Leadership: Managed and developed a 15-member administrative team, significantly enhancing productivity and reducing staff turnover. Operational Efficiency: Spearheaded the transition to electronic health records, cutting patient record retrieval times by 50% and reducing wait times by 25%. Financial Management: Achieved a consistent under-budget performance and reduced operating expenses through strategic vendor negotiations. Patient / Client Satisfaction: Improved patient / client satisfaction with enhanced communication and follow-up procedures; through positive references, expanded patient / client volume and drove substantial profits. Regulatory Compliance: Ensured 100% compliance with HIPAA and other standards, successfully passing all audits.
Work History
Financial Counselor
11 Months
Pinnacle Fertility, CA | 07.2025 - Current
Verified insurance benefits, eligibility, authorizations, and referrals.
Reviewed patient financial responsibilities and collected required deposits and balances.
Maintained accurate patient demographic, insurance, and financial records.
Processed daily charges and ensured billing accuracy and compliance.
Educated patients on financing options and payment programs.
Served as liaison between patients, billing, and clinical teams to resolve financial concerns.
Communicated treatment costs and financial obligations to patients.
Assisted with administrative projects and operational support as needed.
Office Manager
10 Months
Pinnacle Fertility, CA | 09.2024 - 07.2025
Assisted in managing daily operations
Promoted HIPAA compliance and streamlined patient services.
Supervised front desk and administrative staff, including hiring, training, coaching, and performance evaluations.
Managed employee scheduling, time-off requests, staffing coverage, and workflow optimization.
Oversaw patient scheduling, registration, and service recovery to ensure a positive patient
Coordinated facility operations, vendor relationships, equipment maintenance, and office resources.
Implemented process improvements that increased efficiency and enhanced patient satisfaction.
Office Manager
5 Years 6 Months
LA IVF CLINIC | 11.2018 - 05.2024
Directly managed operations and performance of the office, including but not limited to daily operations, patient and surgery scheduling, billing, facilitating office maintenance, keeping proper documentation and inventory.
Developed, lead, and trained a cross-functional team of front-desk administrators, medical assistants, IVF coordinators, nurses, and embryologists to deliver best-in-class care experiences for patients, ensuring the team is achieving expected performance.
Monitored the clinic’s activities and outcomes against defined goals, such as patient satisfaction, clinical and non-clinical staff satisfaction, clinic productivity, profitability and compliance with clinic’s policies and regulatory requirements.
Provided education for high-profile patients on treatment plans, procedures and payment options; facilitated effective communication between patients and medical staff.
Ensured compliance with clinic’s policies and all applicable regulations inclusive of overseeing credentialing and re-credentialing of clinical staff as it relates to up-to-date certifications, licenses, and training requirements; responded appropriately and expeditiously to any emergencies or urgent issue as they arose.
Collaborated with the Medical Director to improve vendor relationships, including negotiating more favorable pricing and handling accounts payable and receivables.
Performed HR functions including but not limited to payroll administration, recruitment, hiring, onboarding, and performance evaluation of team members; fostered positive work environment and team building to ensure staff retention.
Office Manager / Assistant
2 Years 9 Months
LONG, MURPHY & LONG P.A. | 01.2016 - 10.2018
Performed variety of support duties in the office, including but not limited to maintaining attorneys’ calendars, coordinating travel, assisting billing department, drafting and formatting various legal documents, answering phones calls and messages, keeping proper documentation and inventory.
Managed client communications, scheduled appointments, created and maintained client records while ensuring a high-level of customer service.
Oversaw the use of office technology, including case management software, email systems, and other office equipment; troubleshooted technical issues as they arose.
Ensured practice compliance with all relevant laws and regulations, including maintaining confidentiality and security of client information.
Performed notarial acts, including witnessing signatures, administering oaths, and notarizing documents; commissioned by the state of Florida as a notary public.
Office Manager for Dr. Kenneth W. Franklin Cardiology
8 Years 11 Months
72nd STREET MEDICAL ASSOCIATES | 01.2007 - 12.2015
Oversaw practice operations, including but not limited to acting as liaison between patients, doctors, and staff, scheduling of appointments, taking payments, maintaining heavy phone volume and correspondence, keeping accurate records and proper office inventory, facilitating order of labs, EMR centricity, prescriptions; verified insurance information and submitting pre-authorizations.
Spearheaded the transition to electronic health records, significantly cutting down patient record retrieval and wait times.
Facilitated and implemented professional affiliation with Pinnacle Care and Elite Health Care to acquire and service patients within an international network and a national network, respectfully.
Education
Nassau Community College | Garden City, NY
Skills
Proficient in Advanced MD
Medical Manager
EMR Centricity
Microsoft Suite.
Certification
Basic Life Support- American Heart Association
Timeline
Financial Counselor
Pinnacle Fertility, CA
07.2025 - CurrentRead More
Office Manager
Pinnacle Fertility, CA
09.2024 - 07.2025Read More
Office Manager
LA IVF CLINIC
11.2018 - 05.2024Read More
Office Manager / Assistant
LONG, MURPHY & LONG P.A.
01.2016 - 10.2018Read More
Office Manager for Dr. Kenneth W. Franklin Cardiology