Swarnali Gupta

C5 Insight is a Microsoft Gold-Certified Partner for Dynamics CRM and SharePoint that delivers innovative business solutions built on proven customer relationship management (CRM), collaboration and content management platforms. The firm also holds additional certifications in Salesforce.com, Informatica, Scribe, Azure,.NET, SQL Server, and other best-of-breed technologies and methodologies.

Consults with businesses to help them plan and implement successful solutions with SharePoint, Microsoft CRM, and Salesforce.com. Proud to be considered a trusted advisor and partner by my clients. Experience includes business process and strategy assessments, detailed requirements documentation, customization and configuration of application, creation of UAT documents and Testing/QA. Also includes creation of CRM reports, developing and delivering custom CRM User and CRM Administrator training and support clients after go live.

Frequently act as liaison between clients and developers for custom development work and system integrations. Participated in several upgrades to MS CRM 2011 as well as projects to revive stalled project implementations. In addition, often manage the Microsoft CRM, SharePoint and custom development projects interacting closely with our staff and the client PM and project team.

The YMCA of Greater Charlotte is one of the largest YMCA associations in the country. With 16+ branches and 2 resident camps it serves 260,000+ people each year.

Asst. Finance Manager Oct 1997 - May 1XXX

Finance Manager May 1XXX - Aug 2004

Asst to Finance Mgr. & Program Director (PT) Sept 2004 - June 2006

• Oversaw daily balancing and reconciling of branch income.
• Supported Member Services by training new hires re: daily balancing procedures and membership computer program in AS-400.
• Assisted 19 departments with creating and adhering to budget.
• Implemented a P.O. approval process for more accurate tracking and forecasting of spending
• Created executive analysis reports highlighting business issues, potential risks and profit opportunities.
• Improved upon accounting and financial systems.
• Facilitated month-end close processes, invoicing, journal entries and account reconciliations with the corporate office.

Among 19 of the full-time employees at the University City Branch. Most employees were part-time. Therefore, the full-time employees wore several hats, shared in branch and metro-wide responsibilities for Community Outreach, Marketing efforts and events, Fundraising, team building and recognition efforts, as well as Quality Assurance for cleanliness, customer service and safety at branches.

Selected to be the Quality Champion for the University City Branch. Rallied the other FT and PT employees to make sure our branch continued to exceed expectations of our members. Oversaw Member satisfaction survey process, facility inspections, secret shopper effort and made sure any issues were addressed in a timely manner.

Appointed to a team in the metro-wide 16+ branch internal project to choose a new accounting system. Worked with team to develop the requirements, screen vendor and systems and give input for final choice.

Group of 25+ Anesthesiologists and 50+ CRNA's servicing 5 area hospitals. $1 million+ monthly revenue

• Took proactive steps to appropriately and correctly identify errors and re-file denied/rejected claims on behalf of patients.
• Acted as a liaison between the business department, billers and third party payers in resolving billing and reimbursement accuracy.
• Completed appeals, filed and submitted claims.
• Remained up-to-date with all insurance requirements, including the details of patient financial responsibilities, fee-for-service and managed care plans.
• Assisted the office manager in preparing detailed information for managing partners during renegotiations of PPO/HMO contracts.

Group of 25+ Anesthesiologists and 50+ CRNA's servicing 5 area hospitals. $1 million+ monthly revenue

• Oversaw Patient accounts, handled cash and deposits daily using the proper accounting procedures and documentation.
• Thoroughly reviewed remittance codes from EOBS/AR's.
• Researched and resolved collections and billing disputes with tact and efficiency.
• Performed quality control of the data entry system to verify that claims and payments were posted correctly.
• Processed refunds in a timely manner.
• Provided information to office manager and managing partners each month re: financials.