Stacy Winter
Humble,TX
Summary
Experienced administrative professional recognized for excellence in payment processing, meticulous auditing, and precise record-keeping. Proficient in computer skills, attention to detail, and mathematical ability. Eager to contribute to the team at Quick Med Claims LLC as a Posting Payment Specialist I, leveraging proven abilities to ensure accurate and efficient financial operations.
Overview
21
21
years of professional experience
Work History
Office Manager
Winter Tax Service / Winter & Winter Insurance Services, Inc.
Humble, TX
05.2014 - Current
- Collaborated with the accounting department to process invoices and payments, resulting in a 20% reduction in payment processing time
- Streamlined office procedures, increasing overall efficiency by 25%
- Conducted comprehensive research and analysis, resolving inquiries within 24 hours on average, contributing to efficient problem-solving and customer satisfaction.
- Conceptualized targeted marketing campaigns to showcase the business's offerings, driving increased brand awareness and customer interest.
- Utilized a range of databases and resources adeptly to gather and apply information, enhancing decision-making accuracy and streamlining operational processes.
- Championed the setup of accounts with various entities and tax agencies, ensuring compliance and operational efficiency, including facilitating state sales tax arrangements.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Generated contracts to formalize business agreements and transactions, fostering clarity and accountability.
Assistant General Manager/Lead Tax Preparer/Customer Relations
Jackson Hewitt Tax Service
Riverside
01.2010 - 04.2014
- Oversaw operations for 22 franchised locations, ensuring efficient management of staff, scheduling, and customer issue resolution, contributing to enhanced business performance and customer satisfaction
- Executed auditing processes for client accounts receivable at Jackson Hewitt Tax Service, resulting in a 15% reduction in billing discrepancies.
- Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
- Proficient in accurately processing payments for services rendered, ensuring precision and adherence to billing agreements and contracts.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Developed marketing strategies that boosted walk-in traffic by 20% during peak tax season.
- Reduced operational risks while organizing data to forecast performance trends.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Supervised a team of 50 tax professionals, ensuring compliance with company policies and IRS regulations.
- Introduced new methods, practices, and systems to reduce turnaround time.
Bookkeeper
Winter Enterprises
Yorba Linda
08.2003 - 12.2009
- Leveraged QuickBooks accounting software to enhance data accuracy and streamline financial reporting processes for over 70 clients, contributing to improved client satisfaction and retention
- Overhauled client collections strategies, resulting in a 30% improvement in timely payment submissions and a decrease in outstanding accounts receivable for a key client, thereby significantly enhancing cash flow and financial stability
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Supported year-end closing procedures by preparing adjusting journal entries as needed.
- Handled payroll processing for clients, ensuring timely payment and adherence to tax regulations.
- Matched purchase orders with invoices and recorded necessary information.
Education
Some College (No Degree) - Business Administration
DeVry University
Pomona, CAHigh School Diploma -
Brea Canyon High School
Brea, CASkills
- MS Office Suite (Word, Excel, Outlook)
- Basic Accounting Skills Mathematical Ability
- Effective Communication (Both Oral and Written)
- Data Entry Attention to Detail
- Research Data Analysis
- Organizational Proficiency Time Management
- Customer Service Oriented
- Conducting Audits Payment Intake
Timeline
Office Manager
Winter Tax Service / Winter & Winter Insurance Services, Inc.
05.2014 - Current
Assistant General Manager/Lead Tax Preparer/Customer Relations
Jackson Hewitt Tax Service
01.2010 - 04.2014
Bookkeeper
Winter Enterprises
08.2003 - 12.2009
Some College (No Degree) - Business Administration
DeVry University
High School Diploma -
Brea Canyon High School
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