a6c0a038-fbc3-4d42-87b2-166008903f90

Andrew Smith


Phone:

(000) 000-0000

Email:

andrew_smith@example.com

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

Results-driven, senior-level professional equipped with an MBA and 15+ years of verifiable success in financial sales, marketing and communications.  Strong ability to develop strategic plans and drive execution to increase business growth, development, and revenues. Dedicated leader equipped with an entrepreneurial mindset, advanced technical skills, and exceptional customer service delivery.

Employment history

Apr. 2016 – May. 2016
South Maris, Washington
Practice Manager / Senior Financial Planner, Gusikowski-Daugherty

·       Conducting in-depth reviews of clients’ financial status, provisions and future aims
·       Analysing information and preparing plans tailored to individual clients’ requirements
·       Completing risk analyses
·       Researching the marketplace and providing clients with information on new and existing products and services
·       Designing financial strategies
·       Assisting clients to make informed decisions
·       Reviewing and responding to clients’ changing needs and financial circumstances
·       Promoting and selling financial products to meet given or negotiated sales targets
·       Negotiating with product suppliers for the best possible rates
·       Liaising with head office and financial services providers
·       Communicating with other professionals, such as estate agents, solicitors and valuers
·       Keeping up to date with financial products and legislation
·       Coaching and Training team of advisers and encourage their motivation, professional development and satisfaction

Apr. 2009 – Aug. 2011
Ismaelbury, Georgia
Practice Manager, Emmerich-Hammes

·       Managing adviser performance within a number of teams across multiple branches
·       Consult with Head of Investments and Research Manager to develop strategic plan for channel development and innovation
·       Investment product and market briefings at branches
·       Conduct sales training of branch advisers to improve technical competence and sales skills
·       Participate in joint client meetings with branch adviser and provide feedback and coaching
·       Utilise working knowledge of investment products and superannuation to translate into sales conversions
·       Assist branch advisers in investment advice and producing Statements of Advice Coach branch advisers to facilitate knowledge transfer
·       Ensure adherence to investment compliance standards by branch advisers
·       Customer seminar presentations as subject matter expert

Sep. 2006 – Oct. 2006
New Dariushaven, Ohio
Compliance and Training Manager, Gibson, Kunde and Roob

·       Enhanced the public image and recognition of the firm’s name within the business community through new business development, community outreach, and aggressive networking
·       Successfully oversaw the entire global marketing program and media website implementation
·       Production and analysis of compliance reports for financial planners
·       Review, analysis and assess of Statement of Advice to ensure regulatory compliance and quality control
·       Provide advice and coaching on compliance and business issues
·       Mentoring and knowledge management

Oct. 2002 – Nov. 2002
New Trinidad, Missouri
English and Maths Tutor, Leannon LLC

·       Teach primary and middle school children basic English
·       each adults verbal and written English, in both leisure and work related environment
·       Teach primary and middle school children Maths – Algebra and Statistic
·       Teach classes between 4 and 20 students, as well as 1 on 1 private tutoring

Education

Jul. 2008
MBA: Business Administration

  • Eastern Louisiana College – Olenchester, Maine

Jul. 2001
Bachelor of Science: Maths and Computer Science

  • Southern Rhode Island Academy – Brycebury, Missouri

Jun. 2000
Bachelor of Arts: Commerce

  • East Louisiana Academy – New Lavernetown, Nevada

Skills

Project Management
Expert

Customer Relations
Expert

Microsoft Office
Expert

Presentation
Expert

Sales and Marketing
Experienced

44ac7a43-1824-4f63-a41b-7c333a006f31

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

  • Motivated and adaptable team player and leader.  Detail-oriented, energetic professional dedicated to leading the development of solutions to successfully provide assistance to vulnerable and underprivileged community members. 
  • Possesses investigative, analytical and communication skills along with an interest in human behavior, culture, and society.
  •   Currently in a process of registering with the council as a registered cousellor.

Employment history

Practice manager, Anderson-Paucek. East Nona, California
Feb. 2017 – Present
  • Protect the security of medical records to ensure that confidentiality is maintained.
  • Review records for completeness, accuracy, and compliance with regulations.
  • Enter data, such as demographic characteristics, history and extent of disease, diagnostic procedures, or treatment into computer.
  • Assign the patient to diagnosis-related groups (DRGs), using appropriate computer software.
  • Resolve or clarify codes or diagnoses with conflicting, missing, or unclear information by consulting with doctors or others or by participating in the coding team’s regular meetings.

