Financial Coordinator Resume Samples
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Financial Coordinator Resume Samples
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WK
W Kihn
Watson
Kihn
18020 Brandt Ports
New York
NY
+1 (555) 365 7612
18020 Brandt Ports
New York
NY
Phone
p
+1 (555) 365 7612
Experience
Experience
Boston, MA
Financial Coordinator
Boston, MA
Kshlerin, Kohler and Waters
Boston, MA
Financial Coordinator
- Assist Accounting, Business Management, Sales, Sale Services, Marketing, HR and Talent Acquisition Departments
- Track expense budgets, perform basic bookkeeping tasks and create financial reports
- Perform related duties to advance the Development operations (e.g. gift processing, fund reconciliation) as requested
- Comply with all payment and fraud prevention protocols dictated by the Supply Chain Management Transaction Departments and Partners Finance
- Work with the Account Managers to determine unearned and earned revenue (deferred)
- Assist with the transition of new AP work to the Winnipeg office
- Assist Business Manager with any Compensation inquiries
Los Angeles, CA
Transplant Financial Coordinator
Los Angeles, CA
Lesch, Beier and Harris
Los Angeles, CA
Transplant Financial Coordinator
- Serves as a resource for patients and family members on financial matters throughout the transplant process. Works with patients, their families, and transplant team members to address insurance coverage gaps and issues and investigates alternative funding options as necessary
- Keeps apprised of changes in federal and state (FDA/HFCA, etc.) guidelines and policies related to organ transplantation
- Working with hospital staff and division finance/billing staff, facilitates resolution of patient billing issues
- Responsible for managing the charge router and organ acquisition work queues in Epic
- Serves as a routine resource to the Transplant Team, and provides explanation to the clinical and administrative staff in regard to transplantation reimbursement criteria and insurance coverage
- Participates in transplant program multi-disciplinary and/or other patient management meetings and is prepared to provide pertinent financial information
- Calculating and making deposit arrangements for funds for any and all services not covered by patient insurance
present
Los Angeles, CA
Financial Coordinator Industrial Woodmead
Los Angeles, CA
Effertz-Mills
present
Los Angeles, CA
Financial Coordinator Industrial Woodmead
present
- Training of financial management systems /controls to internal management/administration team
- Assisting with coordination of special projects
- Liaise with Business Manager
- Manage day-to-day financial aspects of the division
- Assisting and coordination of ERP system queries
- Monitor the internal intercompany database for charges between divisions, providing accordingly
- Assist with problem solving of complex issues
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
North Carolina State University
Bachelor’s Degree in Accounting
Skills
Skills
- Strong English written and verbal communication skills with the ability to deal professionally with all levels of management
- Strong knowledge in finance and accounting and a good level of understanding and experience
- Ability to quickly learn and adhere to applicable IU and IUSM guidelines as well as state and federal standards
- Ability to establish and maintain professional relationships with student and professional staff, Division colleagues, and the University community
- Excellent computer skills including proficiency in the use of spreadsheet, database and word processing software
- Strong organizational and time management skills with keen attention to detail and commitment to excellence
- Knowledge of accounts payable procedures in a computerized environment
- Strong attention to detail
- Professional verbal and written communication skills and a sensitivity to effectively interact with highly diverse groups
- Computer literate and proficiency with Microsoft Office; high level of proficiency in particular with Excel
15 Financial Coordinator resume templates
Read our complete resume writing guides
1
Financial Coordinator Resume Examples & Samples
- Support department of 30 employees with MARKET expense reporting - out of pocket, corporate card and p-card)
- Assist in requesting and reconciling petty cash
- Create purchase orders in MARKET for all Special Events projects
- Prepare deal memos for project based employees
- Review all project based timesheets for accuracy and submit to Cast & Crew by weekly deadline
- Provide support to department regarding Financial Policy questions and changes
- Act as liaison to Business Services group regarding critical payment requests, invoice inquiries, vendor setup issues and expense report audit issues
- Assist Production Accountant with special projects as needed
- Experience with Special and Corporate Events
- Flexible personality
2
Financial Coordinator Resume Examples & Samples
- 3+ years of relevant experience with a Bachelor's Degree in Accounting or Finance; or, 2+ years of relevant experience with an M.B.A
- Experience with U.S. government funding (e.g., USAID, NIH) and funder budget and regulatory compliance
- Exceptional quantitative and analytical skills
- Previous Nonprofit experience
- Knowledge of Great Plains database, FRx Report Writer, FRx Forecaster and/or Crystal Reports
3
Customer Financial Coordinator Resume Examples & Samples
- Responsible for Canadian Portfolio
- Ensure team members possess comprehensive knowledge and can answer customer /sales questions regarding all AR and order-to-cash cycle questions
- Manage team issues as they escalate and resolve appropriately
- Identify potential process improvements by leading the following CF activities: A/R mapping for cash application
- Pursuing additional/new EDI transactions
- Complete and full understanding of routing guides (lead times and carrier selection)
- Cross communication between CF and CS
- New employee development
- Develop “best practice” work processes, including Returns and Refusal processes; create flowcharts and training documents as needed
- Lead continuous improvement activities, utilizing data analysis and root cause research, (Advance Ship Notice errors, Shortages, cash flow, etc)
- Update and monitor the Vendor Compliance Database by gathering information on recurring issues with third party distribution centers; publish open issues lists regularly
- Serve as technical expert for applications, including, but not limited to, SAP BI/BEx
- Serve as point person for SAP enhancement/defect meetings, testing
- Support activities to correct and resolve interdepartmental process gaps and issues
- Support business changes / Participate in new business integration teams
- Support the Department Director and Managers in other activities as needed
- Able to travel 5% or less of your time for locations like Canada, US and other international sites
- FRENCH speaking necessary to tend to the Canadian Portfolio
- SAP SD and FI experience preferred; BI/BEx reporting knowledge preferred
- ERP reporting experience required
- Technical Systems Analysis background preferred
- TQM training preferred
- Exceptional initiative, drive, customer knowledge and focus
- Ability to maintain composure under pressure and remain professional in stressful situations
4
Collaboration Services Financial Coordinator Resume Examples & Samples
- Responsible for maintaining the budget actuals together with Finance ensuring appropriate booking of costs
- Coordinating annual budget data collection, budget calculations and quality checking,
- Reviewing and pre-approving purchase orders, checking purchase requests against the budget,
- Working with Finance to track the progress of the actuals against budget
- Maintaining the licenses and software subscriptions with their expiration dates for all of our global telephony systems,
- Working with Procurement to renegotiate software and hardware maintenance in a timely manner
- Monthly financial reporting and reviewing the Finance actuals
- Building a financial operational model to accurately predict financial cost development for budgeting purposes
- Reviewing invoices from our vendors and managed services providers, checking against the contract and coordinating disputes
- Be a single point of contact for our vendors and managed service providers in respect to invoicing questions and escalations
- Supporting appropriate purchase order creation with all the correct and complete information, booking codes, engagement numbers etc
- A degree in Computer Science/Management, Finance/Economics or Business Management
- Approximately 5 years of experience in a financial controlling role in the telecommunications area
- Experience in general project management and budgeting in a complex global organization
- Technical certifications are a pro but not required as this is mainly a managerial role
- University/Advanced Technical Education degree is required
- About 2 years’ experience working in an IT support environment/technical background
- Substantial, experience in various aspects of infrastructure management and operations
- Strongly developed communication and documentation skills
- Service oriented instead of task-oriented
- Strong client service skills and presentation skills
- Affinity with the telephony, video and webcasting and usage of technologies like Cisco IPT, voicemail, unified communications, ACD, video conferencing, support websites, documentation portals etc
- Experience in working with multiple countries and an ability to interact with different cultures
- Very good understanding of key performance indicators relevant for the role
- Flexibility to adjust to multiple demands, shifting priorities, ambiguity and rapid change
- Ability to work and team with a multitude of different people to balance demands
- Ability to deal efficiently with escalations and difficult situations/people under pressure, such as restoring services, unhappy clients
- Outstanding management, interpersonal, communication, organizational and decision-making skills
- Ability to understand and integrate cultural differences and motives
- Ability to work independent in a global organization within the context of a virtual team
5
Financial Coordinator Resume Examples & Samples
- Prepare and ensure timely issuance of accurate daily, weekly and monthly reporting packages
- Create financial reporting, analysis and presentations for Board Meetings, Audit Committee and external reporting
- Support the budget and Strategic Planning process
- Support team in preparing financial journal entries and account analysis
- Analyze invoices for accuracy and prepare for payment
- Assist in the internal and external audit process
- Prepare and coordinate meetings including agenda, minutes and presentation packages
- Act as a liaison between finance and other departments across the organization
