velena jones

* Post daily cash receipts for A/R, daily check listing for bank deposits. * Compile daily financial reports and run daily reports to show the previous day cash receipts. * Process write offs of accounts receivable items and handle accounts receivables for daily application cash receipts. * Assisting with month-end close processes. * Compile reports and tables to show statistics related to cash receipts, expenditures, accounts payable and receivable, and profit and loss. * Research invoices in 3rd party billing sites to obtain deduction details. * Track and distribute settlement checks received. * Catalog and track held checks to be researched or returned. * Process collection reports and collect on past due bills. * Process manual checks. * Reconcile firm Credit Card and post Credit Card payments. * Run G/L reports and process.

Centralized point of contact for all communications, problems and administrative inquiries posed by health professionals, doctors, patients, and relatives. Scheduled patient’s follow-up and surgical appointments. Contacted insurance companies to verify patient eligibility, benefits, and obtain prior authorizations. Obtained required documents to ensure timely billing functions

Located and retrieved files upon request from authorized users. Assigned and recorded identification numbers and codes to index materials for filing. Scanned and read incoming materials to determine filing order and location. Placed materials into storage receptacles, such as file cabinets, boxes, bins, and drawers, according to classification and identification information. Inserted additional data on file records. Photographed and made copies of data and records, using photocopying and microfilming equipment. Authorized and documented materials movement, using logbook and computer and traced missing files.

* Prepare, balance, research, analyze, and reconcile weekly, monthly, and quarterly federal and state/local tax deposits and tax returns for corporate and franchisees entities. * Prepare, review, and process year-end W2s, including process various forms of imputed income including company vehicle usage and Group Term Life Insurance. * Prepare, research, and analyze year-end reconciliations for 940 and 941 federal and state/local tax authorities. * Monitor, analyze and modify new hire set-ups for accurate tax rates, wages, tax deposit frequencies, rates, and identification numbers for corporate and franchisees entities. * Verify accuracy of new franchisees FEIN and all applicable owner rates (State Unemployment Insurance (SUI) and workers comp. * Research and resolve field and tax authority inquiries resulting in amended returns, additional deposits, and/or assessment of penalties. * Develop new team members providing training to create more efficient department

* Processed and reconciled deposit checks to ensure required documents were obtained. * Submitted sales orders for Retirement Services team. * Performed month-end processes for A/P and A/R departments. * Entered new client demographics to generate invoices for new and existing clients. * Entered all garnishment orders and conducted all payroll functions. * Created problem cases in E-Access to add features for clients. * Generated data queries to analyze, identify and resolve potential errors within suspense reports. * Assisted sales associates/management with monthly, quarterly, and annual billing and sales discrepancies.