Investigating Officer, Bode-McCullough. East Jammiechester, Mississippi
Oct. 2013 – Mar. 2015
  • Interview and transcribe statements of complainants and suspects.
  • Investigation of alleged offence and gathering of evidence.
  • Administration of Dockets and other legal documents from court .
  • Search and seize exhibit that were used or intend to be used in the commission of offence. 

Fieldworker, Green LLC. Byronborough, Missouri
Dec. 2001 – Mar. 2004
  • Listing of dwellings in selected geographical areas and data collection from selected households.
  • Supervision of team of data collectors.
  • interview and completion of questionnaires from selected house holds.

Education

East Idaho Institute, New Louiseport, Connecticut
Bachelor of Arts, BHONS Psychology, Sep. 2019

North Johnston Academy, West Barbra, Michigan
Bachelor of Arts, Health sciences and social services in psychological counselling, Apr. 2016

Block Academy, New Leon, North Dakota
High School Diploma, Grade 12, Feb. 2000

References

Skills

Ability to work independently and under pressure

organizational skills

client service

Problem solving

b2d549da-9b80-4219-9024-def3b42206e8

Andrew Smith


Phone:

(000) 000-0000

Email:

andrew_smith@example.com

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

I have over 20+ years of experience in the Accounting Industry in both the public and private sectors.

Over those years I have developed the ability to handle critical problems objectively, analyse them and solve them with understanding and maturity. 

I am an extremely loyal and honest employee who will go above and beyond what is required to get the job done.

 |  

Employment history

Oct. 2016 – Jan. 2017
Starkhaven, Idaho
Practice Manager, Gusikowski and Sons

Commenced as Practice Manager in October 2015 with Adams Johnston Chartered Accountants. Adams Johnston subsequently merged with another accounting firm in July 2016 to form Longboard Accountants. 

My duties as the Practice Manager incorporated managing staff located in Melbourne, Perth and Manila.  This included included three Partners, one Manager, two senior accountants, five junior/graduate accountants, two bookkeepers and three admin staff.

I implemented procedures for the processing and management of client billings, work budgets, staff time sheets, workflow and the practice’s ATO lodgement requirements.

Reported to the Partners on a weekly basis and liaised with staff members on a daily basis to ensure time lines and procedures and job budgets were being met.

Liaised with the ATO on behalf of clients experiencing difficulties with meeting lodgement deadlines and or payment of their tax liabilities.

Liaised with clients for the timely collection of their tax and financial information for the preparation of financial reports, income tax returns and activity statements to meet their lodgement deadlines.

Assisted clients with their Xero software programs, answered queries, corrected entries and assisted with payroll as and when required.

Worked in conjunction with one of the Partners preparing the monthly management financials for a medium sized Victorian based  brewery with restaurant/bar outlet.  Implemented and maintained their online inventory software package, prepared Excise returns, calculated WET liabilities and rebates applicable on a monthly basis, payroll tax and WorkCover.  Managed the processing and distribution of their products Australia wide to Woolworths, Coles and many various local distributors and retailers. Prepared the weekly payroll for 20 staff members. Managed their receipt bank system.  Managed their Creditors and Debtors and paid creditors on a weekly basis. Reported to the owners on a weekly basis.

 

Oct. 2013 – Feb. 2015
New Omerland, Arkansas
Accountant, MacGyver, Goyette and Feeney

Worked at both entities on a permanent part-time basis as their in-house maintaining their accounting software and preparing monthly management accounts for the owners of the businesses.

Duties included:

  • Modifing a comprehensive financial reporting package to reflect growing organisational complexity.
  • Maintained integrity of general ledger, including the chart of accounts.
  • Analysed monthly balance sheet accounts for corporate reporting.
  • Generated financial statements and facilitated account closing procedures each month.
  • Analysed and researched reporting issues to improve accounting operations procedures.
  • Trained new employees on accounting principles and company procedures.
  • Computed taxes owed by applying prescribed rates, laws and regulations.
  • Proactively researched technical tax issues related to projects.
  • Created periodic reports comparing budgeted costs to actual costs.
  • Suggested budgetary changes to increase company profits.
  • Prepared, examined, or analysed accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
  • Compute taxes owed ensuring compliance with payment, reporting or other tax requirements.
  • Maintain or examine the records of government agencies.
  • Report to management regarding the finances of establishment.
  • Establish tables of accounts and assign entries to proper accounts.
  • Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology.
  • Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.
  • Analyze business operations, trends, costs, revenues, financial commitments, and obligations, to project future revenues and expenses or to provide advice.
  • Prepare forms and manuals for accounting and bookkeeping personnel, and direct their work activities.
  • Survey operations to ascertain accounting needs and to recommend, develop, or maintain solutions to business and financial problems.

