Shanae Fields
Lakewood
Summary
Highly skilled Dental Front Office and Financial Coordinator with 27 years of experience providing exceptional administrative, patient care, and insurance coordination support in fast-paced dental practices. Extensive experience with patient scheduling, treatment planning, insurance verification, claims processing, collections, accounts receivable, and presenting financial arrangements. Known for quickly adapting to new office environments, maintaining accuracy under pressure, and delivering outstanding customer service while creating a positive patient experience. Proficient with multiple dental practice management software systems and committed to supporting office efficiency from day one. Dependable, flexible, and able to seamlessly integrate into established dental teams to provide immediate support with minimal training.
Overview
16
16
years of professional experience
Work History
Tax Preparer
Rapid Rich Tax Service LLC
Cerritos
01.2014 - Current
- Ensured timely filing of all client tax returns by monitoring deadlines and prioritizing work accordingly.
- Prepared individual and business tax returns by gathering financial information from clients. Educated clients on ways to improve their record-keeping practices for future tax preparation purposes.
- Filed tax returns electronically using approved software to ensure accuracy and compliance with regulations. through approved software programs.
- Utilized advanced software programs for efficient and accurate tax return preparation.
- Kept up-to-date on new developments in taxation through continuing education courses, seminars, and webinars. Analyzed client financial documents to identify potential deductions and credits.
- Assisted clients in understanding tax liabilities and filing processes.
- Educated clients on potential deductions and credits available to them.
- Maintained strict confidentiality of client information and records in accordance with professional ethics standards.
Front Office Financial Coordinator
Pacific Palisades Dentistry
Pacific Palisades
07.2017 - 01.2026
- Monitored cash flow forecasts and worked closely with management to optimize cash management strategies. Prepared financial statements for management review on monthly basis. Kept updated records of inventory, supplies and maintenance actions.
- Managed patient billing and insurance verification processes efficiently.
- Communicated financial policies to staff and patients, enhancing understanding and compliance.
- Communicated financial policies to staff and patients clearly and effectively.
- Oversaw general ledger activities, including account reconciliations and journal entries, while staying current on industry best practices through continuous professional development.
- Oversaw all general ledger activities, including account reconciliations and journal entries. Maintained up-to-date knowledge of industry best practices through continuous professional development efforts.
- Monitored cash flow forecasts and collaborated with management to optimize cash management strategies, preparing financial statements for monthly management review and maintaining accurate records of inventory and supplies.
- Developed and enhanced policies covering administrative processes. Supervised work of office, administrative and customer-facing employees. Preserved customer loyalty by quickly and completely resolving complaints 95% of the time.
Scheduling Manager
Redondo Beach Dentistry
Redondo Beach
02.2010 - 03.2014
- Collaborated with team members to ensure seamless coordination of schedules. Conducted regular audits of appointment bookings to ensure accuracy and compliance with company policies.
- Coordinated schedules with team members, conducting regular audits of appointment bookings to uphold accuracy and compliance with company policies.
- Avoided overbooking and errors through proactive communication about new appointments and schedule changes. Resolved conflicts in scheduling by negotiating alternatives with affected parties.
- Facilitated interdepartmental communication on shared resources and managed 8+ clerical and administrative personnel to optimize scheduling operations.
- Analyzed scheduling data to identify trends and improve workflow processes.
- Analyzed scheduling data to identify trends, enhancing workflow processes and improving overall scheduling efficiency.
- Facilitated communication between different departments regarding shared resources or facilities. Managed more than 8 clerical and administrative personnel.
- Scheduled and confirmed customer appointments using a digital calendar system.
- Collaborated with dental professionals to prioritize urgent patient needs effectively.
Education
Cal State Dominguez Hills
Carson, CAGolden State Tax Training Institute
Los Angeles, CASkills
- Tax preparation
- Insurance processing
- Accounts Receivable
- Accounts payable
- Patient billing
- Payroll
- Bank reconciliation
- Month-end closing
- Microsoft Excel
- Attention to detail
- Insurance verification
- HIPAA regulations
- Financial management
- Typing speed 45-50 wpm
- Appointment scheduling
- Communication skills
- Treatment Planning
Timeline
Front Office Financial Coordinator
Pacific Palisades Dentistry
07.2017 - 01.2026
Tax Preparer
Rapid Rich Tax Service LLC
01.2014 - Current
Scheduling Manager
Redondo Beach Dentistry
02.2010 - 03.2014
Cal State Dominguez Hills
Golden State Tax Training Institute