Casey Friend
Lincoln
Summary
Seasoned Assistant Manager at Oxygen XL, adept in client relationship management and Quickbooks reporting. Excelled in boosting team performance through data analytics, securing client referrals, and enhancing financial accuracy. Co-founded The B Lowder Project, showcasing leadership in fundraising and strategic partnerships. Proven track record in staff training and development, demonstrating a confident approach to achieving and surpassing business objectives.
Overview
10
10
years of professional experience
Work History
Assistant Manager First Party Account Services
Oxygen XL
02.2021 - Current
- Management of 5 to 7 A/R Departments with 4 team members.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of client preferences.
- Established team priorities, maintained schedules and monitored performance.
- Leveraged data through monthly reporting and analytics to better team performance.
- Monitored and audited finance records, increasing accuracy, and reducing discrepancies.
- Generated repeat business through client referrals and new client presentations.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Quickbooks management and book keeping services for Accounts Receivables and Payables.
- Booking bills, invoices, journal entries and documentation into quickbooks.
- Assistance in yearly audit of financials for multiple clients for 2022 and 2023. Locating and organizing correct documentation, responding to auditor requests and downloading data from audit portal.
Executive Director of The B Lowder Project
The B Lowder Project 501c3
01.2022 - Current
- Co founder Non profit organization that funds people struggling with alcoholism and addiction into treatment centers throughout the United States.
- Organization of fundraising opportunities to meet objectives with board of directors.
- Create and maintain relationships with medical facilities and treatment centers.
- Direct contact with future patients and family members.
- Led successful fundraising campaigns, securing critical resources for program development and expansion.
Admissions Coordinator
Oaks Recovery
07.2018 - 01.2021
- Confirmed all insurance benefits met standards of admissions as dictated by policy.
- Performed document filing, bookkeeping, and faxing for Admissions director.
- Assisted in patient admission process based on company guidelines.
- Contacted prospective residents and family members via incoming and outgoing emails and phone calls.
- Collaborated with admissions team to develop and implement strategies to improve admissions process.
Office Administrative Assistant
Home Solutions Inc.
01.2015 - 06.2018
- Ordered materials based on upcoming work orders.
- Payment scheduling and documentation in quickbooks.
- maintained schedules and monitored performance.
- Payroll and vendor management.
Education
Bachelor of Arts - Management Information Technology And Management
Aurora University
05.2008
Skills
- Account Management
- Budgeting and finance
- Client Relationship Management
- Staff Training and Development
- Collection practices
- Profit and loss statements
- Client Services
- Report compilation
- Quickbooks reporting
Timeline
Executive Director of The B Lowder Project
The B Lowder Project 501c3
01.2022 - Current
Assistant Manager First Party Account Services
Oxygen XL
02.2021 - Current
Admissions Coordinator
Oaks Recovery
07.2018 - 01.2021
Office Administrative Assistant
Home Solutions Inc.
01.2015 - 06.2018
Bachelor of Arts - Management Information Technology And Management
Aurora University
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