Experience

• 

  Southeastern connecticut medical center

  Jul 2011 - Dec 2011

  Medical records assistant

  o Scan medical documents into the systemo Utilize decision making and problem solving skills to determine type of file that has been scannedo Process and assign each document to designated locations based on type of information they containo Make 100+ daily phone calls to confirm the appointments of the patients for the following dayo Refer patients for rescheduling if they are unable to make the appointment, or confirm using the system protocol

• 

  The national retirement fund

  Mar 2012 - Jan 2014

  o Liaison between the National Retirement Fund and the Unions/Employerso Review Collective Bargaining Agreements for accuracyo Ensure employers are not violating ERISA’s Retroactive Rule and Pension Protection Act, thereby discriminating against employees and reducing pension contributions, respectivelyo Calculate rates using Minimum Standard Increases (“the dimes”) and the Rehabilitation Program up to 4 years in advanceo Update calculated rates and CBAs in Vitech (V3), OWOW database, and Stellent for use by analystso Notify employers of their pending Collective Bargaining Agreement expiration date, minimum standard rates to be included on updated CBA or document equivalent, and when they are nearing default or termination from the Fund through professional correspondence (email and form letters)o Review the work of the entire Accounts Receivable department to ensure it is free of typographical and mathematical errorso Promptly respond to management inquiries and requests regarding benefits and stipulations in the employers respective collective bargaining agreemento Responsible for the training of Accounts Receivable Clerks, identifying areas of weakness, and providing detailed suggestions for improvement Show less o Process monthly reports and audits from hospitality industry union employers with pension contributions stipulated in their Collective Bargaining Agreemento Review of each Collective Bargaining Agreement (CBA) to ensure that employers are correctly remitting pension contributionso Calculate complex Rehabilitation Rates which prorate the rehabilitation based on CBA effective date and adoption scheduleo Utilize proficient organizational skills to process large amounts of data in a relatively short amount of time. o Contact employers in a professional manner by telephone, email, or postal mail regarding delinquent accounts and reporting errors. o Received HIPAA training prior to hire due to accessibility of confidential informationo Prepared and delivered presentation of audit findings to the Fund Manager of an employer which resulted in the finding of unseen overpayments totaling $17,000+o Attention to detail/accuracy when manually verifying social security numbers, names, and hours worked for thousands of employees on a daily basiso Audit previous years to find reporting errors and data entries; generate correcting adjustments o Adhere to strict policies and procedures with regards to preparing reports, contacting employers, and delinquency notification Show less

  • Contract Coordinator

    Nov 2012 - Jan 2014

  • Accounts Receivable Analyst

    Mar 2012 - Oct 2012
• 

  Intuit

  Jan 2013 - Feb 2014

  Turbo tax ask a tax expert, seasonal

  o Receive incoming calls and chats (instant message) in a home-based office and answer them in a professional, courteous and understanding mannero Thoroughly research complicated tax-related questions and offer advice and solutionso Provide personalized follow up email after each contacto Strive to continually “WOW” each customero Work with the customer to resolve technical/computer problems in order to get their Turbo Tax software working properly o Up-sell products as appropriateo Review accounts to ensure proper payment and acceptance of “e-file”, offer incentives, refunds, and downgrades when approved by manager o Received 100% on all customer-based survey received based on performance Show less

• 

  Dunkin donuts

  Mar 2015 - Sept 2015

  Shift leader

  o Supervise and manage employees when manager is not presento Respond quickly and professionally to customer complaintso Preparation of the daily financial paperwork and bank deposit, counting and verifying money in the safe, and cash registero Preparing coffee and food items in a timely manner

• 

  Southern tier news company

  Aug 2015 - Jan 2016

  Magazine receiving clerk

  o Reconcile magazine invoices from 75+ different Tops Markets and Wegman’s grocery store chains to ensure that all monies were receivedo Research and resolve invoice discrepancieso Assist with filling orders in the warehouse as necessaryo Completed forklift training and holds forklift certification

• 

  Intuit

  Aug 2017 - Apr 2019

  Senior tax advisor