- Provide ad hoc analysis as requested
- 1-2 years of accounting/finance experience required
- Focus on accuracy
- Ability to work in a fast paced environment handling multiple tasks
- Strong knowledge and user experience with Microsoft Excel, Word and PowerPoint
6
Financial Coordinator Resume Examples & Samples
- Coordination of invoice approval process ensuring business partners adhere to all company accounting policies, as well as management of invoice resolution with Accounts Payables
- Provide daily, weekly, and monthly sales and margin performance reporting, allowing business partners to highlight key business driving indicators
- Actively supports monthly financial closing process by preparing journal entry accruals, variance analysis, and reporting for executive review
- Identify and resolve issues or problems with financial and operational information systems and reports
- Assist in the preparation of monthly forecasts and annual operational budget
- Finance, Economics, Accounting or related degree
- Up to 2 years of related work experience a plus
- Computer proficient including MS Office, and comfortable with learning budgeting/accounting systems
- Advanced Excel skills are preferred for this role. Comfortable with manipulating large volumes of data using macros, pivots, or lookups
- Attention to detail and excellent follow through
- Demonstrates self management and initiative
7
Financial Coordinator Resume Examples & Samples
- Pre-award grants grant financial management (50%)
- Post-award grant financial management (25%)
- Reporting – (10%)
- At least 3+ years of relevant experience
- Strong interpersonal/ communication skills
- Knowledge of NIH and foundation grant processes and other funding agencies
- Demonstrated ability to be organized and flexible under deadline pressures
- Experience with Excel, Adobe and Microsoft Word
- Willingness to take on new challenges in a changing funding environment
- Strong attention to detail/financial spreadsheets and systems
- BWH experience desired
- Must maintain highest standards of professionalism, ethics, and integrity
- Must be agile with use of numbers and attuned to financial analysis
- Must have strong customer service, communication, and interpersonal skills in dealing with principal investigators, providers and colleagues
- Must be team-oriented in dealing with multiple stakeholders and communication channels
- Must be resourceful in obtaining information when it is not readily available and in responding to unusual situations
- Must have ability to recognize problems, establish priorities and initiate appropriate responses
8
Financial Coordinator Resume Examples & Samples
- Coordinates and manages the billing and collection functions for all payor types
- Notifies physician offices of contract periods, identifies and monitors accounts, determines correct reimbursement, bundles all bills for submittal to insurance companies, rebills claims as necessary, followings up on claim status, performs regular account maintenance, collects and distributes payments appropriately
- Researches insurance benefits, options and potential patient financial needs and discusses findings with patients and their families
- Develops a financial plan with patients and their families
- Works with patients and develops resolutions to potential patient financial out-of-pocket exposure and helps them plan and overcome these obstacles
- Obtains all necessary payer authorizations
- Verifies and monitors coverage and other medical benefits and acquires necessary referrals and authorizations
- Ensures that all payor approvals are current at all times
9
Financial Coordinator Resume Examples & Samples
- Utilizes the Huron system to complete complex elective, urgent and/or preregistration worklists of accounts
- Contacts insurers to verify patients insurance benefits, utilizes insurance websites and other means of electronic insurance verification (HDX) to obtain all information necessary for securing patient accounts.(Coordination of benefits, benefit coverage/limits, copay/deductable amounts, and authorization.)
- Obtains and accurately records patient demographic and insurance information in the hospital’s registration system and in Huron to facilitate appropriate billing for multiple units
- Secures authorizations for admissions and procedures when necessary
- Communicates professionally and courteously with patients and family members while obtaining or clarifying demographic information and/or insurance benefits and/ or financial responsibility
- Communicates the Hospitals collection policy and collects self pay and copay obligations
- Utilizes Skipjack to collect payments
- Educates uninsured/underinsured patients about the financial assistance program
- Insures high quality information is recorded in systems at all times
10
Accounting / Financial Coordinator Resume Examples & Samples
- Payment Application Processing
- Bachelor’s degree, preferably in Accounting, Finance or Business
- Real Estate Accounting experience preferred
- Excellent written, communication, and interpersonal skills
- Strong organizational skills; diligent, highly detailed, and thorough to ensure work processes are completed accurately and appropriately
- Team-orientation; able to work well with various groups
- Effective time management skills in order to consistently meet deadlines
- Advanced computer skills and efficiency, including MS Excel
- Able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
11
International Financial Coordinator Resume Examples & Samples
- Knowledge of windows based software applications (Word Processing, Spreadsheet, Database, Presentation)
- Medical Terminology and anatomy preferred
- Working knowledge of Utopia/ PSIS, Epic, Meditech, Webex, Keane, IBS and IDX preferred
- Foreign language proficiency preferred (Arabic, Mandarin, or Spanish)
- Must have highly-refined interpersonal skills necessary to discuss financial arrangements with patients, and coordinate with departmental personnel regarding finance issues
- Must provide thorough management of tasks assigned to the coordinator’s queue, ensuring that all requirements are satisfied in a timely receipt and completion of the services
- Must be able to adeptly handle patients of different ethnic, religious, and other backgrounds in a congenial and service-oriented fashion
- Must be pro-active, responsive and able to work on a fast paced environment
- Requires strong analytical ability to gather information
- Understands HIPPA standards and protects confidential patient information
- Work requires a knowledge of general policies and billing procedures as acquired in two to three years of related experience (experience at JHM is preferred)
- Minimum of 2 years in customer service
- International healthcare experience preferred
12
Financial Coordinator Resume Examples & Samples
- Please highlight areas of responsibility
- 1 year financial, budgeting &/or preparing account reconciliations or financial statements along with financial analysis or other relevant experience
- Experience working with faculty, staff and students within an academic setting
13
Financial Coordinator Resume Examples & Samples
- Strong knowledge in finance and accounting and a good level of understanding and experience
- With business math and wholesale/retail financial analysis
- University degree, or equivalent education and experience
14
Financial Coordinator Resume Examples & Samples
- Communicates with insurance case manager regarding the pre-certification process
- Sends required patient information to case management
- Attend and report on financial/ insurance status as needed at Bone Marrow Transplant meetings
- Maintains appropriate communication with case management throughout the transplant process, to include pre and post treatment
- Obtains necessary pre-certifications for post-transplant care
- At the time of admission, informs business office and other involved providers of patient insurance coverage and pre-certification information
- Compiling insurance designated required documentation and submits for review to insurance
- Strong interpersonal and organizational skills required
- Intermediate computer skills including Excel, Word, Outlook as well as various insurance verification databases
15
Financial Coordinator Resume Examples & Samples
- Previous experience working with the public, and specifically with people with communication disorders
- Excellent communication skills and history of positive and proactive customer service
- Bilingual Spanish/English preferred
- Experience with insurance and/or medical billing preferred
16
Financial Coordinator Resume Examples & Samples
- Processing of voucher payments
- Processing of contracts and respective payments
- Purchase requisition creation
- Reconciliation of P-Card transactions
- Experience with Concur Travel Management
- Processing of check deposits and credit card payments
- Processing of student scholarship awards
- Intermediate skill level in Excel
17
Financial Coordinator Resume Examples & Samples
- Assist with agency financial management, including client billing, budget tracking and reconciliation, compliance with client master services agreements, expense analysis, and monthly and ad hoc reporting
- Work with account staff to set up new vendors in financial system
- Support account teams in providing summaries of out-of-pocket expenses, and labor reports
- Conduct ongoing employee maintenance, including reviewing bill rates and titles and running missing time reports, and update monthly utilization report and projections report with variances
- Provide training and counsel to teams to ensure compliance around purchase orders and assist accounts payable specialists to resolve issues
- Advise account teams as needed by answering questions related to accounts, procedures & services
- Maintain financial records and processes and serve as main point of contact for financial system inquiries
- H.S. diploma required; Bachelor’s degree in Accounting or Finance or Business or related field preferred
- At least 6 months to 1 year of experience in related field
- Intermediate to advanced knowledge of Excel
- Experience in Peoplesoft a plus
18
Financial Coordinator Resume Examples & Samples
- Oversees and schedules duties for staff and/or student workers in the preparation of vouchers, requistions, SCRs, and travel documents; oversees the filing of financial documents and data entry of related financial information
- Trains staff in the preparation of financial documents in compliance with university and college/division policies and procedures
- May coordinate and maintain the payroll function for the unit; may coordinate property inventory and serve as property custodian for the unit
- Performs other job-related duties as assigned
19
Transplant Financial Coordinator Resume Examples & Samples
