Director of Finance & HR

• Jun 2022 - Present

Senior Accountant

• Apr 2017 - Jun 2022

Controller

• Jul 2007 - Apr 2017

As co-owner of this family-owned electrical contracting firm, work part-time to support the business’s full-charge bookkeeping needs. Perform billing/invoicing functions. Process accounts payable with check writing authority; ensure attainment of all discounts. Enter invoices, cash receipts, bills, purchase orders, disbursements, expense vouchers and receipts. Reconcile bank statements, credit cards, and line of credits. Utilize Quickbooks 2016 to establish/modify employee accounts and prepare payroll. Show less

Accountant

• Sep 2016 - Feb 2017

Reconciled bank statements, credit cards, and line of credits utilizing QuickBooks and QuickBooks Online for several business clients. Processed data entry to QuickBooks Pro and QuickBooks Online. Prepared monthly financial statements such as the Trial Balance, Balance Sheet, and Profit & Loss. Reviewed vendors and selected vendors who needed 1099's then prepared them. Reconciled bank statements, credit cards, and line of credits utilizing QuickBooks and QuickBooks Online for several business clients. Processed data entry to QuickBooks Pro and QuickBooks Online. Prepared monthly financial statements such as the Trial Balance, Balance Sheet, and Profit & Loss. Reviewed vendors and selected vendors who needed 1099's then prepared them.

Accounting/Business Program Administrator

• Jun 2008 - Aug 2016

Accountable for concurrent business administration of three programs: Accounting/Management Concentration, Accounting Specialist Diploma and Office Operations Management – Accounting Office. Full-time role.Ensure program content is current and delivered uniformly by all instructors. Report to the Academic Dean.Proactively serve on the Curriculum Committee and Cross-Curricular Review Committee.Gather and facilitate Advisory Board for assigned program(s).Consult with the bookstore manager each session to ensure adequate inventory and titles.Revise master course syllabi/outlines for assigned program.Serve as curriculum resource for faculty in assigned program(s).Submit timely reports to the Academic Dean.Ensure exceptional customer service. Show less

Accounting/ Business Instructor

• Jun 2000 - Aug 2016

Assume responsibility for each class assigned; emphasis is business/accounting-related courses. Update course syllabus/outline in accordance with the state-mandated curriculum. Utilize proprietary software to upload data related to lesson plans, instructional materials for students, students’ personal information and their grades. Submit final grades and supporting documentation.Work with class as well as meeting individually with students. Provide written records of progress; serve as a resource and mentor to students. Promote finance/accounting as a vocation based on real world experience. Educate students to institution’s policies and expectations. Develop and administer tests to track student progress. Proactively participate in faculty meetings and various in-service presentations. Ensure appropriate number of academic hours of instruction per session.Provide the Dean of Faculty and substitute instructor with lesson plan and class materials for planned absences; maintains emergency lesson plan in the case of unplanned absence. Show less

Financial Counselor

• Jan 1999 - Jan 2001

Facilitated insurance provider communications to verify coverage, eligibility and benefits for individuals in need of emergency medical services in a busy suburban E.R. Initiated contact with insurance company representatives to discuss appropriateness of care. Utilized knowledge of ICD-9 coding. Secured care/service approvals and followed up to expedite payment and to secure financial resolution. Performed electronic verification of all self-pay and Medicaid patients. Registered patients in a fast-paced, high-volume setting. Flexible and responsive; worked efficiently under rapidly-changing situations. Interacted with a wide age range of multi-cultural patients from diverse socio-economic backgrounds. Reviewed scheduling from hospital, physicians practices and pre-admission nurse. Screened registrations for sensitive diagnosis. Obtained Informed Consent, Release of Information and other required signatures. Prioritized workflow. Accessed proprietary software to establish and update patient information. Entered departure/discharge. Liaison with Nursing Unit for room assignment. Processed all related documentation. Generated daily census and notified utilization team. Show less

Accounts Receivable Specialist

• Jan 1996 - Jan 1998

Prepared and submitted a large volume of medical billing for this manufacturer of prostheses and braces. Interact directly with the public to review and verify insurance benefits and eligibility. Schedule appointments. Process accounts payable and accounts receivable, investigating and resolving discrepancies. Prepared and submitted a large volume of medical billing for this manufacturer of prostheses and braces. Interact directly with the public to review and verify insurance benefits and eligibility. Schedule appointments. Process accounts payable and accounts receivable, investigating and resolving discrepancies.

Customer Service Representative

• Jan 1993 - Jan 1996

Responded to inquiries from students regarding student loans. Discussed payment arrangements and followed up on questions regarding the plan. Responded to inquiries from students regarding student loans. Discussed payment arrangements and followed up on questions regarding the plan.