Feb. 2013 – Mar. 2013
Lake Curtisborough, North Dakota
Accountant & Office Manager, Grimes-Schroeder

Employed to review the Lordan Group’s accounting systems and financials and bring them up to date.

 This involved, one joint venture Company, a private Superannuation Fund, five separate Private Company Accounts and one Trust.  

Business operated in Queensland, Victoria and Tasmania and all used separate independent computer systems with three different accounting packages with no links between States or correlation between operations of the companies in those States. 

The main activity of the Group was property development and construction, however, a number of long-term commercial and residential rental investment properties were also held, together with operating businesses including a large caravan park, Resort Complex (18 Apartments), car hire business with 30 vehicles and a Restaurant.  Total number of casual and permanent staff employed numbered up to 40 people at its peak.  I was required to bring all financials up to date and ensure all statutory requirements were being met.

Duties:

o   Implemented a main computer system which linked Queensland and Victorian offices to enable a smoother information flow for preparation of the company financials and BAS statements.

o   Implemented a continuous audit system to be used for all Queensland operating businesses to provide an independent check for all cash and non-cash takings against actual banking’s to prevent fraud
o   Preparation and lodgement of BAS Statements for all entities for a 12 month period and then on a monthly basis.  
o   Implementation of filing system for all companies and projects that ensured quick, easy and accurate access to any query received in relation to the sales, purchase, development and running costs of all individual projects and operating businesses including paid and unpaid creditors at any given time

o   Managed all Queensland and Victorian operations, liaised daily with all staff, contractors and suppliers

o   Ensured all staff expectations were being met for and by both parties and to maintain a good working relationship.  Counsel staff as and when required 

o   Travelled to interstate offices to check company business operations and ensure projects were running on time and were at the expected level of progress.  I was also required to physically run businesses at various times to familiarise myself with all aspects of the Groups operations and to better understand staff and business issues
o   Employed staff including advertising positions in various newspapers and websites, reviewing resumes and being involved in the interviewing process  

o   Implement yearly budgets for the various operating businesses to highlight areas of overspending and to set yearly income targets  

o   Prepare cash flows for the entire group for each project and business to help directors in planning and for obtaining funding for current and future property development projects

o   Prepare a Business Plan encompassing projected 12 monthly Budgets and Cash Flows for submission to major lenders.  

o   Ensure all relevant building permits and business licences, memberships and subscriptions for each project and business were up to date and renewed by the required date. A lapsed building permit can halt a project and business licences are necessary for legal operations to continue.  

o   Check all bank accounts on a daily basis and reconcile on a monthly basis
o   Review monthly operational reports supplied by Queensland businesses to ensure all were operating as expected

o   Liaise with rental property managers to ensure rents were paid on time and were as per signed the signed lease agreements including the tracking of increases in rent etc.

o   Maintain the Payroll system for the Queensland and Melbourne office staff ensuring all wages were calculated correctly and paid weekly to designated bank accounts.  Maintain Superannuation records, and PAYG payments. 

o   Calculate Work Cover salary and wage figures for each financial year and ensure Work Cover related injuries were treated appropriately and through the correct channels when necessary

o   Obtain insurance quotes, provide information for each property to brokers and arrange for the appropriate insurance cover for all properties.  Prepare and lodge any claims as and when required

o   Prepare and lodge all paper work required for the purchase, sale, transfer and registration of all company vehicles including the Hire Car Business

o   Prepare spread sheet calculations itemising each Hire Purchase asset and calculating yearly charge for accounting and taxation purposes for inclusion in accounts

o   Prepare detailed spread sheets for each development project itemising all sales and costs since purchase date and splitting between capital and deductible running costs 

o   Liaise with joint venture partners and their bookkeeping staff and provide information required for their income tax returns,  financial reports and BAS lodgements 
o   Prepare financial statements and reports for tax lodgement purposes in conjunction with the external accountants including the preparation of depreciation schedules for tax and accounting purposes for all depreciable assets

o   Maintain a good working relationship with banks, financial consultants, and prospective investors including attending meetings, preparing and presenting financial budgets, financial plans and cash flows 

