Stephanie Kelly-Joy
Oceanside,CA
Summary
Detail-oriented professional with deep experience in patient billing, payment reconciliation, and monthly financial reporting. Strong skills in Excel, accounts receivable, and payroll administration. Focused on accurate records, efficient collections, and reliable support for finance teams.
Overview
19
19
years of professional experience
Work History
Financial Coordinator
McMaster Dental
Escondido, CA
02.2023 - Current
- Supported patient billing questions and account updates at McMaster Dental.
- Processed dental insurance claims and prior approvals for treatment plans.
- Balanced daily payments, deposits, and account records.
- Arranged payment plans and patient financial agreements.
- Coordinated patient billing and account inquiries at McMaster Dental.
- Processed dental insurance claims and pre-authorizations for treatment plans.
- Reconciled daily payments, deposits, and account balances.
- Managed payment plans and patient financial arrangements.
- Reviewed outstanding balances and followed up on overdue accounts.
- Updated patient records with billing and insurance information.
- Resolved billing discrepancies with patients and insurance providers.
- Reconciled bank accounts on a monthly basis.
- Sent treatment claims to insurance carriers on the same day that patients received care.
- Called insurance companies to find pertinent information regarding policies and payment benefits.
- Ensured accuracy of budget reports and financial statements.
- Analyzed income statement trends to identify areas of improvement or cost savings opportunities.
- Processed payroll transactions including employee deductions, taxes, benefits.
- Researched industry best practices for finance operations processes and procedures.
- Performed variance analysis between actual and planned results.
- Conducted complex analyses of financial data using Excel or other software tools.
- Compiled, analyzed, and reported monthly financial data to senior management.
- Ensured compliance with applicable laws and regulations related to finance activities.
- Resolved discrepancies between vendor invoices and purchase orders.
- Developed detailed spreadsheets for tracking expenses.
- Prepared weekly cash flow forecasts for use in managing liquidity requirements.
- Maintained compliance with internal policies and external regulations.
- Assisted in developing long-term strategic plans based on current performance metrics.
- Created budgets for new projects and monitored their progress throughout the year.
- Reviewed credit applications from potential customers prior to extending credit lines.
- Managed vendor relationships by ensuring timely payments were made according to agreed terms.
- Reviewed financial documents such as invoices, purchase orders, contracts.
- Provided support to department heads in preparing budget requests.
- Identified discrepancies between actual and expected results and investigated underlying causes.
- Generated various types of reports related to revenue, expenses, cash flow projections.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
- Reorganized finance and accounting departments to improve efficiency and cut excess spending.
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management, and budgets.
- Monitored accounting, payroll and financial reporting activities.
- Coordinated timely collections with appropriate project managers and customers to manage cash flow.
- Established controls and reporting systems to optimize governance structure.
- Delegated work to staff, by setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Guided employees in resolving complex problems through collaborative discussions.
- Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
- Issued work schedules and assigned duties to administrative staff to ensure operational efficiency.
- Reviewed employees' work to check adherence to quality standards and proper procedures.
- Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.
- Interpreted and explained work procedures and policies to brief staff.
- Developed work schedules according to budgets and workloads, covering priority tasks.
- Participated in subordinates' tasks to facilitate productivity or help overcome difficulties.
- Recruited, interviewed and selected employees to fill vacant roles.
- Recommended solutions related to staffing issues and proposed procedural changes to managers.
- Implemented departmental policies and standards in conjunction with management to streamline internal processes.
- Researched and prepared reports required by management or governmental agencies.
- Analyzed financial activities of the department to share budgetary input with managers.
- Computed balances, totals or commissions to support accounting team.
Office Manager
North County Oral Facial Surgery Center
Encinitas, California
07.2022 - 02.2023
- Oversaw daily operations at an oral facial surgery center.
- Managed patient scheduling and appointment coordination.
- Verified insurance benefits and treatment authorizations.
- Supervised front office staff and delegated workflow tasks.
- Processed patient records and maintained confidential files.
- Coordinated billing, payments, and account follow-up.
- Ordered office supplies to maintain adequate stock levels. and tracked office inventory.
- Communicated with surgeons, patients, and vendors.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Managed office inventory and placed new supply orders.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Supervised staff members, organized schedules and delegated tasks.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Managed scheduling of appointments and meetings to optimize time usage. and managed timely and effective allocation of resources and calendars.
- Managed office budget to handle inventory, postage and vendor services.
- Coded and entered daily invoices with in-house accounting software.
- Provided training to new hires on office policies and procedures.
- Developed and implemented office policies and procedures.
- Managed, scheduled and coordinated office functions and activities for employees.
- Created spreadsheets in Excel to track data such as vacation requests, sick days.
- Implemented and maintained company protocols to facilitate smooth daily activities.
- Provided administrative support to management team including preparing reports and presentations.
- Organized company events including holiday parties, team building activities .
- Ensured compliance with applicable laws regarding employment practices.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Analyzed data from various sources to identify trends and make recommendations for improvement.
