Experience

BAYWELL PSYCHIATRY GROUP

• United States
• Mental Health Care
• 1 - 100 Employee

• Administrator

  • Feb 2017 - Present

  baywellpsych.com • Administrative/Reception Team for Baywell Psychiatry Group • Manages the San Mateo office and supports doctors in providing extraordinary patient care • Maintains the patient schedules of all doctors and therapists • Greets and orients new and existing patients • Intake Coordinator interviewing new patients and/or providing referral & resource information • Extensive and daily verbal and written communication with physicians and patients • Handles prescription refills and… Show more • Administrative/Reception Team for Baywell Psychiatry Group • Manages the San Mateo office and supports doctors in providing extraordinary patient care • Maintains the patient schedules of all doctors and therapists • Greets and orients new and existing patients • Intake Coordinator interviewing new patients and/or providing referral & resource information • Extensive and daily verbal and written communication with physicians and patients • Handles prescription refills and prior authorization requests • Verifies patient insurance benefits and coverage • Supports the doctors with daily tasks and special projects as assigned • Dedicated to maintaining patient confidentiality and sensitive to mental health issues • Demonstrates a positive working relationship with staff, physicians and clinical personnel to promote collaboration and a positive public image Show less



Live Oak, Inc.

• United States
• Mental Health Care
• 1 - 100 Employee

• Office Manager

  • Jun 2012 - Nov 2016

  liveoakchicago.com • Provided support to CEO, COO, Director of Programs & Administration, Director of Operations & Community Engagement and a dynamic office staff of thirty therapists. • Helped acquire, transition and train staff on Therapy Appointment (Practice management s/w). and acted as liaison between therapists and Therapy Appointment • Coordinated the opening of four remote offices and provided on-going office management of each • Maintained Office schedule and assisted Bookkeeper with income… Show more • Provided support to CEO, COO, Director of Programs & Administration, Director of Operations & Community Engagement and a dynamic office staff of thirty therapists. • Helped acquire, transition and train staff on Therapy Appointment (Practice management s/w). and acted as liaison between therapists and Therapy Appointment • Coordinated the opening of four remote offices and provided on-going office management of each • Maintained Office schedule and assisted Bookkeeper with income deposits and staff Metrics • Processed payroll, pay requests, accounts payable and receivable and monthly contract billing • Reconciled electronic claim payments and coordinated adjustments with insurance claims • Provided annual audit information for 401k program and Workman’s Comp insurance • Coordinated Health, Dental and 401k Benefit Programs for employees • Ensured Policy and Procedures were kept updated and adhered to • Managed new hire orientation, on-boarding and coordinated termination of employment • Processed documentation for all meetings, programs, trainings and workshops • Handled facilities issues and acted as liaison between Property Management and office staff • Coordinated implementation of an in-house network and phone system • Recommended and implemented systems for improving overall efficiency of the organization • "Culture-keeper" acknowledging staff life events and coordinating gatherings and social events Show less



Epiphany United Church Christ

• United States
• Religious Institutions

• Finance Manager

  • Sep 2008 - Jun 2012

  ourepiphany.org • Oversaw Accounts Payable operations and reporting for Church Council plus cost-saving ideas • Managed the confidential collections process and recording of information in CMS database • Reconciled bank statements and generated weekly and month-end reports for Council • Implemented online giving and developed collections communications for reporting to members • Maintained financial reporting and assisted with budgeting processes for various stakeholders • Responsible for… Show more • Oversaw Accounts Payable operations and reporting for Church Council plus cost-saving ideas • Managed the confidential collections process and recording of information in CMS database • Reconciled bank statements and generated weekly and month-end reports for Council • Implemented online giving and developed collections communications for reporting to members • Maintained financial reporting and assisted with budgeting processes for various stakeholders • Responsible for performance of all payroll functions and employee record keeping • Organized annual fundraising & fellowship event and participated in annual Gay Pride parade Show less



Mesa Development, LLC

• Accounting Assistant

  • Sep 2002 - Apr 2010

  Greater Chicago Area • Responsible for A/P, invoice entry, manager approvals, check runs and vendor discrepancies • Processed monthly billings for development and accounting fee reimbursements • Provided oversight of project documentation, records management and project accounting • Assisted marketing in the design & development of firm qualifications and responses to proposals • Created Mesa’s Annual Performance Review process and documentation • Prepared and filed year-end 1099’s for all… Show more • Responsible for A/P, invoice entry, manager approvals, check runs and vendor discrepancies • Processed monthly billings for development and accounting fee reimbursements • Provided oversight of project documentation, records management and project accounting • Assisted marketing in the design & development of firm qualifications and responses to proposals • Created Mesa’s Annual Performance Review process and documentation • Prepared and filed year-end 1099’s for all entities • Provided support to Office Manager (held this role for two years) and special projects as assigned Show less



zpd+a Architects

• Executive Assistant

  • Feb 2002 - Sep 2002

  zpdarch.com • Managed all correspondence, schedule, travel and expenses for firm Principal • Prepared response to proposals and corporate marketing materials • Assisted Project Planner with monthly construction draws • Collaborated with Office Manager on projects as assigned



Mesirow

• United States
• Financial Services
• 500 - 600 Employee

• Business Analyst, Information Technology

  • Dec 1998 - Apr 2000

  Greater Chicago Area • Coordinated Business Development Contingency Plans for I.T. and assisted in the development of Disaster Recovery plans for each Business Unit within the company • Participated in the development of Corporate Y2K compliance documentation • Maintained Y2K inventory database for compliance of business partners, vendors and clients • Coordinated internal and external communications on Y2K issues including SEC and Executive Committee reporting • Assisted with the testing of critical… Show more • Coordinated Business Development Contingency Plans for I.T. and assisted in the development of Disaster Recovery plans for each Business Unit within the company • Participated in the development of Corporate Y2K compliance documentation • Maintained Y2K inventory database for compliance of business partners, vendors and clients • Coordinated internal and external communications on Y2K issues including SEC and Executive Committee reporting • Assisted with the testing of critical business processes and applications by business units

• I.T. Coordinator and Contracts Administrator

  • Mar 1998 - Dec 1998

  Greater Chicago Area • Provided support to the Department and served as Project Coordinator for the Help Desk Rebuild • Processed Department invoices and Coordinated corporate training workshops • Served as Project Developer and Coordinator for Help Desk Liaison Program • Developed and administered a log and tickler system to track all I.T. contracts • Maintained the Purchase Order system, generating purchase requests and orders



Stein & Company

• Project Development Coordinator, Sports Facility Group

  • Nov 1993 - Mar 1998

  Greater Chicago Area • Provided support to two Managing Directors and two Senior Project Managers • Prepared and coordinated proposals, presentations and contracts • Served as marketing liaison for communications between Marketing and Development Services • Assisted in the design and development of sales, brochures and qualification packages • Participated in market research assignments on new business developments • Coordinated all correspondence, travel, group, vendor expenses and client… Show more • Provided support to two Managing Directors and two Senior Project Managers • Prepared and coordinated proposals, presentations and contracts • Served as marketing liaison for communications between Marketing and Development Services • Assisted in the design and development of sales, brochures and qualification packages • Participated in market research assignments on new business developments • Coordinated all correspondence, travel, group, vendor expenses and client billings Show less