- Meets with potential transplant patients to assess financial means and needs, and provide financial information and resources as needed. Assists with financial planning
- Obtains detailed patient insurance benefit information and assists with verification of coverage relating to all aspects of the transplant process, including but not limited to: evaluation, transplantation, outpatient prescription drug benefits, post-transplant services including coverage for inpatient rehabilitation, out-of-pocket maximums, and travel and housing if necessary. Determines co-payment expectations and other potential out-of-pocket liability
- Serves as a resource for patients and family members on financial matters throughout the transplant process. Works with patients, their families, and transplant team members to address insurance coverage gaps and issues and investigates alternative funding options as necessary
- Advises transplant candidates on insurance and funding options including providing information regarding alternate funding and choices of insurance coverage i.e., Medicare and Medicaid eligibility, COBRA, Social Security Disability, retirement plans, etc. Provides information to patients regarding available medication assistance programs and assistance with co-payments, and organizations that can assist with fund-raising. Assists with applications, eligibility guidelines and other necessary paperwork or process issues to access such assistance
- Keeps apprised of changes in federal and state (FDA/HFCA, etc.) guidelines and policies related to organ transplantation
- Obtains all necessary payer authorizations and verifies transplant coverage and other medical benefits. Assist with verification of governmental assistance, VA resources, financial grants from non-profit organizations, etc. Obtains prior authorizations, as needed, for prescriptions and therapeutic interventions, imaging and testing. Assists when coverage for transplant at our institution is denied
- Monitors and updates information regarding insurance data, authorizations, and preferred providers on a regular basis. Follows-up with patients throughout the transplant process as necessary for financial needs
- Working with hospital staff and division finance/billing staff, facilitates resolution of patient billing issues
- Responsible for managing the charge router and organ acquisition work queues in Epic
- Keeps clinical staff informed of all patient financial information and alerts staff to any issues that may impact patient’s ability to undergo services during the transplantation process
- Serves as a routine resource to the Transplant Team, and provides explanation to the clinical and administrative staff in regard to transplantation reimbursement criteria and insurance coverage
- Participates in transplant program multi-disciplinary and/or other patient management meetings and is prepared to provide pertinent financial information
- Participates in patient orientation sessions and/or other patient information forums as required
- Bachelor’s Degree strongly preferred. Significant directly relevant experience will be considered in lieu of degree
- Minimum of 3 years direct experience with healthcare insurance benefits, preferably in a hospital setting. Experience with transplant financial issues and/or insurance coverage a strong plus
- Demonstrated strong experience working effectively with patients
- Must have the ability to work independently and use good judgment
- Must be a “team player” and enjoy working with people both on the telephone and in-person; ability to deal effectively with difficult people
- Excellent communication (oral and written), interpersonal and organizational skills absolutely necessary
- Medical terminology knowledge a must
- Excellent computer skills; proficient with Microsoft Word, Excel, Access; knowledge of hospital financial/billing and administrative systems
- Excellent typing skills
- Knowledge of the patient access processes (i.e. admitting, pre-op, registration)
20
Transplant Financial Coordinator Resume Examples & Samples
- High school degree or equivalent required
- Excellent reasoning, mathematics, oral & written communication skills
- Medical terminology and working knowledge of commercial and Medicare benefit coverage
- Minimum 2 years medical insurance benefit coverage assessment, processing & invoices; including HMO and PPO experience
- Strong problem-solving and organization skills
- Knowledge of provider networks
21
Financial Coordinator Resume Examples & Samples
- Oversees and schedules duties for staff and/or student workers in the preparation of vouchers, requisitions, SCRs, and travel documents; oversees the filing of financial documents and data entry of related financial information
- Reconciliation and purchasing experience
- Advance Excel and some database skills
- Serving as liaison to NSM departments and other units in the accomplishment and scheduling of tasks & events
- Maintaining central calendar/task list of key processing activities and due dates
- Running and analyzing routine and ad hoc reports
- Serving as backup with HR/Payroll activities
- Auditing documents for certifying signature approval & managing workflow
- Assisting with aging schedule for Service Center collections, Gift & Cash log deposits, reconciliation and contracts
22
Financial Coordinator Resume Examples & Samples
- General knowledge of accounting practices
- Must possess excellent organizational skills and the ability to prioritize work assignments
- Must possess maturity in judgment
- Computer literate and proficiency with Microsoft Office (Excel, Word)
- Excellent verbal, written and interpersonal communications skills
- Ability to communicate effectively with management (with brevity, focus, conciseness)
23
Financial Coordinator Resume Examples & Samples
- Oversees the preparation of financial documents; reviews financial documents for accuracy and availability of funds
- Researches and corrects reconciliation discrepancies with reallocation’s and journal vouchers
- Participates in the annual budget development process
- Performs other job-related duties as required
24
Dshs Senior Financial Coordinator Resume Examples & Samples
- Understanding of OFM's State Accounting and Administrative Manual (SAAM)
- Effectively provide guidance and consultation to accounting staff
- Recognize and resolve complex accounting and business problems
- A Certified Public Accountant (CPA) is preferred
- Completed on-line application
- A chronological resume which clearly describes your education and work history
- Cover Letter explaining how you fit the requirements of the position
25
Rental Financial Coordinator Resume Examples & Samples
- Support the finance function of the Rental and International business line
- Assist in back up support to the finance function of the department
- Process invoice requests from rental specialists as well as rental/international supervisor and log into shared spreadsheet
- Upon receipt of checks, deposit and payout referral fees
- Enter and close service charges in Relocation database
- Set up new vendors in Company database system
- Process payments to independent contractors and deposit to the Company
- Review open receivables monthly for follow up
- 1-3 years administrative experience
- State Real Estate Licensed preferred
- Two years finance experience
26
Financial Coordinator Resume Examples & Samples
- We recognize and affirm the unique and intrinsic worth of each individual
- We treat all those we serve with compassion and kindness
- We act with absolute honesty, integrity and fairness in the way we conduct our business and the way we live our lives
- We trust our colleagues as valuable members of our healthcare team and pledge to treat one another with loyalty, respe
27
Financial Coordinator Resume Examples & Samples
- Coordinating with the Contracts to reconcile accounts receivable in order to remove any exceptions
- Manage the incentives after any point of sale transaction
- Assists in coordination of year-end audit information
- Point of contact for payroll hotline and email
- Perform a reasonable request by management within the employee capabilities
- Research any charge backs and credit card issues
- Assist Accounting, Business Management, Sales, Sale Services, Marketing, HR and Talent Acquisition Departments
- Coordinate with the Corporate Compensation and Payroll Departments in order to assist team member's pay
- Distribute, collect and maintain payroll base, compensation, target and bonus plans safely and securely
- Assist Business Manager with any Compensation inquiries
- Distribute Sales & Marketing Pay Sheets
- Prepare draft Monthly and Annual Compensation Plans and Target Sheets
- Research Payroll Discrepancies
- Maintain Cost Center reports
- Calculate Monthly / Quarterly / Annual bonus accruals
- Quarterly Audit of MyCareer statistics
- Point person for Callidus Implementation
- Distribute Overtime reports
- Preform monthly payroll, spiff and incentive audits
- Update Employee Rosters in coordination with Talent Acquisitions and Human Resourses Departments
- Run Commission Tier Reports
- Process Payroll Check Requests
- Update Compensation Plan Trackers
- Collect Compensation Plan and Target signatures
- Attach Commission Tables Daily and enter and process Commissions and FDI Deductions
- Monthly Audit of Sales and Marketing Bonuses, Milestones, ME Bonus, SE Closing Bonus (CMI)
- Distribute Sales and Marketing Target Memos after receiving approval
- Set Up and maintain user profiles in both VOICE and CHORUS
- 2-3 years general payroll and accounting experience
- Hands on computer experience with proficiency in Excel, Word, Accounting software and Web-Based systems
- Basic knowledge of accounting systems and procedures
- Experience in related industries (property management, real estate development, hotel/resort)
- Customer Service experience preferred
- Associate's Degree/College Diploma
28
Financial Coordinator Resume Examples & Samples
- An ability to apply analytical techniques and inductive thinking needed to interpret and solve complex issues
- Work-related experience with working in a complex environment of evolving policies, procedures and methods
- The ability to set priorities and evaluate results
- The ability to work collaboratively and effectively as a team member
- Have at least 1 year of experience working with Oracle PeopleSoft
29
Senior Accounting / Financial Coordinator Resume Examples & Samples
- Provide superior customer service required for the Payroll call center
- Performs accounting tasks specific to supporting payroll
- Verifies internal consistency, completeness, and accuracy of payroll reports and ensures compliance to the HR and Finance Payroll Policies
- Understand government reporting requirements, rules and regulations with regards to payroll processing
- Work with SAP and mainframe payroll system
- Maintain confidentially of employee data
