Greater Chicago Area
With over a decade of experience in operations management and customer service, I currently contribute to Intuit as a QuickBooks Online Business Finance, Payroll, and Accounting Expert. My focus is on managing financial operations, ensuring data integrity through meticulous auditing, and optimizing QuickBooks Online configurations to streamline accounting workflows. By leveraging my expertise in QuickBooks Online, revenue cycle management, and strategic financial analysis, I empower teams to maintain operational excellence. My mission is to deliver precise Healthcare customer support solutions while fostering collaboration and continuous improvement for our organization’s sustained success.
Financial Operations & Capital Management: Strategically manage financial operations for diverse portfolios, utilizing QuickBooks Online to drive precise budgeting, capital tracking, and long-range financial forecasting. System Troubleshooting & Optimization: Serve as a technical subject matter expert by troubleshooting complex QBO software issues, resolving data discrepancies, and optimizing platform configurations to ensure seamless accounting workflows. Data Integrity & Meticulous Auditing: Execute rigorous financial audits and reporting to maintain 100% accuracy in capital deployment and operational spending for high-volume accounts. Strategic Analysis & Reporting: Leverage advanced financial analysis to deliver actionable insights, enhancing business finance outcomes through data-driven reporting and matrixed collaboration.
Manage team of 60 customer supports agents Onboard customer support agents Coach agents to improve their product knowledge, customer support, and compliance metrics Analyze teams performance by day, weeks, and months Create a coaching action plan for each agent Provide support to agents in areas that need improvement. Coach agents to CSAT Team Building Leadership Microsoft Office Operations Management Strategic Planning Time management
Epic Systems Utilization: Leveraged the Epic EMR platform to manage critical patient workflows, including scheduling pick-up/drop-off transportation and monitoring physician communications to ensure continuity of care. Financial Oversight: Spearheaded the recall of bad debt, coordinating with billing departments to improve revenue cycle efficiency and ensure financial compliance. Project Leadership: Led complex, cross-functional initiatives for the nation’s largest managed care organization, focusing on member retention and provider network efficiency.Process Improvement: Optimized internal operating models for remote service centers, reducing response lagtimes by 20% while maintaining 100% compliance with DSNP requirements.
Government Program Execution: Guided the operational rollout of a state-level emergency relief program, managing large-scale budgets and ensuring strict adherence to public sector reporting standards. Matrix Influence: Coordinated with state agencies and third-party vendors to resolve complex business process bottlenecks under high-pressure timelines.
Scalable Operations: Built and managed a decentralized team of 30 remote professionals, focusing on realtime problem solving and data-driven performance management.