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Oracle Financials
Accounting software
Mac OS
Microsoft Office Suite 2007
 (Excel, PowerPoint, Word & Outlook)


Selected Accomplishments
  • Lowered account/receivables by $450 per person in first year
  • Raised team retention by 10% in first year
  • Awarded the peer nominated X-Factor award for outstanding performance and rapport
  • Earned high satisfaction Net Promoter Scores and surveys from clients
  • Work experience

    Jan 2009Present

    Finance Advisor

    University of Phoenix

    Coordinate daily accounting functions for multiple teams with a primary focus on forecasting, effective account management, customer service and retention for over 400 clients.Identify problems within processes and initiate steps to resolve discrepancies.Work with clients to obtain necessary paperwork for completion, accuracy and follow-up.

    • Manage accounting processes and reports for compliance within federal guidelines and regulations
    • Implemented and streamlined procedures that lowered accounts receivables and give more flexibility to clients
    • Created communications to explain and update clients on financial awards and concerns
    • Presented to executive management strategies based on trends analysis that boosted client retention and success by over 10%
    • Researched and implemented procedures to educate clients that resulted in increased satisfaction surveys, positive promoter scores and referred clientele
    • Participate in outreach activities to current and prospective clients in the community
    • Coordinated volunteer projects with non-profits such as Harvesters and Junior Achievement
    Apr 2002Nov 2008


    Med4Home Pharmacy

    Experienced in sales and operations support. Provided durable medical supplies to qualified patients.

    • Initiated contact, qualified leads and worked with physicians and staff to obtain prescriptions for durable medical equipment and supplies
    • Met predetermined monthly objectives or goals for sale of medical supplies or equipment
    • Educated medical offices, local centers and patients of Medicare and insurance pricing and product information
    • Maintained database for Medicare review and compliance
    • Operations and administrative support that included tracking reports and reconciliations
    Jan 2001Jan 2002

    Project Coordinator

    Marketing Technologies

    Point of contact for clients and vendors.Managed printing workflows of projects that included stationary, invitations, postcards and other mailers.

    • Managed all marketing collateral for three sales representatives that included preparation of requests, bids and contracts
    • Supervised direct mail projects to ensure that all deadlines were met and materials were delivered on time
    • Maintained and tracked inventory, supplies and paperwork for over 20 clients


    May 2012


    University of Missouri-Kansas City