- Interact with various levels of employees, as well as employees located outside of Cedar Rapids
- Takes personal initiative to proactively serve as team motivator creating strong morale and synergy
- Provides customers with quality experiences, establishing and maintaining effective relationships
- Rarely makes errors but accepts responsibility for those that are made and develops a plan to prevent similar errors from recurring
- Uses various software packages to prepare and review documents and records
- Maintains a calm and positive outlook during stressful situations
- Works from a daily to-do list but will re-organize if priorities suddenly shift
- Prior payroll Experience
- High education in an appropriate discipline preferred
- General understanding of Rockwell Collins Payroll processes preferred
30
Financial Coordinator Resume Examples & Samples
- Cover letter delineating the manner in which your work experience applies to the posting
- Complete UH application including salary history
- Three work references. We expect you to name current and past supervisors
31
Financial Coordinator Resume Examples & Samples
- Perform professional entry-level business analysis, accounting, and fiscal operations functions within the CFS Business Affairs division
- Maintain EnergyCap utility cost system and related utility reports and billings
- Coordinate, initiate, and complete various general fund and auxiliary accounting activities
- Provides general fiscal support to department
- Strong knowledge and proficiency with spreadsheet and database applications (primarily MS-Excel and MS-Access). Proficiency in Microsoft Office applications required, i.e., Excel, Word, Access)
- Ability to quickly learn and adhere to applicable IU and IUSM guidelines as well as state and federal standards
- Ability to interpret and present financial information to financial and non-financial users
- Ability to understand and interpret relevant policies/procedures/etc
- Ability to appropriately utilize university systems, such as Kuali Financial Systems and university Maintenance Management System (MMS)
- Demonstrated interpersonal skills
- Professional verbal and written communication skills and a sensitivity to effectively interact with highly diverse groups
- Ability to learn and demonstrate the IUPUI Service with Distinction standards
- Ability to follow the requirements of department’s business continuity plan (BCP)
32
Financial Coordinator Resume Examples & Samples
- 1 years financial, budgeting and/or preparing account reconciliations or financial statements along with financial analysis experience
- Successful completion of a full course of study in an accredited college or university leading to a master's or higher degree and 2 years work experience in a leadership role within a customer service area and higher education/college union/student activities setting; OR appropriate combination of education and experience
- High level of self-motivation and demonstrated capacity for independent judgment, planning, evaluation, and decision-making
- Technical knowledge of event management software (EMS), audio-visual equipment and building management techniques extremely helpful
- Ability to establish and maintain professional relationships with student and professional staff, Division colleagues, and the University community
- Association of College Unions International Competencies
- Facilities Management
- Fiscal Management
- Human Resource Development
- Intercultural Proficiency
- Marketing
- Student Learning
- Technology
33
Temporary Financial Coordinator Resume Examples & Samples
- MS Office suite 2013 (Word, Excel, PowerPoint, Outlook)
- Proficiency in using spreadsheets
- Peoplesoft (NU Financials) preferred but not required
34
Financial Coordinator Resume Examples & Samples
- Set up and monitor systems that assure the timely issuance of payments of invoices related to vendor service, consulting, data supply and software service agreements; software licenses, and hotel and event venue support
- Liaise with internal service clients and external vendors to secure approvals for invoice payment via PO and e-check payment methodologies. Once approved, Financial Coordinator will be responsible for quick and accurate processing of POs, e-check and voucher requests or on occasion expedite the delivery of checks
- Process expense reimbursements through A/P and submit journal entry reclassifications to BWH Finance
- Resolve denied payment requests and implement corrective action to address process breakdowns in coordination with supervisor and development operations team
- Apply best practice A/P procedures and problem-solving skills
- Daily triage mail to identify donor checks, invoices, and contracts consistent with department established protocols accurately and timely
- Participate in cross-departmental training sessions to achieve the A/P goal of prompt and accurate payment performance, policy compliance, and excellent customer service
- Provide feedback and information to internal clients when payment requests are delayed or denied for compliance or policy reasons
- Comply with all payment and fraud prevention protocols dictated by the Supply Chain Management Transaction Departments and Partners Finance
- Demonstrate service excellence in all interactions with internal and external customers
- Enter purchase requisitions and process invoices in conformance with approved budgets and approved event authorizations
- Perform related duties to advance the Development operations (e.g. gift processing, fund reconciliation) as requested
- Associates Degree and relevant work experience required. Bachelor’s Degree strongly preferred
- Familiarity with PeopleSoft or similar financial system
- Strong quantitative analytical and problem-solving skills
- Energetic team player, flexibility in work style and strong ability to multitask
- Enthusiastic attitude and an appreciation for a fast-paced, professional environment
- Demonstrated interest in finance and accounting, associated process flows, and the use of data to drive business performance
- Previous experience with non-profit fundraising and associated systems preferred
- Strong verbal, written, and presentation skills
- Exceptional organizational skills with meticulous attention to detail
- High degree of comfort with Microsoft Office tools: Excel, Word, and Outlook
- Ability to grasp and implement new financial concepts and confidence to suggest areas for process improvement
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Financial Coordinator Resume Examples & Samples
- Provides expertise and monitors post- award administration and financial stewardship which includes a detailed monthly review and reconciliation of both non-sponsored and sponsored projects and working closely with OSR and ASRSP staff throughout the process. Expertise in ensuring compliance with sponsor and University guidelines
- Communicates with faculty on every aspect throughout the lifecycle of the award. Creates monthly financial analysis of transactions and provides reconciliations and projections. Monitors spending rate, payroll, cost share and reviews for adherence to policy and regulation
- Reviews and/or approves transactions, reconciles budget and payroll information. Prepares payroll journals to enter or correct funding. Assists with correction journal entries. Prepares and coordinates signatures on 90 day letters when transactions are not completed on a timely basis. Troubleshoots problems with financial transactions on chart strings as necessary. Sets up subcontracts, tracks and processes payments as necessary
- Approves expenditures on travel, consulting and/or equipment along with various forms, such as intra institutional vouchers, requests for accounting corrections, the Research Assistant and Scholarship appointment in accordance with granting agency guidelines and University policies and procedures
- Completes pre-award administration for grants and/or contracts for a wide variety of sponsors with complex requirements which involves reviewing the solicitation and determining and advising faculty on necessary components; organizing proposal submissions utilizing electronic systems, completing all necessary forms including the proposal routing form, the budget, the budget justification and effort calculations. Must have expertise on cost sharing, effort reporting, data management plans, export control restrictions, conflict of interest, academic salary recovery, subcontracts, coordination with IRB and IACUC, indirect costs, etc. Acts as backup for Assistant Director of Research including but not limited to department level approvals and the contact for OSR
- One year financial, budgeting and/or preparing account reconciliations or financial statements along with financial analysis experience and one year financial or administrative support experience in a research environment or the equivalent
- Proficiency with computer applications such as Microsoft Word and Excel as well as enterprise systems such as PeopleSoft
- Ability to manage multiple, competing priorities
- Displays accuracy and attention to detail
- Bachelor’s Degree in Accounting, Business Administration, Finance or related field; OR 2 years of work experience in financial administration; OR equivalent combination of education and experience where similar knowledge, skills, and abilities may be acquired
- Understands and interprets financials statements and reports; reconciles financial records
- Research administration experience in a wide variety of roles and with a wide variety of sponsors; knowledge of University systems and business procedures, understanding of OMB Circulars, the FDP and agency specific terms and conditions
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Financial Coordinator Resume Examples & Samples
- Gathering client information for onboarding and entering information into client portal
- Recommending needs based solutions to clients
- All aspects of pre-client-meeting activities, such as preparation of meeting agendas, client paperwork, investment policy statements and asset allocations, as well as post-client-meeting tasks such as developing meeting notes, performing financial situation analyses and coordinating planning implementation with outside professionals if necessary
- Continuously monitoring clients' financial situations with detail and accuracy
- Presentations and follow ups with high net worth families as part of the overall wealth management team
- Compliment and assist Private Client Service team
- CFP preferred
- FINRA Series 7 or 65 or comparable license preferred
- Insurance license (life, accident, health) preferred
- 3 or more years’ experience working in Financial Planning for an RIA or Wealth Management Firm
- Excellent conversational skills
- Comfortable speaking with high net worth individuals
