Experience

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  FORVIS

  • Tulsa, Oklahoma, United States

  • Outsourcing Associate

    • Jun 2022 - Present
    • Tulsa, Oklahoma, United States

    Healthcare Consulting/LTC/OAS/Tax Special Projects support and backup for busy season overflows. Processing Bad Debt for Long Term Care, Cost Report Data Entry Reviews and Creating Exhibits, Review of Provider Enrollment Data Entry, OAS Monthly TB maintenance in CS, ELs/Contracts Initiation Processing for OAS, Tax and others as needed, POA processing for Tax, Notice Response Initiation Processing for Tax and any other Special Project assignments.

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  BKD CPAs & Advisors

  • Tulsa, Oklahoma Area

  • Tax Processing Specialist

    • Feb 2010 - May 2022
    • Tulsa, Oklahoma Area

    Provide administrative support to firm partners and managers by proofreading, editing, formatting, correcting, footing and styling all correspondence that flows through the office to clients. Provide general office support by maintaining paper supply in all printers, processing incoming/outgoing mail/fax/email, and rotating reception duty as required. Primary support/contact for all tax-related and accounting outsourcing administrative issues. Process taxes, cost reports, monthlies, audits, PPS assessments, etc., as required.

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  Walmart

  • Merchandising Supervisor

    • Aug 2009 - Feb 2010

    New Store Setup. After setup was accomplished, I was the MS of Mens, Boys, Girls, Infants, Accessories and Lingerie Departments. I was responsible for rotating stock from inventory to the floor and ensuring that all modulars were in place properly and on time. I managed six floor associates and coordinated with two other MS’ on a regular basis.

  • Money Center Cashier/Cashier

    • Apr 2009 - Aug 2009

    Money Center Cashier, June 2009–PresentPromoted to Money Center Cashier. Responsibilities are maintain Money Center work area appearance and supplies. Exceed the customer’s expectations when check cashing, Send/Receive MoneyGrams, sell money orders, sell postage stamps, loading Wal-Mart credit/gift cards or any other service. Handle cash register accurately with over $10k.Cashier, April 9–May 2009Transferred to work as a full time cashier on the front end of the store. Responsibilities include accuracy validated by routine audits, thoroughness, suggestive selling of company’s promotional items such as Credit Cards, etc. Goal to always exceed the customer’s expectations and ensure they leave with a smile.

  • Customer Service Manager (CSM)

    • Oct 2007 - Mar 2009

    Customer Service Manager (CSM), March 2008–March 2009Promotion from Cashier. Responsible for a $2,000 draw to disperse change to all cashiers. Supervise and assign registers to over 30 employees, keeping in mind peak hours of customer traffic. Fully support all cashiers for change, guidance, approvals and schedule adherence. Administer employee evaluations and register audits as necessary. Supervise shifts, zoning, maintenance and upkeep of front end registers. Cross train in all store “Front End” positions to assist and/or fill in as necessary: Money Center Operator (Process Money Grams, Money Orders, Cash Payroll/Government Checks, Faxing, Copying), Customer Service Desk (field incoming customer calls/complaints, process returns, sort and distribute all returns to associated departments and claims), People Greeting, Garden Center, Electronics, Jewelry, etc. Assist Cash Office as needed. Motivate employees to excel in their respective positions and to press towards company goals with a team oriented vision.Cashier, October 2007–March 2008Hired and trained by both hands-on and computer based learning (CBL) to work as a part time cashier on the front end of the store. Responsibilities include accuracy validated by routine audits, thoroughness, suggestive selling of company’s promotional items, such as Credit Cards, etc.

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  Full Time Mom

  • Idaho Falls, Idaho

  • Mommie

    • Oct 2005 - Oct 2007
    • Idaho Falls, Idaho

    Took time out from my career to nurture my children. Truly one of the most rewarding periods of my life.

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  Qwest

  • Idaho Falls, Idaho

  • Sales Representative

    • Mar 2004 - Oct 2005
    • Idaho Falls, Idaho

    Sales RepresentativeAnswered inbound sales calls while applying all QA standards. Maintained sales objectives while displaying the Spirit of Service in action. Acquired knowledge of all Qwest Sales and Service computer systems and Qwest Product familiarity. Self organized to access any information requested quickly. Working knowledge of company computer systems including C+, Boss, Cars, Sonar, Soms, DTV ordering Tools, Tag, Facility Check, Twist, Totalview, Infobuddy and Appointment Scheduler. Utilized Microsoft Outlook for mail processing, Microsoft Word and Excel, as necessary. Utilize all these tools as necessary to fully facilitate the customer’s needs (stated and inferred). Incorporate suggestive selling based on information gained during the conversation using open ended questions. Exceed expectations. Utilize mailing/faxing/copying as needed. Upselling and offering packaged solutions before ending each call. Team lead for Teamwork projects and monthly motivators.