  • Arrange for sale of surplus materials and equipment

Jul. 1991 – Nov. 2002
Dillonfort, Vermont
Senior Accounant, Dietrich-Lueilwitz

Commenced as a bookkeeper working solely with two of the senior partners on their specialised clients requiring one on one service.  After twelve months and due to skills displayed I was moved to the Tax/Accounting division whereby I spent the next twelve years progressing from a “graduate” level accountant through to Supervisor Accountant.  In 1995 I was assigned directly to Mr Ron Pitcher (Founder of Pitcher Partners) where I worked solely on clients that required a high level of privacy and discretion which also included his own family members in various tax, accounting and superannuation matters.  In 1998 I had to relocate to the country for a period of 12 months and was used as a test case by Pitchers to see if staff could be employed remotely in an efficient and workable manner.  In 2000 I moved back to Melbourne and due to family commitments continued to work remotely from home for 2 days per week with 1 day per week spent in the office.  During this period I was assigned to the Superannuation Department and my daily general work load also included auditing extremely sensitive and private Superannuation funds held by the Partners and their family members.  In 2006 I was offered a position in a private company that provided more flexibility in my working hours whilst raising my young family.  

Duties & Responsibilities:

Tax Accounting:

o    Preparation of Individual Income Tax Returns from information provided by clients

o    Preparation of  Financial Statements and Income Tax Returns for Companies and Trusts from information provided by clients
o    Liaising with clients on a daily basis in relation to their business and taxation affairs
o    Visiting clients on-site to overview their accounting systems and set up, train and prepare the information either by myself or in liaison with staff as required for their relevant financial needs
o    Managing client investments for specialized Partner clients, preparing reports for clients on a monthly basis
o    Advising clients in liaison with Partners of tax implications from business and personal activities
o    Superannuation Audit, preparation and audit of all financial reports, preparation and lodgement of income tax returns for Self-Managed Superannuation Funds

Special Project Work
o    Responsible for implementation and maintenance of specialised accounting system for Bergamin Consolidated Industries for 10 storey building project situated at 476 St Kilda Road, Melbourne and 14 storey building project situated at 5 Bowen Crescent, Sth Melbourne.

o    Responsible for all contractor payments on both sites including accounting for contract retention amounts and bank guarantees until end of project 

o    Responsible for payroll for all permanent on-site employees requiring a high level of knowledge of awards/industrial pay rates and conditions, payment of employees on a weekly basis and attendance at any industrial dispute hearings/negotiations.

o    Ensuring budgets and actuals were in line with each stage of the projects

o    Liaising with projects managers and attending meetings with contractors to resolve any disputes/issues

Education

Present
Bachelor of Accounting: Accounting

  • South Gaylord – South Annamariabury, Montana

Present
Duel Certificate IV Accounting and Bookkeeping: Accounting and Bookkeeping

  • Abshire Academy – Dickinsonshire, Oregon

Skills

Leadership
Experienced

Communication
Expert

Decision Making
Experienced

Time Management
Experienced

Self-Motivation
Expert

Conflict Resolution
Expert

Adaptability
Expert

6a1bd241-1f87-4bc6-87a4-ddc2d1e4f594

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Personable, dependable, honest leader. Passion for delivering excellent customer service at every interaction; dedicated to progressing my career within the hospitality industry. Comfortable communicating  with people of all ages. Will get the job done and exceed expectations. If a problem arises I will solve it within my power, or find the appropriate person who can. 

Employment history

Practice Manager, Wisozk, Collins and Roob. North Lupeshire, Michigan
Mar. 2019 – Present
Currently a practice manager for the Florida State Beach Volleyball team. Some of my duties include; Skill Training, Drill Training, and running Tournaments. Provided direct support to the coach and  players. 

Floor Supervisor, Zboncak-Schoen. North Joey, Oklahoma
May. 2016 – Jun. 2016
  • Inspected materials, products, or equipment to detect defects or malfunctions.
  • Oversaw shipping, making sure each product was delivered to the appropriate customer.

