Summary
Overview
Work History
Education
Skills
Timeline
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Tami Hartman

Dickinson,Texas

Summary

Experienced financial professional with expertise in various industries, accounting positions, and software systems.

Overview

24
24
years of professional experience

Work History

Financial & Compliance Coordinator

Dentistry 4 Children & bay area dental specialists
01.2021 - Current
  • Handled accounts payable operations for a major dental practice
  • Reconcile daily cash receipts
  • Administer payroll tasks for 20+ employees
  • Audit and rectify daily transactions submitted by administrative team
  • Ensure accuracy of insurance coverage details
  • Designed OSHA/HIPAA compliance initiatives for the practice

Accounting Assistant

FALCON CREST AVIATION
Houston, Texas
05.2019 - 01.2021
  • Processed payables across dual systems for two companies
  • Processed payments across five locations using checks, ACH, wires, and credit cards
  • Addressed and rectified billing errors
  • Support financial collection processes
  • Reconciled credit card statements across nine locations
  • Create detailed billing reports for Vice President
  • Managed cash operations efficiently.

Financial Information Analyst

Houston Methodist Hospital Foundation
Houston, Texas
05.2010 - 05.2019
  • Contributed to the success of two Capital Campaigns by managing over 3,000 gift transactions annually
  • Oversee 200 philanthropic commitments worth $210M
  • Supervised 600 restricted funds, ensuring proper allocation of philanthropic dollars.
  • Received and managed all philanthropic donations through various channels such as cash, check, credit card, wire, and stock transfer.
  • Generate comprehensive financial statements
  • Monitored and optimized workflows
  • Reconciled Foundation's financial records with Finance department accounts.
  • Collaborated with Financial Accounting Administration to address inconsistencies
  • Lead team effectively

Information Specialist

Houston Methodist Hospital Foundation
Houston, Texas
04.2008 - 05.2010
  • Handled diverse cash, check, and credit card donations
  • Prepared tax receipts following IRS guidelines
  • Handle preparation of bank deposits.

Accounting Assistant

American National Insurance Company
League City, Texas
04.2001 - 04.2008
  • Manage accounts payable and receivable across six properties.
  • Analyze monthly operational reports for 25 properties
  • Drafted bank deposits
  • Reconciled corporate financial accounts
  • Drafted reports for senior finance committee

Education

High School -

Clear Creek High School
League City, Texas

Accounting -

College of the Mainland

Supervisory Development Series - For Management

Houston Methodist

Skills

  • QuickBooks Proficiency
  • Excel Data Analysis
  • Document Creation
  • Presentation Design
  • Raiser’s Edge Proficiency
  • CyberSource Payment Solutions
  • PeopleSoft System Experience
  • Quantum
  • AS400 System Knowledge
  • SoftDent Proficiency
  • Open Dental Expertise
  • Financial Record Management
  • Accounts Payable/Receivable Management
  • Payroll Processing
  • Insurance Knowledge

Timeline

Financial & Compliance Coordinator

Dentistry 4 Children & bay area dental specialists
01.2021 - Current

Accounting Assistant

FALCON CREST AVIATION
05.2019 - 01.2021

Financial Information Analyst

Houston Methodist Hospital Foundation
05.2010 - 05.2019

Information Specialist

Houston Methodist Hospital Foundation
04.2008 - 05.2010

Accounting Assistant

American National Insurance Company
04.2001 - 04.2008

High School -

Clear Creek High School

Accounting -

College of the Mainland

Supervisory Development Series - For Management

Houston Methodist
Tami Hartman