- Strong listening, communication, organizational, and interpersonal skills
- Experience with Microsoft Office, CRM and planning software. Preferably proficient with Microsoft Excel, Salesforce.com and eMoney
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Senior Accounting / Financial Coordinator Resume Examples & Samples
- Prior payroll experience
- AA Degree, preferred
- Fundamental Payroll Certification (FPC) or Certified Payroll Professional (CPP) Certification, preferred
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Financial Coordinator Resume Examples & Samples
- Liaise with the sales team to compile, review and submit all the necessary documents required for revenue recognition and client invoicing
- Own tasks required for timely external vendor payment
- Upload financial documentation to internal scheduling and billing tool
- Monitor, escalate and request sales team involvement when needed for collection
- Ability to Multi-task
- Knowledge of revenue and financial accounting policies, a plus
- Microsoft Word, Excel and PowerPoint (knowledge of Google docs a plus)
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Client Financial Coordinator Resume Examples & Samples
- CREATE & UPDATE CLIENT ADVERTISING BUDGETS
- REVIEW AGENCY ESTIMATES FOR ACCURACY & PROPER APPROVAL
- REVIEW, REQUEST & TRANSMIT FEE, PRODUCTION & MEDIA BILLINGS TO CLIENT
- REVIEW ACCOUNTS RECEIVABLE & HANDLE COLLECTIONS/QUESTIONS/PROBLEMS WITH CLIENT AND/OR ACCOUNT GROUP
- INSURE AGENCY IS MEETING CLIENT FINANCIAL REQUIREMENTS
- WORK WITH ACCOUNT MANAGEMENT ON REVENUE PROJECTIONS
- TRACK REVENUE BY CLIENT
- PREPARE MONTH END JOURNAL ENTRIES
- ADDITIONAL CLIENT FINANCIAL DUTIES AS ASSIGNED
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Financial Coordinator Resume Examples & Samples
- Reviews and reconciles research charges for assigned departments on a daily basis. Resolves errors found in EPIC reports for assigned departments
- Resolves financial and billing-related issues that are presented by patients, research personnel, department personnel, and Patient Financial Services
- Provides customer service and support to research patients, research personnel, departmental personnel and Patient Financial Services
- Minimum three years previous experience in collection or other related experience with a bank, finance company or in a health care institution
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Financial Coordinator Resume Examples & Samples
- Bachelor’s Degree (BA/BS) required in finance, business or accounting
- 3+ years of relevant experience in finance or accounting
- Strong working knowledge of Windows applications including Microsoft Outlook, Excel, and Word
- Ability to communicate in a professional and effective manner in written as well as verbal formats
- Basic accounting skills required
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Financial Coordinator Resume Examples & Samples
- Effective analytical skills; strong attention to detail
- Excellent interpersonal skills and ability to develop effective relationships with individuals at all levels in the organization
- Proficiency in medical terminology, office automation and hospital wide registration and billing systems required
- Proficiency in third party reimbursement, billing and collection processes required
- Multilingual dexterity in a major language (Spanish, Mandarin, Arabic) preferred
- Excellent judgment skills with the ability to interface effectively with multinational patients, guests and payer sources
- Provide outstanding customer service
- Ability to work well under pressure and to handle sensitive information and multicultural matters
- Ability to manage a large and varied work load
- Strong computer skills required
- Proactive, solution-oriented
- Typing in excess of 40 words per minute
- Familiarity with the MGH environment preferred
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Financial Coordinator Resume Examples & Samples
- 3 years of experience in a business office
- Experience with medical and health plan terminology, CPT codes, ICD-9 and ICD-10 coding
- College coursework
- 3 years of experience in a business office in a financial/billing position
- Experience with medical specialty
- Knowledge in reimbursement of health care accounts from insurance companies
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Transplant Financial Coordinator Resume Examples & Samples
- Calculating and making deposit arrangements for funds for any and all services not covered by patient insurance
- Obtaining detailed patient insurance benefit information for all aspects of the transplant process, including, but not limited to, outpatient prescription drugs, organ acquisition, follow-up clinic visits, and travel and housing if necessary
- Discussing benefits and other transplant financial issues with patients and/or family members during initial evaluation
- Advising patients on insurance and billing issues and options. Serving as a resource for patients and their family members on financial matters
- Obtaining all necessary payer authorizations. Verifying transplant coverage and other medical benefits. Also acquiring necessary referrals and authorizations
- Monitoring and updating information regarding insurance data, physicians, authorizations, and preferred providers. Assisting patients with questions concerning insurance and other financial issues
- Identifying and effectively communicating financial information to transplant team members, patients and their families with emphasis on identifying any potential patient out-of-pocket liability
- Working with patients, their families and team members when possible to address insurance coverage gaps via alternative funding options
- Facilitating resolution of patient billing issues
- Has an understanding of federal and state guidelines related to organ transplantation
- Has an understanding of Medicare Cost Reporting as related to organ and stem cell transplantation
- Has an understanding of CMS Conditions of Participation as related to organ and stem cell transplantation
- Works closely with inter-related departments to ensure, completion of and assistance with, the eligibility process meets the patient's financial and social needs
- Ensures departmental functions are coordinated with internal and external departments, physician services, and other agencies, to ensure patient needs are met
- Maintains professional relationships with insurance carrier's utilization's review managers in
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Transplant Financial Coordinator Resume Examples & Samples
- The Transplant Financial Coordinator shall be a designated member of the transplant team who must understand detailed terminology, related insurance rules and regulations and the demographics of the transplant community. In the financial counselor role will be assigned primary responsibility for coordinating financial aspects of care in conjunction with the PAS Department
- Will work with patients and their families beginning with the evaluation for transplantation continuing through and after transplantation, in a compassionate and tactful manner in order to help facilitate access to and provide continuity of care
- They will help the patient understand the billing process and will help the patient resource options for financial aid from outside sources
- Will use knowledge of insurance companies to coordinate coverages for patient. The coordinator will also work with other members of the transplant team, insurers and administrative personnel at the Transplant Institute
- Associate’s degree required. In lieu of Associate Degree will consider 3 years work experience in medical insurance benefit coverage assessment, processing and invoicing
- Reasoning and mathematical skills performed at high school level. Excellent oral & written communication skills. Medical terminology and working knowledge of commercial and Medicare benefit coverage. Experience working with clients directly. Excellent communication skills
- Minimum 4 years medical insurance benefit coverage assessment, processing and invoices; including HMO and PPO experience. Strong problem-solving and organization skills
- Computer, calculator, fax machine, copier
- Microsoft Word & Excel experience helpful. Strong phone communication skills and experience scheduling patients preferred
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Financial Coordinator / Transplant Resume Examples & Samples
- Associates degree is preferred
- General knowledge base of billing requirements and rules
- Comprehensive knowledge of insurance coverage generally obtained through three (3) or more years of relevant experience, preferably in a hospital setting
- Extensive knowledge of various insurance coverage, COB rules of priority and processing procedures
- Basic computer skills required to operate a personal computer
- Organizational and time management skills required in order to maintain and prioritize daily work, weekly reports and to follow-up on accounts in a timely manner
- Ability to work in self-directed environments
- Strong experience and knowledge of insurances and/or inpatient claims reviews
- Strong organizational skills with attention to details
- Ability to communicate with all levels of authority, internally and externally
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Financial Coordinator Resume Examples & Samples
- Additional/special pay
- Balancing
- Creating new accounts
- Expense reimbursement
- Purchase orders
- Reporting
- Wire transfers
- Knowledge of university procedures and policies
- Experience using university systems (SES, NUFIN, myHR, COGNOS, VISTA), Outlook, Word processing, Microsoft Excel, Adobe Acrobat
- Strong customer service background
- Forward-facing, open, service attitude
- Genuine interest in finance and accounting
- Meticulous, organized, and detailed
- Self-directed, but as part of a team
- Professional and mature communicator
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Grant & Financial Coordinator Resume Examples & Samples
- Oversight of Center pre-award activity
- High-level service to faculty, students, staff and Manager of Finance and Administration in preparing grant/contract proposals
- Provide high-level grant post- and contract-award administration
- Review and reconcile all Center expenditures on sponsored funds in accordance with University policies and procedures, budget plans, and funding agencies’ terms and conditions
- Day-to-day oversight of Center budgets
- General administrative support to the Center in support of sponsored research
- 2-5 years of financial and budget experience, preferably in an academic setting
- Fundamental accounting skills required, including the ability to analyze and reconcile accounts
- Excellent communication, administrative and organizational skills
- Experience with Excel spreadsheets (formulas, data tables, etc.)