Education

Southern Cruickshank Institute, Lindville, Wisconsin
Bachelor of Science, Hospitality Management/ Economics Minor, Present

Skills

Proven Leadership

Customer Service Experience

Problem Solving Skills

Promotes Teamwork

People Skills

Microsoft Office

3c5c210b-98ce-478d-aae6-857398122d82

Andrew Smith


Phone:

(000) 000-0000

Email:

andrew_smith@example.com

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

I am an experienced communicator in all fields of business, event management and charitable endeavours. From banking to event management, I have always excelled in communicating with clients and representing the interests of my employer in a professional and empathetic manner.

I have always dedicated time and efforts to numerous charitable causes, and believe I can contribute to the success of any organisation, in maximising contributions from donors.

Employment history

Apr. 2014 – Apr. 2016
Brandyberg, Mississippi
Practice Manager, Renner, Runolfsson and Olson

  • Follow ethical codes that protect the confidentiality of information.
  • Allocate work to partners and supervise support staff
  • Work with personnel and management ensure smooth files
  • Plan, coordinate, and oversee Practice logistics.
  • Use computers to maintain Trust accounts for the Practice, managed Superannuation Payments for staff, and oversaw outward accounts.
  • Liaise with Medical professionals, Barristers and other professionals on behalf of clients of the Practice.
  • Perform payroll functions, such as maintaining timekeeping information and processing and submitting payroll.
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
  • Collect and deposit money into accounts and trust accounts, disburse funds from cash accounts to pay bills or invoices using LEAP and Xero, keep records of collections and disbursements, and ensure accounts are balanced.

Apr. 2008 – Apr. 2010
Lucienchester, Louisiana
Admin Director and Trustee, Schmeler and Sons

The Sunday Telegraph Sydney Christmas Parade was the world’s largest summertime Christmas event.

As administration Director, I was not only involved in the administration of the day to day operations, but was responsible for communication with the 120 corporate sponsors, ranging from News limited, Foxtel, David Jones, Macquarie Radio, Stockland Group, Lint Chocolates, Optus to smaller entities like The Byron Bay Brewery and The Christmas Cave.

I also has to deal with Government bodies such as the City of Sydney, NSW Police,  Ambulance Service State Transit, The Premiers Dept and NSW Events.

I also helped secure a Federal Grant of 2 million dollars over 3 years. 

My other duties were liaising with the 34 charities and 27 community groups that participated in the event each year. 

As I was effectively in charge of the $5 milllion per year budget to run the event, I was in touch with all the major players and particiants.

Sep. 2002 – Jan. 2003
South Benjaminberg, Colorado
Director, Hodkiewicz-Corkery

TLC Media was and event management company that managed and staged a number of events.

These ranged from the management of the charter vessel MV Majestic on Sydney Harbour, to the closing ceremony  on the Harbour of the SYDNEY 2000 Olympics, involving 17 vessels.

My primary responsibilty was liaising with major sponsors and clients.

Jun. 1996 – Mar. 1998
Purdyville, Illinois
Manager Private Banking, Wuckert LLC

I looked after high net worth clients private banking needs.

Oct. 1994 – Nov. 1994
Gregoriohaven, Washington
Manager International Bank Debentures, Heaney-Adams

I was manager responsible for the trading of International Bank Debentures used in the syndication of bank debt. 

Nov. 1989 – Sep. 1990
Antoneside, New York
Head Fixed Interest Desk, Jacobs, Boyle and Schimmel

I managed the fixed interest desk after starting as a trader.

Education

Jan. 2017
Diploma: Corporate Governance – Superannuation

  • The West Academy – North Jayhaven, New Jersey

1988
LLB: Law

  • Barton College – Andreasland, Montana

Mar. 1987
Bachelor of Engineering: Chemical

  • South Hudson – Purdymouth, Ohio

Mar. 1985
Bachelor of Science: Computer Science

  • Northern Kautzer – North Claytonville, Pennsylvania

Skills

Computer literate
Experienced

Excellent telephone Manner
Expert

English written and spoken
Expert

ecdd9c66-4002-4815-86b6-f999b80d0ce3

Andrew Smith


287 Custer Street, Hopewell, PA 00000

andrew_smith@example.com

(000) 000-0000

Professional Summary

Customer-focused, performance-driven executive with extensive experience and verifiable success in the areas of pharmaceutical sales, marketing, and communications.  Strong ability to develop strategic plans and drive execution to increase business growth, development, and revenues.  Dedicated leader equipped with an entrepreneurial mindset, advanced technical skills, and exceptional customer service delivery.

