Sharla Winfrey
Tulsa,OK
Summary
A collaborative manager with 20+ years of expertise in administration, business accounting, financial controls, compliance, and human resources in the oil/gas, business, and healthcare sectors. Lends impressive time management and interpersonal skills. Excels in financial reporting, high quality customer care, local, state, and federal accounting and financial regulations.
Overview
25
25
years of professional experience
Work History
G/L Specialist
PetroLedger Financial Services/ARI
06.2022 - Current
- Company Overview: Oil and Gas Land & Accounting Outsourcing
- Managed client accounts, provided financial statements, and reconciliations
- Assisted AP/JIB and revenue departments with monthly journal entries for accurate financial reporting.
- Supported audit and tax processes to ensure compliance and financial accuracy.
- Processed revenue, AP, JIB, and handled Treasury services for multiple clients as well as all G/L functions for all ARI clients before restructuring from ARI to Petroledger.
- Experience with multiple accounting softwares such as Dynamics, Wolfpak, OGSYS, and ODA.
Contract Billing/Credentialing Specialist
Premier Healthcare APRN-CNP, PC
04.2021 - 09.2023
- Maintain and renew insurance credentialing for all office staff.
- Lead medical billing for 4 providers with in-depth knowledge of family practice billing.
- Helped implement new billing and EMR system and recover payment for unprocessed claims from previous billing agency.
- Process claims and ERAs weekly
- Correct rejected and denied claims for reprocessing
- Maintain and renew credentialing for 4 providers
- Handle monthly reconciliation of bank account
- Daily use of Kareo EMR and Practice Management software
Office Manager
TherapyTime Pediatrics
11.2021 - 09.2022
- Manage the daily office operations and supervision of staff, including performance management, disciplinary actions, performance appraisals, and scheduling.
- Lead medical billing for 6 providers with in-depth knowledge of orthotic billing and dispensing.
- Worked efficiently to recover 6 months worth of unbilled secondary claims in just 8 weeks.
- Manage medical billing for 6 providers
- Manage orthotic billing and dispensing
- Maintain and renew insurance credentialing for 6 providers
- Oversee and help with daily scheduling
- Daily use of Clinicsource EMR software and Medisoft billing
- Update patient in take forms
- Handle notifying doctors of new treatment plans
- Handle pre-authorizations for treatment
- Analyze monthly A/R and A/P reports
- Lead HR functions including updating and processing all employee paperwork, employee handbook policy updates, and employee relations
- Assist owner with daily tasks
Business Manager
CUTTING EDGE PHYSICAL THERAPY, PLLC & CHOCTAW PHYSICAL THERAPY
06.2014 - 02.2022
- Diligently performed accounting functions, including monthly closing and reconciling various accounts, maintaining accounting files and records, preparing standard and special accounting reports, preparing and posting journal entries, payroll, monthly/quarterly/yearly tax reports and payments, and owner distributions
- Prepared and analyzed Month-End, Quarterly, and Year-End Financial reports for 3 clinics
- Maintained monthly balance sheet analysis, including bank reconciliations
- Maintained A/R, A/P and collection accounts
- Experience with PPP loans, HHS payments, and other government assistance loans/payments/reporting
- Maintained and updated ownership changes, operating agreements, buy/sell agreements
- Maintained and analyzed referrals, productivity, incomplete notes, scheduling patterns, billing issues, and budgets for 3 clinics
- Handled all Physicians' liens, legal records requests, and account settlement negotiations with legal counsel
- Maintained and renewed insurance credentialing for 4 Physical therapists and 1 Occupational Therapist and business insurance policies
- Scheduled continuing education for all office staff
- Supply ordering
- Led Human Resources functions, including benefits, employee paperwork, employee handbook updates, interviewing, creating job postings, and management of all employee relations
- Managed OSHA and HIPPA Compliance responsibilities including training, manuals, and inspections
- Assisted with marketing responsibilities
- Managed a staff of 20 employees, including performance management, career development, performance appraisals annually, and mentoring