- Ability to prioritize own workload
- Proficient in word-processing (MS Word), Google aps software applications preferred
- Experience with COEUS or InfoEd (Proposal Submission Applications)
- Experience with, or knowledge of: ERA Commons, PubMed, Fastlane
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Financial Coordinator Resume Examples & Samples
- Upon receiving complete documentation from specialists: Complete Supplier Creation Forms for new vendors, submit Single Source Letters for systematic approvals, submit purchase requisitions and ensure completion of purchase orders within a reasonable time frame. Ensure all purchase orders submissions have proper account and internal order coding and back up documentation
- Responsible for systematic processing of invoices in a timely manner, including routing invoices to specialists for verification and authorizing signatures, goods receipts and submission of invoices to Basware or Accounts Payable e-mail box in the event of check requisitions / payment requests. Keep log of all Purchase Requisitions / Purchase orders created
- Centrally collect and store relevant documents and records within the department (contracts, check requisitions, miscellaneous billing, etc) for audit purposes. Assist during departmental audits
- Ensure Service Level Agreements are in place with the proper signatures prior to the payment of invoices related to agreed services or miscellaneous billing of Affiliates
- Monitor outstanding payables within SAP. Follow up with specialists and vendors to ensure efficient and timely payment and expense recording. Work with Strategic Financial Business Partner to develop creative solutions to significant reporting discrepancies
- Assist in year-end close and accrual process
- Contracts - Access to CMS system and ensure contract are included in the system. Time line of when contract are due for renewal
- Business Administration
- Knowledge of internal controls, recording and reporting of financial transactions, including the origination of the transaction, its recognition, processing, and summarization in the financial statements
- Knowledge of administrative procedures, process/project development, and system procedures
- Knowledge and understanding of the implications of key financial indicators and controls and assessing impact of financial information
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Financial Coordinator Resume Examples & Samples
- Obtains all necessary payer authorizations and acquires all required referrals for services to be provided
- Negotiates modifies rates with carriers
- Communicates and informs patients of any potential patient out-of-pocket liability, and works out payment plans as necessary. May provides resources to bridge the gap between insurance coverage and patients’ liability if necessary
- Assists patients with questions or problems regarding insurance coverage and other financial matters
- Assists in the resolution of any patient billing issues
- Maintains and completes all insurance assessment forms and agreements and ensures they are accurate for claims processing
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Financial Coordinator Days Msh Resume Examples & Samples
- Obtains and verifies patients’ insurance benefit information from insurance companies or private payers regarding coverage for services
- Confirms patients’ coverage information previously obtained from insurance companies or private payers to ensure accuracy and that there has been no change in coverage since initial confirmation
- Performs other related duties
- 3 years medical insurance experience including medical office administration, benefit verification
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Financial Coordinator Resume Examples & Samples
- Minimum one year billing/accounting experience
- Strong understanding of account reconciliations
- Highly proficient in the Microsoft Office Suite, primarily Excel
- Excellent analytical, problem solving, organizational, and time management skills
- Strong verbal, written, and interpersonal skills
- Ability to interpret policies and procedures
- Able to prioritize, meet deadlines, and make decisions
- Works well independently and within a team environment
- Ability to speak, write and communicate clearly and effectively in fluent English
- Ability to obtain a Government of Canada security clearance of Level 1 (Enhanced Reliability Clearance - ERC)
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Financial Coordinator Resume Examples & Samples
- Assist with resolution of problems/issues as they relate to vendor payments
- Provide Ad Hoc reporting
- Respond to inquiries from various sources (operations, finance, customers, etc)
- A minimum of 3 years of previous applicable industry experience, or a combination of Business related education and experience may be considered
- Advanced experience with Office suite (Excel, Word, Power Point, Microsoft Access, and Outlook)
- Be flexible and able to adapt to change in a positive manner
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Financial Coordinator Resume Examples & Samples
- 30 Record and process supplier invoices. Assist other team members in investigating financial coding allocation issues and bring to resolution
- 15 Generate and distribute reports from finance system (Workday) including monthly expenses by LDM department and out-of-pocket expenses for client stations
- 10 Generate monthly MSB payroll analysis reports for leadership team to monitor staff time spent on each station
- 15 Proactively and regularly monitor status of open purchase orders, ensuring invoices are paid and work with finance, internal LDM teams and external vendors to obtain invoices and ensure payments are sent on time
- 10 Monitor aging on client invoices and work with WGBH’s receivable fulfillment vendor to ensure payments are made
- 10 Monitor LDM’s Box.com folders ensuring naming conventions are being followed and access is appropriately granted and revoked as team members and client teams transition
- 5 Serve as back-up resource for LDM’s administrative assistant in taking minutes at meetings
- 5 Other duties as assigned
- 1-3 years of professional administrative experience required, and a strong financial background preferred
- Knowledge of financial concepts (cash flow, budgeting, etc.)
