Lori Roberts
Office Clerk / Receptionist at St. Charles Harley-Davidson- Claim this Profile
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Bio
Credentials
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HFMA's Business of HealthCare Program
Healthcare Financial Management Association (HFMA)Nov, 2018- Oct, 2024
Experience
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St. Charles Harley-Davidson
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United States
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Retail
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1 - 100 Employee
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Office Clerk / Receptionist
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Sep 2021 - Present
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Mercy
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United Kingdom
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Retail Art Supplies
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1 - 100 Employee
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Senior Consultant Finance
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Jul 2017 - May 2020
As part of the Financial Performance team, I work directly with clinical, financial, and operational leaders across the Ministry to implement tools and methodologies for financial performance and benchmarking analysis. This position supports the successful implementation of Mercy-wide stewardship initiatives on behalf of Ministry senior leadership committees. This support includes using data analytics and benchmarking comparisons to identify and track cost savings or process standardization opportunities Show less
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Perficient
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Business Coordinator
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Nov 2015 - Jul 2017
Assist Project Managers, General Managers, and Industry Directors with the set-up and maintenence on various projects in the Healthcare Industry. Prepare all monthly billings and forecasting for projects. Track timeliness of time submitted and approved from resources for the purpose of billing clients. Assist Project Managers, General Managers, and Industry Directors with the set-up and maintenence on various projects in the Healthcare Industry. Prepare all monthly billings and forecasting for projects. Track timeliness of time submitted and approved from resources for the purpose of billing clients.
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Senior Financial Assistant
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Feb 2011 - Aug 2015
Account reconciliations, banking reconciliations and general ledger cash postings. SAP system power user. Monitored billing block reports. Communicated with customers on billing issues. Responsible for maintaining and monitoring the ship and debit rebate program. All other Accounts Receivable functions including working with the outsourcing staff.
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Accounts Receivable Supervisor
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Jan 2004 - Feb 2011
Manage and monitor the self initiated collection efforts and policies by Financial Shared Services Team for North American Investigate new account applications and determine credit worthiness. Set credit limit as necessary. Minimize bad-debt write-offs and control the exposure of risk in the accounts receivable base Restructured the Claims Area processes and policy to reduce net claims by 84% over a two year period Manage and monitor the self initiated data entry team in Juarez, Mexico Create and analyze a weekly aging summary with detailed recommendations to Division Controller Oversee and audit the SOX compliance narrative and internal controls for the credit granting hierarchy Initiated and coordinated a self-service mailroom within headquarters Assisted with SAP conversion from Mac-Pac AS400 Show less
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Lead Accounts Receivable Representative
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Jan 1999 - Jan 2004
Assumed all supervisory responsibilities related to personnel issues , 8 direct reports Reconcile all Accounts Receivable related General Ledger accounts Handled all tasks associated with bankruptcy and/or bad debt accounts Created and analyzed reports related to Accounts Receivable past due customers Reported recommendations of procedures within A/R to Manager, Credit and Collecti ons
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Accounts Receivable Representative
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Jan 1979 - Jan 1999
Cash posting to customer accounts Collection calls to past due customers Investigated, researched, and entered credits against customer deductions
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Education
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University of Phoenix
Bachelor, Business Management -
Pattonville High School, Maryland Heights, Missouri
Diploma