Employment history

Practice Manager, Wuckert, Botsford and Walter. Port Nildashire, Hawaii
Sep. 2019 – Present
 Provided outstanding support to entire staff which helped improve process flow and boosted efficiency. 

Clinical Pharmacist, Hilll, Heller and Oberbrunner. South Lizzette, Rhode Island
Aug. 2017 – Dec. 2017
  • Reviewing patients’ profiles on bedside and checking for any interactions and adverse drug reactions 
  • Provide information and advice regarding drug interactions, side effects, dosage, and proper medication storage.

Assistant Sonologist, Senger, Dickinson and Douglas. West Argentinabury, South Carolina
Jan. 2017 – Feb. 2017
 Counseled patients, prepared reports and performed scanning of gynae/obs, abdomen & pelvis. 

Industrial Trainee Pharmacist, Kessler Inc. Rueckerport, Colorado
Aug. 2014 – Sep. 2014
  • Order and purchase pharmaceutical supplies, medical supplies, or drugs, maintaining stock and storing and handling it properly.
  • Operate capsule or tablet counting machine that automatically distributes a certain number of capsules or tablets into smaller containers.

Internee Clinical Pharmacist, Schuppe, Jenkins and Schoen. Tamastad, New Hampshire
Oct. 2013 – Nov. 2013
 Prescription Handling, Dispensing of Medicine, Counseling, Inventory management (Manual and Computerized Data feeding). 

Internee Clinical Pharmacist, Wunsch, Rath and Gutkowski. Omarfurt, Kansas
Sep. 2013 – Oct. 2013
 Prescription Handling, Dispensing of Medicine, Counseling, Inventory management (Manual and Computerized Data feeding). 
 At the end of the week, our group made a report on all profiles reviewed and submitted to the chief pharmacist there. 

Internee Clinical Pharmacist, Hammes Group. West Melissatown, South Carolina
Jun. 2012 – Jul. 2012
  • Review prescriptions to assure accuracy, to ascertain the needed ingredients, and to evaluate their suitability.
  • Provide information and advice regarding drug interactions, side effects, dosage, and proper medication storage.

Trainee Industrial Pharmacist, Hansen, Schoen and Fahey. North Weldon, Oklahoma
Jan. 2010 – Feb. 2010
  • Order and purchase pharmaceutical supplies, medical supplies, or drugs, maintaining stock and storing and handling it properly.
  • Operate capsule or tablet counting machine that automatically distributes a certain number of capsules or tablets into smaller containers.
  • Unpack, sort, count, and label incoming merchandise, including items requiring special handling or refrigeration.

Education

Frami Academy, Lake Cierratown, Louisiana
Doctor of Pharmacy, Pharmacy, Jun. 2015

West Schamberger University, New Sally, Texas
Intermediate, Pre Medical, Jun. 2006

Hilll University, Port Kayemouth, Arkansas
High School Diploma, Science, Jan. 2004

Skills

Computer Proficiency

Problem Solving and Decision Making

Fluency in English

Strong Communication Skills

Management

practice manager

  • Maintain awareness of advances in dentistry, diagnostic and treatment equipment, government regulations, and health insurance changes.
  • Develop and maintain record management systems to store and process data such as personnel activities and information, and to produce reports.
  • Develop instructional materials and conduct in-service and community-based educational programs. 
  • Prepare and analyse accounting records, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
  • Advise clients in areas such as compensation, employee health care benefits, tax, and insurance systems.
  • Oversee the flow of cash, salaries, and banking operations.
  • Customer Service- appointments, inquiries. 

practice manager

  • office management training and supervising budgets, needs  EMR supervision.
  • Analyzed patient data and outcomes and compiled into reports for submission to supervisor.
  • Delivered adequate care through non-traditional medical methods, including email and video chat 
  • Hair loss advocate 

practice manager

  • Manages day to day operations of MenlynMed. Works with physicians to develop business strategies and optimized patient service. Compile and implemented workplace procedure. Liaises with various stakeholders and tenants to ensure efficiency. 
  • Always behave professional, in all correspondence, verbal and written. 
  • Correspond with accounts department and employees and tenants in professional, courteous and timely manner. 
  • Ensure that all documents, accounts, statements and invoices are accurate. 
  • Organize proof of payments with the correct statement and make sure that by the 30th of every month that everything that must be paid is paid and that the cash flow of MenlynMed is not put under strain. 
  • Ensure that filings are accurate and up to date. 
  • Ensure that tenant payments are checked and are accurate.