- Handled the startup of 2 clinics from the ground up
- Forecasted, accessed, and reported on areas for new clinics
- Worked with WebPT EMR, KAREO Practice Mgmt, and QUICKBOOKS Daily
Billing Manager
CUTTING EDGE PHYSICAL THERAPY, PLLC
06.2014 - 05.2017
- Handled all billing responsibilities such as payment posting, collections, processing claims, and third party payer billing along with all the responsibilities of the Business Manager
Account Administrator
INTERNATIONAL LOGISTICS SOLUTIONS, INC
02.2012 - 02.2016
- Prepared and analyzed Month-End, Quarterly, and Year-End Financial reports and Forecast of funding
- Maintained monthly balance sheet analysis, including bank reconciliations
- Performed accounting functions, including monthly closing and reconciling various accounts, maintaining accounting files and records, preparing standard and special accounting reports, and preparing and posting journal entries per DCAA guidelines and GAAP
- Prepared Payroll and audit timesheets per DCAA guidelines
- Managed invoicing and support documentation for government contracts with Prime Contractor
- Developed and submitted pricing proposals for government contracts we were procuring
- Managed Travel authorizations and vouchers
- Prepared ICE report yearly per DCAA guidelines
- Assisted with Business Development
- Maintained numerous spreadsheets for various contracts
Tax Preparer
JACKSON HEWITT
12.2008 - 05.2009
- Conducted thorough in person interviews with potential clients using the company's propriety tax software application
- Answered client calls
- Presented the company's various tax preparation products and services
- Completed all tax forms in accordance with policies and in compliance with legislation and regulations
- Furnished taxpayers with sufficient information and advice to ensure correct tax form completion
- Answered questions and provided future tax planning to clients
- Met and exceeded bonus goal of 300 returns in 4 months working part-time 12-15 hours a week
Business Analyst
IBM BUSINESS CONSULTING SERVICES
09.2000 - 07.2007
- Multitasked by handling the following desk assignments at one time: all gas and oil production, gas revenue, plant accounting, regulatory, and gas expert.
- Updated balance sheet recons for the entire team
- Trained new employees on gas revenue
- Lead a Green belt project for Oil production and participated in other green belt projects such as Gas production, Plant accounting, and new well setups
- Created the template used for Six Sigma oil production
- Handled a highly sensitive CO2 plant for several months while only having 7 months experience in the oil and gas industry
- Dealt directly with the Business Unit and unusual accounting practices while handling this assignment
- Handled the closing of a $2.5 million dollar plant
- Managed the material items report for the entire team
Education
Bachelors of Business Administration - Accounting
Northeastern State University
Tahlequah, OK05.2000
Skills
- Customer service
- Medical billing
- Medical collection
- Medicare
- Journal Entries
- Bank Reconciliation
- Account Reconciliation
- Accounts Payable
- Presentation skills
- Analysis skills
- Windows
- Leadership
- Filing
- Medical coding
- Management
- Accounts Receivable
- Financial Report Writing
- Accounting
- General Ledger Reconciliation
- QuickBooks
- Payroll
- Financial Analysis
- Business Analysis
- Financial Statement Preparation
- Office Management
- Adobe Acrobat
- Microsoft Excel
- Administrative experience
- Microsoft Word
- Medical terminology
- SAP
- ICD-10
- Clinicsource (1 year)
- GAAP
- Wolfpak
- OGSYS
- ODA
- Dynamics
Timeline
G/L Specialist
PetroLedger Financial Services/ARI
06.2022 - Current
Office Manager
TherapyTime Pediatrics
11.2021 - 09.2022
Contract Billing/Credentialing Specialist
Premier Healthcare APRN-CNP, PC
04.2021 - 09.2023
Business Manager
CUTTING EDGE PHYSICAL THERAPY, PLLC & CHOCTAW PHYSICAL THERAPY
06.2014 - 02.2022
Billing Manager
CUTTING EDGE PHYSICAL THERAPY, PLLC
06.2014 - 05.2017
Account Administrator
INTERNATIONAL LOGISTICS SOLUTIONS, INC
02.2012 - 02.2016
Tax Preparer
JACKSON HEWITT
12.2008 - 05.2009
Business Analyst
IBM BUSINESS CONSULTING SERVICES
09.2000 - 07.2007
Bachelors of Business Administration - Accounting
Northeastern State University
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