Experience

Champion Health Inc.
• United States
• Insurance and Employee Benefit Funds
• 1 - 100 Employee
• Director Of Operations

  • Jan 2022 - Present


Track That Advisor

• United States
• Financial Services
• 1 - 100 Employee

• Office Manager

  • May 2018 - Oct 2021

  As an Office Manager of a fast paced financial technology company my responsibilities included overall organization and smooth functioning of the office and team on a daily basis. In addition to team management I assist the technical team as a Client Service Manager by maintaining the client database and financial trackers through google sheets, follow up with client satisfaction, schedule/perform client training, manage client payments/contracts and serve clients for overall fulfillment. As an Office Manager of a fast paced financial technology company my responsibilities included overall organization and smooth functioning of the office and team on a daily basis. In addition to team management I assist the technical team as a Client Service Manager by maintaining the client database and financial trackers through google sheets, follow up with client satisfaction, schedule/perform client training, manage client payments/contracts and serve clients for overall fulfillment.



SHALIMAR FAMILY DENTISTRY

• United States
• 1 - 100 Employee

• Financial Coordinator

  • Apr 2017 - May 2018

  As a Financial Coordinator I was primarily responsible for monitoring the finances within the business, tracking goals, processing incoming payment, monitoring patient accounts, billing, budgeting, forecasting, insurance claim and appeals. I work closely with the CFO supplying and analyzing a large range of monthly reports along with determining means of correction in areas that need improvement. I facilitate staff meetings, monitor schedules to maintain profitability, organize company events and essentially continue daily responsibilities of my previous position of Office Manager. Show less

• Office Manager

  • Aug 2013 - Apr 2017

  As the Office Manager my responsibilities included but were never limited to monitoring daily goals, reviewing budgeting, training, interviewing, Interoffice HR management, creating and establishing efficiency protocols, maintaining clinic budgets and schedule for profitability, motivating office personnel to serve patients and fostering a culture to deliver an unmatched patient experience.