- Exceptional attention to detail required
- Comfortable learning and adapting to new technologies
- Proficient with Microsoft Office, particularly Excel
- Superbly organized and able to manage multiple projects, tasks, and shifting priorities
- Excellent communication skills — written, oral and listening
- Ability to grasp concepts quickly and apply to daily tasks
- Ability to follow through with assigned tasks efficiently and accurately
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Financial Coordinator Resume Examples & Samples
- 3 years of experience in a hospital business office
- Experience with medical and health plan terminology, Current Procedural Terminology (CPT) codes, International Classification of Diseases, 9th revision (ICD-9) coding
- Knowledge in reimbursement of healthcare accounts from insurance companies
- 3 years of experience in a hospital business office in a financial leadership role
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Administrative & Financial Coordinator Resume Examples & Samples
- Budget – Serves as the advisor and general business manager to the Program Director on issues related to the Program budget and expenditures. Coordinates expenditures and property controls, reviews and approves invoices.Reconciles University ledgers on a monthly basis, maintains shadow budget, ensures all revenues are properly reflected in accounts, and all expenses recorded are appropriate to the account, and recommends necessary ledger changes to the Finance Dept.Oversees processing of invoices, requisitions, travel expenses and reimbursements for the Director, Associate Director, and staff
- HR and Payroll – Directs and coordinates maintenance of personnel files.Demonstrates a strong understanding of university policies and procedures for faculty and staff.Serves as liaison between WSAP and central administration offices, including (but not limited to) HR, payroll, benefits, and student employment.Maintains a key role in interpreting and communicating policies and procedures to WSAP members. Coordinates payrolls and collaborates with HR office to address personnel issues. Generates all HR paperwork for staff including faculty, post-doctoral, graduate, undergraduate, and TAR (including both hourly and salaried), communicates office policies and administrative procedures to staff and exhibits willingness to counsel staff on such procedures to ensure efficiency in day-to-day operations of the Writing Program, and maintains a strong working relationship with Human Resources, Payroll, Deans Offices and other departmental administrators to accomplish much of the responsibilities in this position
- Administrative – Serves as principal assistant to the Director of the Writing Program. Manages the time and calendar of the Director and refers matters to be handled by others.Represents the Director in contacts with the University community (faculty, students, and staff) as well as outside the University. Collaborates with the Director on hiring and budget tasks. Trains and mentors the Secretary IV and supervises student employees.Attends school-wide meetings of administrators to represent the Program and to receive information to be communicated to the Program director.Supervises office staff and conducts annual performance reviews
- Additional Office Management Responsibilities: Ensures systems and contingency plans are in place to make sure that critical office procedures, such as the placement process and course scheduling, continue smoothly.This includes documenting and communicating policies and procedures. Ensures office facilities and space are in good condition
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Associate Financial Coordinator Resume Examples & Samples
- Superb organization skills
- Expert knowledge of Microsoft Office (Word, Excel, PowerPoint) with experience producing high quality reports, presentations and other documents
- Proven ability to work effectively both independently and in a team-based environment
- Substantial knowledge of the department's operation and company procedures
- Proven ability in assembling, compiling, analyzing and summarizing data
- Demonstrated analytical ability in preparing reports and gathering statistical data
- Ability to work independently on projects and anticipate and address issues in the executive's absence
- Must be assertive, creative and innovative, with proven decision-making skills
- Experience working with senior management
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Transplant Financial Coordinator Resume Examples & Samples
- 1 year of computer experience
- 1 year of experience in hospital-based financial counseling
- Understanding of and experience with medical terminology
- Experience in social services or public assistance programs, including personal contact with clients
- Transplant financial counseling
- Must have a sense of responsibility, professionalism, empathy, and a commitment to customer service
- Understanding of the financial aspects of managed care, reimbursement, and discharge planning
- Understanding of contract language, both knowledge and interpretation
- Must have thorough knowledge of Georgia Medicaid and Medicare regulations
- Must be able to demonstrate application of benefit structures to Managed Care contracts
- Strong analytical skills and ability to apply excellent attention to detail and maintain confidentiality of patent information
- Must have strong interpersonal skills to interact positively and productively with a variety of personnel within the hospital, including patients/families
- Interviews patients and/or family members to secure information concerning insurance coverage, eligibility, and qualification for various financial assistance programs
- Obtains authorizations for transplant evaluations and procedures
- Implements follow-up procedures with responsible parties and maintains documented files of efforts to obtain sponsorship, reasons of denial, dates of eligibility, and other appropriate information
- Serves as content expert and consultant to Managed Care, Billing, Accounting, and physician billing offices with regard to transplant area of specialty
- Develops and maintains list of available programs of financial sponsorship of healthcare services and eligibility requirements for each program
- Maintains comprehensive files and documentation on all matters related to transplant patients
- Assists transplant team members in understanding financial sponsorship for patients
- Attends multidisciplinary team meetings
- Produces monthly year-to-date transplant volume reports
- Produces biweekly global case reports
- Builds global case information in Epic to ensure proper billing of global accounts
- Maintains payor global case database systems to ensure proper billing of global accounts
- Produces global billing sheets to ensure proper billing of global accounts
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Financial Coordinator Resume Examples & Samples
- Determining Medicare eligibility by meeting with the patients and contacting local Social Security offices to verify eligibility
- Discussing the Medicare application with eligible patients and assisting with the application process
- Acting as liaison between the patient and the local agents for Medicare terminations and re-in statements
- Completing the annual open enrollment and Medicare reinstatement papers with the patients
- Tracking 30-month coordinator period each month for those patients on employer Group Health Plans to ensure Medicare will be in place once coordination ends
- Monitoring and verifying the Medicaid status of each patient on a monthly basis and determining the spend down amounts
- Works with patients to evaluate personal financial information and make determination for indigent program
- Completes initial Indigent waiver applications
- Tracks and completes annual indigent waiver applications
- Monitors all patients’ insurance information to ensure that it is updated and accurate for the Accounts Receivable Department
- Addresses any identified anomalies or discrepancies, researches and answers questions as needed
- Meets with patients receiving direct payments from insurance companies to ensure payment of dialysis treatments owed to Fresenius
- Prepares, analyzes and reviews monthly reports to track work progress on caseloads; Analyzes patient reports from billing systems as an audit check to ensure the correct insurance information is entered into the billing system and that other changes are not overlooked. Researches and corrects any discrepancies identified
- Provides QA team members with monthly information regarding the details of the patients’ primary and secondary insurance status as well as documentation regarding the plans of actions currently in place on a monthly basis as required by QA policies
- Completes audit exam to stay current on internal policies and trends
- May present on insurance options to patient populations as necessary
- Assist with various projects as assigned by direct supervisor
- 2 – 5 years’ related experience; healthcare industry preferred
- Experience with Medicare, Social Security and Medicaid systems a plus
- Past patient interaction a plus
- Excellent written and communication skills
- A strong customer service philosophy
- Proficient with PCs and Microsoft Office applications
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Financial Coordinator Resume Examples & Samples
- Bank and balance sheet acct
- Capital spending
- Plant, debt & loan acct
- Recharge
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Financial Coordinator Resume Examples & Samples
- Interview patients in person and on the telephone in a professional manner that results in positive patient relations and prompt reimbursement for the hospital. Provide guidance, direction and assistance to patients
- Perform all insurance verification for eligibility, coverage, co-payment, deductible, referral and authorization requirements via Web or phone with third party payers
- Process all Cosmetic, Outpatient and Inpatient surgical patients to
- Inpatient admission notification via Web or sometime fax
- Work collaboratively with Case Management for all patients financial
- Perform all duties in a consistently professional manner
- Exhibit courtesy and respect to patients, families, physician offices,
- Be flexible and receptive to change
- Accept constructive criticism regarding performance and strive to make
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Financial Coordinator Resume Examples & Samples
- Coordinating medical charts for all hospitalized patients and surgical patients
- Calling owners on a daily basis to review the current financial status of their accounts
- Collecting additional deposits when needed
- Communicating to clients medical services that have been provided to them
- Discharging pets and reviewing discharge instructions and medications with clients
- Presenting and explaining fees, including processing payments
- Completing hospitalization paperwork with clients
- Possess the skills to communicate well with financially challenged clients
- Recommending, selecting, and obtaining products and services, including prescriptions
- Answering questions regarding products and services
- Managing medical records, charts, reports and correspondence
- Must be able to work at a quick pace and be able to multitask
- Possess the skills not to get flustered under pressure and to work as a team
- Must be able to work very closely with Interns, General Practitioners, and Specialists regarding their patients and charging
