Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team and company goals.
Overview
18
18
years of professional experience
Work History
Assistant Controller
Veterans Home Care, LLC
Maryland Heights
02.2024 - Current
Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
Assisted with cash flows to optimize year-end tax benefits.
Assisted with month-end closing activities such as accruals and other adjustments.
Participated in special projects related to improving operational efficiencies within the department.
Reorganized finance and accounting departments to improve efficiency and cut excess spending.
Ensured compliance with Generally Accepted Accounting Principles standards.
Evaluated collection reports to determine collections status and outstanding balance amounts.
Monitored daily cash flow, prepared journal entries, and bank reconciliations.
Managed invoicing and ACH transactions for over 1,900 clients.
Supervised the Accounts Payable team of four.
Senior Client Case Manager/Accounting Rep
Veterans Home Care LLC
Maryland Heights
11.2018 - 02.2024
Monitor, follow up and develop action plans on reducing the balance due on clients over $10k
Track balance due, payments, and service hours using QuickBooks
Process agency invoices for payment using QuickBooks
Perform monthly review of Item Listing using QuickBooks
Maintain and monitor both active and cancelled client accounts until closed and inactive
Compile, sort and verify the accuracy of data before it is entered
Locate and correct data entry errors, or report them to supervisors
Compare data with source documents, or re-enter date in verification format to detect error
Process loan requests submitted by policy holders
Update beneficiary information among other policy change request
Review incoming client applications for accuracy, prior to Department of Veterans Affairs submission.
Insurance Claims/Data Entry Rep
Kemper Insurance
01.2018 - 11.2018
Compile, sort, and verify the accuracy of data before it is entered.
Locate and correct data entry errors or report them to supervisors.
Compare data with source documents or re-enter the date in verification format to detect errors.
Process loan requests submitted by policyholders.
Update beneficiary information, among other policy change requests.
Identified data entry errors and corrected mistakes to achieve near-perfect accuracy in data sets.
Military Police Officer/Vehicle Operator
Rhode Island Army National Guard
09.2007 - 03.2011
Check vehicles to ensure that mechanical, safety, and emergency equipment is in good working order
Report vehicle defects, accidents, traffic violations, or damage to the vehicles
Maintain access to, and security of, highly sensitive materials
Learn material and pass required tests for certification
Control secure access to and from restricted locations
Served on deployment to Guantanamo Bay, Cuba from 2009-2010
Education
MBA - Business Administration And Management
University of Phoenix
07-2026
B.S - Accounting and Finance
University of Phoenix
06.2022
Skills
Attention to detail
Client relationship management
Data accuracy
Effective communication
Cash flow
Microsoft Excel
Analytical skills
Ability to work independently
Problem solving
Leadership
Accomplishments
National Society of Collegiate Scholars Inductee, 01/01/20
Saint Louis Small Business Monthly - Veterans in the Workplace, 10/01/21
References
Tom Roth, Client Services Rep, Veterans Home Care, 314-605-1730, troth@veteranshomecare.com
James Hull, District Manager, Take 5 Oil Change, 314-495-2160, truejay0505@gmail.com
Timeline
Assistant Controller
Veterans Home Care, LLC
02.2024 - Current
Senior Client Case Manager/Accounting Rep
Veterans Home Care LLC
11.2018 - 02.2024
Insurance Claims/Data Entry Rep
Kemper Insurance
01.2018 - 11.2018
Military Police Officer/Vehicle Operator
Rhode Island Army National Guard
09.2007 - 03.2011
MBA - Business Administration And Management
University of Phoenix
B.S - Accounting and Finance
University of Phoenix
Similar Profiles
Stephanie FriedlineStephanie Friedline
Business Development Contract Manager at Veterans Home Care, LLCBusiness Development Contract Manager at Veterans Home Care, LLC