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  Wärtsilä

  • Harvey, Louisiana

  • Accounts Manager

    • Sep 1988 - Feb 2004
    • Harvey, Louisiana

    Exceed the U.S.A. customer’s needs from quotation to invoice (including collections), with support from Wartsila Factories in the following primary countries: U.S.A., Sweden; Finland; France; The Netherlands; and Norway. Kept customers apprised of all updates/modifications to their equipment and negotiated according to their needs and budgets. Responsible for yearly financial revenue forecasting for all accounts utilizing data manipulation and reporting skills. Local computer support person for our LAN and PC troubleshooting. Software: Workgroups for Windows 3.11/95/98/NT/XP; Office 97/2000, including Excel, Word, Outlook, PowerPoint and related software; BPCS and SAP. Assisted in inventory control, turnover, material’s planning functions, shipping and receiving experience and forklift certified.Office management, process and distribute correspondence (mail/fax/copy), purchasing, cost control, coding/posting invoices, A/R assistance, courier shipping via internet/web, office supplies, perks and consumables. Administrative support to supervisor including travel arrangements, expense reports, scheduling, answered Toshiba Multi-line Phone system with voice mail and intercom/paging.

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  Mikey Enterprises

  • Crown Point, Louisiana

  • Business Coordinator

    • Jul 1994 - Dec 1997
    • Crown Point, Louisiana

    Business CoordinatorAs Business Coordinator, I handled all of Mikey Enterprises’ bookkeeping, accounting, financial and secretarial duties. Responsible for building and maintaining customer base. Responsible for ensuring customer expectations met/exceeded and that all problems were resolved satisfactorily and quickly.

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  DeGaulle Chiropractic Clinic

  • New Orleans, Louisiana

  • Chiropractic Assistant & Receptionist

    • Jun 1987 - Aug 1988
    • New Orleans, Louisiana

    Chiropractic Assistant & ReceptionistDuties: Insurance Supervisor – maintaining complete files and records for all Workman’s Compensation/P.I. patients. Monthly billings to Insurance Companies, Attorneys and Workman’s Compensation Offices. All phone research and tracing concerning claims. X-rays. Handled front desk as receptionist and patient greeter. Therapies. Posted to follow-up tickler file on A/P, A/R and Day Sheets. Kept appointment book and rescheduling, with missed appointment phone call follow-up. Attended Gibson Management Seminars in Chicago.

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  Popeyes Corporate Office

  • Jefferson, Louisiana

  • Bookeeper

    • Jun 1986 - May 1987
    • Jefferson, Louisiana

    Popeyes Communication Center, Home Delivery Operator, June 1986–August 1986.Duties: Operator for home delivery doing data entry on a computer and had communications interaction with the customers. Bookworker, August 1986–May 1987Duties: Audit and control work over 15 New Orleans Popeyes Stores, 12 Dallas Stores, and7 Atlanta Stores. Coupon tracking. Verified register tapes with voids and daily sales sheet. Data Entry of invoices, daily sales sheets and all inter-store transfers.

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  Calvary Christian School

  • Marrero, Louisiana

  • Academic Teacher/A.C.E.

    • 1985 - 1986
    • Marrero, Louisiana

    Academic Teacher/A.C.E.Duties: Taught all subjects to Students, ages 10–15.

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  Lafitte Christian Academy

  • Lafitte, Louisiana

  • Academic Teacher Assistant/A.C.E.

    • 1982 - 1985
    • Lafitte, Louisiana

    Academic Teacher Assistant/A.C.E.Duties: Taught all subjects. Assisted the secretary and principal in doing typing, testing, filing, copying, faxing, etc. I was the L.S.I. Reading Supervisor for six months. Students’ ages were from 5–17.

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  Andrew's Chiropractic Clinic

  • Marrero, Louisiana

  • Chiropractic Assistant & Receptionist

    • Jun 1984 - Aug 1984
    • Marrero, Louisiana

    Chiropractic Assistant & ReceptionistDuties: I worked as an assistant to the doctor and as a receptionist answering a multi-line phone, scheduling patients, and handling all office mail, copying, and faxing.