Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic

Judy Archie Symes

Leduc,AB

Summary

Effective advisor communicates well with people of all ages and backgrounds. Excellent eye for detail enabling quick identification of areas for improvement and suggesting strategies to help businesses reach goals. Focused on introducing efficient systems and processes. Reliable business professional with experience in project management, process improvement and financial analysis. Proven track record of successfully streamlining business operations and reducing costs. Adept at analyzing data to identify trends and developing strategies to improve efficiency.

Overview

15
15
years of professional experience

Work History

Consultant/Bookkeeper

The Lung Health Clinic Inc
08.2020 - Current
  • Authored detailed work plans to meet business priorities and deadlines.
  • Tracked costs and expenses to compare with original budget and identify failure points.
  • Updated stakeholders on key milestones for projects.
  • Generated reports detailing findings and recommendations.
  • Conducted P&L statement analysis to improve daily operations, increase revenue and reduce costs.
  • Created detailed roadmaps of action items and project goals and generated reports to inform budgeting and planning.

Office Manager

The Lung Health Clinic Inc
01.2008 - 08.2020
  • Compared vendor prices and negotiated for optimal savings.
  • Evaluated employee records and productivity to complete employee evaluations.
  • Developed standard operating procedures for all administrative employees.
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
  • Sourced vendors for special project needs and negotiated contracts.
  • Oversaw quality control and productivity rates to increase revenue and production times.
  • Communicated effectively with staff members, physicians and patients, employing active listening and interpersonal skills.
  • Provided proper scheduling of patients, ensuring timely and effective allocation of resources and calendars.
  • Created and managed electronic patient records, encompassing data entry and administrative functions related to insurance, billing and accounts receivable.
  • Developed close working relationships with front office and back office staff.
  • Addressed and remedied all patient or team member issues.
  • Created and implemented organizational policies and procedures.
  • Implemented onboarding for new employees, which enabled each to effectively learn tasks and job duties.
  • Consulted with healthcare professionals on business decisions.
  • Oversaw accounting, budgeting, and financial reporting.
  • Built relationships with physicians to create steady referral pipeline.

Education

Accounting - Bookkeeping Specialty

Alberta College
Edmonton

Skills

  • Issue Resolution
  • Project Analysis
  • Project Management
  • Reports and Documentation
  • Customer Relationship Management
  • Outcome Accountability
  • Delivery Assurance
  • Client Relationships
  • Performance Assessment
  • Team Leadership
  • Financial Planning
  • Forecasting and Reporting
  • Software Troubleshooting

Additional Information

  • Member of Leduc City Council for 18 years. Municipal knowledge, experience in SDAB's, great listening skills and have ability to run a hearing.
  • Volunteer on many community projects within the City of Leduc.
  • Chairperson for community groups within the City of Leduc.

Timeline

Consultant/Bookkeeper

The Lung Health Clinic Inc
08.2020 - Current

Office Manager

The Lung Health Clinic Inc
01.2008 - 08.2020

Accounting - Bookkeeping Specialty

Alberta College
Judy Archie Symes