practice manager

  • Allocate work to partners and supervise support staff
  • Work with personnel and management ensure smooth files
  • Plan, coordinate, and oversee Practice logistics.
  • Use computers to maintain Trust accounts for the Practice, managed Superannuation Payments for staff, and oversaw outward accounts.
  • Liaise with Medical professionals, Barristers and other professionals on behalf of clients of the Practice.
  • Collect and deposit money into accounts and trust accounts, disburse funds from cash accounts to pay bills or invoices using LEAP and Xero, keep records of collections and disbursements, and ensure accounts are balanced.

practice manager

  • Train employess in use of equipment such as digital xray machines, dental computer software, sterilizers, etc.
  • Keep log of equipment maintenance.
  • Order and monitor office supplies and monitor clinical orders and inventory.
  • Schedule appointments, prepare statements, audit accounts, receive payment for dental services, submit & follow up on  insurance claims, and maintain patient records.

practice manager

  • Confer with dentists about production and daily, weekly and monthly goals.
  • Supervise the work of dental assitants, office assistants, or schedulers.
  • Direct dental office operation to ensure achievement of cost, productivity, accuracy, or timeliness objectives, organization officials, or staff members to discuss issues, or resolve problems.
  • Resolve patient complaints regarding dental treatment, fees and service provided by staff.

practice manager

  • Policy and procedure development and implementation including Child Protection and Practice Manual.
  • Continuous Improvement for Best Practice.
  • Staff recruitment, induction, ongoing training and supervision. Development and implementation of staff development plans and performance management.
  • Accounts payable and receivable. MYOB with payroll.
  • Administration including payment of accounts, invoicing banking , BAS statements, Workcover and Superanuation contributions.
  • Audio typing- specialist correspondence.
  • Infection control- sterilizing of surgical instruments.

practice manager

  • Schedule appointments, prepare bills and receive payment for dental services, complete insurance forms, and maintain records, 
  • Resolve customer complaints or answer customers’ questions regarding policies and procedures, and provide referral information.
  • Network to find and attract new business.
  • Implement staff training, customer service initiatives, and performance measurement criteria.
  • Supervise the work of dental services employees to ensure adherence to quality standards, recommendations, and  procedures.
  • Develop or update procedures, policies, and standards.
  • Conduct and administer fiscal operations, including accounting, planning budgets, authorising expenditures, establishing rates for services, and coordinating financial reporting.

practice manager

  • Monitored and coordinated daily patient care Activities,including medical review.
  • Used dynamic communication, effective leadership liaise between management, clinical staff and community.
  • Evaluated patient care needs, prioritized treatment and maintained patient flow.
  • Effectively controlled the release of proprietary and confidential information for general client list. 
  • Patient Education Specialist hair restoration/hair loss  consultations
  • Patient Care advocate 
  • Staff training sterile and non-sterile  procedures

practice manager, cardiac tech assistant

  • Observe and assist in trans-thoracic echocardiograms (TTE) , stress echoes and ECG’s.
  • Supervising all health related documents and transferring to health care centers
  • Managing rosters and target sheets on a weekly basis
  • Manage all medical results, tests and equipment
  • In charge of all laboratory rooms and equipment
  • Responsibility in emergency health situations
  • In charge of the computer software used to handle all spread sheets and all medical related documents

practice manager

  • Maintained compliance books and logs as to policy.
  • Maintain accurate payroll on employees and approve.
  • Create work requisitions for open positions.
  • Other duties as assigned by the Assistant Administrator.

practice manager

  • Managing the office, partnering with the Doctor, employing and supervising team members, training team members and working to achieve maximum office Production and Collections.
  • Presenting and educating patients on their treatment plans and financial options as well as gaining financing approval.
  • Traveling to attend regular management meetings and training events. 
  • Establish and maintain relationships with patients and team members. Provided assistance with problems that patients may encounter.
  • Plan, direct and coordinate the activities of team members.
  • Review, prepare and study financial/business reports in order to increase patient satisfaction and grow our return on investment.
  • Oversee the flow of cash and financial transactions.

practice manager

  • Involved in ensuring the smooth transition in the change of surgery’s management.
  • Develop and implement policies and procedures for the surgery.
  • Responsible for overseeing the daily operation of the surgery and managing a team of 4 GPs, locum relievers, 4 nurses and 3 reception staff.
  • Performs multiple office functions involving staff’s schedule, doctors’ billings, patients enquiries, data management, patient records.
  • Responsible to oversee staff recruitment, training, supervision and appraisals.

