Summary
Overview
Work History
Education
Skills
Timeline
Generic

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
Casey Friend