- Prepared agendas for board meetings and took minutes during sessions.
- Maintained confidential records relating to personnel matters.
- Assisted in recruiting, onboarding and training new employees.
- Developed effective communication strategies between departments within the organization.
- Negotiated contracts with vendors, securing favorable terms and cost savings.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Addressed customer complaints to ensure satisfaction and maintain relationships. or answered customers' questions.
- Coordinated with other supervisors, combining group efforts to achieve goals.
- Guided employees in handling difficult or complex problems.
- Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
- Discussed job performance problems with employees, identifying causes and issues to find solutions.
- Consulted with managers to resolve problems relating to employee performance, office equipment and work schedules.
- Issued work schedules, duty assignments and deadlines for office or administrative staff.
- Reviewed employees' work to check adherence to quality standards and proper procedures.
- Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.
- Developed work schedules according to budgets and workloads, covering priority tasks.
- Interpreted and explained work procedures and policies to brief staff.
- Participated in subordinates' tasks to facilitate productivity or help overcome difficulties.
- Recruited, interviewed and selected employees to fill vacant roles.
- Recommended solutions related to staffing issues and proposed procedural changes to managers.
- Implemented departmental policies and standards in conjunction with management to streamline internal processes.
- Researched and prepared reports required by management or governmental agencies.
- Computed balances, totals or commissions to support accounting team.
- Analyzed financial activities of the department to share budgetary input with managers.
Back office manager and implant coordnator
Encinitas Perio
Encinitas, California
10.2007 - 07.2022
- Managed back office workflows for periodontal care and patient treatment preparation.
- Coordinated clinical schedules, provider calendars, and patient appointment changes.
- Trained back office staff on sterilization, room setup, and OSHA standards.
- Monitored sterilization processes and maintained infection control compliance.
- Organized patient charts, consent forms, and treatment documentation.
- Communicated with front office and clinical teams on daily patient needs.
- Maintained dental supplies, equipment stock, and reorder requests.
- Supported periodontal procedures with chairside assistance and room turnover.
- Organized daily workflow for back office personnel to optimize productivity.
- Provided technical and administrative support to the back office team.
- Managed customer inquiries regarding account information or transaction processing issues.
- Supervised staff members in their day-to-day tasks such as recordkeeping, filing, data entry.
- Ensured that all back office operations were in compliance with company regulations.
- Established relationships with third-party providers offering services related to Back Office operations.
- Analyzed data from customer transactions to identify areas of improvement in processes and procedures.
- Created reports summarizing performance metrics for senior management review.
- Resolved any discrepancies between physical inventory counts and system records.
- Trained new employees on proper use of software applications used by the Back Office team.
- Coordinated with other departments on projects related to customer service, finance, or IT systems development.
- Reviewed customer feedback surveys and identified opportunities for improving customer satisfaction scores.
- Compiled monthly financial reports for external auditors reviewing the organization's finances.
- Assisted in developing strategies for streamlining existing workflows while maintaining quality standards.
- Assisted with budgeting initiatives by analyzing financial statements and tracking expenses.
- Identified potential risks associated with certain business processes or activities within the department.
- Negotiated contracts with vendors providing goods or services to the Back Office team.
- Developed, implemented, and maintained back office procedures and policies.
- Conducted regular audits of back office activities to ensure accuracy and efficiency.
- Developed strategies for improving customer service standards across the organization.
- Determined staffing requirements, interviewing, hiring and training new employees.
- Coordinated and conducted classes to teach procedures to new staff members.
- Planned and controlled budgets for contracts, equipment and supplies.
- Worked with management team to improve workflows and eliminate unnecessary tasks.
- Organized and maintained documents, files and records.
- Managed busy calendar for executive team, planning and preparing meetings and communications.
- Assisted colleagues with various office tasks during peak periods. with office tasks during busy periods and staff absences.
- Read through contracts, regulations and procedural guidelines to verify comprehension and compliance.
- Created and revised systems and procedures by analyzing operating practices, recordkeeping systems and forms control.
- Represented the work unit at meetings or conferences to serve as liaison for requests or complaints.
- Liaised with customers, addressed inquiries, handled meeting requests and answered billing questions to provide outstanding customer care.
- Analyzed internal processes and recommended and implemented procedural or policy changes to improve operations.
- Collaborated with other departmental leaders to establish organizational goals, strategic plans, and objectives.
Education
High School Diploma -
El Camino High School
Oceanside Ca06-1998
Some College (No Degree) - Dental Assisting
Demarge College
Oklahoma City, OKSkills
- Insurance claims
- Payment reconciliation
- Budget reporting
- Payroll administration
- Microsoft Excel
- Accounts receivable
Timeline
Financial Coordinator
McMaster Dental
02.2023 - Current
Office Manager
North County Oral Facial Surgery Center
07.2022 - 02.2023
Back office manager and implant coordnator
Encinitas Perio
10.2007 - 07.2022
High School Diploma -
El Camino High School
Some College (No Degree) - Dental Assisting
Demarge College