practice manager

  • Direct supervision of staff. 
  • Payroll, staff schedules, keeping the office schedule full and productive. 
  • Daily bank deposits.
  • Supervise and assign duties to dental assistants and hygienist and keep the production of the office flowing.
  • Act as liaisons between dentists and dental business owners.
  • Oversee the flow of cash or financials, patient statements, insurance payments.
  • Provide monthly reports of production for dentist and hygienists.

practice manager

  • Developed training program for new employees.
  • Ordered all supplies and equipment for offices.
  • Developed reports on areas of concerns and executed a game plan to improve.
  • Monitored day to day tasks, calls, etc to assure that patient needs are handled according to policy.

practice manager

  • Direct, supervise and evaluate work activities of medical, nursing
  • Direct or conduct recruitment, hiring and training of personnel., clerical, service, maintenance, and other personnel.
  • Oversee daily operations in clinic setting.
  • Opening of Satellite Offices.
  • Approval of time off, vacation and any other request.
  • Handled patient Complaints and Concerns.
  • Organized staff schedules and orientation.

practice manager

  • Release information to persons, law firms and insurance companies
  • Post medical insurance payments and adjustments.
  • Manage the department and supervise staff.
  • Negotiate contracts with insurance companies.
  • Report all financial activity to an outside accountant and to the physicians.

practice manager

  • Collect medical histories and general health and life style information.
  • Process and prepare business forms.
  • Resolve or clarify codes or diagnoses with conflicting, missing, or unclear information by consulting with doctors or other medical staff.
  • Keep abreast of regulatory processes and payer systems such as Medicare, Medicaid, managed care, and private sources. 
  • s such as production, payroll, or shipping to verify details, monitor work activities, or evaluate performance.
  • es of establishments or departments and provide input into budget planning and preparation processes.

practice manager

  • Payroll for 40 staff, subcontractors and Company Directors
  • Medicare, HICAPS, Veterans Affairs claims processing
  • Administrative staff management, rostering, training, 
  • New employee preparation, interviewing, prepare welcome packs, induction of staff, prepare paperwork 
  • Maintaining logs, key registers, access cards
  • Generating reports for payroll, sales figures
  • Overseeing four clinics, stock control, maintenance 

practice manager

  • Perform administrative and managerial functions, such as taking responsibility for a unit’s staff, budget, and planning. 
  • Maintain records, such as patient files, employee charts, financial records and inventories. 
  • Provide or arrange for orientation and training of personnel.
  • Served as liaisons between organisations, shareholders, and outside organisations.

practice manager

  • Co ordinated doctors and staff
  • crises management
  • staff meetings
  • initatives to increase review

senior practice manager

  • Resolving employee conflicts. 
  • Prepared financial or regulatory reports as required by law, regulations, or Directors.
  • Prepared operational or risk reports and conducted file audits for management analysis and compliance
  • Directed, planned, or implement policies, objectives, or activities of organizations or businesses to ensure continuing operations, to maximise returns on investments, or to increase productivity.

practice manager

  • Initiated a cost to serve analysis on the business and developed a new fee for service model with the directors 
  • Participated in the development organisational strategic plan.
  • KRA Marketing Project-Collaborated with designers, copywriters and strategists on a re-branding initiative targeting a new market segment (young families) that resulted in a 30% increase in website visits.” 
  • Assisted in the establishment of strategically aligned para planning business.
  • Established and maintained relationships with individual or business customers or provide assistance with problems these customers may encounter. 
  • Analysed operations to evaluate performance of a company or its staff in meeting objectives or to determine areas of potential cost reduction, program improvement, or policy change.
  • Planed, directed, or coordinated the activities of workers across the organisation in relation to Administration, Client Services and Finance.    

practice manager

  • Collaborated with the Medical Director and patient care delivery team in planning, organizing, coordinating, monitoring and evaluating patient care and patient care activities within clinic areas.
  • Provided on-site day-to-day management to providers, clinical and non-clinical staff.
  • Prepared monthly & quarterly financial statements Oversaw the ordering of all office and clinical supplies.
  • Initiated and ensured state and corporate regulatory policies and procedures into daily office practices, informing and training staff members.