Traci Davis
Cedartown,GA
Summary
Accomplished Financial Coordinator with a proven track record at Reliable Healthcare Management, enhancing financial accuracy and operational efficiency. Expert in bank reconciliation and adept at verbal communication, I streamlined month-end closures and improved reporting processes, significantly contributing to informed executive decisions and compliance adherence.
Overview
23
23
years of professional experience
Work History
Financial Coordinator
Reliable Healthcare Management
Rome, GA
11.2010 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Explained insurance benefits, fees and procedures to patients.
- Contacted insurance carriers to discuss policies and individual patient benefits.
- Submitted claims to insurance companies on same day as patient treatment.
- Managed accounts payable and receivable functions, ensuring timely payments and accurate recordkeeping.
- Answered questions over phone and in-person regarding billing, scheduling and treatment.
- Increased departmental efficiency, implementing standardized procedures for all financial coordinator tasks.
- Oversaw invoicing processes, ensuring prompt billing of clients/vendors while minimizing errors in calculations or account entries.
- Facilitated the annual budget planning process, collaborating closely with various departments to ensure accurate input.
- Streamlined month-end closing procedures, reducing time spent on reconciliations and adjustments.
- Developed comprehensive financial reports for senior management, providing actionable insights on company performance.
- Collaborated with cross-functional teams to develop realistic project budgets that aligned with business objectives.
- Improved financial reporting accuracy by streamlining data entry processes and implementing automated systems.
- Supported executive decision-making by providing detailed financial analyses upon request.
- Coordinated with external auditors during annual reviews, gathering necessary documentation and addressing inquiries promptly.
- Managed daily financial functions in collaboration with accounting and payroll personnel.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Accurately completed financial statement audits and thoroughly reviewed results.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Managed budgets, assets, portfolios, accounts payable, and receivable and general financial reporting procedures.
- Kept company in compliance with applicable local, state, and federal financial regulations.
- Supported mergers and acquisitions activities by providing accurate valuations of target companies and overseeing due diligence processes.
- Accelerated month-end closing procedures, enabling more timely availability of critical financial information for decision-making purposes.
- Ensured compliance with regulatory requirements through diligent financial audits and controls implementation.
- Improved cash flow management with timely invoicing, collections, and vendor payment protocols.
- Provided comprehensive assistance for internal and external audits.
- Increased profitability by identifying inefficiencies in operations and recommending cost-saving measures.
- Reduced operational costs through effective budgeting, forecasting, and expense management.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Regional Accountant
Sun Healthcare Group
Rome, GA
01.2001 - 10.2010
- Enhanced the accuracy of financial statements by identifying discrepancies in accounts payable/receivable ledgers and resolving them promptly.
- Supported company growth initiatives by maintaining scalable accounting systems and processes in alignment with business objectives.
- Collaborated with cross-functional teams to develop budget forecasts, supporting strategic business decisions.
- Optimized cash flow management by analyzing receivables, payables, and bank transactions regularly.
- Managed company bookkeeping for multiple locations and Number employees.
- Enhanced financial reporting quality by implementing robust internal controls and documentation procedures.
- Participated in special projects such as system implementations or process improvements, providing valuable input on potential financial impacts and budget considerations.
- Provided actionable insights to management through comprehensive financial analysis and performance metrics tracking.
- Facilitated successful audits by maintaining organized records, coordinating with external auditors, and addressing any identified issues promptly.
- Compiled financial data for company locations and assisted transition to computerized payroll systems.
- Prepared working papers, reports and supporting documentation for audit findings.
- Tracked funds, prepared deposits and reconciled accounts.
- Collected and reported monthly expense variances and explanations.
- Trained new employees on accounting principles and company procedures.
Education
Bachelor Of Applied Science - Business Management
Shorter University
Rome, GA05.2019
College Prep / Vocational -
Cedartown High School
Cedartown, GA06.1993
Skills
- Bookkeeping
- Revenue Recognition
- Tax Compliance
- Bank Reconciliation
- Accounts Receivable
- Microsoft Excel
- Verbal and written communication
References
Carla Pence
Finance Director
Reliable Healthcare Management
(706) 346-1203
Stacey Smith
City Manager
City of Rockmart
(770) 548-8838
Timeline
Financial Coordinator
Reliable Healthcare Management
11.2010 - Current
Regional Accountant
Sun Healthcare Group
01.2001 - 10.2010
Bachelor Of Applied Science - Business Management
Shorter University
College Prep / Vocational -
Cedartown High School