Accounts Receivable Specialist

• Sep 2020 - Present

Working proactively with private Managed Care Organizations, state government agencies, direct care service professionals, Sevita Health's billing department, to ensure that no disruption in receivables revenue occurs, and to solve issues quickly when such disruptions occur. Working proactively with private Managed Care Organizations, state government agencies, direct care service professionals, Sevita Health's billing department, to ensure that no disruption in receivables revenue occurs, and to solve issues quickly when such disruptions occur.

Accountant | Bookkeeper | Xero and QuickBooks Certified Advisor

• Jun 2019 - Sep 2020

Helping small businesses increase efficiency and savings by choosing the right products and by assisting them with the Desktop-to-Cloud migration, and with accounting apps integration, to automate processes and data entry. Helping small businesses increase efficiency and savings by choosing the right products and by assisting them with the Desktop-to-Cloud migration, and with accounting apps integration, to automate processes and data entry.

Taxpayer Support Specialist

• Dec 2019 - Apr 2020

Helped customers with individual and business tax return filings, assisting them in navigating the proprietary tax software and answering tax related questions over the phone, email, and chat. Helped customers with individual and business tax return filings, assisting them in navigating the proprietary tax software and answering tax related questions over the phone, email, and chat.

Branch Manager, Futures and FOREX Broker

• Jul 2012 - Jul 2014

• Skilled at assisting clients and servicing accounts, communicating quickly and efficiently with customers and within the organization. • Being personally liable and responsible for monetary losses due to underfunded accounts during margin calls, caused by increased market volatility and changes in trends, became skilled at assessing and mitigating market risk overall and reacting quickly to unfavorable situations by also assessing the customers’ own tolerance for risk. • Skilled at assisting clients and servicing accounts, communicating quickly and efficiently with customers and within the organization. • Being personally liable and responsible for monetary losses due to underfunded accounts during margin calls, caused by increased market volatility and changes in trends, became skilled at assessing and mitigating market risk overall and reacting quickly to unfavorable situations by also assessing the customers’ own tolerance for risk.

Customer Service Agent

• Jul 2008 - Dec 2012

Commodities Futures Broker

• Aug 2005 - Jul 2012

• Financial Industry professional, experienced in sales, risk and money management, electronic trading of derivatives, commodity and financial futures contracts and options, with attention to detail and ethics as a priority. • Implemented an electronic trading desk for electronic execution of trades, with first employer in the industry, increasing efficiency and reducing costs considerably. Expanded the trading scope of the business from exclusively agricultural to a broad range of markets, increasing transactions volume and commission revenue. Show less