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financial officer resume example with 19+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Professional Summary

Accomplished Financial Officer and Credentialing committed to helping small businesses achieve financial success while maintaining and updating medical and vision insurance requirements. Expertise in Quickbooks, Payroll management and Employee Files. Detail-oriented and tech-savvy professional proficient in Microsoft Excel and Word Programs.

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Skills
  • Adaptable to Changing Conditions
  • Business Relationship Management
  • Active Listening
  • Proactive and Focused
  • Prioritizing and Planning
  • Funds Reconciliation
  • Management of Financial Resources
  • Office Organization
  • Intuit QuickBooks
  • Calculator Usage
  • Typing and 10-Key Entry
  • Well versed in Microsoft Word and Excel
  • Credit and Debt Card Processing
Work History
Financial Officer, 07/2014 to Current
State Of IdahoBurley, ID,
  • Oversaw budgets, payroll and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Obtained NPI numbers for providers and facilities and updated existing profiles.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
  • Maintained and processed invoices, deposits and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Calculated deductions and processed payroll for employees.
  • Verified accurate recordkeeping processes, reducing financial inconsistencies.
  • Reviewed and processed employee expense reports and vendor invoices for payment.
  • Enrolled providers and Medicaid, Medicare and private insurance plans.
Financial Officer, 04/2015 to Current
State Of IdahoCottonwood, ID,
  • Oversaw budgets, payroll and accounts payable and receivable.
  • Prepared accurate financial statements at end of quarter.
  • Conducted detailed analysis of company financial information and oversaw preparation of related reports.
  • Obtained NPI numbers for providers and facilities and updated existing profiles.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
  • Maintained and processed invoices, deposits and money logs.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Calculated deductions and processed payroll for employees.
  • Verified accurate recordkeeping processes, reducing financial inconsistencies.
  • Reviewed and processed employee expense reports and vendor invoices for payment.
  • Enrolled providers and Medicaid, Medicare and private insurance plans.
Insurance Biller, 11/2010 to 07/2014
Toledo Clinic IncBloomdale, OH,
  • Responded to inquiries from callers seeking information.
  • Reviewed and verified addresses, phone numbers, names, ages, and values.
  • Checked documentation for accuracy and validity on updated systems.
  • Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
  • Calculated adjustments, premiums, and refunds.
  • Collected premiums and issued accurate receipts.
  • Verified client information by analyzing existing evidence on file.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Posted payments to accounts and maintained records.
  • Prepared insurance claim forms or related documents and reviewed for completeness.
  • Resubmitted claims after editing or denial to achieve financial targets and reduce outstanding debt.
  • Determined appropriateness of payers to protect organization and minimize risk.
State Certified Optician, 01/2003 to 11/2010
Optiview Vision CenterCity, STATE,
  • Suggested optional items such as lens coatings and lightweight lenses to improve patient experience with eyeglasses.
  • Calibrated seg heights, vertex and pupillary distance and pantoscopic tilt to customize eyeglass orders and create perfect fit.
  • Filed claims with vision and medical insurance companies to garner payment for optical services.
  • Aided patients in selection of flattering eyeglass frames appropriate for prescription and style preferences.
  • Set up attractive displays, shared current promotions and offered excellent customer service to increase satisfaction.
  • Measured patients' faces for bridge, eye size and temple length to select comfortable frames.
  • Operated lensometers to orient and mark uncut lenses for eyeglasses.
  • Adjusted frames to fit patient faces by bending and shaping with hands, tools and heat.
  • Maintained thorough records of customer information, prepared detailed work payments, processed insurance claims and collected balances from customers.
  • Discussed optimal lens, coating and frame recommendations with customers to meet individual needs.
  • Adjusted and repaired new and previously purchased frames to satisfy customer demands.
  • Managed check-in and check-out procedures, verified patient information and submitted lens orders.
  • Educated clients about how to adapt to, wear and care for eyeglasses.
  • Evaluated completed lenses to check compliance with customer specifications and accuracy against orders.
Education
: Business Management, Expected in to Kent State University - Kent, OH
GPA:
High School Diploma: , Expected in 05/2000 to Labrae High School - Leavittsburg, OH
GPA:
Certifications
  • Licensed Optician
,

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Resume Overview

School Attended

  • Kent State University
  • Labrae High School

Job Titles Held:

  • Financial Officer
  • Financial Officer
  • Insurance Biller
  • State Certified Optician

Degrees

  • Some College (No Degree)
  • High School Diploma

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