
Medical Technologist I
Alachua County Health Department
Gainesville, FL
02.2015 - 10.2015
Interviewed, updated, and obtained clients' clinical health histories.
Routed clients to appropriate clinic staff in a timely and organized manner.
Collaborated with other healthcare professionals to develop strategies for managing patient care needs.
Provided and maintained quality assurance duties for controls and other medical equipment in the lab, main clinic, satellite clinic, as well as sterilized/autoclave instruments.
Performed laboratory venipuncture as ordered by the practitioner. Venous collections, finger sticks, glucose readings, Hemoglobin (Hgb) readings, UA readings, HCG testing, and specimen collection - Urine, blood, saliva, and feces.
Communicated with physicians to discuss lab test findings, procedures, and other relevant information.
Assisted practitioners in conducting examinations and procedures.
Prepared and cleaned clinic areas and exam rooms. Monitored inventory levels of supplies, reagents and materials used in the lab environment.
Ensured superior customer experience by addressing customer concerns, demonstrating empathy, and resolving problems on the spot.
Assisted with training new medical technologists on proper techniques and safety regulations.
Lead CNA/Supervisor
The Village at Gainesville
Gainesville, FL
05.2012 - 12.2014
Identified potential areas for improvement in CNA practices and developed strategies to address them. Managed disciplinary actions when appropriate according to facility policy. Collaborating with the nursing leadership team to provide feedback on staffing needs and performance issues related to CNA staff.
Maintained and ensured accurate records of all CNA staff, including personnel files, timesheets, and certifications compliant with state regulations regarding certification requirements.
Monitored the quality of care provided by CNAs to ensure compliance with standards. Performing regular evaluations of CNAs to assess their competency level in providing patient care. Providing one-on-one mentoring sessions with CNAs to help them develop necessary skills. Creating individualized development plans for each CNA based on their skills and abilities.
Collaborated with multi-disciplinary staff to improve overall patient care and response times. Interacting with patients, families, physicians, nurses, social workers, therapists as needed.
Staffing Coordinator/Manager
Park Meadows Health and Rehabilitation Center
Gainesville, FL
05.2010 - 11.2012
Led the development of employee scheduling for Nurses and Certified Nursing Assistants. Helped to maintain and manage a team of 50 to 200 nurses and certified nursing assistants. Ensuring high productivity and excellent customer service.
Organized the department in accordance with administrative guidelines in order to provide specified nursing services to meet the legal, organizational, and medical staffing guidelines.
Developed new ideas and criteria to help the facility maintain the optimum number of nursing hours needed and required by the state reporting agency, ACHA. Establishing and maintaining systems that safely meet residents' needs and strategic planning methods to achieve operational goals and targets.
Prepared reports on staffing metrics, including turnover rates and hiring costs, for management review. Collaborating with department heads to forecast future staffing needs based on facility demands. Analyzing staffing trends and providing recommendations to improve efficiency and reduce costs. Keeping labor costs and metrics within preset departmental budgets.
Oversaw staffing and related operations, including interviewing, hiring, and mentoring personnel.. Recruited, interviewed, trained, and coached an average of 25 to 100 new employees per year.
Worked with human resources teams to align staffing decisions with regulatory standards. Assisting payroll teams by reporting employee hours and calculating correct compensation.
Maintained accurate and up-to-date employee records, including contact information and job classifications. Utilizing staffing software to track employee availability, shifts, and time-off requests. Managing employee data in HRIS to ensure the accuracy of information.
Conducted orientation sessions for new hires, covering company policies and job expectations. Ensuring compliance with regulatory requirements, industry standards, and company policy.
Provided leadership during times of organizational change or crisis situations. Resolving conflicts between employees by providing guidance on company policies and procedures.
OWP/Medical Eligibility Specialist 2 at State Of Texas - Health And Human Services CommissionOWP/Medical Eligibility Specialist 2 at State Of Texas - Health And Human Services Commission
Investigator at Texas Health and Human Services Commission, Office of Inspector GeneralInvestigator at Texas Health and Human Services Commission, Office of Inspector General