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Skills

  • Health information systems
  • Records maintenance
  • Billing systems implementation
  • Client meetings and actionable insights
  • Collections performance tracking
  • Delinquent account recovery
  • Personnel management
  • Customer loyalty improvement initiatives
  • Compliance with Financial Regulations
  • Acute and rehabilitative care

Work Experiences

  • Attended three years meetings with department heads to discuss census data, admissions, and resident discharges.
  • Achieved a 5% decrease in customer default rates.
  • Delivered income records, balance sheets, and process documents to the board to keep executives informed of all potential financial issues.
  • Added services like process, procedure, and standard to diversify the facility's offerings.
  • Was in charge of a team of pharmacy technicians, interns, and support personnel.
  • Achieved results in three years.
  • Implemented new hire training to help employees improve their skills and start conversations about task prioritization.
  • Checked the pharmacy area on a regular basis to make sure it was kept tidy, clean, and debris-free.
  • Aligned collection strategy with customer segmentation, improving high-risk account recovery performance and reducing churn by 39%.
  • Helped customers open checking and savings accounts, as well as apply for credit cards and loans.

Summaries

  • Process improvement and cross-functional collaboration are two areas in which I have experience.
  • Results-oriented Banking and Financial Services professional with client relations, risk assessment, and vendor management strengths.
  • Motivating leader who has built and managed standard teams in the past.
  • Ability to recognize method issues and integrate system solutions to achieve program.
  • Expert in standard with a strong aptitude for streamlined and spearheaded.
  • A results-oriented nursing home executive who understands how to maintain employee efficiency, accuracy, and service quality through effective recruitment, training, and leadership strategies.
  • Provide a positive patient experience by providing high-quality care.
  • With 18 years of progressive experience managing busy healthcare facilities, Customer Financial Services Manager is an insightful Customer Financial Services Manager.
  • Communicative and team-oriented, with Power BI expertise.
  • Financial Services Manager with financial analysis and customer service experience.

Accomplishments

  • Collaborated closely with sales and finance departments to rectify unresolved billing discrepancies, reducing DSO by 49% over 6 months.
  • Collaborated with external auditors during financial audits, contributing to a clean audit outcome and improved compliance with framework.
  • Enhanced the credit approval and review process through automated data analysis, reducing high-risk accounts by 54% in the past year.
  • Recovered $9 in aged debt within the past year, exceeding quarterly goals by 68% through targeted client outreach and negotiation tactics.
  • Effectively led the negotiation and settlement of high-value customer disputes, resulting in a 55% reduction in outstanding balances.
  • Led the implementation of a credit recovery initiative, resulting in 62% improvement in collection rates for accounts over one year delinquency.
  • Analyzed trends in customer payment behavior to develop targeted strategies that reduced overdue accounts by 29% annually.
  • Managed and optimized cash flow forecasting activities, strengthening liquidity by 57% and allowing for better risk mitigation decisions.
  • Successfully led efforts to secure an early payment discount incentive program, saving the company $16 annually in prompt customer payments.
  • Developed and implemented a streamlined credit approval process that reduced decision time by 18% and decreased bad debt by 63%.

Affiliations

  • Active Member, Financial Executives International (FEI)
  • Member, International Association of Credit Portfolio Managers (IACPM)
  • Volunteer Coordinator, Financial Services Leadership Development Program, 2015 — Phoenix
  • Committee Member, Customer Retention Forum, 2017, driving improvements in financial client satisfaction
  • Six Sigma Green Belt Graduate, Customer Financial Services Process Improvement Program
  • Certified Financial Services Manager, 2015 — American Banking Association (ABA)
  • Member, Billing and Receivables Management Special Interest Group (SIG)
  • Certification in Negotiation Strategies, Financial Services Institute
  • Certified in Business Process Outsourcing Strategies, 2021 — Professional Outsourcing Association
  • Member, Association for Financial Professionals (AFP), specializing in Risk Management

Certifications

  • Six Sigma Black Belt Certification for Process Improvement by the American Society for Quality (ASQ)
  • Certified Business Analysis Professional (CBAP)
  • International Certificate in Financial Services by The Chartered Banker Institute
  • Certified Business Negotiation Specialist (CBNS) by Harbor & Co.
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Cash Manager (CCM) by the Association for Financial Professionals (AFP)
  • Leadership Excellence in Financial Services Management Certificate by metric
  • Cisco Certified Network Associate (CCNA)
  • Customer Service Financial Management Cert. by the International Customer Management Institute (ICMI)
  • Microsoft Certified Systems Engineer (MCSE)

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