Experience

M3 Wake Research

• United States
• Pharmaceutical Manufacturing
• 100 - 200 Employee

• Clinical Research Budget Analyst

  • Aug 2022 - Present



Velocity Clinical Research, Inc.

• United States
• Biotechnology Research
• 400 - 500 Employee

• Manager, Accounts Receivable

  • Jan 2021 - Aug 2022

• Accounts Receivable Specialist

  • Mar 2019 - Jan 2021



Center for Child and Family Health

• Director of Clinic Operations

  • Apr 2015 - Jan 2019

  * Financial reporting * Responsible for meeting revenue goals and managing clinic expenditures * Administrative supervision to clinicians, clinic staff, clinical trainees, and interns * Develop and implement performance standards and productivity goals * Responsible for the referral and intake coordination process * Oversee and maintain service reimbursement and billing procedures * Implement, monitor, and report on quality assurance and compliance initiatives * Responsible… Show more * Financial reporting * Responsible for meeting revenue goals and managing clinic expenditures * Administrative supervision to clinicians, clinic staff, clinical trainees, and interns * Develop and implement performance standards and productivity goals * Responsible for the referral and intake coordination process * Oversee and maintain service reimbursement and billing procedures * Implement, monitor, and report on quality assurance and compliance initiatives * Responsible for credentialing Mental Health Professionals * Responsible for maintenance of the electronic and physical medical records system

• Accounting Specialist

  • Oct 2012 - May 2015

  * Federal and State Grant Reconciliations * Payroll Administrator * Accounts Payable - Grant Allocations



Chapel Hill Printing and Graphics

• Customer Service Representative/Sales

  • Aug 2011 - Oct 2012

  August 2011 - Present • Process requests from customers and ensure that issues are resolved promptly and professionally • Gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent/reduce the need for future contact • Provide quality service and support in a variety of areas including, but not limited to: billing, production, collections, delivery, open and close of business • Troubleshoot customer/internal issues with work… Show more August 2011 - Present • Process requests from customers and ensure that issues are resolved promptly and professionally • Gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent/reduce the need for future contact • Provide quality service and support in a variety of areas including, but not limited to: billing, production, collections, delivery, open and close of business • Troubleshoot customer/internal issues with work orders • Maintain a balance between company policy and customer satisfaction in the best interest of the company and the customer • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience • Assure consistent management of workflow • General responsibilities: counter sales and reception, answer all incoming calls, problem resolution, filing, shipping, submit brokered orders, finalize all orders, production meetings, provide assistance to other employees • Software: Quickbooks Pro, Printer’s Plan, Microsoft Office and Outlook Show less August 2011 - Present • Process requests from customers and ensure that issues are resolved promptly and professionally • Gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent/reduce the need for future contact • Provide quality service and support in a variety of areas including, but not limited to: billing, production, collections, delivery, open and close of business • Troubleshoot customer/internal issues with work… Show more August 2011 - Present • Process requests from customers and ensure that issues are resolved promptly and professionally • Gather customer information, access and fulfill customer needs, educate the customer where applicable to prevent/reduce the need for future contact • Provide quality service and support in a variety of areas including, but not limited to: billing, production, collections, delivery, open and close of business • Troubleshoot customer/internal issues with work orders • Maintain a balance between company policy and customer satisfaction in the best interest of the company and the customer • Continuously evaluate and identify opportunities to drive process improvements that positively impact the customer’s experience • Assure consistent management of workflow • General responsibilities: counter sales and reception, answer all incoming calls, problem resolution, filing, shipping, submit brokered orders, finalize all orders, production meetings, provide assistance to other employees • Software: Quickbooks Pro, Printer’s Plan, Microsoft Office and Outlook Show less



Kawasaki Suzuki of Durham

• Business Partner/Accountant

  • Dec 1993 - Aug 2011

  December 1993 - April 2010 • Preparation of monthly and year-end financial statements • Responsible for sales tax liability and property tax listing • Manage Audits: tax, personal property and insurance • Responsible for annual licenses • Preparation of payroll (through ADP payroll processing) • Maintenance of personnel records • Responsible for employee benefits • Responsible for cash reconciliations and daily deposits • Bank reconciliations • Manage accounts… Show more December 1993 - April 2010 • Preparation of monthly and year-end financial statements • Responsible for sales tax liability and property tax listing • Manage Audits: tax, personal property and insurance • Responsible for annual licenses • Preparation of payroll (through ADP payroll processing) • Maintenance of personnel records • Responsible for employee benefits • Responsible for cash reconciliations and daily deposits • Bank reconciliations • Manage accounts payable and receivable • Software/Systems knowledge: ADP Lightspeed, Quickbooks Pro, Microsoft Excel, Microsoft Word Show less December 1993 - April 2010 • Preparation of monthly and year-end financial statements • Responsible for sales tax liability and property tax listing • Manage Audits: tax, personal property and insurance • Responsible for annual licenses • Preparation of payroll (through ADP payroll processing) • Maintenance of personnel records • Responsible for employee benefits • Responsible for cash reconciliations and daily deposits • Bank reconciliations • Manage accounts… Show more December 1993 - April 2010 • Preparation of monthly and year-end financial statements • Responsible for sales tax liability and property tax listing • Manage Audits: tax, personal property and insurance • Responsible for annual licenses • Preparation of payroll (through ADP payroll processing) • Maintenance of personnel records • Responsible for employee benefits • Responsible for cash reconciliations and daily deposits • Bank reconciliations • Manage accounts payable and receivable • Software/Systems knowledge: ADP Lightspeed, Quickbooks Pro, Microsoft Excel, Microsoft Word Show less



Gundersdorff and Company Accountants

• Accountant

  • Aug 1989 - Nov 1993

  • Prepared monthly and year-end financial statements for client base • Prepared individual tax returns • Responsible for quarterly payroll tax liabilities, sales tax liabilities, and property tax listings for clientele • Assisted with audits • Responsible for marketing • Developed procedures manual for client payroll processing and general ledger • Developed tracking system for incoming materials and completed projects • Recruited, interviewed and hired… Show more • Prepared monthly and year-end financial statements for client base • Prepared individual tax returns • Responsible for quarterly payroll tax liabilities, sales tax liabilities, and property tax listings for clientele • Assisted with audits • Responsible for marketing • Developed procedures manual for client payroll processing and general ledger • Developed tracking system for incoming materials and completed projects • Recruited, interviewed and hired personnel • Extensive contact with clientele • Software: Microsoft Excel, Business Works, Quicken, Tax Relief, Professional Write and Amipro Show less • Prepared monthly and year-end financial statements for client base • Prepared individual tax returns • Responsible for quarterly payroll tax liabilities, sales tax liabilities, and property tax listings for clientele • Assisted with audits • Responsible for marketing • Developed procedures manual for client payroll processing and general ledger • Developed tracking system for incoming materials and completed projects • Recruited, interviewed and hired… Show more • Prepared monthly and year-end financial statements for client base • Prepared individual tax returns • Responsible for quarterly payroll tax liabilities, sales tax liabilities, and property tax listings for clientele • Assisted with audits • Responsible for marketing • Developed procedures manual for client payroll processing and general ledger • Developed tracking system for incoming materials and completed projects • Recruited, interviewed and hired personnel • Extensive contact with clientele • Software: Microsoft Excel, Business Works, Quicken, Tax Relief, Professional Write and Amipro Show less