- Prefer to have a Technician who would prefer an administrative position
- Must have veterinary hospital experience
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Fellowship & Financial Coordinator Resume Examples & Samples
- Bachelor’s degree and 2-4 years of related office support experience, or equivalent combination of education and experience
- Excellent organizational, communication, and interpersonal skills; ability to organize, prioritize and follow through on multiple-deadlines; demonstrated aptitude in letter-writing and written and oral communication
- Experience and/or competence in financial and accounting matters highly desirable, if not essential
- Strong analytical and spreadsheet skills highly desirable, if not essential
- Experience in an academic setting preferable, and interest in working on behalf of an institution dedicated to the humanities highly desirable
- Quick learner who is accountable, resourceful, and capable of changing tasks quickly and efficiently
- A reliable team player with strong organizational skills and ability to handle multiple tasks simultaneously
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Financial Coordinator Heart Transplant Orlando Resume Examples & Samples
- Knowledge of the benefit structures of major health care insurance carriers and Medicare plans, as they relate to the entire transplant process
- Knowledge of hospital and provider billing, health plan benefits limitations, policies, procedures and other applicable requirements and regulations of government and non-government payers or organizations
- Technical skills and aptitudes related to the insurance verification/authorization procedures or processes performed in department or work area assigned
- Able to effectively communicate verbally and in written form in English with patients, staff, and customers of various backgrounds in a respectful, sensitive, effective, and professional manner
- Ability to act in an autonomous, self-directed manner while maintaining the ability to collaborate with other professionals and non-professionals in situations of high complexity and high intensity
- Mature judgment and the ability to handle confidential information within Florida Hospital guidelines and applicable regulations
- Ability to assist patients/families in problem solving and in planning for transplant and post-transplant needs
- Knowledge of patient assistance programs, funding sources, and eligibility criteria Proficient using Microsoft Office software including Word, Excel, Power Point, and Outlook
- Ability to learn and utilize various hospital bases systems in a proficient manner
- Knowledge of medical terminology
- Knowledge of medical coding (ICD9, IC10, CPT)
- Two years of experience in a complex healthcare setting with primary responsibility for service authorization, financial counseling, or as a transplant financial counselor
- Transplantation (Preferred)
- Bilingual (Preferred)
- High School Diploma (Preferred)
- Two years’ experience in transplant institute setting. (Preferred)
- Two years of post-secondary education in Management/Business or Health related fields. (Preferred)
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Financial Coordinator Industrial Woodmead Resume Examples & Samples
- REPORTING STRUCTURE
- RESPONSIBILITIES
- Maintain quality, efficiency and confidentiality of service
- Liaise with Business Manager
- Assist in continuously upgrading the quality of services offered, in support of "Customer Services" policy and minimise client complaints and claims
- Accounting function for the Industrial Division
- Oversee the Industrial Division’s internal financial management, planning, system and controls
- Training of financial management systems /controls to internal management/administration team
- Monitor the internal intercompany database for charges between divisions, providing accordingly
- Manage day-to-day financial aspects of the division
- Monthly Profit and Loss results preparation, analysis and reporting
- Budget preparation, analysis and reporting
- Forecast preparation, analysis and reporting
- Fixed Asset Procedure – Coordinate Capex requests, disposals, transfers and physical inventory thereof
- Assist with problem solving of complex issues
- Ensuring Boss KPI objectives are met
- Managing collections/bad debt
- Bad debt write offs/handing over of accounts
- Maintain Boss pricelists
- Approval of unbilled revenue and WIP from the divisions
- Ensure all deferred revenue and expenses are processed accurately
- Expense claim approvals
- Petty Cash approvals
- Assisting with coordination of special projects
- Assisting and coordination of ERP system queries
- Assisting with costing and preparation of tenders/contracts where required
- SPECIFIC AUTHORITIES
- 1 Education
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Financial Coordinator Resume Examples & Samples
- Serves as primary contact with all EIS vendors regarding PO and payment issues and works independently to research and resolve problems
- Works closely with appropriate Department contacts to process maintenance contracts and service agreements
- Works closely with EIS contacts to ensure the accurate and smooth flow of each step from purchase requisition creation through invoice payment
- Demonstrates initiative, resourcefulness and problem-solving skills in applying a detailed knowledge of the responsibilities, functions and underlying management structure of the department and of the larger Health System in organizing and prioritizing work and establishing procedures and systems to ensure the orderly and timely flow of business through the office
- Maintains a comprehensive database and/or hard-copy files of all contracts
- Ensures that renewals are handled appropriately and in a timely manner. Coordinates monthly and annual accruals
- Meets regularly with appropriate managers/directors regarding their maintenance and service contracts, providing expertise and advice on status
- Maintains a department-wide database of contract terms, renewal dates, etc, and advises contract owners as needed for items requiring their attention
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Student Organization Financial Coordinator Administrati Resume Examples & Samples
- Experience working with students/customers from diverse backgrounds
- Experience working with and creating queries or other financial reporting processes
- Sales Tax application/reporting knowledge
- A background check (including a criminal records check) must be completed satisfactorily before any candidate can be offered a position with the CSU. Failure to satisfactorily complete the background check may affect the application status of applicants or continued employment of current CSU employees who apply for the position. This considered a sensitive position. Current CSU, Chico employees are subject to a background check (including a criminal record check) if voluntarily moving into a sensitive position, regardless of any background checks previously conducted. This position is considered a sensitive position based on CSU guidelines. Incumbent is responsible for the safety and security of Level 1 data, sometimes also referred to as Level 1 protected data. This is confidential information that is in most cases protected by statutes, regulations, or other legal mandates
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Financial Coordinator Resume Examples & Samples
- Process high volume of financial transactions in Workday via the Financial Coordinator role
- Working Collaboratively with Financial Analysts and Units
- Keeping current on business processes and policies of the Controller’s Office and Workday
- Statistical and adhoc analysis
- Back up capability
- Bachelor’s Degree, preferably in accounting or finance, and 2-4 years of related experience or equivalent combination of education and experience
- Experience in an academic setting preferable
- Excellent organizational and communication skills; both written and verbally. Ability to organize, prioritize and follow through on multiple-deadlines
- Customer focused, learns quickly, accountable and resourceful
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Financial Coordinator Resume Examples & Samples
- Analyzes and evaluates complex budgets
- Researches budget with close attention to detail
- Posts budgets to the financial system
- Transfers pending budgets to active budgets
- Provides budgetary controls and monitoring budget adjustments
- Creates and transfers journal entries. Assists with timely account closeout
- Adherences to sponsors’ guidelines and UT policies. General principles and practices of government budget
- Sets up new accounts based on attributes
- Reviews/analyzes annual leave for terminated employees. Processes journal entries for terminal leave adjustments
- Monitors campus based financial aid accounts. Processes Facilities and Administrative Adjustments, as required
- Performs full and complete budget audits. Compliance oversight of budget activities
- Serves as liaison for sponsored accounts litigation. Serves as a point of contact with various auditing personnel
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Senior Accounting / Financial Coordinator Resume Examples & Samples
- Under general supervision, performs a broad range of accounting tasks in a variety of areas to include travel and expense and accounts payable
- Verifies internal consistency, completeness, and accuracy of expense reports and ensures compliance to the Travel Policy, taking corrective action when required
- Understand government reporting requirements with regards to expense report auditing
- Provide superior customer service required for the Travel and Expense call center
- Maintain confidentially of employee travel data
- Interact with various levels of traveling employees, as well as employees located outside of Cedar Rapids
- Call center and customer service experience is preferred
- Experience with Concur is also preferred
- Experience with expense reports preferred
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Financial Coordinator Resume Examples & Samples
- 3 years of experience in a business office, preferably in a financial/billing position
- Experience with medical and health plan terminology, CPT codes, ICD-9 coding
- Strong Excel and analysis skills
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Financial Coordinator Resume Examples & Samples
- Perform administrative duties under minimal supervision at the highest proficiency level
- Provides direct support to Division Chief, Director or Administrator
- Over see Sub-invoices, drug purchases processes and Shipping accounts
- Schedule PF quarterly meetings
- Assist with ACTG Publications
- Oversee Material Transfer Agreements and Clinical Trial Insurance
- Provide support for Sub-contracts documents and follow-ups
- Assist with Annual Progress and Financial Reports
- Ability to problem solves and determine best course of action with little direction
- Track expense budgets, perform basic bookkeeping tasks and create financial reports
- Provide cross coverage as needed
- Assist with special projects as directed
- Minimum of BA/BS
- Knowledge of accounting and finance
- Must be able to make independent effective decisions in appropriate situations
- Knowledge of NIH policies and Grants Management
- Strong organizational skills to formulate and complete vigorous timelines
- Familiarity of NIH Publication Policies, PubMed
- Must be a motivated self-starter with an extreme attention to detail and data accuracy
