Summary
Overview
Work History
Education
Skills
references
Timeline
Generic

Theresa Medeiros

Milton,Ontario

Summary

Confident Financial Coordinator touting 22 years of expertise in benefits explanation and payment collection. A real go-getter thrives in busy office environments and remains calm in high-pressure situations. An educated and friendly professional known for having outstanding administrative skills.

Overview

22
22
years of professional experience

Work History

Financial Coordinator

Heritage Orthodontics
03.2006 - Current
  • Day to day operations of account receivables and preparing all reports for Doctor and Accountant
  • Produced monthly reports, updating all patient ledgers and billing
  • Preparing daily bank deposits
  • Closed off day end for ledger
  • Setting up contracts; collaborated with Treatment Coordinators to produce accurate monthly statistics and prepared conversion numbers
  • Post all payments matching with post dated cheques and auto-payments
  • Authorizing visa/master card payments including deposits
  • Diligently worked on reducing accounts receivables with collection calls and generated statements
  • Reduced budget discrepancies with thorough analysis of expense reports and timely resolution of any issues.
  • Improved financial reporting accuracy by streamlining data entry processes and implementing automated systems.
  • Respond to all accounting inquiries; Answering Insurances companies questions
  • Submitting to Hospital for Sick Kids for payment, sending pre-determinations for funding
  • Ordering office supplies.
  • Increased departmental efficiency, implementing standardized procedures for all financial coordinator tasks.
  • Managed accounts payable and receivable functions, ensuring timely payments and accurate recordkeeping.
  • Maintained a high level of confidentiality when handling sensitive financial information and employee records.

Office Manager's Assistant

Village Orthodontics
09.2001 - 02.2006
  • Provided Administrative support for four Doctors
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Investigated and resolved all customer complaints
  • Informed staff and doctors alike regarding all accounting concerns at morning briefing.
  • Maintained computer and physical filing systems.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Managed compliance to keep organization operating within legal and regulatory guidelines.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Created, maintained and updated filing systems for paper and electronic documents.

Education

High School Diploma -

Mimico High School
Toronto

Skills

  • Payment Collection
  • Benefits Explanation
  • Skilled in Orthotrac software, Microsoft Office, Microsoft Publisher, Excell and Windows XP
  • Appointment Scheduling
  • Expense Tracking
  • Invoice Processing
  • Accounts Payable
  • Cost Control
  • Accounts Receivable
  • Insurance Documentation Processing
  • Data Entry
  • Verbal and Written Communication

references

References available upon request.

Timeline

Financial Coordinator

Heritage Orthodontics
03.2006 - Current

Office Manager's Assistant

Village Orthodontics
09.2001 - 02.2006

High School Diploma -

Mimico High School
Theresa Medeiros