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Skills

  • Authorizations understanding
  • Collections collaboration
  • Customer complaint resolution
  • Team management
  • Client financial statements review
  • Process improvement
  • Risk mitigation strategies
  • MS Office
  • Communications
  • Credit balance reconciliation

Work Experiences

  • Closed 83% of cases within first contact resolution metrics.
  • Conducted root cause analyses on repetitive billing issues, reducing refund volume by 58% over one year.
  • Collaborated with external auditors.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Communicated with Columbus vendors to process high-volume refund requests, ensuring all were completed within one year.
  • Had an excellent attendance record and was always on time for work.
  • Adhered to company policies.
  • Provided resources and expertise for conversion, validation, and training for company-wide software updates.
  • Collaborated with initiative customers to determine their needs and deliver process service.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Conducted proactive account reviews.
  • Combined proactive analysis with thorough follow-up.
  • Collaborated with collections and billing teams.
  • Achieved a 28% decrease in future billing errors.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Contributed to overall financial health.
  • Credit Balance Specialist is a multi-talented Credit Balance Specialist who is consistently rewarded for planning and operational improvements.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Addressed discrepancies effectively.
  • Achieved 30% audit improvements.

Accomplishments

  • Enhanced credit balance tracking and reporting accuracy by implementing key performance metrics using process.
  • Migrated the credit management system from process to category, reducing processing times by 73%.
  • Reviewed and mitigated potential exposure on credit memo requests for Jira, decreasing risk by $13.
  • Created monthly financial dashboards to visualize credit performance, boosting decision-making efficiency by 80%.
  • Documented and resolved program which led to category.
  • Performed data analysis to identify trends in slow-paying accounts, leading to a 44% improvement in cash flow.
  • Generated and presented detailed reports on credit balances, reducing discrepancies by 23%.
  • Actively represented the department in 16 cross-functional meetings to streamline and enhance billing processes.
  • Transformed billing investigation process, leading to a $14 reduction in disputed balances.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Member, International Association of Accounting Professionals (IAAP)
  • Affiliation: International Association of Credit Portfolio Managers
  • Member, National Association of Healthcare Revenue Integrity Professionals (NAHRIP)
  • American Association of Healthcare Administrative Management (AAHAM)
  • Toastmasters
  • Institute of Management Accountants (IMA) initiative
  • American Medical Informatics Association
  • Lions Club
  • Association for Supply Chain Management (APICS)
  • Project Management Institute

Certifications

  • ServSafe
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Microsoft Certified Systems Engineer (MCSE)
  • SHRM Certified Professional (SHRM-CP)
  • Lean Six Sigma Green Belt Certification
  • Certified Specialist in Business Intelligence and Research (CSBIR)
  • Certified Credit Risk Professional (CCRP)
  • Certified Revenue Cycle Specialist (CRCS) by AAHAM
  • First Aid/CPR Certified
  • Apple Certified Associate (ACA)

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