Tanya Longo
Longmeadow,MA
Summary
Personable Financial Coordinator experienced in managing invoicing tasks and calculating service fees. Delivered comprehensive administrative support through effective appointment scheduling and communication skills. Focused on enhancing organizational efficiency and providing clear information on benefits and payments.
Overview
16
16
years of professional experience
Work History
Financial Coordinator & Human Resources
Yanni Family Orthodontics
Longmeadow, MA
07.2015 - Current
- Complete payroll for 20+ employees, manage scheduling, vacations & PTO time.
- Manage all financial contracts, accounts payable and collections for multiple locations.
- Streamlined processes to enhance operational efficiency.
- Mediated employee conflicts to foster a positive work environment.
- Processed dental claims for timely reimbursement.
- Executed Reception and Patient Coordinator duties to ensure smooth operation.
Client Services Representative
St. Germain Investments
Springfield, MA
04.2010 - 07.2015
- Established primary contact for new and existing clients by addressing inquiries and resolving account issues to enhance client satisfaction.
- Prepared forms, withdrawal orders, and transaction requests to facilitate seamless account management.
- Completed preparation of trust, estate, power of attorney, and beneficiary accounts, ensuring compliance and accuracy in documentation.
- Maintained scheduling, event calendars, conferences and appointments.
Education
Diploma -
Cathedral High School
Springfield, MAAccounting & Business Management -
Westfield State University
Westfield, MASkills
- Payroll management
- Accounts payable
- Payment processing
- Collections
- Claims administration
- Contract management
- Billing processes
- Financial preparation
- Bookkeeping
- Bank reconciliation
- Benefits explanation
- Process optimization
- Organizational skills
- Time organization
- Leadership
- Team leadership
- Conflict management
- Effective communication
- Collaborative teamwork
- Customer management
- Problem solving
- Analytical
- Assessment
- Communication skills
- Staff management
- Payment processing
- Payable management
- Collections
Timeline
Financial Coordinator & Human Resources
Yanni Family Orthodontics
07.2015 - Current
Client Services Representative
St. Germain Investments
04.2010 - 07.2015
Diploma -
Cathedral High School
Accounting & Business Management -
Westfield State University