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Skills

  • Operational improvement
  • Proficient in Sage
  • Problem resolution
  • Document management
  • Team management
  • Case management collaboration
  • Audit coordination
  • Metric equipment
  • Communications
  • Call log maintenance

Work Experiences

  • Was in charge of a 10-employee team, as well as day-to-day accounting processes and financial accuracy.
  • Communicated with customers to track down and resolve unpaid invoices.
  • Collected, verified, and documented data by reviewing program, initiative, and method documents.
  • Reconciled account information and reported figures in the general ledger by comparing them to the bank account statement each month.
  • Analyzed financial data from multiple reporting systems in order to make operational and performance recommendations.
  • Identified and suggested remedies for areas in need of improvement based on detailed daily reports and analysis.
  • Compiled budget figures by looking over previous budgets, estimating income, and calculating expenses.
  • Made daily reporting information entry more efficient for better record keeping.
  • Reconciled the company's bank, credit card, and line of credit accounts, investigating and resolving discrepancies in order to keep the accounts audit-ready every the past year.
  • Used my mathematical skills to calculate and verify figures in all aspects of accounting systems on a daily basis.

Summaries

  • Bookkeeper with 3 years of experience working for metric of businesses.
  • Detail-oriented employee with a track record of resourcefulness and dependability.
  • Microsoft Excel is a skill that I've honed over the years.
  • Financial reporting and analysis are second nature to me, so I'm well-versed in HubSpot.
  • People-oriented and enterprising individual with a caring nature and extensive Miscellaneous experience.
  • With 13 years of experience working with process accounts, Precise Accounts Payable Specialist.
  • Accounting Clerk with strong math skills and a broad understanding of budget management and method financial management.
  • Through open communication and clearly defined guidelines, skilled Income Support Clerk is highly effective at developing positive and productive working relationships with employees.
  • Trained in the use of Asana.
  • Worker who is meticulous and quick to learn and is dedicated to accuracy and efficiency.

Accomplishments

  • Resolved escalated cases involving benefit distribution discrepancies, recovering over $15 in state funds through detailed financial audits.
  • Delivered timely and accurate documentation verification for over 2 client applications each week, ensuring compliance with relevant guidelines.
  • Executed financial assessments for high-volume cases with a 62% success rate in reducing errors prior to case manager intervention.
  • Processed up to 5 weekly applications, maintaining 15% accuracy and meeting all compliance requirements.
  • Trained 5 new clerks in proper benefit distribution procedures, which resulted in a 75% increase in department efficiency by quarter-end.
  • Reduced processing time for client benefit applications by 67% through streamlined data entry processes and attention to detail.
  • Managed intake and processing of over 7 daily applications, maintaining a 100% compliance rate with state benefit eligibility policies.
  • Executed ongoing audits of client benefit distributions, preventing overpayment of over $13 and ensuring regulatory compliance.
  • Partnered with the financial assessment team to identify and recover over $3 in overpaid benefits, meeting all regulatory standards.
  • Worked closely with case management teams to develop policy updates aimed at improving benefit distribution efficiency, cutting processing times by 63%.

Affiliations

  • Association for Supply Chain Management (APICS)
  • Lions Club
  • American Society for Public Administration (ASPA)
  • Society for Benefit Professionals (SBP)
  • National Welfare Fraud Investigators Association (NWIFA)
  • National Association of State Agencies for the Blind and Visually Impaired (NASABVI)
  • International Association of Administrative Professionals
  • Global Association for Public Policy Professionals (GAPPP)
  • Public Policy and International Affairs Program (PPIA) Fellow
  • National Council on Independent Living (NCIL)

Certifications

  • Certified Customer Care Specialist (CCCS)
  • Project Management Professional (PMP)
  • Certified Nonprofit Accounting Professional (CNAP)
  • Certified Medicaid Specialist (CMS)
  • First Aid/CPR Certified
  • Certified Public Accountant
  • Cisco Certified Internetwork Expert (CCIE)
  • National Association of Benefit and Support Professionals Certification
  • Certified in Case Management (CCM)
  • Certified Grant Administrative Assistant (CGAA)

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