Experience

Capital Builders & Designers
• United States
• Construction
• 1 - 100 Employee
• Account Manager

  • Apr 2023 - Present


SPERO REHABILITATION LLC

• United States
• Medical Equipment Manufacturing

• Bookkeeper | Financial Advisor | Accounting Clerk

  • 2019 - Apr 2023

  - Managed and maintained the General Ledger, Accounts Payable, and Accounts Receivable for 7 companies in the healthcare and rehabilitation industry, utilizing modern accounting software - Conducted monthly journal entries and reconciliations of bank accounts and credit cards using Excel and QuickBooks - Managed collections, reduced delinquent accounts, and improved cash flow - Assisted with the preparation of Financial Statements using MS Excel. Supervised front desk personnel and handled patient complaints to ensure customer satisfaction - Contributed to outreach projects to build business relationships and increase revenue - Implemented Kaero Billing System as part of a company wide effort to modernize billing process Project Highlight: Process Improvement: Increased AR Collections by 60% - Created repeatable process for the collections on patient accounts increased collections by 60% YoY - Created repeatable process to decrease denials by 50% - Established process for benefit pre-authorizations in order to increase payment timeliness and accuracy - Through a thorough financial analysis and budget recommended changes that increased cash on hand by 120% and decreased expenses. Show less



JEM Steel

• United States
• Construction

• Co-Founder | Accounting Clerk-Financial Advisor

  • 2012 - 2019

  - Co-founded a fabrication and engineering firm and managed all sales and accounting and bookkeeping functions - Bootstrapped the company while executing a strategic financial accounting and growth strategy to ultimately achieve a acquisition deal - Managed and maintained the General Ledger, Accounts Payable, and Accounts Receivable - Performed monthly journal entries and reconciliations of bank accounts - Coded all incoming invoices, monitored collections, and improved cashflow - Contributed to the preparation of Financial Statements - Processed payroll using ADP payroll software and filed monthly sales tax filings Show less



The Window Center

• United States
• Construction
• 1 - 100 Employee

• Accounting Clerk | Financial Advisor | Bookkeeper

  • 2002 - 2012

  Managed and maintained the General Ledger, Accounts Payable, and Accounts Receivable for The Window Center, a manufacturing and installation company, utilizing modern accounting software. Performed monthly journal entries and reconciliations of bank accounts using Excel and QuickBooks Coded all incoming invoices, monitored collections, and improved cash flow Contributed to the preparation of Financial Statements using MS Excel Processed payroll using ADP payroll software and filed monthly sales tax returns Show less



Tricon Energy

• United States
• Wholesale Chemical and Allied Products
• 300 - 400 Employee

• Accounting Clerk | Financial Advisor | Bookkeeper

  • 1996 - 2000

  Managed and maintained the General Ledger, Accounts Payable, and Accounts Receivable for Tricon Energy, an oil and gas company, utilizing modern accounting software Performed monthly journal entries and reconciliations of bank accounts using Excel and QuickBooks Coded all incoming invoices, monitored collections, and improved cash flow Contributed to the preparation of Financial Statements using MS Excel Maintained payroll records, filed monthly payroll taxes, and authorized wire transfers with national and foreign banks Show less