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Miguel Lopez

Miguel Lopez

Santa Clarita, CA, USA

Accounts Receivable Clerk/Budget Analyst/Finance Management

Scheduler / Data Entry at Monte Rosa Medical

Open to Remote
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    Background

    I'm a Military Veteran with over 8+ years of experience in accounting analyst, data management, and patient care coordination, adept at leveraging extensive skills in software platforms like Microsoft Office, Cerner, MS4, and other industry software. Managed over 60+ daily interactions with patients and ensuring compliance with insurance and healthcare regulations. Poised to apply data analysis and financial management skills to contribute effectively in the financial sector.


    Job experience

    • June 2019 - March 2024
      Scheduler / Data Entry
      Monte Rosa Medical
      San Luis Obispo, CA, USA

      - Efficiently input Patients medical data into MS4, Cerner, and Powerchart, ensuring accuracy and compliance
      - Managed daily patient schedule, modifications, cancellations, or reschedule
      - Handled over 60+ inbound and outbound patient calls
      - Assist Verifications Department in processing medical order with insurances clarify deductions, co pays, out-of-pocket cost, and follow-up appointment reminder calls to patients.

    • February 2013 - February 2019
      Provider Data Specialist / Billing and Enrollment Specialist
      United Health Care
      Phoenix, AZ, USA

      - Team member that helped launch Military and Veterans Billing and Enrollment department to comply with TRICARE contract standards and compliance to service Active Duty Military, Veterans, and their families.
      - Processed, and maintained member enrollment and billing information by setting auto payments, electric funds transactions, and recurring funds transactions.
      - Oversaw, managed, and maintained provider enrollment applications based on UnitedHealth Care policies, procedures, and contract agreements.
      - Contributed to database standards achieving over 90% audit accuracy.

    • June 2007 - December 2014
      Financial Managemant Manager
      US Army National Guard
      Phoenix, AZ, USA

      - Managed and maintained payroll, allowances, and other financial transactions for personnel.
      - Responsible of approximately $1.5 million during Military deployment earning an Army Commendation Medal for zero funds loss.
      - Led meetings and After Action Review with Leadership to enhance and plan future financial strategies for Soldiers and Contractors.
      - Contributed boosting efficiency computations and fund disbursements for Soldiers and contractors.
      - Oversaw budget allocations, streamlining costs and maximizing resources efficiency.

    • June 2007 - December 2014
      Commercial Vendor / Budget Analyst
      US Army National Guard
      Phoenix, AZ, USA

      - Forecasted budgets and planned future expenses to ensure timely vendor payments.
      - Conducted thorough reports, audits, and inspections of financial programs, collaborating with Leadership, , US Federal Reserve, and other federal entities.
      - Utilized diverse financial systems to manage and complete budget and fiscal operations.
      - Analyzed spending and cost data, providing insights to improve financial efficiency.
      - Generated detailed reports, contributing to transparent financial management and accountability.
      - Streamlined fiscal operations, enhancing budget accuracy and vendor payment efficiency.

    • June 2007 - December 2014
      Accounts Receivable
      US Army National Guard
      Phoenix, AZ, USA

      - Earned an Army Commendations for zero loss of funds with 100% accuracy during deployment.
      - Maintained digital and manual logs for all financial transactions, ensure timely vendor payments.
      - Assisted and trained Soldiers on financial compliance, and boosted team accuracy.
      - Reconciled Weekly and Monthly Financial Reports ensuring 100% accuracy with Disbursing Officer.

    • November 1993 - December 2014
      Manager / Supervisor / Counselor
      US Marine Corps / US Army National Guard
      Phoenix, AZ, USA

      - Supervised, trained, developed, counseled, and lead 200+ Marines throughout multiple high-stressful deployments.
      - Volunteered as a Retention Manager, Unit Substance Abuse Counselor, and Hazmat Manager for 8+ years
      - Reduced unit turnover ratio by half through effective counseling and support.
      - Aided Soldiers into seeking professional help to overcome their alcohol or substance abuse challenges discreetly, while maintaining confidentiality and integrity for the individual, the Commander, and the Unit.
      - Managed Hazmat materials for the Unit, ensuring compliance and safety during home, mobilization and deployments.
      - Coordinated cross-functional teams to maintain high morale and safety during multiple military operations.

    • November 1993 - October 2006
      Files and Directives Clerk / Data Analyst
      US Marine Corps
      Yuma, AZ, USA

      - Audited and maintained service records for the Marines and equipment ensuring accuracy and compliance.
      - Managed aircraft and support equipment logs improving data integrity and operational efficiency as Data Entry Manager
      - Established a Technical Library and Sub Libraries within each department of HMH-462 unit to optimize technicians and boosting timeliness and proper maintenance for all aircraft and support equipment, earning a Navy Achievement Medal.
      - Streamlined data entry processes enhancing accuracy and efficiency in record-keeping


    Education

    • Le Cordon Bleu of Scottsdale
      AS of Culinary Arts
      2009 - 2011
      Associates in Culinary Arts