
Timeline
About me
Account Manager at Streamline Accounting
Education
University of phoenix
2009 - 2015Master of science - ms accounting and business/managementWest texas a&m university college of business
2024 - 2026Master of business administration - mba accounting and business/managementWest texas a&m university college of business
2024 - 2026Master of business administration - mba accounting and business/management
Experience
Apollo medflight
Mar 2018 - Apr 2023Played a key role in financial reporting and analysis, ensuring accurate and timely preparation of financial statements, journal entries, and account reconciliations, supporting informed decision-making.Effectively managed fixed assets for the company, recording monthly depreciation entries and maintaining impeccable records for auditing purposes.Collaborated with cross-functional teams, including Accounts Receivable, Patient Financial Services, and Clinical staff, to ensure precise reporting and billing accuracy.Demonstrated leadership potential, leading training sessions for the Accounts Receivable team, while also providing guidance to other team members in adopting new software and tasks. Show less Efficiently managed daily payments and accounts receivable, accurately posting transactions, reconciling accounts, and ensuring timely collections, resulting in improved cash flow for the company.Demonstrated exceptional client relationship management skills, liaising with insurance companies and patients to resolve billing inquiries and disputes, fostering positive relationships with stakeholders.Successfully prepared and submitted appeal letters to insurance companies, advocating for accurate and fair payment in alignment with their plans, leading to increased revenue realization.Proactively identified opportunities for process improvement, conducting research to implement more efficient payment methods, ultimately streamlining accounts receivable procedures. Show less
Staff Accountant
Dec 2019 - Apr 2023Accounts Receivable Specialist
Mar 2018 - Dec 2019
Lemert, holder, ohm pllc
Apr 2023 - Sept 2024Account managerEnsured accurate month-end financial statements by meticulously reconciling client bank, credit card, and loan accounts, reflecting exceptional attention to detail and financial accuracy.Complied with AICPA Peer Review requirements for financial statement preparation, showcasing a commitment to maintaining high professional standards and regulatory compliance.Proactively managed payroll processing and tax reporting for a diverse client base, including W2/W3 forms, 1099 forms, sales tax reports, and property tax rendition forms, ensuring seamless financial operations for clients.Demonstrated exceptional client management skills by effectively communicating with over 30 clients from various industries and assisting an additional 20 clients, contributing to high client satisfaction and fostering lasting partnerships. Show less
Streamline accounting
Jul 2024 - nowAccount manager
Licenses & Certifications
- View certificate
Quickbooks certified proadvisor
IntuitNov 2024 - View certificate
Intuit trained bookkeeper
IntuitDec 2024
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